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9,290,931 | Edmonds station (Washington) | 1,166,048,364 | Amtrak and commuter train station in Edmonds, Washington | [
"1956 establishments in Washington (state)",
"Amtrak stations in Washington (state)",
"Bus stations in Washington (state)",
"Edmonds, Washington",
"Former Great Northern Railway (U.S.) stations",
"Railway stations in the United States opened in 1956",
"Sounder commuter rail stations",
"Transportation buildings and structures in Snohomish County, Washington"
]
| Edmonds station is a train station serving the city of Edmonds, Washington, in the United States. The station is served by Amtrak's Cascades and Empire Builder routes, as well as Sound Transit's N Line, a Sounder commuter rail service which runs between Everett and Seattle. It is located west of Downtown Edmonds adjacent to the city's ferry terminal, served by the Edmonds–Kingston ferry, and a Community Transit bus station. Edmonds station has a passenger waiting room and a single platform.
The station building was opened by the Great Northern Railway in 1957, replacing the city's older depot from 1910. Great Northern merged into Burlington Northern (later BNSF Railway) in 1970; passenger service ceased when Amtrak took over Burlington Northern's passenger routes the following year. Amtrak began operating passenger service from Edmonds station in July 1972 and it has been served by Cascades (originally the Mount Baker International) since 1995. Sound Transit began operating Sounder trains to Edmonds station in December 2003, and later funded a project to rebuild the station and transit center in 2011. The Sound Transit project was conceived after earlier plans to build a combined ferry–rail facility southwest of the city were cancelled in 2008.
## Description
Edmonds station is located on a single-tracked segment of the BNSF Scenic Subdivision on Railroad Avenue in downtown Edmonds, adjacent to the Edmonds ferry terminal. It has a single, 1,200-foot-long (370 m) side platform on the east side of the tracks, running from Dayton Street to Main Street and paved with asphalt; the southern half of the platform, measuring 520 feet (160 m), has ticket vending machines, bicycle lockers, and passenger waiting shelters. The Amtrak building is located south of James Street and includes a staffed ticket office, waiting room, vending machines, and restrooms. The building was designed with Modernist elements, including clean lines in the exterior brick walls laid in a stacked bond and large floor-to-ceiling windows. The south end of the station building includes a freight room with a garage and a former baggage room that was occupied by a model railroad exhibit. The model railroad, run by the Swamp Creek and Western Railroad Association, was at the station until 2022 and moved to Everett Station the following year.
At the north end of the station platform is a transit center used by Community Transit buses. It contains Standing Wave, a 12-foot (3.7 m) bronze-and-patina sculpture by Gerard Tsutakawa resembling a series of waves, installed as part of Sound Transit's art program. To the west of the transit center is the Washington State Ferries terminal, which is adjacent to Brackett's Landing Park and the city's downtown commercial district. Edmonds station has 259 parking spaces for Amtrak and Sound Transit passengers, including leased spaces from the nearby Salish Crossing shopping mall—home to the Cascadia Art Museum and several businesses.
## History
### Early stations
Edmonds was founded in 1876 and received its first railroad in 1891, constructed by the Seattle and Montana Railroad between Seattle and British Columbia. The Great Northern Railway later acquired the railroad and completed its transcontinental route to Seattle in 1893, bringing long-distance passenger service to Edmonds. The original station was located on the west side of the tracks away from downtown and derided as inaccessible and undersized for the growing city. A formal investigation of stations across Snohomish County by the Washington State Railroad Commission in 1909 led to a court order for Great Northern to improve their depots, including a modernized facility for Edmonds at James Street, which the railroad resisted in their failed appeal to the state court. Great Northern later agreed to build the new depot after further consultation with Edmonds city leaders over its location and amenities. Later visits by the commission attracted crowds of up to a hundred citizens, and the city agreed to a right of way franchise with Great Northern for the new depot in January 1910. The railroad and city continued to argue over the proposed depot's distance from James Street until the chamber of commerce intervened and requested a compromise be reached.
The new Edmonds depot opened in November 1910, constructed with clapboard sidings and had a wooden platform that was connected to street level by a series of ramps, which were later decorated with railroad knick-knacks. It was initially served by eight daily passenger trains: limited transcontinental trains and local service to Seattle and Vancouver, British Columbia. Freight services from the new depot also accepted shipments from the Olympic Peninsula, delivered by boat from various shingle mills. By the late 1950s, Great Northern's declining passenger service left Edmonds with only one daily train: the Cascadian from Seattle to Spokane.
### Modern depot and Amtrak
In March 1956, Great Northern announced plans to build a modern station in Edmonds to serve the suburban areas north of Seattle, at a cost of \$185,000. The new station would include a 175-stall parking lot, a blacktop platform, and a streamlined waiting room with contemporary design elements. Construction of the new station building began in May 1956 and was substantially complete by the end of November. The former depot was demolished on December 18, 1956, and the near-complete station was put into service by the end of the month. It was dedicated on January 2, 1957, and the first transcontinental Empire Builder train to stop at Edmonds arrived on January 7, greeted by a crowd of 1,000 residents and civic leaders from across the region, including Secretary of State Earl Coe.
In March 1970, Great Northern was merged with three other major railroads into the Burlington Northern Railroad, which continued to operate passenger service for one year. In November, the federal government established Railpax (later Amtrak) to consolidate unprofitable transcontinental passenger services previously operated by competing railroads. The six passenger trains serving Edmonds were eliminated or rerouted elsewhere under the Railpax plan; the final Empire Builder train departed from Edmonds on the afternoon of April 30, 1971. The station remained open as a Burlington Northern freight stop and maintained by the railroad in hopes of restored passenger service. Passenger trains to Edmonds station returned a year later on July 17, 1972, with the restored Pacific International between Seattle and Vancouver, British Columbia. Transcontinental service to Edmonds returned on June 13, 1973, via an extension of the North Coast Hiawatha over Stevens Pass, and was supplemented by the rerouted Empire Builder in 1981. Amtrak cancelled the North Coast Hiawatha in 1979 and Pacific International in 1981 due to poor patronage and ticket sales, leaving Edmonds with only two daily train departures. Edmonds was slated to lose its ticketing office and baggage claim in 1983 as part of national cuts to stations with low ridership, but was spared by Amtrak because of an increase in ticket revenue.
The Seattle–Vancouver corridor was designated as a priority high-speed rail corridor by the United States Department of Transportation in 1992. Reinstatement of passenger rail service to Vancouver was supported by Congressman Al Swift, who lobbied for its inclusion in the national transportation budget, along with a contribution from Washington state. The reinstated service would require raised speed limits through Edmonds, which was opposed by residents and the city council in a dispute that began in the late 1980s. The raised speed limits were approved by an administrative law judge, against the city's wishes, and new fences were slated to be built along the railroad using city permits. The permits remained unapproved in early May 1995, only weeks before service was scheduled to begin, and Amtrak threatened to skip Edmonds station until they were issued. An agreement was signed by Amtrak and Edmonds, allowing for trains on the Mount Baker International to use the station beginning May 25, 1995. The train was later folded into the Amtrak Cascades brand introduced in January 1999.
### Commuter rail
In conjunction with the Amtrak Cascades program, the city's government proposed the development of a multimodal center for Amtrak, commuter rail, buses, and ferries to replace separate facilities in downtown Edmonds. The multimodal project, named "Edmonds Crossing", was evaluated in the 1990s and a preferred location on part of a disused Unocal fuel terminal at Point Edwards, to the southwest of downtown, was chosen in 1998. The multimodal hub would include a rail station with 570 parking spaces shared with ferry users, as well as a bus terminal.
The Edmonds Crossing plan included provisions for an interim commuter rail station in downtown Edmonds, to be built by the new regional transit authority (later renamed Sound Transit). The transit authority ran a pilot commuter rail service to Seattle in early 1995, stopping at Everett and Edmonds, to promote a \$6.7 billion transit plan that would be placed on a regional ballot measure in March. The ballot measure was rejected by voters, but a \$3.9 billion plan was approved in the November 1996 election, including a commuter rail line from Everett to Seattle and \$6 million in funding for an Edmonds station on the line. The Amtrak station was selected by Sound Transit as the site of the interim station in 2000 and the city government approved a fifteen-year plan for the interim station in 2002. The commuter rail line was originally scheduled to begin service in 2001, but was delayed due to negotiations with the Federal Transit Administration and BNSF Railway, the successor to Burlington Northern. The interim station in Edmonds included an extended platform and new parking lot on the south side of the Amtrak facility, both located on property acquired from BNSF. Sounder commuter rail service from Everett and Edmonds began on December 21, 2003.
The final environmental impact statement for the Edmonds Crossing project was published in 2004 and received a Record of Decision the following year, but lacked a funding source. Jurisdiction of the \$171 million project was transferred to Washington State Ferries in 2007, but the ferry system instead prioritized repair and replacement of vessels over capital projects, and announced in 2009 that the Edmonds Crossing project would be left unfunded for a 20-year period. Funding for the permanent Edmonds station had been approved in the Sound Transit 2 passed by voters in 2008 and was scheduled to begin construction in the summer of 2009. In response to the cancellation of the Edmonds Crossing project, the Edmonds City Council requested the expedited design and construction of a permanent Sounder station.
Construction of the permanent Sounder station began in July 2010, following agreements signed by Sound Transit and the city government, and a formal groundbreaking was held in August. The \$12.9 million project included the construction of a new platform, four passenger waiting shelters, a new transit center, improved lighting, and repaving of the parking lots. The new platform was opened on July 9, 2011, and was followed by the opening of the transit center in October. As part of the project, the number of parking spaces for commuter rail users was reduced from 200 to 161. An additional 53 parking spaces were opened for Sounder passengers in November 2012, leased from the private Waterfront Antique Mall while another lot with 103 spaces was built and leased to Sound Transit. Future plans call for double tracking of the railroad through Edmonds and a second platform at Edmonds station, located to the west along Railroad Avenue.
## Services
Edmonds station is served by six daily Amtrak trains: four Cascades runs between Seattle and Vancouver, British Columbia (with two continuing south to Portland, Oregon), and two transcontinental Empire Builder runs between Seattle and Chicago. The station is also served by the N Line of Sound Transit's Sounder commuter rail service on weekdays, running four trains in peak direction towards King Street Station in Seattle during the morning commute and four trains from Seattle during the evening commute. Sounder trains also run on select weekends during special events.
The station also serves as the terminus of five Community Transit routes, including all-day local routes to nearby areas in Lynnwood, Mountlake Terrace, and Shoreline, and peak commuter service to downtown Seattle. The Edmonds–Kingston ferry connects Edmonds to the Kitsap Peninsula and takes approximately 30 minutes to complete a crossing of Puget Sound. Daily intercity bus service at Edmonds station is provided by the Dungeness Line, a Travel Washington bus route connecting the Olympic and Kitsap peninsulas to Seattle and Seattle–Tacoma International Airport. |
68,826,463 | 1998–99 Gillingham F.C. season | 1,109,775,398 | null | [
"1998–99 Football League Second Division by team",
"Gillingham F.C. seasons"
]
| During the 1998–99 English football season, Gillingham F.C. competed in the Football League Second Division, the third tier of the English football league system. It was the 67th season in which Gillingham competed in the Football League, and the 49th since the club was voted back into the league in 1950. The club signed two new forwards, each for a new club record transfer fee, but started the season in poor form, winning only one of the first eight league games. The team then went on a much-improved run, being undefeated for 17 league games, and began challenging for promotion to the Football League First Division. Gillingham finished the regular season in fourth place in the Second Division, qualifying for the play-offs for promotion to the First Division. After defeating Preston North End in the semi-finals, they played Manchester City at Wembley Stadium in the final. Gillingham were 2–0 up with less than ten minutes remaining but conceded two late goals, and Manchester City won the subsequent penalty shoot-out to gain promotion.
Gillingham also reached the southern section semi-final of the Football League Trophy, but were eliminated from both the FA Cup and the Football League Cup in the first round. The team played 56 competitive matches, winning 26, drawing 16 (including the play-off final), and losing 14. Carl Asaba was the team's leading goalscorer with 22 goals. Paul Smith made the most appearances during the season, playing in 54 of the team's 56 matches. The highest attendance recorded at the club's home ground, Priestfield Stadium, was 10,400 for the visit of Manchester City. Despite leading the team to the play-off final, manager Tony Pulis was dismissed from his job shortly afterwards amid allegations of gross misconduct. He sued the club for unfair dismissal and accepted an out of court settlement.
## Background and pre-season
The 1998–99 season was Gillingham's 67th in the Football League and the 49th since the club was elected back into the League in 1950 after being voted out in 1938. It was Gillingham's third consecutive season in the Football League Second Division, the third tier of the English football league system. The club had never reached the second level of English football in its history. In the previous season, Gillingham had finished eighth, tying on points with three other teams for the last two places in the play-offs for promotion to the First Division, but missing out having scored the fewest goals of the four teams.
Tony Pulis served as manager for a fourth season, having been appointed in 1995 after chairman Paul Scally purchased the club. Andy Hessenthaler was the team's captain. There were significant changes to the playing squad ahead of the season, and the records for the highest transfer fees received and paid by Gillingham were both broken. Shortly after the end of the 1997–98 season, Jimmy Corbett, an attacking midfielder who had debuted in August 1997 at the age of 17, moved to FA Premier League club Blackburn Rovers for an initial fee of £525,000 (equivalent to £ million in ); clauses in the contract meant that the fee had the potential to nearly double if Corbett played more than a specified number of games at the higher level. A succession of injuries, however, limited his playing time at Blackburn and Gillingham received no further money. In June, Ade Akinbiyi, the team's top goalscorer in the previous season, joined Bristol City of the First Division for £1.2 million (equivalent to £ million in ), a new record for the highest transfer fee received by the club. Gillingham's record for the highest transfer fee was broken by the signing of Robert Taylor from Brentford for a fee of . Gillingham also signed John Hodge from Walsall, and Mark Saunders and Paul Williams, both from Plymouth Argyle.
The club adopted a new first-choice kit, changing from plain blue shirts to blue and black stripes, a style previously worn in the 1995–96 season. In his programme notes for the first match of the season, Scally stated that the fact that the team had won promotion in that season wearing striped shirts was a factor in the decision to adopt them again. The second-choice shirts, to be worn in the event of a clash of colours with the opposition, were red and black stripes. The team prepared for the new season with a number of friendly matches, including one against Crystal Palace, who had played in the FA Premier League in the previous season.
## Second Division
### August–December
Gillingham began the Second Division season with a home game against Walsall and lost 1–0. The next three games all resulted in draws, after which Gillingham were in 18th place in the 24-team league table. The goalless draw against Bristol Rovers was marred by a brawl involving almost every player on the pitch, after which Gillingham's Barry Ashby and Adrian Pennock were both sent off, along with two Rovers players. Forward Carl Asaba made his debut in the 2–2 draw away to Blackpool on 29 August, having joined the club the previous day from Reading for a fee of £600,000 (equivalent to £ million in ), another new club record. Gillingham achieved their first victory of the season at the fifth attempt, defeating Wrexham 4–0; Asaba scored his first goal since joining the club and the result took the team up to 12th in the table. Gillingham then lost their next two games, however, and again dropped to 18th.
The 1–1 draw against Colchester United on 12 September marked the start of an unbeaten run which would last for the remainder of the year. Two weeks later, Gillingham drew 1–1 away to Preston North End; before the game the players were presented to Sepp Blatter, president of world football's governing body FIFA, who was in attendance to open the National Football Museum, located at Preston's Deepdale stadium. The following game, a 2–2 draw at home to Macclesfield Town, was preceded by the arrival by helicopter of the club's new mascot, Tommy T. Trewblu. Between 20 October and 10 November, Asaba scored in five consecutive games, four of which resulted in victories, taking his total number of league goals to ten. Taylor, however, had only scored three league goals and was receiving negative reactions from some Gillingham supporters, who considered him out of shape and his large transfer fee a waste of money.
On 21 November, Gillingham played away to Manchester City, who were playing in the third tier of the English football league system for the first time in their history. The match, the first between the two clubs since 1908, resulted in a 0–0 draw and drew a crowd of 26,529, by far the largest crowd to watch a game involving Gillingham during the regular 1998–99 league season. Asaba scored the team's first hat-trick of the season on 19 December in a 4–0 victory over Notts County. Gillingham ended 1998 with a 1–1 draw at home to Millwall in front of 9,221 fans, the season's largest attendance at Priestfield Stadium to date. It was Gillingham's 16th consecutive league game without defeat, and left them sixth in the table.
### January–May
The team won their first game of 1999, defeating Blackpool 1–0 to extend their unbeaten league run to 17 games and move up to fifth place. Seven days later, however, Gillingham were defeated in the league for the first time since September, losing 2–1 away to Walsall. In each of the next three matches the team scored three goals, resulting in two wins and a draw, which kept Gillingham in the top six of the table.
On 20 February, Asaba scored Gillingham's goal in a 1–1 draw with Colchester United but was then sent off for apparently head-butting Colchester's David Greene. Two weeks later, however, the red card was overturned by a special commission convened by the Football Association, the sport's governing body in England, based on evidence provided by police officers present at the game. In the final game of February, Gillingham recorded their best ever Football League win away from home when they beat Burnley 5–0 at Turf Moor; Taylor scored all five goals. It was the first time that a Gillingham player had scored as many goals in a single match since Fred Cheesmur scored six against Merthyr Town in 1930. In the following match, Taylor scored in the final minute to gain the team a draw against fellow promotion contenders Preston North End.
In March, Gillingham lost 4–1 to Wigan Athletic, the most goals conceded by the team in a single game during the season, but followed it up with a 4–0 win over Lincoln City. Kevin Lisbie, signed on loan from Charlton Athletic of the Premier League, scored in both games. Gillingham began the month of April with three consecutive victories; this included a win at home to Bournemouth with goals from Hessenthaler and Lisbie. The game was shown live by Sky TV, the first time the broadcaster had televised a game from Priestfield. After this run, Gillingham were fourth in the table, two places and three points below the automatic promotion positions. They then lost the next three games, however. Although Gillingham only dropped one position in the table as a result, they were now nine points below second place with three games remaining and a maximum of nine more points available. This run of defeats included Gillingham's first home defeat of the season, a 2–0 loss to Manchester City which drew an attendance of 10,400, the largest crowd to attend a match at Priestfield during the season. Gillingham defeated Oldham Athletic on 24 April and Stoke City a week later, scoring four goals each time. Four days after the second of these victories, Wigan Athletic lost to Wycombe Wanderers, meaning that Gillingham were guaranteed a place in the play-offs irrespective of the result of the final match of the regular season. Gillingham's final game resulted in a 1–0 win away against Notts County, Asaba scoring the only goal; this meant that they finished the regular season fourth in the table, seven points below second place.
### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
### Partial league table
### Play-offs
In the play-off semi-finals, Gillingham played fifth-place finishers Preston North End. In the first match of the two-legged tie, David Eyres put Preston ahead in the 54th minute. Taylor equalised with 11 minutes remaining and the match ended 1–1. The second leg was held three days later at Priestfield. Gillingham took the lead through Hessenthaler less than two minutes into the match. Having been largely thwarted by the Gillingham defence in the open 45 minutes, Preston had more goalscoring chances in the second half; goalkeeper Vince Bartram dived full-length across his goal to keep out a shot from Jon Macken. The match ended 1–0 and Gillingham progressed to the final with a 2–1 aggregate victory.
In the final Gillingham played Manchester City, who had defeated Wigan Athletic in the other semi-final. It was the first time Gillingham had played at Wembley Stadium, England's national stadium, in the club's history. The match was scoreless until the 81st minute, when Asaba gave Gillingham the lead. Taylor added a second goal five minutes later. Kevin Horlock scored for City in the 90th minute to halve the deficit and, in the fifth minute of injury time, Paul Dickov scored an equaliser to make the score 2–2 and send the game into extra time. With no further goals being scored, the match was decided by a penalty shoot-out, which City won 3–1 to gain promotion.
### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- N = Match played at a neutral venue
- pen. = Penalty kick
- o.g. = Own goal
## Cup matches
### FA Cup
As a Second Division team, Gillingham entered the 1998–99 FA Cup in the first round and were drawn to play fellow Second Division team Oldham Athletic. Gillingham lost 2–0 and were thus eliminated from the competition.
#### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
### Football League Cup
As a Second Division team, Gillingham entered the 1998–99 Football League Cup in the first round and were paired with Southend United of the Third Division. Gillingham lost both legs of the tie 1–0.
#### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
### Football League Trophy
In the first round of the 1998–99 Football League Trophy, a competition for Second and Third Division teams, Gillingham played Colchester United. Goals from Asaba, Pennock and Paul Smith and two from Taylor resulted in a 5–1 victory. In the second round, Gillingham defeated Swansea City 1–0 and then beat Torquay United by the same score in the third round. This secured the team a place in the semi-final of the southern section of the competition; their opponents were Millwall. In front of a crowd of 11,555 at Millwall's The New Den, Gillingham lost 1–0 and were eliminated from the competition.
#### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
## Players
Smith made the most appearances for Gillingham during the season, playing in 54 of the team's 56 matches; he missed only one Second Division game and one match in the League Trophy. Three other players made over 50 appearances; Bartram played 53 times and both Southall and Taylor 51 times. Two players made only a single appearance during the season. Brian Statham was restricted to one game in the 1998–99 season although he had played 23 games in the season before. The one game in which French defender Franck Rolling played, however, was the only appearance of his Gillingham career.
Asaba was the team's leading goalscorer during the season. He scored 20 times in the Second Division during the regular season, once in the play-offs, and once in the League Trophy for a total of 22 in all competitions. Taylor scored 16 goals in the Second Division and 21 overall. No other player reached double figures.
## Aftermath
One month after the play-off final, Pulis was dismissed from his job as the club's manager, amid accusations of gross misconduct on his part, a decision which led to a lengthy and acrimonious court case between him and Scally. The relationship between the two had deteriorated during the 1998–99 season, in particular following an interview with local newspaper Kent Today, which quoted Scally as saying that being a manager was an "easy job". Following the interview, which Scally said misquoted him, the paper's reporters were banned from Priestfield Stadium for more than five years. Pulis brought a case against the club for unfair dismissal and ultimately accepted an out-of-court settlement of .
Peter Taylor was appointed as the club's new manager. Gillingham again challenged for promotion in the 1999–2000 season; on the last day of the regular season, the team had a chance to gain automatic promotion, but lost and instead had to again enter the play-offs. After defeating Stoke City in the semi-finals, Gillingham beat Wigan Athletic in the final to gain promotion to the second tier of the English football league system for the first time in the club's history. |
12,685,317 | Harry F. Sinclair House | 1,171,037,030 | Mansion in Manhattan, New York City | [
"C. P. H. Gilbert buildings",
"Fifth Avenue",
"Gilded Age mansions",
"Gothic Revival architecture in New York (state)",
"Houses completed in 1899",
"Houses on the National Register of Historic Places in Manhattan",
"National Historic Landmarks in Manhattan",
"New York State Register of Historic Places in New York County",
"Sinclair Oil Corporation",
"Upper East Side"
]
| The Harry F. Sinclair House is a mansion at the southeast corner of East 79th Street and Fifth Avenue on the Upper East Side of Manhattan in New York City. The house was built between 1897 and 1899. Over the first half of the 20th century, the house was successively the residence of businessmen Isaac D. Fletcher and Harry F. Sinclair, and then the descendants of Peter Stuyvesant, the last Director of New Netherland. The Ukrainian Institute of America acquired the home in 1955. After the house gradually fell into disrepair, the institute renovated the building in the 1990s. The house was added to the National Register of Historic Places (NRHP) and was named a National Historic Landmark in 1978.
The mansion was designed in an eclectic French Renaissance style by C. P. H. Gilbert and built by foreman Harvey Murdock. The building largely retains its original design, except for a tankhouse on the roof. Gilbert and Murdock constructed the bulk of the house with brick, which was then faced with limestone ashlar. The northern façade on 79th Street, containing the main entrance, is characterized by multiple windows in square recesses or semi-elliptical and fully Gothic arches. The western façade on Fifth Avenue is symmetrical and dominated by a curved, projecting pavilion. The interior of the mansion comprises 27 rooms on six floors, for a total floor-space of 20,000 square feet (1,900 m<sup>2</sup>). Critical reviews of the house's architecture over its history have been largely positive.
## History
In 1897, Isaac D. Fletcher, an industrialist and art collector, purchased a lot at the corner of Fifth Avenue and 79th Street for \$200,000 () from railroad businessman Henry H. Cook, who owned all lots on the city block between Fifth Avenue, Madison Avenue, and 78th and 79th Streets. Cook did not want the block to become populated with high-rises and only sold lots for the construction of private, first-class residences. Fletcher, who was planning a house on the block, hired architect C. P. H. Gilbert to design the abode. The house's design so impressed Fletcher that he commissioned a painting of the finished residence from Jean-François Raffaëlli in 1899.
### Private residence
Construction was undertaken by stonemason Harvey Murdock and was completed in 1899 at a total cost of \$200,000 (). Fletcher died at the house in 1917, and in his will bequeathed the property to the Metropolitan Museum of Art. The museum sold the house the next year to oil magnate Harry F. Sinclair, who sold the house in 1930 to Augustus Stuyvesant Jr. and Anne van Horne Stuyvesant, the last direct descendants of Peter Stuyvesant, the final Dutch governor of New Netherland. The siblings resided in the mansion until their deaths in 1953 and 1938 respectively. A skylight above the staircase in the middle of the house was covered in the late 1940s.
### Ukrainian Institute
The executors of the Stuyvesant estate sold the Sinclair House in 1954 to a group of investors, who sold it in 1955 to the Ukrainian Institute of America (UIA), a nonprofit founded by Ukrainian businessman William Dzus in 1948 to promote Ukrainian culture. The UIA's purchase of the Sinclair House gave the structure a "temporary reprieve" from demolition, as described by Newsday; at the time, several other mansions on Fifth Avenue were being demolished. The mortgage on the building was repaid in 1962.
In 1977, the New York City Landmarks Preservation Commission designated the house as part of the Metropolitan Museum Historic District, a collection of 19th- and early 20th-century mansions around Fifth Avenue between 78th and 86th Streets. That June, the American Association for State and Local History filed paperwork with the National Park Service to nominate the Sinclair House for the National Register of Historic Places (NRHP). The next year, on June 2, 1978, it was added to the NRHP.
The UIA began repair work on the roof of the Sinclair House in late 1996 at an estimated cost of \$250,000 (). In an interview with The New York Times that year, a member of the board described this work as an interim measure, as the building was in a poor state. At the time, the UIA was spending an estimated \$150,000 () annually on upkeep. During the renovation, one-fourth of the slate tiles were replaced and some drainage systems around the dormers were replaced. In November 2003, the US government made a matched grant of \$270,000 () to the UIA through the Save America's Treasures initiative to cover the costs of modernizing the building's electrical wiring and plumbing. The state government's Office of Parks, Recreation and Historic Preservation granted the UIA another \$70,000 () for restoration in June 2004. Because these were matched grants, the UIA was required to raise \$340,000 () on its own before accepting them. By July 2009, the UIA had completed improvements to the electrical wiring, installed a security system, replaced windows, and restored design elements. The skylight above the central stairs was also restored.
## Architecture
The Sinclair House stands on a lot at 2 East 79th Street, on the corner of East 79th Street and Fifth Avenue, measuring 100 feet (30 m) by 32.2 feet (9.8 m). The dimensions of the building itself are 96 feet (29 m), along East 79th Street, and 30 feet (9.1 m) on Fifth Avenue. It has a height of about 71 feet (22 m). The Sinclair House abuts the James B. Duke House and Payne Whitney House immediately to the south. The building is surrounded by a lawn, sunk into the ground, that is itself enclosed by a wrought iron fence, broken only by a stair and balustrade approaching the main entrance, on the north side.
The mansion was one of several ornate residences on the south side of 79th Street, which had been undeveloped until the end of the 19th century. It was designed in an eclectic French Renaissance style by C. P. H. Gilbert, who built several other mansions along Fifth Avenue. The foreman, Harvey Murdock, was also prolific both in the construction of private residences in Manhattan and Brooklyn, and had worked with Gilbert several times prior to the Sinclair House. The only additions to the building since its construction – a tankhouse on the roof and concrete arches to support a new roof for the penthouse – were made by Gilbert in the 1920s.
Gilbert and Murdock constructed the bulk of the mansion with brick, which was then faced with limestone ashlar. The north façade is characterized by multiple windows, housed in either square recesses or semi-elliptical and fully Gothic arches, and adorned variously with colonettes, ogee arches, and foliate reliefs around the glass. The main entrance is a frontispiece, a staple of French Renaissance homes, placed just to the left of the façade's center. It is made up of a portal that contains six wrought iron and glass doors, all fashioned in the Gothic Revival style. On top of the portal is a balcony, in front of a second-story window in a rectangular recess embellished with hanging crockets. The balustrades flanking the entrance and the balcony above it are decorated with images of seahorses. At the top of the façade are wall dormers, topped with pinnacles, upon a cornice that frames a mansard roof shingled in slate. At each corner on the cornice are small turrets ornamented with crockets and finials. To the left of the entrance is a three-sided bay window rising from the basement to the third floor, and to the left of that is a copper conservatory in a corner recess. The western façade is symmetrical and dominated by a curved, projecting pavilion, rising from the basement to the cornice. Every floor on the project has three windows, which again mix square frames and elliptical arches. Belt courses run along the entire façade, separating the floors and terminating at the corners with sculpted gargoyle heads.
The interior of the Sinclair House comprises 27 rooms on six floors, for a total floorspace of 20,000 square feet (1,900 m<sup>2</sup>). The first three floors retain their original appearance, but not their original furnishings. The first floor is filled by a reception hall that separates the main entrance from the main staircase, at the south wall. Also on the first floor is a kitchen, a smaller, more enclosed staircase, and a pantry. The second floor is delineated into a ballroom and a dining hall, while the third has a library, master bedroom, originally Fletcher's wife's room, and a dressing room. The fourth floor, formerly occupied by Fletcher's bedroom and guest rooms, is now exhibit space but still contains two original marble bathtubs. The top two floors, within the mansard roof, have been transformed from servants' quarters into office space for the UIA's staff.
## Critical reception
An 1899 article in the Real Estate Record and Guide generally praised the composition of the Sinclair House but noted that it had a rather ecclesiastical appearance and did not much resemble other, then-contemporary New York manors. Two years later, however, the same magazine characterized the house as being part of "the two best-developed blocks on upper Fifth Avenue", namely between 77th and 79th Streets, and by 1918 the magazine described the house as "one of the finest on the avenue".
John Strausbaugh, writing for The New York Times in 2007, described the Sinclair House as a "fairy-tale palace". The 2010 AIA Guide to New York City characterized the house as "a miniature French-Gothic chateau squeezed into the urban context". Architectural historian Andrew Dolkart said of the Sinclair House in 2020, "The corner chateau, for example, both fits in and stands out." He praised the "whimsical details", including what he described as "the carved dragon fish in the railings and those figures in funny hats holding up the windows".
## See also
- List of National Historic Landmarks in New York City
- National Register of Historic Places listings in Manhattan from 59th to 110th Streets |
11,176,970 | 2007 Coca-Cola 600 | 1,153,584,511 | Auto race held at Lowe's Motor Speedway in 2007 | [
"2007 NASCAR Nextel Cup Series",
"2007 in sports in North Carolina",
"May 2007 sports events in the United States",
"NASCAR races at Charlotte Motor Speedway"
]
| The 2007 Coca-Cola 600 was the 12th stock car race of the 2007 NASCAR Nextel Cup Series and the event's 48th iteration. It was held on May 27, 2007, with 175,000 spectators in attendance, in Concord, North Carolina at Lowe's Motor Speedway, an intermediate track that holds NASCAR races. Casey Mears of the Hendrick Motorsports team won the 400-lap race after starting 16th. Joe Gibbs Racing's J. J. Yeley finished second and Kyle Petty of Petty Enterprises took third.
Before the race, Jeff Gordon led the Drivers' Championship by 231 points over his Hendrick Motorsports teammate Jimmie Johnson in second. Ryan Newman took the pole position by recording the fastest lap in the qualifying session and led the first ten laps before his Penske Racing South teammate Kurt Busch took over on lap 11. Busch led for 107 laps (the most of any driver in the race) before Brian Vickers took the lead after the first round of green-flag pit stops. Jimmie Johnson took the lead from Vickers on lap 184 and held it for 83 laps, battling for the position with Vickers and Matt Kenseth. Tony Stewart led at the race's final restart on lap 342 and held it until he made a pit stop for fuel 51 laps later. Mears took the lead after Dale Earnhardt Jr. and Denny Hamlin made similar pit stops, slowing to conserve fuel and winning. There were thirteen cautions and 29 lead changes among fifteen drivers during the race.
As of 2022, the 2007 race is Mears' only win in the Nextel Cup Series, now known as the NASCAR Cup Series. After the race Gordon's lead in the Drivers' Championship was reduced to 132 points over Johnson because he crashed early in the race. Chevrolet increased its points advantage to 41 points ahead of Ford in the Manufacturers' Championship. Dodge moved further ahead of Toyota in the battle for third place, with 24 races remaining in the season.
## Background
The Coca-Cola 600 was the twelfth scheduled stock car race of the 2007 NASCAR Nextel Cup Series, out of 36, and the event's 48th iteration. It ran for 400 laps over a distance of 600 mi (970 km), and was held on May 27, 2007 in Concord, North Carolina at Lowe's Motor Speedway, now called Charlotte Motor Speedway, an intermediate track that holds NASCAR races. The standard track at Lowe's Motor Speedway is a four-turn, 1.5-mile (2.4 km)-long, quad-oval track. The track's turns are banked at 24 degrees; both the front stretch (the location of the finish line) and the back stretch (opposite the front) have a five-degree banking.
Before the race, Jeff Gordon led the Drivers' Championship with 1,881 points, with teammate Jimmie Johnson 231 points behind in second and Matt Kenseth a further 68 points behind in third. Denny Hamlin and Jeff Burton were fourth and fifth, and Tony Stewart, Kurt Busch, Kevin Harvick, Clint Bowyer, Carl Edwards, Kyle Busch and Jamie McMurray rounded out the top twelve. Chevrolet led the Manufacturers' Championship with 96 points, 35 points ahead of its rival Ford in second. Dodge with 52 points was 19 points ahead of Toyota in the battle for third place. The race's defending champion was Kasey Kahne.
The Coca-Cola 600 was conceived by race car driver Curtis Turner, who built the Charlotte Motor Speedway. It was first held in 1960 in an attempt by NASCAR to stage a Memorial Day weekend race to compete with the open-wheel Indianapolis 500; the two races were held together on the same day starting from 1974. The race is the longest in terms of distance on the NASCAR calendar, and is considered by several drivers to be one of the sport's most important races alongside the Daytona 500, the Brickyard 400 and the Southern 500. The long distance makes it the most physically demanding event in NASCAR, and teams adapt to changing track conditions because the race occurs between late afternoon and evening. It was known as the World 600 until 1984 when The Coca-Cola Company purchased the naming rights to the race and renamed it the Coca-Cola World 600 in 1985. It has been called the Coca-Cola 600 every year since 1986 except for 2002 when the name changed to Coca-Cola Racing Family 600.
In preparation for the race, NASCAR held several test sessions on May 7–8, 2007, to allow teams to prepare for the May races at Lowe's Motor Speedway. Sessions began at 2:00 p.m. Eastern Daylight Time (EDT) on May 7 and concluded at 9:00 p.m. On May 8, sessions started at 1:00 p.m. and stopped at 9:00 p.m. Eighty-two cars participated in the May 7 afternoon session; Martin Truex Jr. was quickest with a speed of 180.596 miles per hour (290.641 km/h) and David Stremme had the highest speed of the two days at 187.000 miles per hour (300.947 km/h) in the evening session. Towards the end of the second session, Hamlin lost control of his car and made heavy contact with an outside SAFER barrier; he was evaluated at the infield care center and was later released to continue testing. During the third session with eighty-four cars, Jeremy Mayfield had the fastest speed of 183.667 miles per hour (295.583 km/h) and Kurt Busch set the fastest speed of 185.644 miles per hour (298.765 km/h) in the fourth and final session held in the evening. David Gilliland spun but avoided contact with a wall.
There was one change of driver before the race. Starting at the 2007 Coca-Cola 600, 1988 NASCAR Winston Cup Series champion Bill Elliott returned to NASCAR on a part-time schedule for Wood Brothers Racing, replacing the team's regular driver Ken Schrader, who drove in the season's first eleven races. Elliott was eligible to use six Champion's Provisionals if the need arose. Elliott was looking forward to returning to racing: "I was pretty honored to get a call from the Wood Brothers to drive the 21 car. I've seen them struggle the last few weeks, being outside the top 35, and it breaks my heart to see them miss races. I hope I can get in the car, get us qualified well every week and see what we can make up in the points battle along the way."
## Practice and qualification
Three practice sessions were held before the Sunday race; one on Thursday and two on Saturday. The first session lasted 90 minutes, the second 50 minutes and the third 60 minutes. In the first practice session, Elliott Sadler was fastest with a time of 29.697 seconds; Kahne, Ricky Rudd, Johnson, Casey Mears, Kenseth, Joe Nemechek, Kyle Busch, Scott Riggs and Jamie McMurray completed the session's top-ten drivers. Sterling Marlin hit one of the walls lining the track and switched to a back-up car. Michael Waltrip did not need to switch cars after a similar collision.
Forty-nine cars entered qualifying on Friday evening; due to NASCAR's qualifying procedure forty-three were allowed to race. Each driver ran two laps, with the starting order determined by the competitor's fastest times. Drivers who set their laps late in qualifying had an advantage because the track was at its coolest. Ryan Newman clinched the 39th pole position of his career, with a time of 29.140 seconds. He was joined on the grid's front row by his Penske Racing South teammate Kurt Busch, and was the second-to-last driver to record his lap. Sadler qualified third, Dale Earnhardt Jr. fourth, and Kenseth fifth. Hamlin, Rudd, Dave Blaney, Bobby Labonte and Stremme rounded out the top ten qualifiers. Jeff Green crashed in the second turn while on a lap and used a provisional to qualify. The six drivers who failed to qualify were Kevin Lepage, David Reutimann (who crashed on his lap) Waltrip (who lost control of his car in the second turn on his second qualifying lap, tearing off a front tire after hitting an inside wall and made contact with it a second time before stopping), Mike Bliss, Paul Menard and Ward Burton. After the qualifier, Newman said he felt pressure to achieve Penske's Racing South's first victory at Charlotte Motor Speedway: "He's only been trying here for like 20 years, so yeah it would be special. It's been something that weighs on the drivers and the teams". He also said he felt he could have recorded a faster lap time and was worried about teammate Kurt Busch's qualifying form.
On Saturday afternoon in sunny and warm weather conditions, Newman was fastest in the second practice session with a time of 30.562 seconds, ahead of Sadler, Kurt Busch, Mark Martin, Greg Biffle, Earnhardt, Edwards, Rudd, McMurray and Kahne. During the session, teams were scuffing their tires; in the first minute, Bowyer crashed after he spun in turn two and switched to a back-up car in which he set five more lap times. Shortly afterward, Nemechek spun after exiting the second turn but avoided damaging his car. Later that day, Edwards led the final practice session with a time of 30.043 seconds; Biffle, Newman, Sadler, J. J. Yeley, Truex. Kurt Busch, Jeff Gordon, Kenseth, and Jeff Burton were in positions two through ten. Kyle Busch damaged his right-rear quarter after hitting a right-hand wall, but did not switch to a back-up car.
### Qualifying results
## Race
### Laps 1–112
Live television coverage of the race began at 5:00 p.m. EDT in the United States on Fox. Commentary was provided by Mike Joy, Darrell Waltrip, and Larry McReynolds. Around the start of the race, weather conditions were partly cloudy with an air temperature between 70 and 87 °F (21 and 31 °C) and a track temperature which ranged between 85 and 130 °F (29 and 54 °C). William K. Thierfelder, president of Belmont Abbey College in Belmont, North Carolina, began pre-race ceremonies with an invocation. Country and pop music singer LeAnn Rimes performed the national anthem, and sponsored contest award winners commanded the drivers to start their engines. During the pace laps, three drivers moved to the rear of the field because of unapproved changes; Bowyer had switched to his back-up car, and David Ragan and Harvick had changed their engines.
The race began at 5:52 p.m. Newman maintained his pole-position advantage heading into the first corner. After starting 21st, Jimmie Johnson moved to 15th position by lap eight. Kurt Busch passed teammate Newman for the lead three laps later. By the 20th lap, Kurt Busch, Newman, Earnhardt, Kenseth and Yeley were running in the top five positions. Earnhardt got ahead of Newman for second place four laps later. Hamlin moved to third position by lap 32. Hamlin made up a further position on lap 43 after he passed Earnhardt for second and was 1.2 seconds behind race leader Kurt Busch. The first caution of the race was shown four laps later when Biffle hit the turn two wall after his right-front tire had been cut and dropped debris on the track. Biffle's car sustained heavy damage to the right-hand side, ending his race. All drivers elected to make pit stops for tires and fuel during the caution.
Kurt Busch, who made a 10.4-second pit stop for fuel and no tires, maintained the lead on the lap-52 restart ahead of Hamlin, Kenseth, Earnhardt and Johnson. One lap later, a multi-car collision occurred on the front stretch when A. J. Allmendinger lost control of his car in turn two and collided with the right-rear quarter panel of Johnson's car, which had a cut left-rear tire that burst after leaving turn four. Johnson's burst tire caused Blaney and Stewart to collide after Stewart slowed to avoid a collision with Johnson. Both drivers slid, collecting Gilliland, Sadler, Juan Pablo Montoya, Green, Bowyer, Truex, Marlin, Johnny Sauter, Kyle Petty and Harvick, all of whom had damage to their cars. The incident triggered the race's second caution. Johnson and Stewart made pit stops to repair the damage to their cars; both rejoined the race in eighteenth and twenty-fifth positions.
Kurt Busch led on the lap-62 restart, ahead of Hamlin, Kenseth, Earnhardt, and Gordon. The third caution was prompted on the same lap when Tony Raines lost control of his car and slid sideways into Jeff Gordon, and both drivers were sent into the infield grass. Jeff Gordon went back up towards a right-hand wall and was hit by Allmendinger at the start-finish line, resulting in the former going airborne; Robby Gordon and Burton were also involved in the accident. Gordon was unhurt; drivers involved in the accidents, that caused the second and third cautions, made pit stops for repairs. Kurt Busch maintained his lead at the lap-70 restart, followed by Hamlin and Kenseth. Eight laps later, Burton caused the fourth caution after heavy contact with the turn three wall. During the caution, most of the leaders made pit stops; Newman stopped for a track bar adjustment and had a new shifter ball installed. Kurt Busch and Kenseth chose not to pit and remained the leaders at the lap-83 restart, with Rudd in third place. Ten laps later, Newman, who was in eighth position, reported his car was "extremely tight" after the adjustments made at his pit stop. Stewart had moved back to eleventh and Johnson was thirteenth by lap 96. Kurt Busch's lead was four seconds over Kenseth after 100 laps, with Brian Vickers following in third, Ragan fourth and Kyle Busch in fifth. Johnson passed Yeley for seventh position eleven laps later.
### 112–Final lap
Green-flag pit stops began on lap 112, with Kenseth pitting on the same lap for tires and a wedge change. Kurt Busch made his stop two laps later, handing the lead to Vickers for twelve laps. Kyle Busch took the lead on lap 126 with an advantage of ten seconds over Johnson by lap 131. Kyle Busch made his pit stop on the next lap, handing the lead to Johnson for one lap. Stewart took the lead until his stop on lap 133, when Yeley became the race leader. Edwards and Elliott both held the lead in the next two laps. After the pit stops, Vickers regained the lead. On lap 140, Vickers' six-second lead was reduced to nothing when the fifth caution was triggered after debris was spotted on the backstretch. Most of the leaders elected to make pit stops. Mears was observed speeding, and was required by NASCAR to drop to the rear of the longest line.
Racing resumed on lap 146 with Vickers leading Kyle Busch, Earnhardt, Yeley and Stewart as daylight began to fade. Mears was afflicted with an alternator issue on lap 149, and switched to a back-up battery. A flat tire slowed Earnhardt on lap 154; he pitted for new tires two laps later. Ragan moved back into the top five by lap 160. Ten laps later, debris was spotted in the turn two groove, causing the sixth caution, during which all the leaders made pit stops. Vickers led on the lap-174 restart, followed by Kurt Busch and Martin. Kurt Busch drove left to pass Vickers for the lead on lap 175; three laps later, Newman drove to his garage to retire with an engine failure. Mears' team installed a new battery into his car, and switched between his main and back-up battery to ensure engine power was maintained. Vickers retook the lead from Kurt Busch on the 181st lap, and Stewart got ahead of Kyle Busch one lap later. Johnson took the lead from Vickers on lap 184.
On lap 185, Kurt Busch nudged the turn two wall with his right-rear side and spun on the backstretch, triggering the seventh caution. He regained control of his car to run in ninth place. Most of the leaders made pit stops. Johnson led at the lap-190 restart, followed by Vickers and Kenseth. Johnson held a one-second lead over Vickers by the 200th lap, by which time Edwards moved past Stewart. Vickers retook the lead from Johnson on lap 206. Fifteen laps later, the eighth caution was triggered when Edwards's car suffered a cut right-rear tire, slowed on the track and spun at turn four while driving cautiously to the pit road. Edwards collected his teammate, Ragan, who was run into by Elliott. Mears was close by the incident but avoided damaging his car. On lap 222, Vickers reported a power steering problem, and Kyle Busch was losing battery power. Most of the leaders, including Vickers, made pit stops. Kyle Busch's car had a replacement battery fitted and Vickers topped up with more fluids; both drivers rejoined in twelfth and thirteenth positions. Johnson led at the lap-227 restart, with Kenseth in second place. One lap later, Kenseth passed Johnson to take over first place, while Kyle Busch made heavy contact with the wall on his right side; a caution was not needed. Johnson reclaimed the first position from Kenseth on the backstretch on the 245th lap. Kyle Busch's right-front tire was cut, and went into the turn four wall on lap 252, triggering the ninth caution. During the caution, most of the leaders, including Johnson, chose to make pit stops. Johnson made changes to his car's left and right rear spring rubber, and Stewart's car's air pressure was adjusted.
Kyle Busch drove to his garage with a broken brake motor on the 254th lap and Mayfield led the field back up to speed for the restart on the 256th lap, ahead of Kenseth, Vickers, Stewart and Johnson. Mayfield dropped to third place as Kenseth and Vickers moved into first and second places on lap 257. Kenseth held a 2.2-second lead over Stewart, who moved to second and was closing on Kenseth by lap 265. The race's tenth caution was triggered two laps later when Kahne lost control of his car and hit the turn two right-hand side wall. Most of the leaders, including Kenseth, elected to make pit stops. Johnson led the field on the lap-272 restart, followed by Kenseth and Stewart. Kenseth passed Johnson to reclaim the first position four laps later. Vickers and Rudd made contact while leaving the fourth turn on lap 281 but no caution was needed. Johnson retook the lead from Kenseth two laps later. Mayfield spun 360 degrees on the front stretch and went into the infield grass after trying to avoid a slower car on his right on lap 291, causing the eleventh caution. The leaders, including Johnson, made pit stops for tires under caution. Rudd took over the lead for one lap before making a pit stop on lap 293. Johnson regained the lead after the pit stops, maintaining it at the lap-297 restart; he was followed by Kenseth and Earnhardt. Kyle Busch rejoined the race on the same lap. Kurt Busch lost control of his car on the backstretch on lap 298; his car spun off and hit a left-hand wall, causing the twelfth caution. He drove to his garage to retire.
Kenseth led the field back up to speed at the lap-302 restart. Johnson retook the lead from Kenseth on the 311th lap. Stewart got ahead of Kenseth for second place on lap 314; he was six-tenths of a second behind race leader Johnson. After receiving a free pass from the tenth caution, Petty was running in ninth place by lap 316; he battled Reed Sorenson for eighth place. Fourteen laps later, Mears moved into third position. The thirteenth (and final) caution of the race was triggered on lap 337 when Vickers hit the turn two wall, damaging his car's right-hand side, sustaining a cut right-front tire and dropped debris onto the track. The leaders, including Johnson, made pit stops; Johnson's pit crew dropped a left-rear lug nut, costing him time while his mechanics searched for it, falling to tenth position. Stewart led the field on the lap-342 restart, ahead of Mears and Earnhardt. Johnson moved to fourth place by lap 367; three laps later, Stewart had a 1.1-second lead over Mears and extended it to 2.7 seconds by the 380th lap.
The second round of green-flag pit stops for fuel began on lap 381, as Earnhardt got past Mears for second place on the following lap. Mears lost third place to his teammate Johnson on lap 390. Johnson made his pit stop on the next lap and avoided a collision with Mears. Stewart drove slowly down the pit road on the 393rd lap because he was two laps short of fuel, allowing Earnhardt to move into first place before his own stop one lap later. Hamlin took over the lead before his pit stop on lap 395, allowing Mears to take over the first position. By lap 398, Mears held a ten-second lead over Yeley, who was closing the gap, and felt his car was tight when he drove right, but held a strong line at the track's bottom when he moved out of traffic. Mears conserved fuel after slowing his pace following persuasion by his crew chief Darian Grubb; he maintained his lead for the remaining two laps to win his first race in the Nextel Cup Series. He ran out of fuel on his cool-down lap; his engine cut out shortly after crossing the start-finish line. Yeley finished second, ahead of Petty in third, who secured his first top-five finish since the 1997 MBNA 400. Sorenson was fourth and Vickers came in fifth. Stewart, Rudd, Earnhardt, Hamlin and Johnson completed the top-ten finishers. The race had thirteen cautions and 29 lead changes among 15 drivers. Kurt Busch's total of 107 laps led was the highest of any competitor. Mears led for one period in the race, for a total of six laps.
### Post-race comments
Mears appeared in Victory Lane to celebrate his first win in the Nextel Cup Series in front of the crowd; the win earned him US\$377,425 and is his only career win as of 2022. Mears was delighted with his victory, saying in the post-race press conference, "This is unbelievable. I'm very, very excited about it and, at the same time, very relieved. I was afraid Darien [Grubb] was going to call me in. I'm glad he didn't. The only way we could win was to gamble and that's what we did." Mears said he had "a fourth place car at best". It was the first time since 1991 a person with the surname Mears had won in auto racing. Yeley, who finished second, said, "This is probably the first time in two years of Cup racing I didn't catch the bad break. I've always run into bad luck.", and, "At the end, we were a top-five car at best". Third-place finisher Petty said, "In all honesty, it's just a race. We didn't change the world tonight. It feels good to come back and race with these guys. I guess third place was just the cherry on the sundae." He also said he had a car that was capable of finishing in the top ten and that he would not have been able to run with the top drivers. Petty also praised Mears for his victory and said he felt Mears would have similar success in the future. Hamlin said he felt the top-five finishers were lucky to achieve their finishing positions and that his crew chief Mike Ford said there was "no glory in winning a fuel-mileage race, other than saying you didn't run hard and were saving fuel".
Kurt Busch, who led 107 laps (more than any other driver) was frustrated after his lap-298 crash: "How in the world we can be so strong during the day here and almost in an instant go completely in the opposite direction is beyond my comprehension. We have to get a handle on it sooner or later. I'm frustrated and down right now, but we'll just keep plugging along looking for the answer." Newman, who led the first ten laps of the race, was happy despite retiring from the race: "We had a good car. We had just gotten the lucky dog and we were going to be one of the 15 cars on the lead lap. Everybody at Penske Racing has been doing a great job. We've just got to keep it up and stay focused." After finishing the race in fifth place (then the best finish for a Toyota car) Vickers said it was "rough" driving without the use of power steering that cut in and out but he felt Red Bull Racing Team had "the best car" for the race. Stewart's crew chief Greg Zipadelli was disappointed his driver could not take the victory: "If we hadn't had an opportunity to win, I'd say that finishing sixth and leading laps would be awesome, But sitting where we are right now, it seems that everything is stacked against us. We were probably a second- or third-place car at worst, so it's disappointing." Eighth-place finisher Earnhardt said he thought he secured a second-place finish and was unaware the leaders had made pit stops. Nevertheless, he said was happy with the way his team ran the race.
After retiring from the race on lap 221, Elliott blamed himself for the collision with Ragan, saying he waited too long to react and was heavily committed to driving down the racetrack. He was also unable to remove his foot from his brake pedal. Ragan said he felt he should have passed Roush Fenway Racing teammate Edwards, who spun up the racetrack. Edwards also said he was trying to avoid wrecking himself. According to Montoya, who was involved in the multi-car collision on the 53rd lap: "I saw a car flying, and as soon as I saw the car flying I checked up. We actually slowed down the car and everything. The ten car or somebody came right in behind us and just pushed us through the whole mess." Jeff Gordon said he was "fine" after the accident and that it "looked a lot worse than it really was ... Unfortunate because, man, what an awesome race car we had. I was so proud of Steve Letarte and the guys. When we bring race cars like that to the track, it just makes me have a whole lot of fun. I was having a blast out there and I hate we are out of it. But I am ok." Allmendinger claimed responsibility for causing the crash and asked his spotter to apologize to Johnson's spotter, who relayed the message to Johnson via radio.
The result maintained Jeff Gordon's lead in the Drivers' Championship with 1,921 points, ahead of teammate Johnson with 1,789. Kenseth remained in third with his points advantage over Hamlin reduced to thirty-two. Burton remained in fifth place and Stewart kept sixth. Harvick moved to seventh while Edwards gained two positions to eighth. Kurt Busch's non-finish dropped him to ninth and Bowyer was tenth. Kyle Busch and McMurray were 11th and 12th. In the Manufacturers' Championship, Chevrolet with 105 points extended its lead to forty-two points over its main rival Ford. Dodge in fourth increased its points advantage over Toyota in fourth. The race took four hours, thirty-six minutes and twenty-seven seconds to complete, and the margin of victory was 9.561 seconds.
### Race results
## Standings after the race
Drivers' Championship standings
Manufacturers' Championship standings
- Note: Only the top twelve positions are included for the driver standings. |
53,739 | Marcian | 1,169,685,956 | Eastern Roman emperor from 450 to 457 A.D. | [
"390s births",
"457 deaths",
"5th-century Byzantine emperors",
"5th-century Christian saints",
"5th-century Roman consuls",
"Burials at the Church of the Holy Apostles",
"Christian royal saints",
"Illyrian emperors",
"Illyrian people",
"Imperial Roman consuls",
"Saints from Constantinople",
"Theodosian dynasty"
]
| Marcian (/ˈmɑːrʃən/; Latin: Marcianus; Greek: Μαρκιανός Markianos; c. 392 – 27 January 457) was Roman emperor of the East from 450 to 457. Very little of his life before becoming emperor is known, other than that he was a domesticus (personal assistant) who served under the commanders Ardabur and his son Aspar for fifteen years. After the death of Emperor Theodosius II on 28 July 450, Marcian was made a candidate for the throne by Aspar, who held much influence because of his military power. After a month of negotiations Pulcheria, Theodosius' sister, agreed to marry Marcian. Zeno, a military leader whose influence was similar to Aspar's, may have been involved in these negotiations, as he was given the high-ranking court title of patrician upon Marcian's accession. Marcian was elected and inaugurated on 25 August 450.
Marcian reversed many of the actions of Theodosius II in the Eastern Roman Empire's relationship with the Huns under Attila and in religious matters. Marcian almost immediately revoked all treaties with Attila, ending all subsidy payments to him. In 452, while Attila was raiding Roman Italy, then a part of the Western Roman Empire, Marcian launched expeditions across the Danube into the Great Hungarian Plain, defeating the Huns in their own heartland. This action, accompanied by the famine and plague that broke out in northern Italy, allowed the Western Roman Empire to bribe Attila into retreating from the Italian peninsula.
After Attila's death in 453, Marcian took advantage of the resulting fragmentation of the Hunnic confederation by settling Germanic tribes within Roman lands as foederati ("federates" providing military service in exchange for benefits). Marcian also convened the Council of Chalcedon, which declared that Jesus had two "natures": divine and human. This led to the alienation of the population of the eastern provinces of Syria and Egypt, as many of them were miaphysites, rejecting the new official Christology. Marcian died on 27 January 457, leaving the Eastern Roman Empire with a treasury surplus of seven million solidi coins, an impressive achievement considering the economic ruin inflicted upon the Eastern Roman Empire by the Huns and Theodosius' tribute payments. After his death, Aspar passed over Marcian's son-in-law, Anthemius, and had a military commander, Leo I, elected as emperor.
## Early life
Marcian was born in c. 392, in either Thrace or Illyria. The ancient historian John Malalas describes him as being tall and having some sort of foot impediment. Little of Marcian's early life is known. His father had served in the military and at a young age Marcian enlisted at Philippopolis in Thrace. By the time of the Roman–Sassanian War of 421–422, Marcian had likely reached the military rank of tribune—the historian Theophanes the Confessor mentions him commanding a military unit. He did not see action in the war, having become ill in Lycia. There he was cared for by Tatianus, who would be made praefectus urbi (prefect of Constantinople) by Marcian, and Tatianus' brother Iulius. Marcian eventually rose to become the domesticus (personal assistant) of Aspar, the magister militum (commander-in-chief) of the Eastern Roman Empire. Despite being half-Alanic and half-Gothic, Aspar held much influence in the empire. In the early 430s, Marcian served under Aspar in Roman Africa, where he was captured by Vandals. Evagrius Scholasticus, Procopius and later authors give a likely false account in which Marcian, while in captivity, met the Vandal king Gaiseric, who predicted he would later become emperor. After his capture, Marcian is not mentioned again until the death of the eastern emperor, Theodosius II.
## Background
### Reign of Theodosius II
The Eastern Roman Empire was plagued by external threats during the reign of Theodosius II. In 429, the Vandals, led by Gaiseric, began to conquer Roman Africa. Theodosius immediately organized a response, sending Aspar and three other commanders to attempt to repel them in the summer of 431. To the north, the Huns, who had customarily attacked the empire whenever its armies were preoccupied, withdrawing as those forces returned, sent ambassadors to Theodosius in 431, demanding tribute. He agreed to their demand to pay 350 pounds (160 kg) of gold each year. In 434, the Eastern Roman armies were still campaigning against the Vandals in Africa, having faced initial defeats and the withdrawal of many of the Western Roman soldiers. In the face of Eastern Roman weakness, the Huns doubled their demand, asking for 700 pounds (320 kg) of gold per year, which Theodosius agreed to. The threat the Huns posed to his weakly protected empire was enough that Theodosius recalled many of his forces from Africa. With large numbers of the Eastern Roman armies home, and Attila, who had just taken power in the Hunnic Confederation, busy campaigning to the north, Theodosius refused to pay the tribute and continued to refuse to until 439.
On 19 October 439, the Vandals defeated the weakened Eastern Roman armies and captured the major city of Carthage. Both the Western and Eastern Roman Empires began preparing a massive counter-offensive, stripping the Balkan provinces of protection. In the spring of 440, 1,100 ships set sail from Constantinople for Africa; sending away so many of the Eastern Roman forces was a huge gamble on Theodosius' part. He was betting the fortified cities along the Danube could delay the Huns long enough for the invasion force to gain a secure foothold in Africa, allowing troops to be withdrawn back to the northern frontier. This gamble worked until 442 when the bishop of Margus led a raiding party into the Huns' territory and desecrated their royal tombs. In response to this desecration, Attila demanded that the bishop be handed over. To ensure his own safety, the bishop struck a deal with Attila, surrendering the city of Margus to him in exchange for his own life. With control of Margus, Attila had a foothold across the Danube, which he aggressively exploited, capturing and destroying the cities of Viminacium, Singidunum, and Sirmium. Theodosius recalled Aspar to Constantinople and launched a counter-attack. After his force was decisively defeated, Theodosius undertook to pay tribute to the Huns every year, which he did until his death in 450.
### Rise to the throne
After Theodosius II died unexpectedly in a riding accident on 28 July 450, the Eastern Roman Empire faced its first succession crisis in 60 years. Theodosius had no sons, nor had he designated a successor. Some later sources state that he willed the throne to Marcian on his deathbed, but this is thought to be propaganda created by Marcian's supporters after his election. Marcian had served Aspar and his father Ardabur loyally for fifteen years. Aspar conspired to have Marcian elected and was able to negotiate with other powerful figures to have him made the emperor, despite his relative obscurity. There was a one-month interregnum where negotiations for the succession took place, one of which was with Pulcheria, Theodosius II's sister, who agreed to marry Marcian; it is thought that Pulcheria agreed to marry Marcian on the condition that he would abandon Theodosius II's religious policies and convoke a Church council. Their marriage helped to legitimize Marcian's rule, as Pulcheria's family, the Theodosian dynasty, had direct ties to the throne. Despite being married to Marcian, Pulcheria kept the vow of virginity she had made in 413, at age 14, during her three years of marriage to him.
Historian Doug Lee proposes that negotiations were also needed between Aspar and Flavius Zeno, who was in a similar position of military power. Zeno was given the prestigious rank of patrician upon Marcian's ascension in 450, suggesting a deal whereby Zeno was rewarded for supporting Marcian instead of claiming the throne for himself; Zeno would ultimately die within a year of Marcian's accession. Aspar's son, Ardabur, was promoted to command the army of the Prefecture of the East as the new magister militum per Orientem, soon after Marcian's accession.
Marcian was elevated on 25 August 450, and Pulcheria's agreement to marry him likely boosted Marcian's legitimacy further. Marcian took the regnal name of Imperator Caesar Flavius Marcianus Augustus upon his coronation. The election of Marcian in 450 resulted in large changes to eastern imperial policy. Chrysaphius, the eunuch and spatharios (guard of the imperial chambers), who had exercised much influence over Theodosius, was either murdered or executed. Both Pulcheria and Zeno were opposed to Chrysaphius' influence, which may have motivated Marcian's actions. Marcian took a tougher stance against the Huns and a more direct role in ecclesiastical affairs. Byzantist Constance Head considers Marcian to be "an independent-minded emperor." Lee states that Marcian "can appear as a stronger figure than many other fifth-century incumbents of the imperial office", but notes that "Flavius Zeno and Pulcheria had both been opponents of Chrysaphius, so the changes may be more a reflection of their influence."
## Reign
### Conflict with the Huns
Almost immediately after becoming emperor, Marcian revoked Theodosius' treaties with Attila and proclaimed the end of subsidies. He stated that he might grant gifts if Attila was friendly, but Attila would be repelled if he attempted to raid the Eastern Roman Empire. At this time Attila was preparing to invade the Western Roman Empire, under the guise of helping Emperor Valentinian III against the Visigoths. Attila reacted angrily to Marcian's proposal, demanding tribute, but did not alter his invasion plans. He led his horde from Pannonia in spring 451 into the Western Roman Empire. Flavius Aetius, who was the supreme commander of the Western Roman army as Comes et Magister Utriusque Militiae, organized a defense and called upon the Visigoths, Franks, Burgundians, Alans, Saxons, Celtic Armoricans, and other tribal groups numbering about 60,000 to aid him. Attila's forces were made up of Gepids, Alans, Sciri, Heruli, Rugians, along with some Franks, Burgundians, and Ostrogoths.
Attila sacked Metz and attempted a siege of Orléans, before meeting Aetius' forces at the Battle of the Catalaunian Plains, in northeast Gaul. This battle involved around 100,000 men and resulted in very large losses on both sides. After the battle, Attila retreated to the Great Hungarian Plain, and Aetius dismissed his coalition of tribes, sending them back to their own territories. In spring 452, Attila again launched a raid into Italy, which was almost entirely undefended. He was likely motivated by a desire for revenge, along with a need to raid to stabilize his tribal state, which was dependent upon raiding for loot and resources. Attila captured the city of Aquileia after a long and difficult siege, and sacked it. He then raided across northern Italy, taking Mediolanum (Milan) and other important cities. There was much fear that Attila would attack Rome itself, the walls of which were weaker than those of some cities he had already captured. During this period, other than cutting his lines of communication and harassing his rear forces, Aetius did not launch a direct attack on Attila.
Despite the plunder he now had from capturing Aquileia, Milan, and other cities, Attila was quickly placed in a precarious situation, because of the actions of both Eastern and Western Rome. In Italy, he was seriously lacking in funds, having not received subsidies from either Eastern or Western Rome for two years. Constant warfare had depleted his forces. As well, Attila's homeland was threatened by the Eastern Empire which, despite the punitive raids he ordered, took the offensive against the Great Hungarian Plain in mid-452, attacking across the Danube and inflicting a defeat upon the Huns. The area attacked by the Eastern Romans was home to Ostrogoths and Gepids, two groups bitterly opposed to Hunnic rule, and was the breadbasket of the Hunnic Empire. The loss of food supply from Attila's own land coupled with a famine that Italy was suffering at the time, along with a plague that followed it, placed yet more strain upon Attila, allowing the Western Roman Empire to bribe him into retreating to his homeland. After returning to the Great Hungarian Plain, he threatened to invade the Eastern Empire the following spring and conquer it entirely. Marcian and Aspar ignored his threats. They reasoned, based upon the previous treaties that Attila had broken, that he could not be permanently deterred even by tons of gold. The pair believed the gold would be better spent building up armies, not appeasing threats. Also, the rich Asian and African provinces, which were protected behind Constantinople, were secure enough to allow the Eastern Empire to retake any European provinces it might lose. This campaign never came to fruition, as Attila died unexpectedly in 453, either from hemorrhaging or alcoholic suffocation, after celebrating a marriage to one of his many wives. After his death, his tribal confederation rapidly fell apart, starting first with rebellions of the Ostrogoths.
This fragmentation allowed the Eastern Empire to resume its policy of playing off barbarians against each other, to stop any one tribe from becoming too powerful. It is almost certain that the Gepid king Ardaric came to an agreement with Marcian. Ardaric had formed a coalition of the Rugians, Sciri, Heruli, and his own Gepids, which he led against the remaining Hunnic confederation. Ardaric, alongside the Ostrogoth leaders Theodemir, Valamir and Videmir, decisively defeated Attila's oldest son, Ellac, at the Battle of Nedao in 455, where he was slain. After this battle, the Hunnic confederation could no longer sustain the cohesion of its previous days, although they still remained prominent. In the wake of the reduced power of the Hunnic Empire, Marcian accepted the Ostrogoths, who had established themselves in Pannonia Prima and Valeria—nominally two Western Roman provinces—as foederati. This marked the continuation of the tacit abandonment of a rigid Danube barrier, which had previously been manned by Roman laeti, barbarians settled directly in Roman land in exchange for military service. For some time before Marcian, the laeti had been replaced by foederati, although the distinction between the two was increasingly breaking down. Marcian's successors would grant the status of foederati to multiple peoples and ceding them lands in the recovered European provinces: the Rugians in eastern Thrace, Sciri in Lower Moesia and Scythia, Gepids in Dacia. This network of subject peoples, who were generally reliable and manageable, was beneficial to the Eastern Empire. The tribal peoples generally kept each other's power in check without Roman intervention. They could also be induced to serve the empire against its enemies by way of gifts, subsidies, and treaties. With the Hunnic empire's diminished might after the death of Attila, Marcian enjoyed a relatively peaceful reign, although he won some small campaigns against the Saracens in Syria and against the Blemmyes in Egypt.
### Religious policy
During the 5th century, a central religious issue was the debate concerning how the human and divine nature of Jesus Christ were associated, following the Arian controversy. The School of Alexandria, including theologians such as Athanasius, asserted the equality of Christ and God, and therefore focused upon the divinity of Christ. The School of Antioch, including theologians such as Theodore of Mopsuestia, determined not to lose the human aspect of Christ, focused upon his humanity.
Shortly before Marcian became emperor, the Second Council of Ephesus was held in 449. The council stated that Jesus had one divine united nature, a position called miaphysis; this was rejected by the Pope and the Patriarch of Constantinople because of disputes on the matter of Christology, as the Pope and Patriarch of Constantinople saw the belief in miaphysis as heretical.
To repudiate the Second Council of Ephesus, Marcian convened a new council of the imperial church, deemed to pass universally respected canons, in 451. Pulcheria may have influenced this decision or even made the convention of a council a requirement during her negotiations with Aspar to marry Marcian. The council was to take place near Constantinople so that the government could watch the proceedings closely. Initially, it was to be held at the city of Nicaea, which held enormous religious importance to the early church, as it was the site of its first council, the First Council of Nicaea in 325. However, Marcian successfully requested the transfer of the location to Chalcedon. This was closer to Constantinople and would allow him to respond quickly to any events along the Danube frontier. The Council of Chalcedon met in October 451. About 500 bishops attended it, most of them Eastern Roman, although two African bishops and two Papal legates sent by Pope Leo I attended. This council condemned the Second Council of Ephesus and agreed that Jesus had a divine nature (physis) and a human nature, united in one person (hypostasis), "without confusion, change, division, or separation."
The council also agreed to condemn the Coptic Pope Dioscorus I of Alexandria, who had overseen the Second Council of Ephesus, and revoke the condemnations of Ibas of Edessa and Theodoret, which had taken place during this Council. The council also repeated the importance of the See of Constantinople, placing it firmly in second place behind the See of Rome, and giving it the right to appoint bishops in the Eastern Roman Empire, over the objection of Pope Leo I; the Patriarchs of Alexandria also objected to the elevation of the See of Constantinople. The council ended in November 451, after which Marcian issued numerous edicts confirming the outcomes of the council; showing that the outcome of the council was not universally accepted. One such edict ordered the repression of Eutychianists, who did not believe in the hypostatic union of the two natures of Jesus, barring them from holding state offices, forbidding them from criticizing the Council of Chalcedon, and ordering their literature, along with that of the Nestorians, to be burned.
The anti-Miaphysite resolutions of the council led to a large increase in civil disruption in the eastern provinces of Syria and Egypt, where the majority of the population was Miaphysitic. Several violent revolts were put down with military force after significant bloodshed, in Jerusalem, Alexandria, and Antioch; as well as sending the military to suppress monks in Palestine and placing troops in Alexandria to ensure the installation of Proterius of Alexandria, who was to replace the deposed Pope Dioscorus I. According to the Byzantist Alexander Vasiliev, even after these revolts were put down, the popular dissatisfaction with the state church among the Miaphysite and Nestorian population remained, as the eastern provinces became increasingly convinced of their need for independence from the Eastern Roman Empire. Vasiliev states that this would lead to long-lasting disloyalty toward the Eastern Roman government among the eastern provinces, ultimately facilitating the loss of these provinces to the Sassanians and later to the Arabs. Another result of the council and the subsequent edicts was that many Christians who disagreed with the council, including many Nestorians, migrated to the Sassanian Empire. The separation of the Miaphysites from the churches accepting Chalcedonian doctrine would be made final after the failed attempts of reconciliation under Emperor Justinian I (r. 527–565), the Miaphysites splitting the Oriental Orthodox Churches from the main body of Christians.
Marcian also funded Pulcheria's extensive building projects until her death in July 453. All of them focused on the construction of religious buildings, including the Church of St. Mary of Blachernae and the Hodegon Monastery. Marcian was compared to both Paul the Apostle and the Biblical king David, by the legates at the Council of Chalcedon.
### Economic and legal policy
At the beginning of Marcian's reign, the Eastern Roman treasury was almost bankrupt, the result of the huge tributes paid to Attila by Theodosius. Marcian reversed this near bankruptcy, not by levying new taxes, but by cutting expenditure. Upon his accession, he declared a remission of all debts owed to the state. Marcian attempted to improve the efficiency of the state in multiple ways. He laid out legal reforms in his novels, or codes of law, containing 20 laws, many of which were targeted at reducing the corruption and abuses of office that had existed during the reign of Theodosius; five of which are preserved in full.
Marcian mandated that the office of praetorship (officer in charge of public games and works) could only be given to senators who resided in Constantinople, attempted to curb the practice of selling administrative offices, and decreed that consuls should be responsible for the maintenance of Constantinople's aqueducts. He repealed the follis, a tax on senators' property that amounted to seven pounds of gold per annum. Marcian removed the financial responsibilities of the consuls and praetors, held since the time of the Roman Republic, to fund public sports and games or give wealth to the citizens of Constantinople, respectively. He further decreed that only a vir illustris (a high-ranking man) could hold either office. He also partially repealed a marriage law enacted by Constantine I, which decreed that a man of senatorial status could not marry a slave, freedwoman, actress, or woman of no social status (humilis), which had been created in an attempt to preserve the purity of the senatorial class. Marcian adjusted this law by declaring that the law should not exclude a woman of good character, regardless of her social status or wealth. By the time of his death, Marcian's shrewd cutting of expenditures and his avoidance of large-scale wars left the Eastern Roman treasury with a surplus of 100,000 pounds (45,000 kg) of gold.
In 451, Marcian decreed that anyone who performed pagan rites would lose their property and be condemned to death and that no pagan temples, which had previously been closed, could be reopened. To ensure this law was implemented, he set a penalty of 50 pounds (23 kg) of gold for any judge, governor or official who did not enforce the law.
### Politics
When Marcian became emperor, he was influenced by Flavius Zeno, Pulcheria, and Aspar. Flavius Zeno died soon after Marcian ascended the throne, possibly as early as the end of 451, and Pulcheria died in July 453, leaving Aspar as the only major influence in the court of the Eastern Roman Empire. This influence was enhanced by the promotion of his son Ardabur to magister militum per Orientem. It is unknown if Aspar and Ardabur influenced Marcian's policies directly, but if so, they were extremely careful to avoid upsetting the ruling elites of Constantinople. Despite Aspar's great influence, the Eastern Roman elites retained much of their anti-German sentiment. Marcian's principal advisors were Pulcheria, Euphemius the magister officiorum (master of offices), Palladius the praetor, and Anatolius of Constantinople. In 453, Marcian had his daughter from a previous marriage, Marcia Euphemia, marry Anthemius, an aristocrat and talented general.
Marcian patronized the Blues, who were one of the two circus teams, the other being the Greens. The two teams had become more like political parties than sports teams by his time, wielding large influence in the empire; both vied for power. After the Greens responded angrily to his patronage, Marcus censured them, forbidding any of them to hold any public office for three years. Marcian's patronage of the Blues may have had personal motivations, as the once powerful Chrysaphius had been favorable to the Greens.
### Foreign relations
The Armenian king Vardan II Mamikonian, who was leading a revolt against the Sassanian Empire, sent an embassy to Theodosius in 450, composed of his brother Hmayeak Mamikonian, along with Atom Gnuni, Vardan Amatuni, and Meruzhan Artsruni, to ask for assistance. Theodosius received it favorably. Any plans were cut short by his death and the accession of Marcian. Marcian was counseled by the diplomat Anatolius and patricius Florentius not to make war with the Sassanians, as it would engulf a large amount of the Eastern Roman military resources, and thus Marcian did not agree to help them.
King Gubazes I of Lazica—a Caucasian state in theory under Eastern Roman suzerainty—was attempting to form an alliance with the Sassanians to break free of Roman control in 456. Marcian's troops invaded Lazica and restored Roman rule. In 455, Marcian banned the export to barbarian tribes of weapons and the tools used to manufacture them.
### Relationship with the Western Roman Empire
Marcian was elected without any consultation with the Western Roman Emperor Valentinian III, a clear indication of further separation between the Eastern and Western Roman Empires than before his reign. Valentinian would later recognize Marcian as the Eastern Roman Emperor, although the date of this recognition is disputed; Lee states that Valentinian recognized Marcian in March 452, whereas historian Timothy E. Gregory states that Marcian was recognized by Valentinian on 30 March 451. Marcian's appointment marked a further stage of separation between the Eastern and Western Roman Empires. One source, John of Antioch's Excerpta de insidiis, even suggest that Valentinian would have attempted to depose Marcian, but for Aetius' opposition. Valentinian also did not recognize the Eastern Roman consuls for 451 or 452. The Western Roman chronicler Hydatius suggests that Marcian made Eastern Roman troops available to Valentinian to repel the Huns, confusingly led by a man named Aetius, which may simply be a muddling of Aetius' campaign against Attila and Marcian's campaign against the Huns on the Danube.
When Marcian granted part of Pannonia to the Ostrogoths, and the Tisza region to the Gepids, he was accused of encroaching upon the border of Western Roman land. Marcian avoided involving himself with the affairs of the Western Roman Empire when possible. When the Vandals sacked Rome in 455, after Petronius Maximus assassinated Valentinian III and broke an engagement treaty with the Vandals, Marcian did not respond violently, possibly because of the influence of Aspar. He merely sent an envoy demanding that the Vandals return the Dowager Empress, Licinia Eudoxia and her daughters by Valentinian III, Placidia and Eudocia. A likely false account is given that Marcian, while captured by the Vandals in his youth, was shaded by an eagle while the other prisoners suffered the hot sun. According to this account, the Vandal King Gaiseric recognized that Marcian would later be emperor. In exchange for being released, he made Marcian pledge not to attack the Vandals should he become emperor. This account originates from Priscus, who served as an advisor to Marcian's confidant, Euphemius. Because of Euphemius' influence over foreign policy, some historians, such as Edward Arthur Thompson, have suggested that this account was a part of official imperial propaganda, which was generated to excuse Marcian's lack of retribution towards the Vandals, and quell any discontent. Marcian made several diplomatic attempts to have the prisoners returned, before finally beginning to plan an invasion of the Vandal's territory shortly before his death. The historian Frank Clover has suggested that this sudden reversal of policy was caused by the marriage of Eudocia to Huneric, the son of Gaiseric, which led to such pressure from Eastern Roman elites that Marcian was forced to begin preparations for war to ensure the return of the hostages. Around this time, Marcian made peace with Lazica, which would allow him to direct his attention elsewhere. The East Roman historian Theodorus Lector speaks of Marcian's sudden reversal of policy, and Evagrius Scholasticus, a Roman historian writing a century after the event, states that the Vandals released Licinia Eudoxia, Placidia, and Eudocia to Marcian after he threatened them with war, in either late 456 or early 457.
Marcian did not recognize any Western Emperor after Valentinian, denying Petronius Maximus, now Western Emperor, when he sent an embassy requesting it, and similarly refusing to recognize Avitus, who succeeded Maximus. Marcian's exact treatment of Avitus is debated. The Roman historian Hydatius states that in 455 Avitus sent ambassadors to Marcian "for the sake of unanimity of power," and that, "Marcian and Avitus make use of Roman power in concord". The exact usage of concord (concordia in the original Latin) has led to debate among scholars. Some such as Thomas Hodgkin, J. B. Bury, and William Bayless consider it grounds for the belief that Marcian may have recognized Avitus. Most scholars take a more conservative stance on it; Ernst Stein suggests that it is merely a reflection of West Roman propaganda, whereas Norman Baynes believes it indicates that Marcian was cordial to Avitus, neither hostile nor friendly. Classicist Courtenay Edward Stevens interprets the phrase as meaning only that the meeting of the diplomats was amicable, rather than reflecting a relationship between the two states.
The historian Geoffrey Nathan suggests the fact that only two Western delegates attended the Council of Chalcedon points to a new level of Western Roman self-absorption in their own political and religious affairs. He mentions that the canon from this council delegating authority over the whole east to the See of Constantinople marks a religious separation. Authority over the Church in the Eastern Roman Empire would prove a point of contention between Rome and Constantinople, leading up to the East–West Schism.
## Death
Marcian's reign ended on 27 January 457, when he died, aged 65, possibly of gangrene. Theodorus Lector and Theophanes the Confessor say that Marcian died after a long religious procession from the Grand Palace to the Hebdomon, where he made the journey on foot, despite the fact that he could barely walk because of severe foot inflammation, possibly gout. He was buried in the Church of the Holy Apostles, in Constantinople, next to his wife Pulcheria, in a porphyry sarcophagus that was described in the 10th century by Constantine VII Porphyrogenitus in the De Ceremoniis. He left the Eastern Empire with seven million solidi in its treasury, an impressive achievement considering the economic ruin inflicted upon Eastern Rome by the Huns, both through warfare and the massive subsidies they received under Theodosius.
Although Marcian had a son-in-law, Anthemius, he did not have any connection to the Theodosians, which Marcian himself had gained through his marriage to Pulcheria, and thus would not be considered a legitimate dynastic heir, so Aspar was once again left to play the role of emperor-maker. He selected Leo I, a fifty-year-old officer commanding a unit in one of the praesental armies—two field armies based near Constantinople. A later source claims that the Eastern Roman Senate offered to elect Aspar himself, but he declined, with the cryptic comment: "I fear that a tradition in ruling might be initiated through me". This comment has often been interpreted to be a reference to the fact that he was an Arian, or else to his Alanic heritage.
Anthemius would later be sent by Leo to become the Western Roman emperor; Leo nominated him to be Western Emperor in the spring of 467, to fill the vacancy left by the death of Emperor Libius Severus since 465. Leo sent Anthemius to Rome with an army, headed by Marcellinus, the magister militum of Dalmatia; upon nearing Rome, Anthemius was installed as emperor on 12 April 467.
## Legacy
Marcian was regarded favorably by Eastern Roman and Byzantine sources, often compared to Emperors Constantine I and Theodosius I. Marcian's reign was seen by many later Byzantine writers, such as Theophanes the Confessor, as a golden age: Marcian secured the Eastern Empire both politically and financially, set an orthodox religious line that future emperors would follow, and stabilized the capital city politically. Some later scholars attribute his success not just to his skill, but also to a large degree of luck. Not only had he been fortunate enough to have Pulcheria to legitimize his rule, but for much of it the two greatest external threats to Rome, the Sassanian Empire and the Huns, were absorbed with their own internal problems. Further, no natural disasters or plagues occurred during his reign. He was remembered fondly by the people of Constantinople, who would shout "Reign like Marcian!" at the installation of future emperors.
The Prefect of Constantinople Tatianus built a column dedicated to Marcian, sometime between 450 and 452. It still stands in Istanbul, near the north branch of the Mese, though the statue of Marcian that originally topped it has been lost. Marcian also had a statue in the Forum of Arcadius, which contained the statues of several of the successors of Emperor Arcadius. Marcian may have been the sponsor of the Chrysotriklinos of the Great Palace of Constantinople. The Patria of Constantinople states that Marcian constructed it, whereas the 10th century encyclopedia Suda states that Emperor Justin II built it, a view with which most historians agree. The Byzantine historian Joannes Zonaras states that Justin II actually rebuilt an older construction, which some historians identify as the Heptaconch Hall of Emperor Justinian.
## In popular culture
Marcian is played by the Hollywood star Jeff Chandler in the 1954 period adventure Sign of the Pagan. Jack Palance co-stars as Attila and Ludmilla Tchérina plays Pulcheria.
## Primary sources |
58,719,686 | Georgetown Car Barn | 1,171,867,964 | Historic streetcar terminal in Washington, D.C. | [
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| The Georgetown Car Barn, historically known as the Capital Traction Company Union Station, is a building in the Georgetown neighborhood of Washington, D.C., in the United States. Designed by the architect Waddy Butler Wood, it was built between 1895 and 1897 by the Capital Traction Company as a union terminal for several Washington and Virginia streetcar lines. The adjacent Exorcist steps, later named after their appearance in William Friedkin's 1973 horror film The Exorcist, were built during the initial construction to connect M Street with Prospect Street.
Intended for dual use as a passenger station and as a storage house for the streetcars, the Car Barn began Washington's only cable car system. Almost immediately after the building opened, the system was electrified, and the Car Barn was converted to accommodate electric streetcars. Throughout its history as a terminal and storage facility, the Car Barn was never utilized to the extent anticipated by its construction.
The building has undergone several renovations, the most extensive in 1911, when the original Romanesque Revival façade was significantly modified, and the interior was almost completely gutted. Not long after its opening, the building fell into disrepair. Changing ownership over time, it maintained its original function of housing streetcars until 1950, when it was redeveloped as office space. Among its occupants was the International Police Academy, an arm of the Central Intelligence Agency, which operated out of the Car Barn in the 1960s and 1970s. Today, it is used as an academic building by Georgetown University. In 2019, it was listed on the National Register of Historic Places.
## History
### Early history
In 1761, a tobacco warehouse was constructed at the Car Barn's site. During the Civil War, the site became home to some of the city's horse-drawn streetcars. On August 23, 1894, after the city's streetcars had begun to switch to electric power, Congress authorized an extension of the Washington and Georgetown Railroad to the intersection of 36th and M Streets, directly north of the north end of the Aqueduct Bridge. The legislation required that the railroad erect at the site a union passenger station in order to accommodate the street railway traffic expected to converge at or near the bridge. The legislation limited the station's use to street railways only.
### Construction and design
Construction on the building then known as Union Station began in early 1895 under the architectural direction of Waddy Butler Wood. The superintendent and chief engineer of the Capital Traction Company, D.S. Carll, was in charge of the construction. Before the Car Barn's construction began, a steep hillside that 36th Street climbed stood between M and Prospect Streets. Large amounts of earth were excavated—80,000 cubic yards (61,000 m<sup>3</sup>) in total—resulting in the sharp cliff that exists today. Adjacent to the Car Barn are a set of stairs commonly known as the "Exorcist steps" and a large retaining wall, which were built at the time the Car Barn was constructed, to connect M and Prospect Streets. The steps are so named as they provided the location for the scene in the 1973 horror film The Exorcist where the priest is thrown down the stairs to his death.
The next-door resident of the Prospect House, who furnished affidavits by prominent architects, opposed the building's construction by stating that blasting from the construction was damaging her house. This led to court-ordered supervision of the blasting in 1894. After the Car Barn's construction, the large edifice obstructed the view of the Potomac River and Virginia from homes on Prospect Street, including the well-known cottage of E. D. E. N. Southworth. For this reason, some considered it a "desecration" of the local scenery.
The three-story, 180-by-242-foot (55 by 74 m) building was opened on May 27, 1897, containing offices for the several tenant trolley companies and waiting rooms that were decorated with red oak wainscot panelling, ornate iron stair railings, and stuccoed ceilings. The exterior was designed in the Romanesque Revival style. The building's tower reached a height of 140 feet (43 m) and contained an elevator that shuttled passengers between the terminals. Many of the building's decorations reflect its original function, including the pediment that faces M Street. The pediment, which contains the words "Capital Traction Company", displays three decorative flywheels of the type that pull cables.
The M Street-facing first floor served the Washington and Georgetown Railroad. The Metropolitan Railroad used the roof, which had a covered walkway for passengers to travel between the street and the elevator. Because of the lay of the land in the building's vicinity, other streetcars, including those serving the city's suburbs, would reach the building's second and third floors from steel trestles.
Capital Traction expected trolleys to cross the Potomac River from Rosslyn on the nearby Aqueduct Bridge. At the time, those trolleys were traveling or would soon travel between downtown Washington, Arlington County (then named Alexandria County), Falls Church and the City of Alexandria. Other trolleys were later expected to enter the building after traveling along the projected route of the Great Falls and Old Dominion Railroad. The station operated as Washington's only cable car trolley terminal for less than a year. Almost immediately after the building opened, Capital Traction converted it to enable the company to operate the new electric streetcars. The Virginia lines never made use of the terminal. The Metropolitan Railroad originally intended to place storage tracks on the roof of the building, but never did.
## Extensive re-design
Although regarded as well-designed before 1900, the Car Barn began a period of deterioration and neglect lasting for 50 years. The first stage of the transition from a trolley station to an office building was carried out between 1906 and 1908 when portions of the second floor were converted into office space. The electrification of streetcars necessitated a large-scale re-design of the Barn, which began in 1910. The entrances to the building were extended to accommodate the larger cars, and a new elevator was installed to lift streetcars to the roof. This transition required a near-complete reconstruction of the building.
The steel support beams were replaced, and the hipped roofs were replaced so the entire façade could be extended toward M Street and heightened to allow more office space. The central tower, which ones rose prominent above the building's lower roofline on M street, became less prominent. These modifications were complete in 1911.
Further conversions of track space to office space occurred between 1921 and 1922. Extensive remodeling occurred again in 1933 with the designation of the Car Barn as the headquarters of the new Capital Transit Company, as a result of the merger between the Capital Traction Company and the Washington Railway and Electric Company, which increased the number of office workers at the building. These changes involved removing the roof in the center of the building, creating a lightwell on the third floor, converting the third floor into office space, and removing the covered passageway on the roof.
## Post-streetcar era
The last streetcar operations at the Car Barn ended with the closure of the Rosslyn–Benning Line on April 30, 1949. The building continued to store streetcars until May 1950. Toward the end of 1952, the first floor was converted into office space.
When the Capital Transit Company merged with its competitors, the building came under the ownership of its new corporate successor, the DC Transit System, in 1956. By then, the building had fallen into such a state of disrepair that the company deliberated over whether to demolish it entirely. Seeking to preserve the historic structure, it elected to redevelop it. The building underwent considerable interior renovations between 1957 and 1960, intended to turn the structure entirely into an office building. Sometime before 1966, a clock was added to the exterior of the tower. This involved lowering the ceilings, which were previously designed to accommodate the height of the streetcars. The building was included in the Historic American Buildings Survey in 1967.
Beginning in late 1963, the Car Barn was home to the International Police Academy, operated by the Central Intelligence Agency (though officially part of the Agency for International Development) that trained Latin American police forces. Members of these forces met at the Car Barn until the program was shut down in 1975. In 1986, the building underwent renovations, overseen by Arthur Cotton Moore/Associates. In 1992, the owner of the DC Transit System, O. Roy Chalk, was subject to foreclosure, and the building came under the ownership of the Lutheran Brotherhood. The Car Barn was purchased in 1997 by Douglas Development Corporation—which continues to own the building—and it was renovated the following year. RTKL Associates oversaw additional renovations in 1999.
Today, the primary tenant is Georgetown University, which first began leasing space in the 1950s. The university initially used the building's first floor as garage space. In 2017, the university completed a renovation of the building's first floor to provide space for the Graduate School of Arts and Sciences and the Georgetown University Press. A new lounge located in the southwest corner of the building featured floor-to-ceiling glass windows that increased window space by partly or completely replacing garage doors. The project also renovated the floor's more easterly M Street windows and entry doors (see images below).
The building today has four floors and has a floor area of 81,765 square feet (7,596 m<sup>2</sup>). Remnants of streetcar tracks and their central electrical conduit remain visible outside of the garage's east door on M Street.
## Historic designations
The Car Barn is considered a contributing property of the Georgetown Historic District, which was listed on the National Register of Historic Places on May 28, 1967.
On January 24, 2019, the Car Barn was listed on the District of Columbia Inventory of Historic Sites. In recommending that the District of Columbia Historic Preservation Review Board designate a historic landmark on the Car Barn as a D.C. Inventory of Historic Sites, the D.C. Historic Preservation Office described the Car Barn as "the most significant extant example of a terminal or depot" in Washington, D.C.
The National Park Service added the building to the National Register of Historic Places as part of a multiple property submission named "Streetcar and Bus Resources of Washington, DC" on August 9, 2019.
## See also
- Wychwood Barns, a former streetcar barn and maintenance facility in Toronto converted into a community space |
16,881,504 | Freedom from Want | 1,171,276,902 | 1943 painting by Norman Rockwell | [
"1943 paintings",
"Birds in art",
"Food and drink paintings",
"Four Freedoms",
"Paintings about death",
"Paintings by Norman Rockwell",
"Thanksgiving (United States)",
"Works originally published in The Saturday Evening Post",
"World War II and the media"
]
| Freedom from Want, also known as The Thanksgiving Picture or I'll Be Home for Christmas, is the third of the Four Freedoms series of four oil paintings by American artist Norman Rockwell. The works were inspired by United States President Franklin D. Roosevelt's 1941 State of the Union Address, known as Four Freedoms.
The painting was created in November 1942 and published in the March 6, 1943, issue of The Saturday Evening Post. All of the people in the picture were friends and family of Rockwell in Arlington, Vermont, who were photographed individually and painted into the scene. The work depicts a group of people gathered around a dinner table for a holiday meal. Having been partially created on Thanksgiving Day to depict the celebration, it has become an iconic representation for Americans of the Thanksgiving holiday and family holiday gatherings in general. The Post published Freedom from Want with a corresponding essay by Carlos Bulosan as part of the Four Freedoms series. Despite many who endured sociopolitical hardships abroad, Bulosan's essay spoke on behalf of those enduring the socioeconomic hardships domestically, and it thrust him into prominence.
The painting has had a wide array of adaptations, parodies, and other uses, such as for the cover for the 1946 book Norman Rockwell, Illustrator. Although the image was popular at the time in the United States and remains so, it caused resentment in Europe where the masses were enduring wartime hardship. Artistically, the work is highly regarded as an example of mastery of the challenges of white-on-white painting and as one of Rockwell's most famous works.
## Background
Freedom from Want is the third in a series of four oil paintings entitled Four Freedoms by Norman Rockwell. They were inspired by Franklin D. Roosevelt's State of the Union Address, known as Four Freedoms, delivered to the 77th United States Congress on January 6, 1941. In the early 1940s, Roosevelt's Four Freedoms themes were still vague and abstract to many, but the government used them to help boost patriotism. The Four Freedoms' theme was eventually incorporated into the Atlantic Charter, and it became part of the charter of the United Nations. The series of paintings ran in The Saturday Evening Post accompanied by essays from noted writers on four consecutive weeks: Freedom of Speech (February 20), Freedom of Worship (February 27), Freedom from Want (March 6), and Freedom from Fear (March 13). Eventually, the series was widely distributed in poster form and became instrumental in the U.S. Government War Bond Drive.
## Description
The illustration is an oil painting on canvas, measuring 45.75 by 35.5 inches (116.2 cm × 90.2 cm). The Norman Rockwell Museum describes it as a story illustration for The Saturday Evening Post, complementary to the theme, but the image is also an autonomous visual expression.
The painting shows an aproned matriarch presenting a roasted turkey to a family of several generations, in Rockwell's idealistic presentation of family values. The patriarch looks on with fondness and approval from the head of the table, which is the central element of the painting. Its creased tablecloth shows that this is a special occasion for "sharing what we have with those we love", according to Lennie Bennett. The table has a bowl of fruit, celery, pickles, and what appears to be cranberry sauce. There is a covered silver serving dish that would traditionally hold potatoes, according to Richard Halpern, but Bennett describes this as a covered casserole dish. The servings are less prominent than the presentation of white linen, white plates and water-filled glasses. The people in the painting are not yet eating, and the painting contrasts the empty plates and vacant space in their midst with images of overabundance.
## Production
In mid-June Rockwell sketched in charcoal the Four Freedoms and sought commission from the Office of War Information (OWI). He was rebuffed by an official who said, "The last war, you illustrators did the posters. This war, we're going to use fine arts men, real artists." However, Saturday Evening Post editor, Ben Hibbs, recognized the potential of the set and encouraged Rockwell to produce them right away. By early fall, the authors for the Four Freedoms had submitted their essays. Rockwell was concerned that Freedom from Want did not match Bulosan's text. In mid-November, Hibbs wrote Rockwell pleading that he not scrap his third work to start over. Hibbs alleviated Rockwell's thematic concern; he explained that the illustrations only needed to address the same topic rather than be in unison. Hibbs pressured Rockwell into completing his work by warning him that the magazine was on the verge of being compelled by the government to place restrictions on four-color printing, so Rockwell had better get the work published before relegation to halftone printing.
In 1942, Rockwell decided to use neighbors as models for the series. In Freedom from Want, he used his living room for the setting and relied on neighbors for advice, critical commentary, and their service as his models. For Freedom from Want, Rockwell photographed his cook as she presented the turkey on Thanksgiving Day 1942. He said that he painted the turkey on that day and that, unlike Freedom of Speech and Freedom of Worship, this painting was not difficult to execute. Rockwell's wife Mary is in this painting, and the family cook, Mrs. Thaddeus Wheaton, is serving the turkey, which the Rockwell family ate that day. The nine adults and two children depicted were photographed in Rockwell's studio and painted into the scene later. The models are (clockwise from Wheaton) Lester Brush, Florence Lindsey, Rockwell's mother Nancy, Jim Martin, Mr. Wheaton, Mary Rockwell, Charles Lindsey, and the Hoisington children. Jim Martin appears in all four paintings in the series. Shirley Hoisington, the girl at the end of the table, was six at the time.
After the Four Freedoms series ran in The Saturday Evening Post, the magazine made sets of reproductions available to the public and received 25,000 orders. Additionally the OWI, which six months earlier had declined to employ Rockwell to promote the Four Freedoms, requested 2.5 million sets of posters featuring the Four Freedoms for its war-bond drive in early 1943.
Rockwell bequeathed this painting to a custodianship that became the Norman Rockwell Museum in Stockbridge, Massachusetts, and it is now part of the museum's permanent collection. Rockwell lived in Stockbridge from 1953 until his death in 1978.
## Reactions
Freedom from Want is considered one of Rockwell's finest works. Of the four paintings in the Four Freedoms, it is the one most often seen in art books with critical review and commentary. Although all were intended to promote patriotism in a time of war, Freedom from Want became a symbol of "family togetherness, peace, and plenty", according to Linda Rosenkrantz, who compares it to "a 'Hallmark' Christmas". Embodying nostalgia for an enduring American theme of holiday celebration, the painting is not exclusively associated with Thanksgiving, and is sometimes known as I'll Be Home for Christmas. The abundance and unity it shows were the idyllic hope of a post-war world, and the image has been reproduced in various formats.
According to author Amy Dempsey, during the Cold War, Rockwell's images affirmed traditional American values, depicting Americans as prosperous and free. Rockwell's work came to be categorized within art movements and styles such as Regionalism and American scene painting. Rockwell's work sometimes displays an idealized vision of America's rural and agricultural past. Rockwell summed up his own idealism: "I paint life as I would like it to be."
Despite Rockwell's general optimism, he had misgivings about having depicted such a large turkey when much of Europe was "starving, overrun [and] displaced" as World War II raged. Rockwell noted that this painting was not popular in Europe: "The Europeans sort of resented it because it wasn't freedom from want, it was overabundance, the table was so loaded down with food." Outside the United States, this overabundance was the common perception. However, Richard Halpern says the painting not only displays overabundance of food, but also of "family, conviviality, and security", and opines that "overabundance rather than mere sufficiency is the true answer to want." He parallels the emotional nourishment provided by the image to that of the food nourishment that it depicts, remarking that the picture is noticeably inviting. However, by depicting the table with nothing but empty plates and white dishes on white linen, Rockwell may have been invoking the Puritan origins of the Thanksgiving holiday.
To art critic Robert Hughes, the painting represents the theme of family continuity, virtue, homeliness, and abundance without extravagance in a Puritan tone, as confirmed by the modest beverage choice of water. Historian Lizabeth Cohen says that by depicting this freedom as a celebration in the private family home rather than a worker with a job or a government protecting the hungry and homeless, Rockwell suggests that ensuring this freedom was not as much a government responsibility as something born from participation in the mass consumer economy.
One of the notable and artistically challenging elements of the image is Rockwell's use of white-on-white: white plates sitting on a white tablecloth. Art critic Deborah Solomon describes this as "one of the most ambitious plays of white-against-white since Whistler's Symphony in White, No. 1". Solomon further describes the work as "a new level of descriptive realism. Yet, the painting doesn't feel congested or fussy; it is open and airy in the center. Extensive passages of white paint nicely frame the individual faces."
Jim Martin, positioned in the lower right, gives a coy and perhaps mischievous glance back at the viewer. He is a microcosm of the entire scene in which no one appears to be giving thanks in a traditional manner of a Thanksgiving dinner. Solomon finds it a departure from previous depictions of Thanksgiving in that the participants do not lower their heads or raise their hands in the traditional poses of prayer. She sees it as an example of treating American traditions in both sanctified and casual ways. Theologian David Brown sees gratitude as implicit in the painting, while Kenneth Bendiner writes that Rockwell was mindful of the Last Supper and that the painting's perspective echoes its rendition by Tintoretto.
## Essay
Freedom from Want was published with an essay by Carlos Bulosan as part of the Four Freedoms series. Bulosan's essay spoke on behalf of those enduring domestic socioeconomic hardships rather than sociopolitical hardships abroad, and it thrust him into prominence. As he neared his thirtieth birthday, the Philippine immigrant and labor organizer Bulosan was experiencing a life that was not consistent with the theme Rockwell depicted in his version of Freedom From Want. Unknown as a writer, he was subsisting as a migrant laborer working intermittent jobs. Post editors tracked down the impoverished immigrant to request an essay contribution. Bulosan rose to prominence during World War II when the Commonwealth of the Philippines, a United States territory, was occupied by Japan. To many Americans, Bulosan's essay marked his introduction, and his name was thereafter well recognized. The essay was lost by The Post, and Bulosan, who had no carbon copy, had to track down the only draft of the essay at a bar in Tacoma.
Freedom From Want had previously been less entwined in the standard liberalism philosophies of the western world than the other three freedoms (speech, fear, and religion); this freedom added economic liberty as a societal aspiration. In his essay, Bulosan treats negative liberties as positive liberties by suggesting that Americans be "given equal opportunity to serve themselves and each other according to their needs and abilities", an echo of Karl Marx's "from each according to his abilities, to each according to his needs". In the final paragraph of the essay, the phrase "The America we hope to see is not merely a physical but also a spiritual and intellectual world" describes an egalitarian America. In a voice likened to Steinbeck's in works such as The Grapes of Wrath, Bulosan's essay spoke up for those who struggled to survive in the capitalist democracy and was regarded as "haunting and sharp" against the backdrop of Rockwell's feast of plenty. It proposed that while citizens had obligations to the state, the state had an obligation to provide a basic level of subsistence. Unlike Roosevelt, Bulosan presented the case that the New Deal had not already granted freedom from want as it did not guarantee Americans the essentials of life.
## References in popular culture
### Visual arts
- The painting was used as the 1946 book cover for Norman Rockwell, Illustrator, written during the prime of Rockwell's career when he was regarded as America's most popular illustrator. This image's iconic status has led to parody and satire.
- MAD magazine \#39 (May 1958) presented a magazine satire called "The Saturday Evening Pest", which featured a parody of Freedom from Want on the cover. In the parody, the family's circumstances are far from ideal.
- New York painter Frank Moore re-created Rockwell's all-white Americans with an ethnically diverse family, as Freedom to Share (1994), in which the turkey platter brims over with health care supplies.
- Among the better known reproductions is Mickey and Minnie Mouse entertaining their cartoon family with a festive turkey. Several political cartoons have invoked this image.
- The painting was reenacted in the May 16, 2012, season 3 "Tableau Vivant" episode of the comedy television series Modern Family.
- Another imitation of the work is the cover art to Tony Bennett's 2008 Christmas album, A Swingin' Christmas (Featuring The Count Basie Big Band). The parody includes all 13 members of Count Basie's band.
- A promotional poster for the 2018 film, Deadpool 2 replaced the paintings characters with characters from the film.
### Film
- A snapshot at the end of the 2002 Disney animated film Lilo & Stitch shows the film's characters seated at a Thanksgiving table, echoing the painting.
- In the 2009 film The Blind Side, when the Tuohy family gathers at the Thanksgiving table, the scene is transformed into a replica of the famous painting.
## Explanatory footnotes |
1,455,968 | Second Silesian War | 1,161,013,437 | 1744–45 war between Prussia and Austria | [
"Frederick the Great",
"Silesian Wars",
"War of the Austrian Succession"
]
| The Second Silesian War (German: Zweiter Schlesischer Krieg) was a war between Prussia and Austria that lasted from 1744 to 1745 and confirmed Prussia's control of the region of Silesia (now in south-western Poland). The war was fought mainly in Silesia, Bohemia, and Upper Saxony and formed one theatre of the wider War of the Austrian Succession. It was the second of three Silesian Wars fought between Frederick the Great's Prussia and Maria Theresa's Austria in the mid-18th century, all three of which ended in Prussian control of Silesia.
The conflict has been viewed as a continuation of the First Silesian War, which had concluded only two years before. After the Treaty of Berlin ended hostilities between Austria and Prussia in 1742, the Habsburg monarchy's fortunes improved greatly in the continuing War of the Austrian Succession. As Austria expanded its alliances with the 1743 Treaty of Worms, Prussia entered a renewed alliance with Austria's enemies in the League of Frankfurt and rejoined the war, hoping to prevent a resurgent Austria from taking back Silesia.
The war began with a Prussian invasion of Habsburg Bohemia in mid-1744, and ended in a Prussian victory with the Treaty of Dresden in December 1745, which confirmed Prussian control of Silesia. Continuing conflict over Silesia would draw Austria and Prussia into a Third Silesian War a decade later. The Second Silesian War repeated the defeat of the Habsburg monarchy by a lesser German power and contributed to the Austria–Prussia rivalry that shaped German politics for more than a century.
## Context and causes
### First Silesian War
Charles VI, Holy Roman Emperor of the House of Habsburg died in 1740 without a male heir; he was succeeded by his eldest daughter, who became ruler of the Archduchy of Austria, as well as of the Bohemian and Hungarian lands within the Habsburg monarchy, as Queen Maria Theresa. During Emperor Charles VI's lifetime, this female succession was generally acknowledged by the imperial states, but when he died it was promptly contested by several parties. The newly crowned King Frederick II of Prussia took this Austrian succession crisis as an opportunity to press his dynasty's territorial claims in the Habsburg crown land of Silesia, invading in December 1740 and beginning the First Silesian War.
After early Prussian successes, other powers were emboldened to attack the beleaguered Habsburg realm, widening the conflict into what became the War of the Austrian Succession. Prussia, France, Spain, Bavaria and others formed an alliance known as the League of Nymphenburg to support each other's efforts to seize Habsburg territory and Bavaria's bid for the imperial election. The allies invaded on multiple fronts in mid-1741, soon occupying Austrian Tyrol, Upper Austria and Bohemia, and even threatening Vienna. Faced with a potential war of partition, Austria negotiated a secret armistice with Prussia in October and redeployed its forces to face its other enemies.
Prussian forces resumed offensive operations in December, invading Moravia and blocking an Austrian drive toward Prague in early 1742. Elector Charles Albert of Bavaria won the 1742 Imperial election and became Holy Roman Emperor. In July 1742 Prussia and Austria made a separate peace in the Treaty of Berlin, under which Austria ceded the majority of Silesia to Prussia in return for Prussia's neutrality in the continuing war. In late 1742, while Prussia enjoyed the restored peace and worked to assimilate Silesia into its administration and economy, Austria fought on against Bavaria and France, reversing its losses from 1741. By the middle of 1743 Austria had recovered control of Bohemia, driven the French back across the Rhine into Alsace, and occupied Bavaria, exiling Emperor Charles VII to Frankfurt. Prussia's withdrawal from the War of the Austrian Succession under a separate peace embittered its erstwhile allies, and the diplomatic position shifted in Austria's favour.
### Preparations for a second war
In September 1743 Austria, Britain–Hanover, and Savoy–Sardinia concluded a new alliance under the Treaty of Worms; Britain had previously recognised Prussia's acquisition of Silesia as the mediator of the Treaty of Berlin, but this new alliance made no mention of that guarantee. Meanwhile, the Russo-Swedish War that had paralleled the First Silesian War ended in August 1743, freeing Russia to potentially take Austria's side in the ongoing succession war. The following year, Empress Elizabeth of Russia appointed as her chancellor Alexey Bestuzhev, a proponent of a pro-British and anti-French policy that entailed friendship to Austria and enmity to Prussia. Prussia sought warmer relations with Russia and briefly won a minor defensive agreement, but Russia posed a growing threat to Prussia's eastern frontier.
Frederick was apprehensive that an irresistible anti-Prussian coalition might soon develop between Britain–Hanover, Saxony, Russia and Austria. He viewed the Peace of Breslau as little more than another armistice with Austria, and he needed to prevent Maria Theresa from taking revenge at her convenience when the war elsewhere was concluded. Frederick decided that Prussia must restore its French alliance, build an anti-Austrian coalition with as many other German princes as possible, and then re-enter the war by striking first against Austria. So, in late 1743 and early 1744 Prussia conducted negotiations with France, Bavaria and other German princes to build a coalition to support the Emperor.
On 22 May 1744 Prussia formed an alliance with Bavaria, Sweden, Hesse–Kassel and the Electoral Palatinate known as the League of Frankfurt, whose announced aim was to recover and defend the territories of Emperor Charles VII, including Bohemia (where he had been proclaimed king in 1742). A parallel treaty with France was concluded on 5 June, under which France committed to support the League and attack the Austrian Netherlands. Prussia would champion the Emperor's cause by invading Bohemia from the north, a service for which the Emperor committed to cede the portions of Bohemia northeast of the Elbe to Prussia. Meanwhile, the main Austrian force under Prince Charles Alexander of Lorraine would be occupied by the French in Alsace, where the French would counterattack on the opposite front as Prince Charles's army was pulled in two directions.
Maria Theresa pursued the same goals she had from the beginning of the War of the Austrian Succession: first, she needed to compel a general recognition of the Pragmatic Sanction of 1713 and her right to rule the Habsburg lands; second, she wanted to achieve the election of her husband, Francis Stephen of Lorraine, as Holy Roman Emperor; third, she hoped to recover and preserve control of the contested Habsburg crown lands of Bohemia and Silesia. As soon as the Franco–Bavarian threat from the west could be defeated, Austria intended to resume hostilities in Silesia and drive out the Prussians, restoring the borders of the territories Maria Theresa had inherited. On 7 August Prussia declared its intervention in the Austrian war on behalf of Emperor Charles VII, beginning the Second Silesian War.
### Methods and technologies
European warfare in the early modern period was characterised by the widespread adoption of firearms in combination with more traditional bladed weapons. 18th-century European armies were built around units of massed infantry armed with smoothbore flintlock muskets and bayonets. Cavalrymen were equipped with sabres and pistols or carbines; light cavalry were used principally for reconnaissance, screening and tactical communications, while heavy cavalry were used as tactical reserves and deployed for shock attacks. Smoothbore artillery provided fire support and played the leading role in siege warfare. Strategic warfare in this period centred around control of key fortifications positioned so as to command the surrounding regions and roads, with lengthy sieges a common feature of armed conflict. Decisive field battles were relatively rare, though they played a larger part in Frederick's theory of warfare than was typical among his contemporary rivals.
The Silesian Wars, like most European wars of the 18th century, were fought as so-called cabinet wars in which disciplined regular armies were equipped and supplied by the state to conduct warfare on behalf of the sovereign's interests. Occupied enemy territories were regularly taxed and extorted for funds, but large-scale atrocities against civilian populations were rare compared with conflicts in the previous century. Military logistics was the decisive factor in many wars, as armies had grown too large to support themselves on prolonged campaigns by foraging and plunder alone. Military supplies were stored in centralised magazines and distributed by baggage trains that were highly vulnerable to enemy raids. Armies were generally unable to sustain combat operations during winter and normally established winter quarters in the cold season, resuming their campaigns with the return of spring.
## Course
### Bohemian campaign of 1744
Frederick led Prussian soldiers across the frontier into Bohemia on 15 August 1744. The invading army of around 70,000 men entered Bohemia in three columns: the eastern column, led by Count Kurt von Schwerin, advanced from Silesia through Glatz and across the Giant Mountains; the central column, led by Leopold of Anhalt-Dessau, marched through Saxony (with an order from the Emperor guaranteeing safe conduct), passing through Lusatia and advancing to Leitmeritz; the western column, led by Frederick himself, advanced up the Elbe through Dresden and across the Ore Mountains to Leitmeritz. After entering Bohemia, all three forces converged on Prague by the beginning of September, surrounding and besieging the Bohemian capital. The city underwent a week of heavy artillery bombardment, eventually surrendering to the Prussians on 16 September.
Frederick left a modest garrison in Prague and quickly marched on to the south, occupying Tabor, Budweis and Frauenberg. As expected, this new threat drew the Austrian army under Prince Charles back from Alsace through Bavaria; the French, however, failed to harass and disrupt the Austrian redeployment as they had promised, owing in part to King Louis XV falling seriously ill while overseeing the defence at Metz. Consequently, Prince Charles's army was able to return to Bohemia quickly, in good order and at full strength, though it was forced to abandon control of Alsace and Bavaria. Austrian diplomats also persuaded Saxony to re-enter the conflict on Austria's side, though in a strictly defensive role. By early October the Austrians were advancing through southwestern Bohemia toward Prague, while a Saxon army marched from the northwest to support them.
Learning of the Austrians' rapid approach and unexpected strength, Frederick began pulling his forces back from south-eastern Bohemia to face the oncoming foes. Frederick tried repeatedly to force a decisive engagement, but Austrian commander Otto Ferdinand von Traun manoeuvred away from all Prussian advances while continually harassing the invaders' supply lines, and the Prussians' supplies ran low in the hostile province. By early November the Prussians were forced to retreat to Prague and the Elbe, and after some weeks of manoeuvre an Austrian–Saxon force crossed the Elbe on 19 November. At this point the Prussians abandoned Prague and gave up Bohemia, retreating in poor morale into Upper Silesia, which they defended through the winter against Austrian incursions.
### Early 1745: Bavarian defeat
On 8 January 1745 Austria further strengthened its diplomatic position with the Treaty of Warsaw, which established a new "Quadruple Alliance" between Austria, Britain–Hanover, Saxony, and the Dutch Republic, aimed at opposing the League of Frankfurt and restoring the traditional borders of the Habsburg Monarchy. Prince-Elector Frederick Augustus II of Poland–Saxony now committed 30,000 troops to the cause in return for cash subsidies from the British and Dutch. This publicly defensive alliance was soon followed by a secret offensive agreement between Austria and Saxony, signed on 18 May in Leipzig, which envisioned a territorial partition of Prussia. Meanwhile, as Austrian forces withdrew from Bavaria to respond to the Prussian invasion of Bohemia, Emperor Charles VII recovered control of his capital at Munich, only to die shortly after relocating there on 20 January, destroying the rationale behind Frederick's alliance. These events combined to produce a major shift in the direction of the war in Germany.
With Prussia's forces driven out of Bohemia, Austria renewed its offensive against Bavaria in March 1745, swiftly over-running the defences that had been re-established there during the winter. On 15 April the Austrians under Károly József Batthyány decisively defeated the Franco-Bavarian army at the Battle of Pfaffenhofen and drove the allied forces entirely out of Bavaria. After this defeat, Maximilian III Joseph, Elector of Bavaria (the son of the late Emperor Charles VII) made peace with Maria Theresa by the Treaty of Füssen on 22 April. In the treaty, Maximilian abandoned his father's claims on Austrian lands and promised to support Francis Stephen of Lorraine in the forthcoming imperial election; in return, Maria Theresa retroactively recognised Charles VII's legitimacy as Holy Roman Emperor. This closed the Bavarian theatre of the War of the Austrian Succession, allowing Austria to concentrate its forces on the remaining fronts in Silesia, Italy, and the Netherlands.
### Mid-1745: Battles of Hohenfriedberg and Soor
Having made peace with Bavaria, in late April Austria prepared for a large-scale invasion of Silesia, moving the army of Charles of Lorraine into Moravia, while a Saxon army organised near Leipzig. Frederick abandoned the mountainous southern tip of Upper Silesia to the Austrian vanguard of pandurs, concentrating his defences around the town of Frankenstein in the valley of the Eastern Neisse. Meanwhile, Leopold I, Prince of Anhalt-Dessau was put in command of a smaller force in Brandenburg to prevent a Saxon invasion. At the end of May, the Austrian–Saxon force crossed through the Giant Mountains and camped around the Silesian village of Hohenfriedberg, where Frederick staged a surprise attack on the morning of 4 June. The ensuing Battle of Hohenfriedberg ended in a decisive Prussian victory, sending Prince Charles's army retreating in disarray back into the mountains.
Austria's reversal at Hohenfriedberg removed any immediate prospect of recovering Silesia. The Prussians followed the retreating Austrian–Saxon army into Bohemia, harassing its rear as far as Königgrätz, where the two forces camped on opposite sides of the Elbe. The armies faced off but fought little during the next two months, while Frederick pursued a peace agreement that would again guarantee his control of Silesia. Britain's willingness to subsidise Austria's war against Prussia was greatly reduced by the outbreak of a new Jacobite uprising, and on 26 August Britain and Prussia agreed to the Convention of Hanover, in which both sides recognised each other's German possessions (including Prussian Silesia), and Prussia committed not to seek territorial gains in Bohemia or Saxony in any eventual peace agreement.
On the Austrian side, Maria Theresa negotiated through the middle of the year with the German prince-electors to make her husband Holy Roman Emperor, now that the Bavarian emperor had died. The 1745 Imperial election was held on 13 September in Frankfurt, where Francis Stephen of Lorraine was indeed named Emperor Francis I (despite dissenting votes from Prussia and the Palatinate), achieving one of Maria Theresa's major goals in the war. Meanwhile, supplies had run low in the Prussian camp in Bohemia, and Prussia's forces were gradually pushed back by Austrian probes. On 29 September Prince Charles's army staged a surprise attack on Frederick's camp near the village of Soor; the resulting Battle of Soor ended in a Prussian victory, despite the Austrian surprise and superior numbers. The Prussian's supplies were exhausted, however, and they withdrew again into Upper Silesia for the winter, driving out the Austrian light troops that had entered the region ahead of Prince Charles's main force.
### Late 1745: Battles of Hennersdorf and Kesselsdorf
Prussia and Britain hoped the Austrian defeats at Hohenfreidberg and Soor would persuade Austria to come to terms and concentrate its efforts against France, but Maria Theresa was resolved to fight on. On 29 August Austria and Saxony had agreed on a more offensive alliance aimed at seizing Prussian territory, and in early November they began a new offensive from multiple directions toward Brandenburg. Prince Charles's Austrian army marched north from Bohemia toward Lusatia, while the main Saxon army under Frederick Augustus Rutowsky prepared to attack from western Saxony, hoping together to seize Berlin and end the war outright. On 8 November Frederick was informed of these movements and ordered Leopold I to prepare his troops in western Brandenburg, while Frederick himself departed for Lower Silesia to gather forces to meet Charles's advance.
Prussian forces quietly paralleled Prince Charles's march through Lusatia, until the Austrians had come nearly to the Brandenburg border. There, on 23 November Frederick launched a successful surprise attack on Charles's camp at Katholisch Hennersdorf; this Battle of Hennersdorf ended with the Saxon elements of the allied army destroyed and the larger Austrian force confused and scattered. Charles and his remnants were forced to retreat back into central Saxony and Bohemia, leaving Lusatia under Prussian control. Meanwhile, Leopold I's army advanced into western Saxony on 29 November against minimal resistance, progressing as far as Leipzig by the next day and occupying that city. From there, his army and Frederick's converged toward Dresden in early December.
Frederick's force attempted to come between the Saxon capital and Prince Charles's Austrians, while Leopold's army advanced directly upon Rutowsky's Saxons, who were entrenched beside the village of Kesselsdorf. On 15 December Leopold's force attacked and destroyed Rutowsky's army in the Battle of Kesselsdorf, opening the way to Dresden, as Prince Charles and the remaining Saxon soldiers retreated through the Ore Mountains into Bohemia. The Prussians occupied Dresden on 18 December, after which Frederick once again sent envoys to Maria Theresa and Frederick Augustus II to propose peace.
### Treaty of Dresden
Austrian and Saxon delegates and British mediators joined the Prussians in Dresden, where they quickly negotiated a peace treaty. Under the resulting agreement, Maria Theresa acknowledged Prussia's control of Silesia and Glatz, and Frederick retroactively recognised Francis I as Holy Roman Emperor and agreed to the Pragmatic Sanction, while also committing to neutrality for the remainder of the War of the Austrian Succession. For its part in the Austrian alliance, Saxony was compelled to pay one million rixdollars in reparations to Prussia. The region's border were thus confirmed at the status quo ante bellum, which had been Prussia's principal goal. This Treaty of Dresden was signed on 25 December 1745, ending the Second Silesian War between Austria, Saxony, and Prussia.
## Outcomes
The First and Second Silesian Wars have been described as campaigns within one continuous War of the Austrian Succession. Partly for this reason, contemporaries and later historians have consistently viewed the Second Silesian War's conclusion as a victory for Prussia, which defended its seizure of Silesia. Prussia's intervention in Bohemia also seriously impeded the Austrian war effort against France. However, by making another separate peace while the French continued to fight the wider War of the Austrian Succession, Frederick damaged his own diplomatic credibility. The Treaty of Dresden also deepened Austria and Saxony's hostility toward Prussia, leading them into the anti-Prussian alliance that would spark the Third Silesian War in the following decade.
### Prussia
By again defeating Austria, Prussia confirmed its acquisition of Silesia, a densely industrialised region with a large population and substantial tax yields. The small kingdom's unexpected victories over the Habsburg monarchy marked the beginning of Prussia's rise toward the status of a European great power, as it began to leave German rivals such as Bavaria and Saxony behind. His series of battlefield victories in 1745 won Frederick general acclaim as a brilliant military commander; it was at the end of this war that he began to be spoken of as "Frederick the Great".
The seizure of Silesia made Prussia and Austria into lasting and determined enemies, beginning the Austria–Prussia rivalry that would come to dominate German politics over the next century. Saxony, envious of Prussia's ascendancy and threatened by Prussian Silesia's geostrategic position, also turned its foreign policy firmly against Prussia. Frederick's repeated unilateral withdrawal from his alliances in the War of the Austrian Succession deepened the French royal court's distrust of him, and his next perceived "betrayal" (a defensive alliance with Britain under the 1756 Convention of Westminster) accelerated France's eventual realignment toward Austria in the Diplomatic Revolution of the 1750s.
### Austria
The Second Silesian War was a disappointment for Austria, whose armed forces proved surprisingly ineffective against smaller Prussian armies. The Treaty of Dresden formalised the loss of the Habsburg monarchy's wealthiest province, and defeat by a lesser German prince significantly dented Habsburg prestige. The rest of the Habsburg patrimony in Central Europe was preserved intact, however, and Maria Theresa did win Prussia's retroactive support for her husband's election as Holy Roman Emperor.
Despite its defeat, Austria was reluctant to recognise Prussia as a rival power and refused to accept the loss of Silesia. When the Treaty of Aix-la-Chapelle finally ended the wider War of the Austrian Succession in 1748, Maria Theresa's government refused to sign the peace agreement because it guaranteed Prussian sovereignty in the conquered province. Instead, she began a general reform of Austria's military and a review of its diplomatic policy, all aimed at one day recovering Silesia and relegating Prussia to the status of a lesser power. This policy eventually led to the formation of a broad anti-Prussian alliance between Austria, France and Russia, followed by the outbreak of the Third Silesian War and the wider Seven Years' War in 1756. The struggle with Prussia would become the driving factor behind wide-ranging efforts to modernise the Habsburg monarchy over the next half century. |
18,469,573 | Asylum confinement of Christopher Smart | 1,156,242,714 | The poet's institutional confinement, 1757–1763 | [
"1750s in Great Britain",
"1760s in Great Britain",
"Christopher Smart",
"Health by individual",
"History of mental health in the United Kingdom",
"History of psychiatry"
]
| The English poet Christopher Smart (1722–1771) was confined to mental asylums from May 1757 until January 1763. Smart was admitted to St Luke's Hospital for Lunatics, Upper Moorfields, London, on 6 May 1757. He was taken there by his father-in-law, John Newbery, although he may have been confined in a private madhouse before then. While in St Luke's he wrote Jubilate Agno and A Song to David, the poems considered to be his greatest works. Although many of his contemporaries agreed that Smart was "mad", accounts of his condition and its ramifications varied, and some felt that he had been committed unfairly.
Smart was diagnosed as "incurable" while at St Luke's, and when they ran out of funds for his care he was moved to Mr. Potter's asylum, Bethnal Green. All that is known of his years of confinement is that he wrote poetry. Smart's isolation led him to abandon the poetic genres of the 18th century that had marked his earlier work and to write religious poetry such as Jubilate Agno ("Rejoice in the Lamb"). His asylum poetry reveals a desire for "unmediated revelation", and it is possible that the self-evaluation found in his poetry represents an expression of evangelical Christianity.
Late 18th-century critics felt that Smart's madness justified them in ignoring his A Song to David, but during the following century Robert Browning and his contemporaries considered his condition to be the source of his genius. It was not until the 20th century, with the rediscovery of Jubilate Agno (not published until 1939), that critics reconsidered Smart's case and began to see him as a revolutionary poet, the possible target of a plot by his father-in-law, a publisher, to silence him.
## Background
Smart was confined to asylums during a time of debate about the nature of madness and its treatment. During the 18th century, madness was "both held to reveal inner truth and condemned to silence and exclusion as something unintelligible by reason, and therefore threatening to society and to humanity". It was commonly held to be an incurable condition, and anyone who had it should be isolated from society. Physician William Battie—who later treated Smart—wrote:
> [We] find that Madness is, contrary to the opinion of some unthinking persons, as manageable as many other distempers, which are equally dreadful and obstinate, and yet are not looked upon as incurable, and that such unhappy objects ought by no means to be abandoned, much less shut up in loathsome prisons as criminals or nuisances to the society.
In particular, Battie defined madness as "deluded imagination". However, he was criticized by other physicians, such as John Monro, who worked at Bethlem Hospital. In his Remarks on Dr. Battie's Treatise on Madness, Monro explained that those who were mad had the correct perceptions, but that they lacked the ability to judge properly. Although Monro promoted ideas of reform, his suggested treatment—beating patients—was as harsh on patients as Battie's preferred option, of completely isolating patients from society.
In 1758, Battie and others argued that those deemed "mad" were abused under the British asylum system, and they pushed for parliamentary action. Battie's Treatise on Madness emphasised the problems of treating the hospitals as tourist attractions and the punitive measures taken against patients. The arguments of Battie and others resulted in the passage of the Act for Regulating Private Madhouses (1774), but were too late to help Smart.
Modern critics, however, have a more cynical view of the 18th-century use of the term "madness" when diagnosing patients; psychiatrist Thomas Szasz viewed the idea of madness as arbitrary and unnatural. Agreeing with Szasz's position, philosopher Michel Foucault emphasized that asylums were used in the 18th century to attack dissenting views and that the idea of madness was a cultural fear held by the British public, rather than a legitimate medical condition. In particular, Foucault considered the 18th century a time of "great confinement". This description is consistent with Smart's 1760s writings on the subject in which, according to Thomas Keymer, "the category of madness is insistently relativized, and made to seem little more than the invention of a society strategically concerned to discredit all utterances or conduct that threatens its interests and norms."
18th century treatment of inpatients was simple: they were to be fed daily a light diet of bread, oatmeal, some meat or cheese, and a little amount of beer, which were inadequate in meeting daily nutritional needs; they were denied contact with outsiders, including family members; and they would be denied access to that which was deemed to be the cause of their madness (these causes ranged from alcohol and food to working outside). If their actions appeared "afresh and without assignable cause", then their condition would be labelled as "original" madness and deemed incurable. An institution like St Luke's, run by Battie, held both "curable" and "incurable" patients. There were few spots available for patients to receive free treatment, and many were released after a year to make room for new admittances.
## Asylum
During the 1740s, Smart published many poems while a student at Pembroke College, Cambridge. He eventually left the university in 1749 to devote his time to poetry. In 1750, Smart started to familiarise himself with Grub Street, London's writing district, and met John Newbery, a publisher. Soon after, Newbery began publishing Smart's works in various magazines and in collections, including Poems on Several Occasions (1752). Of these works, Smart was known for his Seatonian Prize-winning poems, his pastoral poem The Hop-Garden, and his mock epic The Hilliad. In 1752, Smart married Newbery's daughter, Anna Maria Carnan, and had two daughters with her by 1754. Although many of Smart's works were published between 1753 and 1755, he had little money to provide for his family. At the end of 1755, he finished a translation of the works of Horace, but even that provided little income. Having no other choices, Smart signed a 99-year-long contract in November 1755 to produce a weekly paper entitled The Universal Visiter or Monthly Memorialist, and the strain of writing caused Smart's health to deteriorate.
On 5 June 1756, Smart's father-in-law Newbery published, without permission, Smart's Hymn to the Supreme Being, a poem which thanked God for recovery from an illness of some kind, possibly a "disturbed mental state". During the illness, Smart was possibly confined to Newbery's home and unable to write or be socially active. Out of sympathy for Smart, many of his friends, including writer and critic Samuel Johnson, began to write in the Universal Visiter to fulfill Smart's contractual obligation to produce content for the magazine. The publication of Hymn to the Supreme Being marked the beginning of Smart's obsession with religion and eventual confinement for madness because he began praying "without ceasing".
Smart's behaviour was probably influenced by St Paul's command in the First Epistle to the Thessalonians to "Pray without ceasing" and William Law's The Spirit of Prayer, which argues that a constant state of prayer will establish a connection with God. Smart began by praying at regular intervals but this slowly deteriorated into irregular praying in which he would interrupt his friends' activities and call them into the street to pray with him. These calls for public prayer continued until an incident that Smart later described in Jubilate Agno: "For I blessed God in St James's Park till I routed all the company... For the officers of the peace are at variance with me, and the watchman smites me with his staff" (Jubilate Agno B 90–91).
Christopher Hunter, Smart's biographer and nephew, described the situation:
> Though the fortune as well as the constitution of Mr. Smart required the utmost care, he was equally negligent in the management of both, and his various and repeated embarrassments acting upon an imagination uncommonly fervid, produced temporary alienations of mind; which at last were attended with paroxysms so violent and continued as to render confinement necessary.
Hunter reports that Samuel Johnson visited Smart during the latter's confinement, and it was Johnson that, "on the first approaches of Mr Smart's malady, wrote several papers for a periodical publication in which that gentleman was concerned." However, at no time did Smart ever believe himself to be insane; these meetings began before Smart was ever put into asylum because he still contributed, although not as significantly, to the Universal Visiter. In joking about writing for the Universal Visiter, Johnson claimed: "for poor Smart, while he was mad, not then knowing the terms on which he was engaged to write ... I hoped his wits would return to him. Mine returned to me, and I wrote in 'the Universal Visitor' no longer."
There are other possibilities beyond madness or religious fervor that may have led to Smart's confinement: Newbery may have used the imprisonment of his son-in-law as leverage to control the publication of Smart's work and as a warning to others who worked for him not to cross him. Another theory suggests Smart's actions were a result of alcohol, and had nothing to do with a mental imbalance. However, Smart may have been imprisoned for embarrassing his father-in-law in some way, which could have resulted from an incident in which Smart drank. Hester Thrale reinforced this latter possibility when she claimed that Smart's "religious fervor" tended to coincide with times that Smart was intoxicated. Smart's own testimony that he "blessed God in St. James's Park till I routed all the company" (Jubilate Agno B 90–91) as representing his religious madness is equally dismissed as resulting from drinking, as he was known for pulling pranks and the Board of Green Cloth, the government body that controlled St James's Park, would treat most disturbances in the park as resulting from madness. If Smart was placed into the asylum as a result of actions at St James's, he would not have been the only one, since records show that the Board of Green Cloth was responsible for admitting sixteen people to Bethlem Hospital for "frenzy" at St James's Park during the century prior to Smart being placed in St Luke's.
The specific events of Smart's confinement are unknown. He may have been in a private madhouse before St Luke's and later moved from St Luke's to Mr Potter's asylum until his release. At St Luke's, he transitioned from being "curable" to "incurable", and was moved to Mr Potter's asylum for monetary reasons. During Smart's confinement time, his wife Anna left and took the children with her to Ireland. There is no record that he ever saw her again. His isolation led him into writing religious poetry, and he abandoned the traditional genres of the 18th century that marked his earlier poetry when he wrote Jubilate Agno.
During his time in asylum, Smart busied himself with a daily ritual of writing poetry; these lyric fragments eventually formed his Jubilate Agno and A Song to David. Smart might have turned to writing poetry as a way to focus the mind or as self-therapy. Although 20th-century critics debate whether his new poetic self-examination represents an expression of evangelical Christianity, his poetry during his isolation does show a desire for "unmediated revelation" from God. There is an "inner light" that serves as a focal point for Smart and his poems written during his confinement, and that inner light connects him to the Christian God.
### St Luke's Hospital for Lunatics
Few details are known about Smart's time at St Luke's Hospital for Lunatics. He was admitted to St Luke's on 6 May 1757 as a "Curable Patient". It is possible that Smart was confined at Newbery's behest over old debts and a poor relationship that existed between the two; Newbery had previously mocked Smart's immorality in A Collection of Pretty Poems for the Amusement of Children six Foot High. Regardless of Newbery's exact reasons, there is evidence suggesting that Newbery's admittance of Smart into the mental asylum was not based on madness. To have Smart admitted, Newbery probably provided a small bribe, although bribes were against St Luke's policy.
There is little information about Smart's condition during his stay at St Luke's, possibly because Battie's denied his patients from being visited, including by their own family members. One of the few records that survive of Smart's time at St Luke's was an entry in St Luke's Minute Book, which read:
> 12 May 1758
> Dr. Battie having acquainted this Committee that Christopher Smart (who was admitted on the 6th day of May 1757) continues disordered in his Senses notwithstanding he has been admitted into this Hospital above 12 Calendar Months and from the present Circumstances of his Case there is not Suffit. reason to expect his speedy Recovery And he being brought up and examined. Ordered. That he be discharged and that Notice be sent to his Securities to take him away.
During Smart's confinement at St Luke's, not even other doctors were allowed to see Smart unless they had received personal permission from Battie. It was improbable that Smart could have left the asylum without being released by Battie. Even if Smart would have attempted to obtain release via legal means, the rules for subpoenaing release would have been almost impossible to follow based on the system that Battie had in place, which isolated the individual from all contact. Eventually, Smart was deemed "incurable" and would not have been released by the hospital but for its lack of funds.
### Mr Potter's madhouse
After being released from St Luke's, Smart was taken to a private madhouse. Elizabeth LeNoir, Smart's daughter, was brought to see her father and stated that he was "committed by Mr Newbery to the care of a Mr Potter who kept a private house at Bethnal Green". She described her experience as being held in a "small neat parlour". However, Mr Potter's private madhouse was not "homely", and Smart's treatments were far worse, as he describes: "For they work on me with their harping-irons, which is a barbarous instrument, because I am more unguarded than others" (Jubilate Agno B 129). Smart was left alone for four years, except for his cat Jeoffry and the occasional gawker who would come to see those deemed mad. Piozzi described Smart's general situation: "He was both a wit and a scholar, and visited as such while under confinement for MADNESS." It is very possible that he felt "homeless" during his confinement and surely felt that he was in a "limbo... between public and private space" from being watched by outsiders.
In London, only a few of his works were still being published, but the proceeds were taken by Newbery. However, Smart did get to see published a collection of his work under the pseudonym "Mrs Midnight" titled Mrs. Midnight's Orations; and other Select Pieces: as they were spoken at the Oratory in the Hay-Market, London. Smart did not profit from the work, but he was able to see at least some of his previous work being printed again. Smart, according to his 20th-century biographer Arthur Sherbo, had only "his God and his poetry". A few of his loyal friends eventually grew tired of the treatment Smart received and freed him from Mr Potter's.
### Release
There is little information about how and why Smart was released from asylum, but his daughter claimed: "He grew better, and some misjudging friends who misconstrued Mr Newbery's great kindness in placing him under necessary & salutary restriction which might possibly have eventually wrought a cure, invited him to dinner and he returned to his confinement no more." What is known about the actual events is that John Sherratt, Christopher Smart's friend, believed that Smart's confinement was unfair and wanted to negotiate Smart's release. In January 1763, he met with a parliamentary committee to discuss the issue of individuals falsely imprisoned and abuses that they would receive in asylums. In particular, Sherratt argued that many were admitted for habitual intoxication, which undermined Battie's and other asylum keeper's reputations. A finding by the parliamentary committee released 27 January 1763 bolstered Sherratt's chances to release Smart. To those around him, Smart appeared perfectly sane, and he was most likely released because of legislation concurrently being passed in parliament advocating for a reform to patient care. Smart left the asylum on 30 January 1763 with Sherratt.
Upon leaving asylum, Smart took the manuscripts of A Song to David, many translations of Psalms, and Jubilate Agno. A Song to David was published on 6 April 1763. Harsh reviews followed which mocked Smart's time in the asylum instead of dealing with the poems. Jubilate Agno stayed in manuscript form and passed into the hands of the friends of William Cowper, a poet also placed into asylum and Smart's contemporary, when they investigated the concept of "madness". The work stayed in private holdings until it was rediscovered in the 20th century by William Stead. It was not published until 1939 when it was printed with the title Rejoice in the Lamb: A Song from Bedlam.
## Analysis
Samuel Johnson's biographer James Boswell described a moment when Charles Burney inquired of his friend Johnson of Smart's state. Johnson used the term "madness" to comment on the state of society before explaining to Burney that Smart's actions that were deemed symptoms of madness were actually reasonable:
> Madness frequently discovers itself merely by unnecessary deviation from the usual mode of the world. My poor friend Smart shewed the disturbance of his mind, by falling upon his knees, and saying his prayers in the street, or in any other unusual place. Now although, rationally speaking, it is greater madness not to pray at all, than to pray as Smart did, I am afraid there are so many who do not pray, that their understanding is not called in question.
> Concerning this unfortunate poet, Christopher Smart, who was confined in a mad-house, he had, at another time, the following conversation with Dr [Charles] Burney: – Burney. 'How does poor Smart do, Sir; is he likely to recover?' Johnson. 'It seems as if his mind had ceased to struggle with the disease; for he grows fat upon it.' Burney. 'Perhaps, Sir, that may be from want of exercise.' Johnson. 'No, Sir; he has partly as much exercise as he used to have, for he digs in the garden. Indeed, before his confinement, he used for exercise to walk to the ale-house; but he was carried back again. I did not think he ought to be shut up. His infirmities are not noxious to society. He insisted on people praying with him; and I'd as lief pray with Kit [=Christopher] Smart as any one else. Another charge was that he did not love clean linen; and I have no passion for it.' – Johnson continued. 'Mankind have a great aversion to intellectual labour; but even supposing knowledge to be easily attainable, more people would be content to be ignorant than would take even a little trouble to acquire it.'
In an article printed in the Gentleman's Magazine, Hester Piozzi, Smart's acquaintance and Johnson's close friend, argued that in many aspects Smart appears sane:
> In every other transaction of life no man's wits could be more regular than those of Smart, for this prevalence of one idea pertinaciously keeping the first place in his head had in no sense, except in what immediately related to itself, perverted his judgement at all; his opinions were unchanged as before, nor did he seem more likely to fall into a state of distraction than any other man; less so, perhaps, as he calmed every violent start of passion by prayer.
Beyond Smart's circle of friends, few were willing to dismiss claims that Smart was affected by madness. Most contemporary literary critics knew of Smart's time in asylum and, upon publication of his A Song to David, called attention to aspects of the poem which they could use to claim that Smart was still "mad". The view was widely held, and the poet William Mason wrote to Thomas Gray, "I have seen his Song to David & from thence conclude him as mad as ever."
### 19th century
It was a century before a positive twist was put on Christopher Smart's time in asylum; the Victorian poet Robert Browning argued that A Song to David was great because Smart was mad at the time. In his poem Parleyings (1887), Browning claimed:
Armed with this instance, have I diagnosed
Your case, my Christopher? The man was sound
And sane at starting: all at once the ground
Gave way beneath his step
\* \* \* \* \*
Then—as heaven were loth
To linger;—let earth understand too well
How heaven at need can operate—off fell
The flame-robe, and the untransfigured man
Resumed sobriety,—as he began,
So did he end nor alter pace, not he!
To Browning, Smart's temporary madness was what allowed him to compose in A Song to David poetry similar to that of John Milton and John Keats. Christopher Smart, as Browning's poem continued,
pierced the screen
'Twixt thing and word, lit language straight from soul,—
Left no fine film-flake on the naked coal
Live from the censer
Browning's remarks brought about a later appreciation of A Song to David and Smart's madness. A review of Browning's Parleying claimed that Christopher Smart was "possessed by his subject... and where there is true possession – where the fires of the poet's imagination are not choked by self-consciousness or by too much fuel from the intellect – idiosyncrasy, mannerism, and even conventional formulae are for the time 'burnt and purged away'."
The 19th-century poet Dante Gabriel Rossetti emphasised the benefits of Smart's madness and claimed that A Song to David was "the only great accomplished poem of the last century." Two years later, Francis Palgrave continued the theme when he wrote that the Song exhibited "noble wildness and transitions from grandeur to tenderness, from Earth to Heaven" and that it was "unique in our Poetry." Seven years after Palgrave, critic John Churton Collins agreed with Rossetti and Palgrave, but to a lesser extent, when he wrote, "This poem stands alone, the most extraordinary phenomenon, perhaps, in our literature, the one rapt strain in the poetry of the eighteenth century, the work of a poet who, though he produced much, has not produced elsewhere a single line which indicates the power here displayed."
### 20th century and contemporary
Twentieth-century critics favoured the view that Smart had some kind of mental distress when writing his poems. A review by "Mathews" titled "Thin Partitions", on 30 March 1901 The Academy, claimed that:
> Now Christopher Smart was a very beggarly poet of the eighteenth century ... but had not the smallest claim to rank with those great men beyond their common trade of poem. Kit Smart, in fact, though he wrote a pestilent deal of verse, could not write poetry—nor anything else ... Legally mad, that is; for he appears to have been very mad in his senses, and a decent citizen out of them. He went mad—legally and medically—once, and nothing came out of it, perhaps because he was not mad enough. Then he went mad again and being duly shut up in Bedlam wrote one of the finest outbursts of lyric genius in the eighteenth century—perhaps the finest-before the advent of Blake ... Smart regained his senses, and therewith his hopeless inability to write poetry. And he never did anything after.
In 1933, A. E. Housman sided with Browning's and Mathew's interpretation and connected Smart's madness with poetic genius in his lecture The Name and Nature of Poetry: "As matters actually stand, who are the English poets of that age in whom pre-eminently one can hear and recognize the true poetic accent emerging clearly from the contemporary dialect? These four: Collins, Christopher Smart, Cowper, and Blake. And what other characteristic had these four in common? They were mad." In 1994, Branimir Rieger differed from Housman's view by distancing Smart from the others when he argued that "Collins and Cowper pine as isolated individuals, guiltily aware of a vitality that is not finally human but divine. Smart soars beyond individuality to embrace that vitality, but at a cost of all human relationship."
However, there are many that disagreed that Smart was mad; Edward Ainsworth and Charles Noyes, when discussing Smart's Hymn to the Supreme Being, said, "The mind that composed this hymn was not deranged. Yet in the poem one sees the morbidly religious mind which, in disorder, was to produce the Jubilate Agno, and, with order restored, the Song to David. Additionally, they claimed that Smart's
> preternatural excitement to prayer seems to have been poor Smart's only real mental aberration, unless his drunkenness be considered pathological. When his mind was removed entirely from the field of prayer, he was but little changed from his sane state. His powers of reason, though thus warped, were not taken from him, and he neither raved nor sank into mental lethargy.
Nevertheless, Ainsworth and Noyes were not completely sceptical about Smart's diagnosis when they continued: "But when the desire to pray struck him, Smart abandoned what the world chose to call rationality."
In 1960, neurologist Russell Brain diagnosed Smart as suffering from cyclothymia or manic depression. Brain based his diagnosis on Smart's own claims about how he felt, and he concluded that "in Smart's case the mental illness was not the result of his drunkenness, but he drank because he was mentally unstable." Arthur Sherbo, in 1967, argued that "The nature of Smart's madness is impossible to diagnose at this distance in time" and then argued that:
> since Battie himself pronounced him uncured, he must have been subject to hallucinations. Strong drink, taken often enough and in sufficient quantity, will have that effect, of course, but Battie, distinguishing between 'original' and 'consequential' madness ... would allow only that excessive drinking could 'become a very common, tho' remoter cause of Madness.' Others differed: John Ball in his Modern Practice of Physic, 1760, lists 'anxiety of mind' and too much 'strong vinous or spirituous liquors' as 'antecedent causes' of madness. Smart's mania, however it manifested itself, and it usually manifested itself in loud public prayer, did not stem from drunkenness; it was aggravated, however, by frequent recourse to the bottle. Ironically enough, as Mrs. Piozzi recognised, if Smart had prayed in the privacy of his home, all might have been well for him.
The possible religious component of Smart's condition was taken up by 20th-century critics as an explanation for why the 18th century saw Smart as mad. Laurence Binyon, in 1934, believed that religion played a major role in how society viewed Smart: "Smart's madness seems to have taken the form of a literal interpretation of the injunction Pray without ceasing. He embarrassed visitors by insisting on their joining him in his supplications ... Obsession with a fixed idea is a common form of insanity. But such obsessions are a mental imprisonment; whereas the Song is unmistakably the expression of a great release." Binyon's idea was picked up by Sophia Blaydes, in 1966, who pointed out that society was prejudiced against those who experienced enthusiasm, a strong spiritual connection to God. It was against religious prejudice that she argued,
> The cause of Smart's eclipse may be traced in part to a prejudice of the age, one which was founded in reason but developed in fear. There was one inescapable fact which hampered any clear perception of Smart's work—he had been confined for madness. It was easier to use a difficult allusion or unusual image as evidence of madness than to interpret it. What could cause a fundamentally rational group of people to react so irrationally? To some degree, it was the fear of 'enthusiasm'.
In the 18th century, as Blaydes continued, the word changed from possessed by god to inspired to falsely inspired. The result of this change was that British society viewed enthusiasm as the enemy to both reason and social order. Thus, "Smart, the hack-writer, would not have been greeted by a hostile audience, but Smart, the enthusiast, would have been condemned immediately. The result would be obvious: his past work, previously lauded, would be ignored, and his future work would receive immediate condemnation. such was the history of Smart's contemporary reputation." In determining if Smart was really mad or not, Blaydes concluded, "in Smart's day, any sign of enthusiasm would have been cause for the judgment of madness ... Two accounts of Smart and the nature of his madness have been preserved for us. Each permits some doubt that the poet was mad and could be regarded so in any age."
Frances Anderson, in 1974 characterised Smart's "illness" as insanity and obsession, but believed that "Smart's madness consisted of his efforts to obey literally St Paul's injunction to the Thessalonians: 'Pray without ceasing.'" During his episodes of illness, as Anderson continued, Smart "probably suffered some periods of delirium" but also "appeared to know what he was doing". Smart's actions were similar to 18th-century Methodists that were "addicted to public prayer with what was thought to be overly charged high spirits. Such displayers of religious emotionalism were often confined not only to private madhouses, but also to Bedlam". Later, in 1998, Charles Rosen pointed out that "The Enlightenment condemned religious enthusiasm as appropriate for the uneducated and the great unwashed" and "it is understandable that the only original and vital religious poetry between 1760 and 1840 should have been written by poets considered genuinely mad by their contemporaries: Smart, Blake, and Hölderlin."
Accounts at the end of the 20th century focused on the effects of Smart's confinement. Clement Hawes, following Michel Foucault's interpretation of the 18th century that there was an "'animality' of madness", believed that Smart emotionally connected with animals because of the "medical stigmatization" he felt at the hands of his fellow man. Chris Mounsey, agreeing with Hawes's interpretation, believed that Smart's treatment was "a bestializing process and had taught him to hold his tongue and sit out his time as quietly as possible." Contrary to the bestialisation, Allan Ingram argued that Jubilate Agno was "a poetic phenomenon that would have demolished contemporary poetic orthodoxies had it been publishable. The mad individual presented a gross distortion of the human form that nevertheless insisted on remaining human, but mad language could be even more disturbing." |
33,750,773 | Talk That Talk (Rihanna song) | 1,172,614,419 | 2012 single by Rihanna | [
"2011 songs",
"2012 singles",
"Def Jam Recordings singles",
"Jay-Z songs",
"Rihanna songs",
"Song recordings produced by Kuk Harrell",
"Song recordings produced by Stargate (record producers)",
"Songs written by Buckwild (music producer)",
"Songs written by Chucky Thompson",
"Songs written by Ester Dean",
"Songs written by Jay-Z",
"Songs written by Mikkel Storleer Eriksen",
"Songs written by Sean Combs",
"Songs written by Tor Erik Hermansen",
"Songs written by the Notorious B.I.G."
]
| "Talk That Talk" is a song recorded by Barbadian singer Rihanna for her 2011 studio album of the same name. It features a rap verse by American rapper Jay-Z, who had previously collaborated with Rihanna on her song "Umbrella" in 2007 and "Run This Town" in 2009. The song was written by Jay-Z, Ester Dean, together with the Norwegian production duo Stargate. Def Jam Recordings serviced the track to urban contemporary radio in the United States on January 17, 2012, as the third single from Talk That Talk. It was released in France as a CD single on March 26. "Talk That Talk" is a hip hop song with R&B beats, rough drums and unrefined synths, and has a similar style to Rihanna's 2010 single "Rude Boy". It contains a brief sample of "I Got a Story to Tell" by the Notorious B.I.G. Therefore, the Buckwild, Sean Combs, Chucky Thompson, and the Notorious B.I.G. are credited as songwriters despite the Notorious B.I.G's death in 1997.
The single was nominated for a Grammy Award for Best Rap/Sung Collaboration at the 2013 ceremony. The song appeared on several charts worldwide; it reached number 31 on the US Billboard Hot 100, number 25 on the UK Singles Chart, and the top ten in Israel and Norway. It was certified platinum by the Recording Industry Association of America (RIAA), denoting digital downloads of over one million copies in the US. Rihanna performed "Talk That Talk" on television shows such as The Jonathan Ross Show and Saturday Night Live, and included it on the set lists of the 2013 Diamonds and the 2014 The Monster Tour with Eminem.
## Background
Before her sixth studio album Talk That Talk was released in November 2011, Rihanna announced on her Twitter account that, apart from the song "We Found Love" with Calvin Harris, the album would have only one other featured artist, although she did not mention the artist's name. Jay Brown, Rihanna's manager, explained that they preferred to record independently rather than collaborate with other artists. On November 8, Rihanna confirmed on Twitter that her mentor, American rapper Jay-Z, would appear as a featured artist on the album's title track. Brown said that the collaboration "happened organically".
"Talk That Talk" is the third major collaboration between Rihanna and Jay-Z, who had worked together on "Umbrella" in 2007 and "Run This Town" in 2009. "Umbrella" was the lead single from Rihanna's 2007 album Good Girl Gone Bad and topped the charts in more than ten countries, including the US Billboard Hot 100, on which it spent seven consecutive weeks at number one. "Run This Town", which also featured rapper Kanye West, was released as the second single from Jay-Z's 2009 album The Blueprint 3.
## Production and release
"Talk That Talk" was written by Ester Dean, Jay-Z, Stargate, Anthony Best, Sean Combs, and Chucky Thompson, and produced by Stargate. They had produced Rihanna's 2010 hit singles "Only Girl (In the World)" and "What's My Name?" for her fifth album Loud. Stargate told Norwegian website 730.no that it was their first collaboration with Jay-Z and said that they were very satisfied with both the song and each artist's contribution. "Talk That Talk" was recorded at Roc the Mic Studios and The Jungle City Studios in New York City, Westlake Recording Studios in Los Angeles, and The Hide Out Studios in London. Stargate, Miles Walker, and Mike Anderson served as the song's recording engineers. Rihanna's vocals were recorded by Marcos Tovar and Kuk Harrell, who additionally produced them, while Jordan "DJ Swivel" Young recorded Jay-Z's verses. Additional recording of the song was done in Sofitel Paris Le Faubourg and Savoy London hotels. "Talk That Talk" was mixed by Phil Tan and assistant Daniela Rivera at Ninja Beat Club Studios in Atlanta. Eriksen and Hermansen recorded the song's instrumentation, and Tim Blacksmith and Danny D. were assigned as its executive producers.
In December 2011, Rihanna asked her fans on Twitter to recommend a song from Talk That Talk for release as the third single. On January 10, 2012, she announced that the title track was chosen and also debuted the single's cover—a black-and-white image in which Rihanna is dressed in "street punk/rockabilly clothes" and crouches against a wall. According to Jazmine Gray of Vibe magazine, the singer has an ambiguous facial expression on the cover. On January 17, Def Jam Recordings serviced "Talk That Talk" to urban contemporary radio stations in the United States. It was also sent to US contemporary hit and rhythmic radios on February 14. On March 26, "Talk That Talk" was released in France as a CD single, which contained the album version of the song and the Chuckie Extended Remix of "We Found Love".
## Composition and lyrical interpretation
"Talk That Talk" has a length of three minutes and twenty-nine seconds. Time magazine's Claire Suddath characterized it as a lively hip hop track with a pop hook. It features R&B beats, "hard drums", unrefined synths, and a brief sample of the song "I Got a Story to Tell" by rapper The Notorious B.I.G., which can be found at 0:44.
Sam Lansky of MTV Buzzworthy found it sensual and confident, and observed that Rihanna counts when she sings the song's chorus. IGN's Chad Grischow wrote that a "fuzzy synth melody" interjects Rihanna's "sexy plea for pillow talk", which is complemented by "bling-loving rap from Jay-Z." Digital Spy's Robert Copsey felt that its riff is similar to Rihanna's 2010 single "Rude Boy".
The song begins with a rap verse performed by Jay-Z, whose lines include: "I talk big money, I talk big homes / I sell out arenas, I call that getting dome / Million dollar voice, came through phone / We heading to the top, if you coming, come on". He raps at a slow pace and incorporates both double entendres and humorous remarks, including a sexual reference that Claire Suddath viewed, was an indication of Jay-Z's enjoyment on the song: "[I] had it by her bladder, she's like 'Oh I gotta pee!'." Melissa Maerz from Entertainment Weekly remarked that he "even touts their jet-set lifestyle on the title track, bragging that he can fly out to Pisa / Just to get some pizza."
## Critical reception
Daily Mirror critic Gavin Martin commented that the song has Rihanna "stealing not just Beyoncé's bootylicious crown but also her husband Jay-Z for a frisky exchange against sibilant drum cracks." Sputnikmusic's Steve M. felt that it could be a major hit on radio partly because of Jay-Z's guest rap. Reem Buhazza of The National similarly felt that "Talk That Talk", along with "You da One" and "Roc Me Out", is part of "the winning combination of made-for-radio pop sensibility". David Griffiths from 4Music found the song to be compelling and viewed it as another successful collaboration between Rihanna and Jay-Z. Lansky from MTV Buzzworthy was not surprised that another collaboration between the two was a success. MTV News' Jocelyn Vena called it "big and hard with just enough brightness" and felt that the song discusses sexual intercourse more appropriately than "Cockiness (Love It)"; in the latter, Rihanna expresses her desire to have sex while singing the lyrics "Suck my cockiness, lick my persuasion".
Lewis Corner of Digital Spy gave the song four out of five stars and called it an enticing, anthemic club song. In a review of Talk That Talk, Pitchfork's Lindsay Zoladz wrote that it is one of the album's more lighthearted songs, even though it is not as good as "Umbrella". Consequence of Sound's Chris Coplan found Jay-Z's rap unenthusiastic, but said that Rihanna is as emotional and invested in her singing as she was on Saturday Night Live. People magazine's Chuck Arnold called the song "another moment in the sun." Julianne Escobedo Shepherd of Spin thought that it is a collaboration that "does not go unnoticed". On the critical side, Priya Elan of NME wrote that the song is a "gamble that doesn't pay off". The single was nominated for Best Rap/Sung Collaboration at the 55th Annual Grammy Awards. but lost to "No Church in the Wild" (2012) by Jay-Z and Kanye West featuring Frank Ocean and The-Dream.
## Commercial performance
After the release of the album, the song charted in many countries owing to strong digital sales. It debuted and peaked at number 31 on the US Billboard Hot 100 and sold 73,000 digital copies, which was the highest debut on the chart for that week. In the week of January 28, 2012, "Talk That Talk" re-entered the chart at number 100. It reached number 36 in the week of March 24. The song also appeared on the Hot R&B/Hip-Hop Songs chart at number 63 in the issue dated January 28. It peaked of number 12 and stayed on the chart for 21 weeks. It was ranked number 73 on the Billboard's year-end R&B/Hip-Hop Songs chart. On the Mainstream Top 40 chart, the single debuted and peaked at number 26 in the week of April 7. It was certified platinum by the Recording Industry Association of America (RIAA), denoting digital downloads of 1 million copies in the United States. "Talk That Talk" debuted and peaked at number 30 on the Canadian Hot 100 chart.
In Europe, after the release of the album, the song appeared on ten national charts. It debuted at number 25 on the UK Singles Chart, and reached number seven on the UK Hip Hop and R&B Singles Chart. The song made a top-ten debut on the Norwegian Singles Chart and charted at number 11 on the Swiss Singles Chart. It also made top-forty appearances in the Republic of Ireland, New Zealand, and Spain, and also entered the top thirty in Scotland, France, and Denmark. After its release as a single, "Talk That Talk" entered the Australian Singles Chart at number 42 and peaked at number 28 on February 19. It was certified platinum by the Australian Recording Industry Association (ARIA) for selling 70,000 digital copies. It peaked at number 172 on the Circle Digital Chart in South Korea.
## Live performances
Rihanna first performed "Talk That Talk" on the British talk show The Jonathan Ross Show, which aired on March 3, 2012. She performed without Jay-Z and was also interviewed. On May 5, Rihanna performed the song on the American comedy show Saturday Night Live as part of a medley that included the original interlude version of "Birthday Cake". In her performance, she wore an all-black outfit with a giant spider web as her backdrop. She sang a short section of "Birthday Cake", which transitioned into "Talk That Talk", of which the latter was performed in its entirety. Rihanna and Jay-Z performed "Talk That Talk" together at the 2012 BBC Radio 1's Hackney Weekend in London. The performance also featured their previous collaborations "Run This Town" and "Umbrella". In November, she performed the song on the set list of her 777 Tour, a seven-day long promotional tour that supported the release of her 2012 album Unapologetic. "Talk That Talk" was also included on the set list of her 2013 Diamonds World Tour. Rihanna performed the song on her joint tour with rapper Eminem, titled The Monster Tour in 2014.
## Track listing
- CD
1. "Talk That Talk" (featuring Jay-Z)
2. "We Found Love" (Chuckie extended remix)
## Credits and personnel
Credits are adapted from the liner notes of Talk That Talk.
Locations
- Recorded at Roc the Mic Studios and The Jungle City Studios, New York City; Westlake Recording Studios, Los Angeles, CA; The Hide Out Studios, London
- Mixed at Ninja Club Studios, Atlanta, GA
Personnel
- Songwriting – Ester Dean, Mikkel S. Eriksen, Tor Erik Hermansen, Shawn Carter, Anthony Best, Sean Combs, Chucky Thompson, Christopher Wallace
- Production – Stargate
- Recording – Mikkel S. Eriksen, Miles Walker, Mike Anderson
- Vocal Production – Kuk Harrell
- Vocal Recording – Kuk Harrell, Marcos Tovar, Jordan "DJ" Swivel Young
- Mixing – Phil Tan
- Mixing assistant – Daniela Rivera
- Instrumentation – Mikkel S. Eriksen, Tor Erik Hermansen
- Executive producers – Tim Blacksmith, Danny D.
## Charts
### Weekly charts
### Year-end charts
## Certifications
## Release history |
62,083,915 | Cullen House | 1,168,280,662 | Large house in Moray, Scotland | [
"1600 beginnings",
"Category A listed buildings in Moray",
"Country houses in Moray",
"Scottish baronial architecture"
]
| Cullen House is a large house, about 1 kilometre (0.6 mi) south-west of the coastal town of Cullen in Moray, Scotland. It was the seat of the Ogilvies of Findlater, who went on to become the Earls of Findlater and Seafield, and it remained in their family until 1982. Building work started on the house in 1600, incorporating some of the stonework of an earlier building on the site. The house has been extended and remodelled several times by prominent architects such as James Adam, John Adam, and David Bryce. It has been described by the architectural historian Charles McKean as "one of the grandest houses in Scotland" and is designated a Category A listed building. The grounds were enlarged in the 1820s when the entire village of Cullen, save for Cullen Old Church, was demolished to make way for improvements to the grounds by Lewis Grant-Ogilvy, 5th Earl of Seafield; a new village, closer to the coast, was constructed for the inhabitants. Within the grounds are a bridge, a rotunda and a gatehouse, each of which is individually listed as a Category A structure.
Twice in its history, the house has been captured and ransacked. It was taken by forces acting under the orders of the Marquess of Montrose in 1645 during the Wars of the Three Kingdoms. It was attacked again by Jacobite forces during the rising of 1745, shortly before they were defeated at the Battle of Culloden.
Cullen House was inherited by Nina Ogilvie-Grant-Studley-Herbert, the 12th Countess of Seafield, in 1915. She did not use it as her primary residence, nor did her son Ian Ogilvie-Grant, who inherited it on her death in 1969. By the time it was designated a listed building three years later it had become dilapidated, and its contents were auctioned off shortly afterwards. In 1982, it was purchased by Kit Martin, a specialist in saving historic buildings. Martin worked with the local architect Douglas Forrest to convert the house into fourteen individual dwellings, retaining much of the original interior of the building. The house was badly damaged by fire in 1987, after which it underwent an extensive two-year programme of restoration. The subdivided house is still in use today as domestic accommodation.
## History
### Initial construction
Set on a clifftop above the Cullen Burn, Cullen House was built by the Ogilvies of Findlater, whose seat had previously been at Findlater Castle on the coast about 3.6 kilometres (2.2 mi) to the east. In 1482, the Ogilvies were granted the lands of Findochty and Seafield, and by 1543 they changed their patronage from the parish church at Fordyce to Cullen Old Church, which they helped to elevate to the status of a collegiate church. Buildings from around this time, which served as accommodation for the church's canons, stood on the site of the current house. These probably incorporated some of the stonework of an earlier medieval building on the site, known as Inverculain, which is mentioned in records of 1264, and is thought to have been home to Marjorie, Countess of Carrick, the mother of Robert the Bruce.
On 20 March 1600, building upon some of the structure of the canons' lodgings, work was started on a large new L-plan tower house for the laird, Sir Walter Ogilvy, and his wife Dame Margaret Drummond. The family continued to prosper: in 1616, Walter Ogilvy was created Lord Ogilvy of Deskford, his son James was further elevated to become the first Earl of Findlater in 1638.
The house was nearly destroyed in 1645 during the Wars of the Three Kingdoms, when it was captured by the Farquharsons of Braemar acting on the orders of the Marquess of Montrose. It was thoroughly plundered, and would have been burned down had the Countess of Findlater not paid Montrose a large ransom.
### Extension, modification and Jacobite assault
In the centuries following its initial construction, the house underwent a series of renovations, extensions and modifications. A tower was added in 1660, shortly after the third earl inherited it. In 1701 the fourth earl was created the first Earl of Seafield, and in 1709 the architects Alexander McGill and James Smith were asked to submit plans for a complete remodelling in the Palladian style. These were drawn up, but in the end less radical extensions and modifications were executed to the north and west wings, between 1711 and 1714.
The house was ransacked for a second time during the Jacobite rising of 1745. James Ogilvy, 5th Earl of Findlater and 2nd Earl of Seafield, had travelled with his wife to Aberdeen to meet the Duke of Cumberland who was pursuing Bonny Prince Charlie's Jacobite army. In their absence, a group of Charles's supporters forced their way into the house on 8 April 1746 and ransacked it, carrying off as much as possible and destroying what could not be easily transported. Three days later, continuing his pursuit that would end at the Battle of Culloden, Cumberland arrived at the scene accompanied by Findlater to find the doors of the house forced open, the windows broken, and broken furniture and discarded papers strewn around the grounds. Findlater subsequently petitioned Parliament for the sum of £8,000 in compensation for the losses incurred, but it is not clear whether he ever received any payment.
Architects James and John Adam worked on the house from 1767 to 1769, installing the main staircase and building the gatehouse, and John Baxter made more internal modifications, including the building of the large bow window in the east facade, between 1777 and 1778. In 1780, the fourth earl commissioned Robert Adam to provide a design for an entirely new house; this was not carried out, nor were James Playfair's 1788 designs for an extensive remodelling in "the Saxon style". Playfair's walled garden was constructed in the grounds in that year.
Detailed records survive showing the layout of the house's gardens in 1760. There were walled courts lined with flower borders, roses and fruit trees, and a classical arrangement of rectangular plots laid out symmetrically on either side of an avenue. Thomas White, a landscape architect from Nottinghamshire, drew up plans for new and extensive landscaped gardens in 1789, although these were only partially executed. Between 1820 and 1830, Lewis Grant-Ogilvy, 5th Earl of Seafield extended the gardens considerably by demolishing the entire village of Cullen, and building a new planned town for its inhabitants, laid out by George MacWilliam with alterations by Peter Brown and William Robertson, nearer the coast. The only remaining building from the original village is Cullen Old Church. Later in the nineteenth century, the Great North of Scotland Railway hoped to cut through the house's grounds, but the earl refused his permission, forcing the company to build a viaduct, 196 metres (643 ft) long and 24.8 metres (81.4 ft) high, through the town of Cullen itself; the line was eventually opened in 1886.
The house's current baronial revival appearance is largely the result of the extensive remodelling that was carried out from 1858 to 1868 by David Bryce, who worked to homogenise the disparate styles of the different parts of the building, and redesigned much of the interior. By the time Bryce had finished working on the house, it had a total of 386 rooms.
### Deterioration and renovation
Renovation work was carried out on the house in 1913 by Robert Lorimer, and in 1915 it was inherited by Nina Ogilvie-Grant-Studley-Herbert, the 12th Countess of Seafield, who later gained a reputation as the wealthiest woman in Britain after Queen Elizabeth II. Since she spent most of her time at her home in Nassau in the Bahamas, the house was not her primary residence. The house was open to the public for part of the year in the 1960s. Ogilvie-Grant-Studley-Herbert died in 1969, and her estates passed to her son, Ian Ogilvie-Grant. He also lived elsewhere, and used the house commercially to host shooting parties and private functions. In 1972 it was designated a Category A listed building. By this time it had become quite dilapidated, and its contents were sold off in 1975. Included in the sale was a collection of eighteenth-century paintings by Scottish artists working in Italy, including work by Cosmo Alexander.
In 1982 the house was purchased by Kit Martin, an architectural designer who specialises in saving derelict historic buildings. He and the local architect Douglas Forrest set about repairing and restoring the structure, and together they converted it into fourteen separate private homes. On 17 June 1987, two years after the renovations had been completed, a fire broke out in the south wing which was being fitted out for new owners. Firefighters fought to contain the blaze, and although they managed to put it out within three hours, severe damage was caused to the south-east corner and the west wing. Restoration work was carried out over the course of the next two years, using photographic records and material recovered from the fire to restore the external masonry to its original appearance. Specialist joiners and plasterers were brought in to work on the interiors, but some of the building's internal features including an early seventeenth-century painted ceiling in the second salon were irreparably damaged. The subdivided house remains in use as privately owned domestic accommodation as of 2021.
## Architecture
Cullen House is a large, ornately decorated and turreted house, which was built in several stages over several centuries. It is described by the architectural historian Charles McKean as an "enormously complicated structure", and "one of the grandest houses in Scotland".
### Exterior
The seventeenth-century L-plan tower house, which itself incorporated stonework from earlier buildings on the site, has been extended by the addition of wings to the north and south. The original entrance to the tower house is in the south-west angle of its west courtyard, in a single-bay, four-storey facade. Above are two tourelles supported by corbels, one of which bears the initials SVO and DMD, representing Sir Walter Ogilvy and his wife, Dame Margaret Drummond, for whom the house was built. This entrance has now been blocked and replaced by a window.
The earliest section of the north wing, of five bays and three storeys in height, extends to the left of the door. Built in the early seventeenth century, its roof was raised in the eighteenth, and its windows were replaced with larger sash and case windows in the Georgian style. The roof line is broken by five dormer heads, carved with foliage and Corinthian capitals. In the centre of the wing is another entrance, designed by David Bryce and carved by Thomas Goodwillie, and described by architectural historians David Walker and Matthew Woodworth as "exuberant" and "wildly boisterous". This features pilasters, more carved foliage, a heraldic plaque and a pair of sculptural lions rampant. Beyond this block, there is a rectangular eighteenth-century extension, with a protruding gable end that was heavily baronialized in the nineteenth century. There are two-storey tourelles on each corner, and busts and carved figures, also by Goodwillie.
The original seventeenth-century part of the west wing has seven bays, and three carved dormer heads, decorated with figures that depict Faith, Hope, and Charity; all three originally had carved mottoes, but the inscription for Charity has been lost. The original seventeenth-century windows were mostly replaced with larger ones in the eighteenth century, but some of the original ones were blocked and have been retained as decorative features. At the west end, there is another extension, also baronialized in the nineteenth century, with more tourelles, a round staircase tower, and carvings of Father Time holding a scythe and flanked by figures representing Youth and Old Age.
The house's east facade, again heavily baronialized, has another entrance, recessed into the centre of the north wing, also with a flamboyantly carved doorway by Goodwillie; this is very similar to its counterpart on the other side of the wing, but without the lions. To either side of the doorway are a pair of four-storey towers, one with a datestone showing 1668, and there is a square bartizan as well as three more triangular dormer heads. To the left side of the east facade is the rear of the original tower house, which has an early seventeenth-century tourelle, and another dormer head featuring a carved sun.
The south facade looks onto the clifftop and the Cullen Burn below. At its right end is a staircase tower attached to the original tower house, to the left of which is a very large bow window. Left of this is a section of five bays, which is part of the eighteenth-century building work and has been little altered since, save for the addition of a single tourelle, and an elaborate staircase tower which can be seen prominently from the gorge below and is known as the Punch Bowl.
Beyond the north wing is a U-plan service court, two storeys high with a bellcote on its north facade. Built in the late eighteenth century, it originally housed the kitchen and laundry, and has been converted into six apartments and an architectural studio.
### Interior
The main house has been divided into seven separate apartments. Efforts were made during the restoration to retain as many of the building's historical features as possible, and each of the principal rooms was retained intact within one of the apartments. There is a square entrance hall in the north wing, with a fireplace decorated with blue and white Delftware tiles. Beyond this is a two-storey stair hall, with a staircase and ceiling, both by James Adam, and an elaborately carved wooden door, dated 1618, with its original key and lock. Many of the house's original public rooms retain original Victorian ceilings; others, which were damaged in the fire of 1987, have been restored or reproduced. A grand Jacobean painted ceiling, depicting the siege of Troy and bearing the royal arms of Scotland (suggesting that it predated the 1603 Union of the Crowns), was destroyed by the fire. It has been replaced by a painting of bubbles and astronauts by Robert Ochardson.
## Grounds
The house's grounds contain several structures which are Category A listed in their own right. These include a bridge, gatehouse, and a temple.
Leading off the house's west courtyard is a bridge built between 1744 and 1745 by William Adam, which crosses the gorge of the Cullen Burn. It has a single arch, with a span of 25.6 metres (84 ft) and a height of 19.5 metres (64 ft), and is built of granite ashlar with rubble spandrels.
At the south-east entrance to the estate is a gatehouse known as the Grand Entrance, which was built by James Adam between 1767 and 1768. This wide entrance for carriages is built in the form of a triumphal arch. Ionic columns support a pediment with armorial decoration in the tympanum. On top there are carved lions, rampant at the apex, and recumbent to the sides. There are entrances for pedestrians in the walls flanking the archway, which connect to several single-storey lodges.
On a hilltop at the north end of the grounds there is a garden feature in the form of a Grecian temple pavilion made of polished ashlar. An open rotunda with a leaded roof and a plasterwork ceiling is supported by eight Ionic columns, which sit atop the walls of a round basement tearoom. There was originally a statue depicting either Pomona or Pheme at the centre of the rotunda. The tearoom has a round-arched doorway, flanked by matching windows. It was constructed in 1822 by William Robertson, following 1788 original designs by James Playfair which are still in the Seafield estate's archives. The statue was lost between 1939 and 1945, and the floor of the rotunda has collapsed; the round pediment of the statue now lies in the centre of the ruined tearoom. The structure was stabilised between 1977 and 1978, and restored in 1981 after it was threatened with demolition.
The grounds include a walled garden from 1788, designed by James Playfair. There are also several estate buildings, many of which were designed by Robertson, and by his nephews Alexander and William Reid who continued his practice after his death. These include an ice house, a garden house, a laundry, and cottages for staff such as gardeners. |
55,776,903 | John Minsterworth | 1,148,253,327 | English knight of the 14th century | [
"1377 deaths",
"14th-century English people",
"English knights",
"People convicted of treason against England",
"People from Minsterworth",
"People of the Hundred Years' War"
]
| Sir John Minsterworth (died 1377) was a fourteenth-century English knight from Gloucestershire, who fought in the Hundred Years' War and was executed by King Edward III for treason. Nothing is known of his upbringing (even, for example, when he was knighted or by whom) but he first comes to prominence during the 1370 invasion of France. The war, under the command of the King's son, Edward the Black Prince, was going poorly and had only recently restarted after a nine-year truce. Minsterworth was part of a force sent to relieve the English command in France under the nominal leadership of Sir Robert Knolles, whom contemporaries praised for his military acumen. Landing in the north, Knolles and Minsterworth carved their way to the west of France. There, divisions among the leaders—which may have been present before the campaign began—erupted into mutiny.
Minsterworth may have despised Knolles for his reputation and status, and with others split from Knolles's main force. Much of that force was destroyed in December 1370 by the French army at the Battle of Pontvallain. Minsterworth and a breakaway force made their way to Brittany despite frequent ambushes and French raids, and eventually—albeit seeing most of the remnant of his army massacred on the Breton shore—to England. There he attempted to blame Knolles for the disaster, and although Minsterworth's former commander was found culpable of many of the military mishaps that had occurred, Minsterworth did not escape blame either.
Minsterworth left England in 1372 to join the French army. Five years later he met and conspired with the rebel Welsh lord, Owain Lawgoch, and, for reasons which are now obscure, supported Owen's proposed French-backed invasion of England. In 1377, while still abroad, he was captured by the English and sent home to be tried for treason. Convicted on conspiracy charges, he was executed and his corpse was drawn and quartered before being distributed across the kingdom.
## Service in France and mutiny
Nothing is known of John Minsterworth's early life, although he was probably born in Minsterworth, Gloucestershire, from which he presumably took his surname. The historian Andrew Ayton describes him as a "shadowy ... man of obscure origins". His first recorded appearance is in 1367 when took a contract with Humphrey, Earl of Hereford to serve in France; he was also responsible for recruiting Hereford's large retinue. The following year he indentured to join the 1370 English expedition to France during the Hundred Years' War. His activities on that campaign then have incurred criticism from various historians; James Sherborne, for example, has said Minsterworth caused "much trouble" on the campaign, while the historian Jonathan Sumption describes him as an "ambitious hothead".
The expeditionary force assembled at Rye and Winchelsea in July 1370. It was the first English army to France led by a commander below the rank of earl or other peers. The command was originally given to Sir Robert Knolles of Cheshire, but delays and criticism of Knolles resulted in joint command given to Knolles and three other experienced captains, Sir Alan Buxhull, Sir Thomas Grandison and Sir John Bourchier. Minsterworth acted under Knolles's captaincy. Sherborne suggests that there may possibly have been "some doubt about Knolles ... even before the army sailed". This system of shared leadership appears to have led to jealousies and rivalries arising, particularly regarding how ransom and booty would be distributed. The medievalist Mark Ormrod suggests that Knolles's appointment may have implied superiority over his fellow captains, exacerbating tensions among them, of whom Minsterworth was the most outspoken. Contemporary chronicler claim that Knolles's lacked breeding. Jean Le Bel states that he was originally a clothworker, while Thomas Walsingham says he was a "poor and lowly valet". Either way, Minsterworth seems to have seen himself as socially outranking Knolles. As a result, Sumption suggests that Minsterworth "conceived a virulent hatred of his commander", with Minsterworth calling Knolles such names as "the Old Freebooter", an "old brigand", a "tomb-robber" while constantly criticising his leadership.
Although Minsterworth has been seen as a "comparatively obscure" figure in political society, and of "very modest means", he nevertheless commanded the largest retinue of the army, second only to Knolles himself. His contingent comprised ten knights, around 200 men-at-arms and 300 archers. The scholar Anne Curry argues that by then, gentry such as Minsterworth were being relied on to field armies comparable in size to those led by the nobility in the earlier years of the war. For this he received £2000 in advance wages. Geographically, his force was recruited from across the country. This included areas close to Minsterworth, such as South Wales and Gloucester, but also further afield, such as Bedfordshire, London, Kingston upon Thames, Daventry, Lincolnshire and Warwickshire. In this, he was not unlike the great ducal captains, who also recruited far beyond their feudal heartlands, and entered sub-indentures. Much of this force was composed of "footloose professionals", as they have been called, often little more than a collection of "outcasts, apostate clergymen and criminals on the run ... who served for loot and pardons". Minsterworth had to rely on such men because he lacked the recruiting networks in England that a great lord would have possessed through land holding, tenantry and wide-ranging social influence. While he did recruit men of status who could themselves recruit, such as Sir Thomas Fauconberg from the Marches, in many cases his recruitment may reflect connections made as a freebooter. This was in contrast, for example, to Knolles, whose wealth allowed him to bear the cost of maintaining an army in the field for an extended period.
Landing at Calais, the army began a chevauchée (horse charge) across northern and southwestern France to Bordeaux. This was intended to draw the French away from Aquitaine, where the Black Prince was about to begin another campaign with John, Earl of Pembroke. By November 1370, Minsterworth had rebelled under Knolles's leadership, and became the leader of the increasingly numerous malcontents. Although by this time Knolles was a soldier of "great fame", says the medievalist Rosemary Horrox, Minsterworth neither appreciated nor respected the man or his abilities. The scholar Michael Prestwich has suggested that his eventual desertion from Knolles's army was encouraged by the dire straits Knolles's army now found itself in. The chevauchée had achieved superficial successes, but, due to its failure to force the French to battle, it was under constant attrition; by now, the army was on the verge of disintegration, mainly due to Minsterworth's mutiny. Knolles may have aggravated his fellow captains further by keeping for himself a disproportionally large amount of the ransoms and booty. This was important to Minsterworth, not only because it impacted his own potential profit, but made it harder to pay his own men, who might, in turn, have deserted him. The tactical and military failures of the campaign were placed firmly at Knolles's door, and he was increasingly accused of misjudgement and inexperience; he may have been as unwilling to face the French in open battle as they were him, which could also have increased dissent among men who felt themselves to be "better formed in chivalry"; Minsterworth told his companions, "it redounded to their great dishonour to be subjected" to Knolles.
### Division of the English force
A contemporary chronicler relates how "out of envy and self-importance" the English captains ended up dividing their army into four, and went separate ways, probably to make foraging easier and increase profits. Minsterworth's force was the first to leave; Knolles followed, taking the majority of the army with him. Soon after, in early December 1370, what remained of the English army was routed at the Battle of Pontvallain. Minsterworth was at the battle, and clearly far enough away to escape the enemy. It is possible that he was in communication with the French and that his information lead to the English collapse.
Whatever role Minsterworth played, on hearing of the result he fled to Brittany, probably to Knolles's castle at Derval. There, with Knolles, he spent the winter comfortably. Minsterworth decided to return his army to England early the following year. Leaving Knolles in Derval, Minsterworth led a force of somewhere between a few hundred and 1,100 men—possibly including recently arrived, albeit now useless, reinforcements from England—to the port of Pointe Saint-Mathieu, Finistère. Continual ambushes depleted their numbers en route. Worse news awaited them. When they arrived at the port, there were only two small ships available, far too few for the couple of hundred men who needed transport. Minsterworth was one of the few who could afford passage; those who remained were massacred when the French caught up with them.
### Return to England
Minsterworth's return to England "as one of the only prominent survivors either not dead, still serving in France, or languishing in a French prison", began a lengthy period of acrimony and recrimination. While he bore most responsibility for the disaster—being, according to Baker, "as guilty as any man for the break up of the army"—at first Minsterworth managed to avoid almost all the blame by putting the responsibility on Knolles. In July 1372, the King's Council effectively agreed with him and condemned Knolles and Buxhill for the defeat.
After the Black Prince and John of Gaunt spoke out for Knolles, the King declared that "he should not be held as responsible as his men for their unruliness, disobedience and arrogance". Edward ensured that Minsterworth was no longer exculpated: he was immediately arrested and charged with traducing Knolles. Minsterworth failed to appear before the council's enquiry, and at this point—"humiliated...and frustrated in his ambitions"—renounced his allegiance to Edward III. His failure to appear before the council resulted in automatic outlawry, meaning his estates could be seized by the crown.
## Later years, treason and death
### Renegade in France
Minsterworth again left for France in 1372. He was serving in the French army the following year, but it is unknown if this was after surrender or capture, or whether he was already in contact with King Charles V of France by now. The Anonimalle Chronicler condemned this as a betrayal of trust, castigating Minsterworth as having "sold himself to the French", or "contrary to his faith and allegiance". Soon after, on 20 December 1373, the escheator of the Duchy of Lancaster was ordered to confiscate all the lands Minsterworth held from John of Gaunt, Duke of Lancaster, Minsterworth's feudal lord in Gloucestershire and the Marches. Minsterworth appears to have been accompanied by his old comrade-in-arms, Thomas Fauconberg, who defected at the same time; "the fact that both these men took this huge step must be more than coincidence", argues . Describing it as an intriguing choice to make, he posits that Fauconberg was easily led, in this case by Minsterworth.
By 1376, King Charles had formulated a plan to invade England with a large Franco-Castilian Navy, or "army of the sea", as the French named it. Although the intended logistics of this campaign, or how it was to be implemented, is uncertain, Sumption has speculated that a French fleet was to "burn their way west" along the south coast of England on their way to land Owain Lawgoch at Milford Haven. Owen was a pretender to the throne of the Aberffraw princes, and Charles's plan was for him to lead a French expeditionary force army with the now-renegade Minsterworth. Sumption also argues that "what Minsterworth could contribute, or indeed expected to get out of this adventure, is more difficult to say".
### Capture by the English
Early in 1377 Minsterworth travelled to Castile to arrange the despatch of troops, materiel and transports for the invasion. In March, he was captured in Pamplona, Navarre, by a Gascon squire; letters discussing the proposed invasion were found on him. Minsterworth was taken to Bordeaux before being returned to England. He originally landed at Bristol, but as a local landowner, appears to have had some support in the area. When the royal council discovered that an attempt at his rescue was planned, he was immediately transferred to the Tower of London. Under interrogation—including torture—Minsterworth revealed French plans to launch their galley fleet in May the following year.
He was tried for treason within the Guildhall in the City of London before the Mayor, Nicholas Brembre, and other royal justices. Here he also confessed to meeting Owen and stated that they were both to have led the invasion. This was deemed further treason, being "willful support of the King's enemies" and was sentenced to be drawn, hanged and quartered.
### Execution
Before his execution, Minsterworth was allowed write to the King. Although the letter is lost, it "probably contained an appeal for mercy and the usual kind of promise of information". He never received a response as it was probably opened by the Earl Marshal, Henry Percy, and never seen by Edward. This may have been, as suggested by David Moore, because Minsterworth named prominent sympathisers of Owen's which it was felt the King should be shielded from.
Minsterworth was executed on 12 April 1377 at Tyburn, and his body was quartered after death. One portion was sent to Carmarthen, the administrative centre of South Wales, probably to convey a "brutal message" to any would-be supporter of Owen. Another portion was sent to Bristol—where his estates were centred—and the remainder as far apart as Dover and Newcastle. Owen was assassinated by an English agent the following year. Minsterworth's head was placed above London Bridge, where it remained until the Peasant's revolt in 1381, when it was replaced on its pole by the head of Simon Sudbury, Archbishop of Canterbury.
## Estates
The Inquisition post mortem held after Minsterworth's execution casts light upon his land-holding, much of which was held directly off John of Gaunt, son of King Edward III. This was particularly concentrated in the southwest of England. His estate included 30 acres (12 ha) of land, five of meadow, and a messuage in Minsterworth itself. He held a corrody in Leonard Stanley, Gloucestershire for fee, as well as another messuage in the City of Gloucester. Minsterworth also held estates further afield; for example, in South Wales (around Usk), and Norfolk (in North Barsham). Since Minsterworth had been condemned as an outlaw in 1373, all his lands in Gloucestershire were forfeited to Gaunt per jure ducatus, while those in Wales and Leonard Stanley went to the King under his right of jure coronae.
## Legacy
Minsterworth was distained by his contemporaries. Walsingham described him as "with a willing hand but a deceptive and distorted mind" (maim quidem promptus, sed mente fallax et perversus). In the mid-fifteenth century, the antiquarian John Leland dismissed him as "John Minsterworth English Traitor" (Johannes Menstreworthe Anglus Proditor), and a century later Holinshed said Minsterworth was "a good man of his hands (as we call him) but perverse of mind, and verie deceitful". Sumption views the later events of Minsterworth's life as indicating that he was afflicted by mental instability. On the other hand, Sumption also suggests that—in view of how Minsterworth was trusted by Charles to make the arrangements with Castille and to lead the invasion fleet—"he must have been a plausible talker in spite of his shady past".
A 16th-century edition of Ranulf Higden's 1377 chronicle Polychronicon, contained an illustration of Minsterworth and a description of his execution. The image is on an otherwise unillustrated mappa mundi at the beginning of the Polychronicon, possibly suggesting that particular version of the manuscript has a local provenance. |
612,239 | Mahan-class destroyer | 1,166,680,251 | Former class of US Navy destroyers | [
"Destroyer classes",
"Mahan-class destroyers",
"World War II destroyers of the United States"
]
| Mahan-class destroyers''' of the United States Navy were a series of 18 destroyers of which the first 16 were laid down in 1934. The last two of the 18, Dunlap and Fanning (this pair laid down in 1935), are sometimes considered a separate ship class. All 18 were commissioned in 1936 and 1937. Mahan was the lead ship, named for Rear Admiral Alfred Thayer Mahan, an influential historian and theorist on sea power.
The Mahans featured improvements over previous destroyers, with 12 torpedo tubes, superimposed gun shelters, and generators for emergency use. The Standard displacement increased from 1,365 tons to 1,500 tons. The class introduced a new steam propulsion system that combined increases in pressure and temperature with a new type of lightweight steam turbine, which proved simpler and more efficient than the Mahans' predecessors—so much so that it was used on many subsequent wartime US destroyers.
All 18 ships saw action in World War II, entirely in the Pacific Theater, which included the Guadalcanal Campaign, and the battles of the Santa Cruz Islands, Leyte Gulf, and Iwo Jima. Their participation in major and secondary campaigns included the bombardment of beachheads, amphibious landings, task force screening, convoy and patrol duty, and anti-aircraft and submarine warfare. Six ships were lost in combat and two were expended in the postwar Operation Crossroads nuclear tests. The remainder were decommissioned, sold, or scrapped after the war; none remain today. Collectively, the ships received 111 battle stars for their World War II service.
## Design
The Mahan-class destroyers emerged as improved versions of the Farragut class, which incorporated the most up-to-date machinery available. The Navy's General Board had wrestled with the proposed design changes, first they considered 12 torpedo tubes with one fewer 5-inch (127 mm)/38 caliber gun, and then proposed to retain all five guns with the twelve torpedo tubes, but configure those guns only for surface targets, not air targets. The Chief of Naval Operations objected, and recommended against "subordinating the gun to the torpedo", and a compromise was struck that included a new engineering plant and a new battery arrangement for the Mahan class and others. In the final design, No. 3 gun was moved to the aft deckhouse (just ahead of No. 4) to make room for the third quadruple torpedo tube; the two middle torpedo tubes were moved to the sides, and released the centerline space for extension of the aft deckhouse. All five 5 in/38s were kept and remained dual purpose guns, able to target aircraft as well as ships, but only No. 1 and No. 2 had gun shields. The traditional destroyer machinery was replaced with a new generation of land-based machinery. This change ushered in a new steam propulsion system that combined increases in pressure and temperature with a new type of lightweight steam turbine, which proved simpler and more efficient to operate. Double reduction gearing also reduced the size of the faster-turning turbines and allowed cruising turbines to be added. These changes led to a ten percent increase in displacement over the Farraguts.
The Mahans typically had a tripod foremast with a pole mainmast. To improve the anti-aircraft field of fire, their tripod foremast was constructed without nautical rigging. In silhouette, they were similar to the larger Porter-class destroyers that immediately preceded them. The Mahans were fitted with the first emergency generators, which replaced the storage batteries of earlier classes. Gun crew shelters were built for the superimposed weapons, one shelter before the bridge and one atop the shelter deck aft.
The Mahans displaced 1,500 long tons (1,524 t) at standard load and 1,725 long tons (1,753 t) at deep load. The overall length of the class was 341 feet 3 inches (104.0 m), the beam was 35 feet 6 inches (10.8 m), and the draft 10 feet 7 inches (3.2 m). They were powered by General Electric geared steam turbines, driving two shafts that developed a total of 46,000 shaft horsepower (34,000 kW) for a maximum speed of 37 knots (69 km/h; 43 mph). Four Babcock & Wilcox or four Foster Wheeler water-tube boilers generated the superheated steam needed for the turbines. The Mahans carried a maximum of 523 long tons (531 t) of fuel oil, with a range of 6,940 nautical miles (12,850 km; 7,990 mi) at 12 knots (22 km/h; 14 mph). Their peacetime complement was 158 officers and enlisted men. The wartime complement increased to approximately 250 officers and enlisted men.
### Engineering
The Mahans' propulsion plant was considerably improved over that of the Farraguts. The steam pressure was raised from 400 psi (2,800 kPa) to 465 psi (3,210 kPa) in some ships, and the superheated steam temperature was raised from 648 °F (342 °C) to 700 °F (371 °C) in all ships. Double reduction gearing replaced single reduction gearing, and allowed smaller, faster-turning turbines to be used. This saved enough space and weight so that cruising turbines could be fitted, which greatly improved fuel economy at moderate speeds. The boiler economizers, as in previous ships, further improved fuel economy. The ships' range was extended to 6,940 nmi (12,850 km; 7,990 mi) at 12 knots (22 km/h; 14 mph), 1,000 nmi (1,900 km; 1,200 mi) farther than the Farraguts. The design shaft horsepower was increased from 42,800 shp (31,900 kW) to 48,000 shp (36,000 kW) in the same space and weight as in the Farraguts. The relatively compact power plant contributed to the Mahans' ability to carry 12 torpedo tubes instead of eight with only 150 tons of extra displacement. The main turbines were manufactured by the General Electric Company and were the impulse-type, also called the Curtis turbines. Each main turbine was divided into a high-pressure (HP) and a low-pressure (LP) turbine, which fed into a common reduction gear and drove a shaft, in a similar manner to the machinery illustrated at the following reference note. The steam from the boilers was supplied to the HP turbine, which exhausted to the LP turbine, in turn exhausted to the condenser. The cruising turbines were geared to the HP turbines and could be engaged or disengaged as needed. At low speeds, they were operated in a series with the HP turbines to improve the efficiency of the overall turbine arrangement, and also improved the fuel economy. This general arrangement with double reduction gearing became a standard for most subsequent steam-powered surface ships of the US Navy, although not all of them had cruising turbines.
### As-built armament
The main battery of the Mahan class consisted of five dual purpose 5-inch (127 mm)/38 caliber guns, equipped with the Mark 33 gun fire-control system. The anti-aircraft battery had four water-cooled .50 caliber machine guns (12.7 mm). The class was fitted with three quadruple torpedo tube mounts for twelve 21-inch (533 mm) torpedo tubes, guided by the Mark 27 torpedo fire control system. The class was initially equipped with the Mark 11 torpedo or Mark 12 torpedo, which were replaced by the Mark 15 torpedo beginning in 1938. The depth charge roll-off racks were rigged on the stern.
### Wartime modifications
In early 1942, the Mahan-class destroyers began a wartime armament refitting process to increase the ships' light anti-aircraft (AA) armament. These followed the standard pattern of other five-gun destroyer classes, removing the No. 3 5-inch/38 mount and replacing it with ideally two twin Bofors 40 mm guns (1.6 in): sacrificing 20% of the anti-surface gun battery was preferable to a third of the torpedo battery. Generally between four and seven 20 mm Oerlikon (0.79 in) mounts were installed, with the intended fit three forward of the bridge and two abreast the second funnel. Due to early shortages of Bofors mounts most of the class was not fully refitted until 1944, thus additional Oerlikons were installed in 1942-1943 in the intended Bofors positions. As weight compensation, the bridge wings were cut back, tripod foremast replaced by a pole mast, and several other elements eliminated, including the mainmast, torpedo tube blast shields, gun shelter on the after deckhouse, and the potato locker.
In January 1945, as part of the anti-Kamikaze refit program, removal of the two waist torpedo tubes was authorized, providing enough weight margin to replace the two 40 mm twin mounts with quads. Ultimately only Lamson was modified to this configuration. In June, removal of the third centerline tube was authorized to make way for two 40 mm twin mounts abreast of the aft stack for a total of two quad and two twin mounts. All Oerlikons were removed except two mounts forward of the bridge, upgraded from singles to twins. Only Shaw received the twelve Bofors configuration, and when inclined after the refit she was found to be too top-heavy and had to land one of her 5-inch/38s. This largely negated the improved anti-aircraft armament and Commander Destroyers Pacific insisted she be reassigned to the Atlantic Fleet. All ships receiving these AA modifications were to have additional directors installed with their new 40 mm mounts; these Mark 51s were to be replaced by new blind-firing GFFC Mark 63 installations with radar, but Shaw at minimum retained four Mark 51s.
There were some unique modifications to individual ships, but the most noteworthy are the rebuilt Cassin and Downes. The original hulls were damaged beyond repair at Pearl Harbor and scrapped, but the machinery and main batteries were largely undamaged and installed in two new-built hulls at Mare Island. These rebuilt ships retained only two quadruple torpedo tubes (both mounted on the centerline above the main deck) and had six rather than five Oerlikons (four rather than three on the bridge), but otherwise had the same four 5-inch/38s and two twin Bofors of a typical Mahan in 1943/1944. These ships also had a new British-style bridge like those being mounted on 5-inch destroyer escorts, rebuilt 1,850 ton "leaders", and the new Sumner class destroyers. These were also the only two Mahans to mount the Mark 37 director for their 5-inch guns.
## Dunlap class
The Dunlap class was a two-ship destroyer class based on the Mahan design, listed as a separate class in some sources. The ships were USS Dunlap (DD-384) and USS Fanning (DD-385), the last two Mahans. Unlike the Mahans, the Dunlaps had the new Mark 25 enclosed mounts for the two forward 5-inch/38 caliber guns, with base rings housing projectile hoists that rotated with each of the guns; their ammunition was fed from a handling room below each mount. Dunlap and Fanning were the first US destroyers to use enclosed forward gun mounts rather than shields; their light pole foremast and lack of a mainmast visibly distinguished them from the Mahans.
## Construction
The construction of the first sixteen vessels was authorised under the NIRA Executive Order on 16 June 1933. The last two were authorised under the Vinson-Trammell Act of 27 March 1934 (as part of a group of 95 destroyers authorised on that date—and covered DD-380 to DD-436 and DD-445 to DD-482). The contracts for the first six Mahans were awarded to three shipbuilders, but none of the builders had what the US Navy judged as an acceptable in-house design structure. On the strength of their reputation, the New York firm of Gibbs & Cox was named as the design agent. The firm had no experience in the design of warships, but had successfully designed passenger-cargo liners with better propulsion systems than any available to the US Navy. The decision was made to design the Mahan class and future classes around a new generation of machinery. This included a cheaper, faster and more efficient propulsion system, which combined increases in steam pressure and temperature with a new type of lightweight, fast-running turbine and double reduction gears.
## Ships in class
Note Cassin and Downes in this table have two different builders, keel laying dates, and launch dates. Both ships were severely damaged at Pearl Harbor with their hulls damaged beyond repair. Their machinery, however, was nearly intact, and this was shipped to Mare Island Naval Shipyard to be installed in two new-built hulls. The original hulls were scrapped in Pearl Harbor, but the new-built hulls retained the same names and hull numbers as the original ships.
Dunlap and Fanning are sometimes considered the Dunlap class (see above).
## Service history
### Mahan
USS Mahan was commissioned on the east coast in September 1936 and served in the Atlantic area until July 1937. She sailed to the Southern California coast for fleet training before moving on to Pearl Harbor. At sea when the Japanese attacked Pearl Harbor on 7 December 1941, Mahan participated in the initial post-attack efforts in search of the strike force. The ship joined Task Force 17 in February 1942, which conducted raids on several atolls in the Marshall and Gilbert Islands. Late in March, she returned to Pearl Harbor and proceeded to the west coast for overhaul. By August 1942, Mahan was back operating out of Pearl Harbor.
In October 1942, Mahan was assigned to Task Force 61 and took part in the Battle of the Santa Cruz Islands. The engagement cost the Navy 74 aircraft, the aircraft carrier Hornet, and one destroyer. While en route to Nouméa, New Caledonia, Mahan and the battleship South Dakota collided, causing severe damage to both ships. Temporary repairs were made to Mahan and she steamed to Pearl Harbor for a new bow. She pulled out of Pearl Harbor in January 1943. In the months to follow, Mahan escorted convoys between New Hebrides and the Fiji Islands, performed patrol assignments off New Caledonia and engaged in operations in Australian waters. Assigned to the amphibious force of Rear Admiral Daniel E. Barbey, Mahan participated in a succession of wide-ranging amphibious campaigns in New Guinea and New Britain. In February and March 1944, she saw action with the 7th Fleet in the Admiralty Islands. After that the ship was ordered back to the west coast for an overhaul, leaving the yard in July 1944 for Pearl Harbor.
Returning to New Guinea, Mahan began to escort convoys between Hollandia, in Indonesia and Leyte, in the Philippine Islands. By November 1944, she was doing anti-submarine patrols off Leyte. On 7 December 1944 while patrolling the channel between Leyte and Ponson Island, a group of Japanese suicide aircraft overwhelmed Mahan at Ormoc Bay. She was disabled by the attack, then abandoned and sunk by a US destroyer. Mahan received five battle stars for her World War II service.
### Cummings
USS Cummings served in the Pacific Fleet in the late 1930s, participating in numerous individual and fleet training exercises. In 1940, she served on security patrols off the west coast. Cummings went on a goodwill visit to several ports in the South Pacific, including Auckland, New Zealand, and Tahiti. The destroyer was hit by fragments while docked in Pearl Harbor during the Japanese attack, and suffered a few casualties. She escorted convoys between Pearl Harbor and the west coast for the first six months of World War II. In June 1942, she was transferred to convoy escort duties in the South Pacific until August, when she had an overhaul in San Francisco, and then returned to her role as a convoy escort in the South Pacific.
In January 1944, Cummings joined the screen for the Fast Carrier Strike Force while it raided Japanese positions in the Central Pacific. In March, Cummings sailed for Trincomalee, Ceylon, where she rendezvoused with British ships for exercises. In April, the ship joined a British force to screen during air strikes on Sabang, Indonesia. She returned to Ceylon in May and then moved on to Exmouth Gulf, Australia. With a British force, Cummings sortied for air strikes on Soerabaja, Java, before leaving for Pearl Harbor.
By July she was back in San Francisco to escort the heavy cruiser Baltimore, the ship that carried President Franklin D. Roosevelt to Pearl Harbor. Cummings joined the US 3rd Fleet for the Battle of Leyte Gulf in October 1944. The next month, she bombarded Iwo Jima in preparation for the amphibious assault on the island. The ship operated off Okinawa during its invasion. After the war, Cummings returned to the United States and was decommissioned in December 1945 and sold for scrap in July 1947. She received seven battle stars for her World War II service.
### Drayton
USS Drayton made her shakedown cruise to Europe late in 1936, and finished her final trials in the United States. She left Norfolk, Virginia, in June 1937 for San Diego, California, to join the Scouting Force. In July, Drayton participated in the search for the lost American pilot, Amelia Earhart. For the next two years, she exercised along the west coast, the Hawaiian Islands, and the Caribbean. When the Japanese attacked Pearl Harbor, Drayton was at sea but able to participate in the post-attack efforts in search of the enemy force. During the succeeding three months, she escorted a convoy to Christmas Island, scored the first verified sinking of a Japenese submarine, (Kiritimati), screened a carrier in an airstrike on Bougainville Island, and screened a tanker to Suva Harbor, Fiji Islands. In late November 1942 Drayton became part of Task Force 67, which intercepted a Japanese naval force guarding transports en route to resupply Guadalcanal. The Battle of Tassafaronga followed.
Throughout June, July and August 1943, Drayton escorted Australian troop carriers from Townsville, Australia, to Milne Bay, New Guinea. In early September, the ship supported the amphibious landing at Lae, New Guinea. Later in September, she participated in the amphibious landing at Finschhafen, New Guinea. After escorting troops to Arawe, New Britain, in December 1943, Drayton participated in the landings there and at Borgen Bay, near Cape Gloucester, New Britain. The destroyer took part in the invasion of Los Negros Island in the Admiralty Islands during February 1944. She reported to the 7th Fleet in October and performed patrol and escort duty in Leyte Gulf. In December 1944, while screening a convoy to San Pedro Bay in the Philippines, a Japanese bomber attacked the ship, killing two men and wounding seven. The next day, she fought off enemy fighters; one crashed into a 5"/38 caliber gun mount, killing six men and wounding twelve. By August 1945 she was on her way to New York, arriving in September. Drayton was decommissioned in October 1945 and sold for scrap in December 1946. She received 11 battle stars for her World War II service.
### Lamson
USS Lamson shipped out of Norfolk, Virginia, in June 1937 for San Diego, California, less than a year after her naval service began. She engaged in exercises and tactical training until sailing for Pearl Harbor in October 1939. For the next two years, Lamson continued training from her base in Hawaii. Following the attack on Pearl Harbor, she joined the post-attack efforts to search for the Japanese strike force. In February 1942 she became part of the newly formed ANZAC Squadron, consisting of Australian, New Zealand, and American warships in Suva, Fiji Islands. In March, she operated with the squadron as a cover group southeast of Papua New Guinea. In late November 1942, Lamson was assigned to Task Force 67 and took part in the Battle of Tassafaronga.
For the next eight months, Lamson screened convoys en route to Guadalcanal. By August 1943, she had moved on to Milne Bay, New Guinea, and participated in the September amphibious landings at Lae and Finschhafen. In December, the ship engaged in the pre-invasion bombardment of Arawe and landings at Cape Gloucester, New Britain. After an overhaul and training at Pearl Harbor, Lamson joined the 7th Fleet in October 1944. In early December 1944, she took part in the amphibious landing at Ormoc Bay, Leyte, Philippine Islands. There she was struck by a kamikaze that set fire to the ship, killing 21 men and injuring 50. The fires were extinguished by a rescue tug and Lamson was saved. After extensive repairs in the Puget Sound Naval Shipyard, she returned to the Pacific and operated off Iwo Jima, then sailed to the United States in November 1945. In May 1946, she participated in the Able nuclear test of Operation Crossroads; she was sunk in the Baker test in July 1946. Lamson received five battle stars for her World War II service.
### Flusser
USS Flusser steamed her way to San Diego, California, in July 1937, after spending the first months of her naval service in the Atlantic and Mediterranean. She was based in San Diego until 1939, then reassigned to Pearl Harbor. Flusser was at sea when the Japanese struck Pearl Harbor, but took part in the post-attack search. For the next six months, she carried out convoy duty between Pearl Harbor and the west coast, and engaged in escort and patrol duty out of southwest Pacific ports. From July 1942 to February 1943, Flusser was in overhaul status at Pearl Harbor. She returned to escort and training operations in the Solomon Islands and was later based at Milne Bay, New Guinea. During September, Flusser was part of the amphibious landing forces at Lae and Finschhafen, New Guinea. In December 1943, the destroyer participated in the bombardment and landings at Arawe and Cape Gloucester, New Britain. While attached to the 7th Fleet in February, she supported the landing of troops at Los Negros Island in the Admiralty Islands. Between April and June 1944, the ship was in the Mare Island Naval Shipyard for overhaul.
After her overhaul, Flusser returned to Pearl Harbor. In August, she escorted a convoy to Eniwetok and moved on to Majuro in the Marshall Islands, where she patrolled bypassed Japanese-held atolls. On a patrol off Wotje Atoll, the ship was fired on by a shore battery that left nine of her crew members wounded. In October, she sailed north to San Pedro Bay for duty in the Leyte Gulf and Surigao Strait. By early December 1944, Flusser had escorted convoys from Hollandia Jayapura to Leyte and taken part in the amphibious landing at Ormoc Bay. In March 1945, Flusser provided escort support for the landing near Cebu in the Philippines. During July she participated in the Balikpapan campaign in Borneo, escorting ships and covering the landing. After occupation duty in Okinawa during September and October, she sailed to San Diego, California, arriving in November 1945. During 1946, Flusser took part in the atomic weapons tests in the Marshall Islands. From there, she steamed to Pearl Harbor, then to Norfolk, Virginia. The destroyer was decommissioned there in December 1946 and sold in January 1948. Flusser received eight battle stars for her World War II service.
### Reid
USS Reid came into naval service in November 1936. From 1937 until 1941, she participated in training and fleet maneuvers in the Atlantic and Pacific. Reid was berthed at Pearl Harbor when the Japanese attacked, but escaped without damage while her gunners fired at the enemy attackers. After the attack, Reid did patrol duty in the Hawaiian waters, and later escorted convoys to San Francisco, California. Late in May 1942, Reid steamed north from Pearl Harbor to bombard the Japanese positions in Kiska and supported landings at Adak, Alaska. While conducting an anti-submarine patrol in August, she brought a Japanese submarine to the surface with a heavy depth charge barrage, and opened fire on it until it capsized and sank. Five of the submarine's crew survived and were rescued by Reid. By October, she was patrolling the waters near New Caledonia, Samoa, and the Fiji Islands. In January 1943, the ship bombarded several Japanese locations on Guadalcanal.
During September 1943, Reid provided support for the landings at Lae and Finschhafen, New Guinea. In December, Reid escorted troop transports for the landings at Arawe, New Britain, and participated in the landings at Cape Gloucester, New Britain. In the following months she supported landings at Los Negros Island in the Admiralty Islands, Hollandia Jayapura, Wakde Island, Biak, and Noemfoor, New Guinea. Reid supported air strikes against Wake Island, and in November 1944 did patrol duty off Leyte in the Philippines.
On 11 December 1944, Reid was operating with a convoy bound for Ormoc Bay, Leyte, to resupply land forces. Late that afternoon, a group of Japanese planes descended on the convoy and penetrated the defenses, taking aim at Reid and another destroyer. The destroyers put up an anti-aircraft barrage that splashed some of the planes and damaged others, but Reid was hit by five suicide planes, causing powerful explosions. Within minutes, she went to the bottom, and over a hundred men perished. Reid received seven battle stars for her World War II service.
### Case
USS Case began active duty in September 1936 and was assigned to the Pacific Fleet. In April 1940, Pearl Harbor became her home base. The following year, she participated in fleet exercises to Midway Island, Johnston Island, Palmyra Atoll, Samoa, and Auckland. Case was berthed at Pearl Harbor when the Japanese struck, but sustained no damage. After the attack, she escorted convoys between the west coast and Pearl Harbor until late May 1942. Case went north to support the pre-invasion bombardment of Kiska and do patrol duty off Adak, Alaska. In October, the ship escorted a convoy to Pearl Harbor and then headed to the states for repair, returning to Pearl Harbor in November. In January 1943, she sailed to Espiritu Santo for training and remained there until September. After overhaul in San Francisco, California, Case returned to Pearl Harbor in December 1943. She proceeded to the Marshall Islands, taking part in attacks on Wotje Atoll and Maloelap Atoll in late January and Eniwetok in early February 1944.
In April 1944, Case took part in air raids on Hollandia, Truk (Chuuk Lagoon), Satawan, and Ponape Island. Her next assignment was with Task Group 58.4, participating in strikes on Japanese airfields in the Bonin Islands. During June 1944, Case engaged in raids on the Mariana Islands and Vulcan Islands. Following repair work at Eniwetok, the ship resumed operations with the task group, screening for air strikes in July and for attacks on the Bonin Islands in August and September. She took part in the bombardment of Marcus Island before joining Task Group 38.1 for strikes on Luzon. While screening US cruisers bound for Saipan, Case rammed and sank a Japanese midget submarine. Undamaged, she sailed to Saipan for offshore patrol duty until early December 1944. Afterward, Case became involved in a raid on Iwo Jima airfields and helped sink two Japanese ships. Following repairs at Saipan, she patrolled between there and Iwo Jima until the end of the war. She then left Iwo Jima for Norfolk, Virginia, where she was decommissioned in December 1945 and sold in December 1947. Case received seven battle stars for her World War II service.
### Conyngham
USS Conyngham made her maiden voyage to northern Europe in early 1937, shortly after being commissioned. Following an overhaul in Boston, she sailed to San Diego, California. From October 1937 until April 1940, Conyngham operated along the west coast, the Hawaiian Islands and the Caribbean, then made her way to Pearl Harbor. In March 1941, Conyngham left Pearl Harbor on a goodwill tour to Samoa, Sydney and Brisbane in Australia, and Suva in Fiji, returning in April 1941. Undamaged by the Japanese attack on Pearl Harbor, she put to sea on patrol duty that continued through December. After a brief overhaul at the Mare Island Naval Shipyard, Conyngham performed escort duty between the west coast and New Hebrides. Her escort assignment was interrupted to screen carriers in the Battle of Midway Island in June 1942.
During October 1942, Conyngham participated in the Battle of the Santa Cruz Islands and supported the attack at the Matanikau River, Guadalcanal. In June 1943 she joined an amphibious force that later carried out landings at Lae and Finschhafen, New Guinea. In December, she took part in the landings at Arawe and Cape Gloucester, New Britain. The next month, Conyngham participated in the landing at Saidor, New Guinea, and sailed to San Francisco for overhaul. Returning to duty in May 1944, she screened battleships in the Mariana Islands and remained there until August. Conyngham then joined a convoy screening ships to the Philippines Islands, arriving at Leyte Gulf in early November 1944. There, a floatplane (a type of seaplane) strafed her, wounding 17 men yet causing slight damage to the ship. By early December, she had covered landings at Ormoc Bay and helped with reinforcements. Conygnham left the Philippines late in December for Manus Island, New Guinea, to replenish supplies. Later on, she helped screen a convoy to Leyte for the landings at Lingayen Gulf. The ship participated in bombardments at Lingayen Gulf and remained on patrol there after the landings in January 1945. Conygham sailed to Subic Bay for overhaul in late July 1945, and remained there until the end of the war. Decommissioned in December 1946, Conyngham was used in the atomic weapons test at Bikini in 1946, and was scuttled in July 1948. She received 14 battle stars for her World War II service.
### Cassin
USS Cassin began naval service in August 1936, but alterations kept her from sea duty until March 1937. The next year, she joined the forces at Pearl Harbor for annual fleet exercises. In April 1940, Cassin was assigned to a Hawaiian unit. When the Japanese attacked Pearl Harbor, Cassin was in dry-dock with the battleship Pennsylvania and the destroyer Downes. Both destroyers were at the southern end of the dock when an incendiary bomb struck Downes, starting unstoppable fires on both destroyers. Cassin slipped off her blocks and rolled over onto the burning Downes. She was salvaged and towed to the Mare Island Navy Yard and decommissioned.
Cassin was rebuilt and commissioned again in February 1944. She reported to Pearl Harbor in April and pulled escort duty until August. In October, the ship took part in the shelling of Marcus Island to destroy enemy installations. After participating in the bombardment of Iwo Jima in November 1944 and January 1945, she escorted an ammunition ship to the newly invaded Iwo Jima. There, Cassin did radar picket and air-sea rescue duty.
With the war over, she took part in guarding the air evacuation of released prisoners of war from Japan. In November 1945, the ship deployed to Norfolk, Virginia, and decommissioned there in December 1945. She was sold for scrap in November 1947. Cassin received six battle stars for her World War II service.
### Shaw
USS Shaw crossed the Atlantic on her shakedown cruise in April 1937, and returned to the Philadelphia Navy Yard in June. There, she began a year of yard work before completing acceptance trials. For the remainder of the year, the ship conducted training exercises in the Atlantic. Sailing to the west coast, she was at the Mare Island Navy Yard from January to April 1939. By April 1940, Shaw moved on to Hawaiian waters, then back to the west coast in November for overhaul. She returned to Hawaii in February 1941, and later entered the Pearl Harbor Navy Yard for repairs. Shaw was still in dry dock when the Japanese attacked, with most of the ship's crew ashore. She was hit by three bombs and severely damaged when her forward magazine exploded. Temporary repairs were made at Pearl Harbor, and in February 1942 the ship sailed to the west coast to complete them.
With repairs completed, Shaw returned to Pearl Harbor in August 1942. She was then assigned to Task Force 61, and took part in the Battle of Santa Cruz Islands in mid-October. Reassigned to a unit of the 7th Amphibious Force, Shaw escorted reinforcements to Lae and Finschhafen, New Guinea, for the remainder of October and part of November. In late December, she escorted units engaged in the assault on Cape Gloucester, New Britain, and sustained casualties and damage. Thirty-six men were injured; three later died of their wounds. Temporary repairs were made at Milne Bay, New Guinea, and permanent repairs were completed at San Francisco in May 1944. Shaw then returned to Pearl Harbor.
With Task Force 52, she participated in the offensive to gain possession of the Japanese-held Mariana Islands. In January 1945, with the San Fabian Attack Force, Shaw saw action at Manila Bay in the Philippine Islands. She returned to the United States in April, stopping first at San Francisco for repairs, then routed to New York via Philadelphia for deactivation. The ship was decommissioned in October 1945 and sold for scrap in July 1946. Shaw received 11 battle stars for her World War II service.
### Tucker
USS Tucker was commissioned in July 1936. After her shakedown cruise, she joined the destroyer forces attached to the US Battle Fleet based in San Diego, California. In February 1939 the ship took part in a naval exercise in the Caribbean, personally observed by President Franklin D. Roosevelt from the cruiser Houston. After exercises in Hawaiian waters in early 1940, Tucker operated between the west coast and Hawaii until the end of the year. By February 1941, she was back in Pearl Harbor. Tucker went on a goodwill tour that included Auckland, during March, before returning to Pearl Harbor. There, she participated in exercises at sea before sailing on to San Diego. By November 1941, Tucker was once again in Pearl Harbor. When the Japanese attacked, the ship was berthed at East Loch undergoing tender overhaul. She was undamaged, and returned fire on the Japanese forces.
After the hostilities, Tucker patrolled off Pearl Harbor, then spent the next five months escorting convoys between the west coast and Hawaii. She later escorted the tender Wright to Tutuila in American Samoa, Suva in the Fiji Islands, and Nouméa in New Caledonia. The ship then escorted Wright back to Suva, arriving there in June 1942. From Suva, she escorted the cargo ship Nira Luckenbach to Espiritu Santo, New Hebrides, in August. The ship entered the harbor by the western entrance and struck at least one mine. The crew abandoned ship and was rescued by nearby vessels. Efforts to save her were in vain; she eventually jack-knifed and went to the bottom. Tucker had steamed into a minefield placed by US forces, but she was never informed of its existence. Three men were killed and three more were listed as missing. She was removed from the Navy list in December 1944. Tucker received one battle star for her World War II service.
### Downes
USS Downes entered service in January 1937. The following November, she sailed from Norfolk, Virginia, to San Diego, California. While based there, Downes participated in exercises along the west coast, in the Caribbean and in Hawaiian waters until April 1940. Pearl Harbor then became her homeport. In early 1941, Downes joined a cruise to Samoa, the Fiji Islands, and Australia, then visited the west coast later in the year. When the Japanese attacked Pearl Harbor, Downes was in dry-dock with the battleship Pennsylvania and the destroyer Cassin. Both destroyers were at the southern end of the dock when an incendiary bomb struck Downes, setting unstoppable fires on both ships. Cassin slipped her blocks and rolled over onto the burning Downes, and Downes was later decommissioned.
Downes was rebuilt and recommissioned in November 1943. During March 1944, she escorted a convoy to Pearl Harbor and on to Majuro in the Marshall Islands. By July, Downes began escort duty from Eniwetok to Saipan in support of the invasion of the Mariana Islands. Then she patrolled off Tinian during its invasion, and gave fire support during mop-up operations there. Afterward, Downes took part in the bombardment of Marcus Island to create a diversion and destroy Japanese installations, an action that Admiral Halsey later commended. During the Battle of Leyte Gulf, the ship screened the Fast Carrier Task Force during the air strikes on Vice Admiral Jisaburō Ozawa's Northern Force. Downes served in Iwo Jima from June 1944 until the end of the war, when the ship was ordered to return to the United States, arriving at Norfolk in November 1945. She was decommissioned in December 1945 and sold in November 1947. Downes received four battle stars for her World War II service.
### Cushing
USS Cushing reported to the Pacific Fleet in August 1936, soon after her Navy service began. She joined the unsuccessful search for the missing Earhart during the month of July 1937. She moved on to San Diego for training exercises, continuing to operate along the west coast for the next several years. Cushing was under overhaul at the Mare Island Navy Yard when the Japanese struck Pearl Harbor. Following the attack, she did convoy duty between the west coast and Pearl Harbor, and later operated off Midway Island on anti-submarine patrol. In August 1942, Cushing sailed to Pearl Harbor for training exercises and later joined operations around Guadalcanal.
With Task Force 61, Cushing took part in the bitterly contested Battle of Santa Cruz in October 1942. Outnumbered, the force stalled the Japanese from their advance toward Guadalcanal. At the Battle of Guadalcanal, Cushing was perhaps the first US ship to strike the enemy on that November day in 1942. In the fighting that followed, she sustained several hits amidships and slowly began to lose power, but was able to fire six torpedoes by local control at the Japanese battleship Hiei. In his book, Destroyer Operations in World War II (1953), Theodore Roscoe said, “ Three of the “fish” seemed to hit the bulls-eye; if they did, it was with tack-hammer thumps. They may have exploded prematurely. But Hiei's lookouts must have seen them coming, for the big ship swung her bow to the left and lumbered westward, disappearing into the smoke-haze.” By this time, Cushing was dead in the water, an easy target for repeated enemy shelling. The results were disastrous and the order was given to abandon ship. Six officers and 53 men were lost. Of the survivors rescued, 56 had been wounded and ten of them suffered fatal injuries. The abandoned ship remained afloat until her magazines blew up. Cushing received three battle stars for her World War II service.
### Perkins
USS Perkins was commissioned in September 1936 and San Diego, California, became her homeport. She operated in the eastern Pacific prior to World War II, and was at the Mare Island Navy Yard when the Japanese struck Pearl Harbor. In mid-December, she escorted a convoy to Pearl Harbor, returned to Mare Island for new radar gear, and sailed back to Pearl Harbor the latter part of January 1942. The following month, Perkins departed Pearl Harbor and joined Australian, New Zealand, and other US ships in the ANZAC Squadron, charged with protecting the eastern approaches to Australia and New Zealand. She continued operations with ANZAC until April. In May 1942, Perkins participated in the Battle of the Coral Sea. After that, propeller problems took her to New Zealand and to Pearl Harbor, where repairs were completed. While at Pearl Harbor, additional radar gear and 40 mm guns were installed.
By November 1942 Perkins was with Task Force 67, led by Rear Admiral Carleton H. Wright. In the nighttime Battle of Tassafaronga, the force intercepted the Japanese to stop them from supplying Guadalcanal. Undamaged in the encounter, Perkins headed for Tulagi where she bombarded the Guadalcanal coast and served on escort assignments until January 1943. She joined Task Force 76, an amphibious group, in March. In September 1943, Perkins bombarded Lae, New Guinea, and supported the landings there. She took part in the successful landings at Finschhafen, New Guinea. Late in November, the ship was bound from Milne Bay to Buna, steaming independently, when Duntroon, an Australian troopship, accidentally collided with her. Perkins broke in two and quickly sank; nine of the crew went down with her. Perkins received four battle stars for her World War II service.
### Smith
USS Smith began her US naval service in September 1936, and operated along the west coast of the United States for the next five years. From the start of World War II until April 1942, she was based in San Francisco, California, attached to a destroyer squadron. In June, Smith was in Pearl Harbor, engaged in training exercises, then escorted a convoy back to San Francisco. After overhaul and sea trials in the bay area, Smith returned to Pearl Harbor in August. By October she was part of Task Force 61, participating in the Battle of Santa Cruz. In the course of the battle, a Japanese torpedo plane crashed into her; the explosion ignited the forward part of the ship. The crew eventually extinguished the fires, and Smith was able to retain her position in the screen. When the air cleared, 28 were dead and 23 wounded. She was patched up enough in New Caledonia to make her way to Pearl Harbor, where she was under overhaul until February 1943. The next few months, Smith performed anti-submarine patrols, did convoy duty, and participated in Navy exercises. In September and October, she was part of the amphibious landings at Lae and Finschhafen, New Guinea. In late December 1943 Smith was attached to Task Force 76, and took part in landing the 1st Marine Division at Cape Gloucester, New Britain.
In January 1944, Smith participated in the amphibious landing near Saidor, New Guinea, led by Barbey. In February, she bombarded designated targets in preparation for the landing at Los Negros in the Admiralty Islands. By the middle of March, Smith sailed to the west coast for overhaul. Completed in June, she returned to Pearl Harbor for training exercises and gunnery practice. Attached to the 7th Fleet in October, Smith sailed to Leyte Gulf in the Philippine Islands. There, she was positioned northeast of Ponson Island as a fighter director ship for the landing at Ormoc Bay in December 1944. During January 1945, Smith supported the landings in Lingayen Gulf, Philippine Islands. In late June, she bombarded Balikpapan, Borneo, in preparation for the landing by an Australian force. Smith departed the Philippines on 15 August 1945 for Buckner Bay, remaining there until steaming to Nagasaki Harbor, Kyushu, Japan, on 15 September, arriving there just 37 days after the nuclear bombing of Nagasaki on 9 August 1945 by US forces. There the ship boarded 80 US military ex-prisoners of war, taking them to Okinawa for transfer to the United States. On 21 September Smith returned to Nagasaki and picked up 90 Allied prisoners of war, taking them to Bickner Bay. She arrived in Sasebo, Nagasaki, on 28 September and departed two days later for San Diego via Pearl Harbor. Docking at San Diego on 19 November, she remained there until ordered to Pearl Harbor on 28 December, arriving there on 3 January 1946 and assumed an inactive status. The ship was decommissioned on 28 June 1946 and struck from the Navy list on 25 February 1947. Smith received six battle stars for her World War II service.
### Preston
USS Preston was in service from October 1936 until November 1942. Following shakedown, she served briefly under the Chief of Naval Operations, then joined the US Fleet. Preston did peacetime training exercises into the month of December 1941, and performed patrol and escort duties along the west coast until June 1942. After that, she screened the carrier Saratoga to Hawaii, followed by four months of patrol and escort work in Hawaiian waters.
In October she became part of Task Force 61 and participated in the Battle of Santa Cruz. In mid-November 1942, Preston sailed to the western end of Guadalcanal to intercept another run by the Japanese to bombard Henderson Field. In the ensuing skirmish, Preston was hit by a salvo from a Japanese cruiser that put both fire rooms out of commission and toppled the aft stack. Her fires made an easy target; as they spread, the order was given to abandon ship. The ship rolled onto her side and sank, taking 116 of her crew with her. Preston received two battle stars for her World War II service.
### Dunlap
USS Dunlap became part of the US Navy in June 1937. A year later, she served as an escort at Philadelphia for the steamer SS Kungsholm, which carried Gustaf Adolf, the Crown Prince of Sweden. By April 1940, Pearl Harbor was Dunlaps homeport. When the Japanese attacked, Dunlap was at sea bound for Pearl Harbor; she entered port the following day. In January, she sortied for air strikes on the Marshall Islands, and in February she took part in a raid on Wake Island. Afterward, Dunlap patrolled Hawaiian waters, escorted convoys between various ports on the west coast, and returned to Pearl Harbor in October 1942. In December, the destroyer moved on to Noumea, New Caledonia, and operated from there until July 1943. Dunlap saw action at Vella Gulf in the Solomon Islands in a nighttime torpedo clash. In United States Destroyer Operations in World War II (1953), Theodore Roscoe wrote: "In the Battle of Vella Gulf, as this engagement was called, the enemy had not laid a hand on the American ships."
After overhaul in San Diego, Dunlap performed patrol duty out of Adak, Alaska, in November and December 1943 and sailed to Pearl Harbor. From January until March 1944, she screened carriers in strikes on the Marshall Islands with the 5th Fleet. After that, Dunlap took part in strikes on the Soerabaja area of Java in May and returned to Pearl Harbor in June. In July, she sailed to San Francisco to join the screen for the heavy cruiser Baltimore, which carried Roosevelt for conferences and inspections with top Pacific commanders of Pearl Harbor and Alaskan bases. In early September 1944, Dunlap participated in the shelling of Wake Island. In October 1944, she lent a hand in the bombardment of Marcus Island. By January 1945, the ship was involved in the shelling of Iwo Jima, Haha-jima, and Chichi-jima. On 3 September 1945, Commodore John H. Magruder accepted the surrender of the Bonin Islands by Lt. General Yoshio Tachibana on board the destroyer. Dunlap sailed to Norfolk, Virginia, in November 1945, where she was decommissioned in December 1945 and sold in December 1947. She received six battle stars for her World War II service.
### Fanning
USS Fanning was occupied with sea trials and minor repairs for the first six months of her naval service. In April 1938, she escorted the light cruiser Philadelphia from Annapolis, Maryland, to the Caribbean with Roosevelt aboard. Fanning sailed to New York for overhaul the following month; in September she moved on to her new base in San Diego, California. Over the next three years, her duties took her to the east coast and eventually to Hawaii. The ship was at sea when the Japanese struck Pearl Harbor; she returned the following day. Underway for Tutuila in January 1942, Fanning encountered a blinding rainstorm and collided with Gridley. Both destroyers suffered bow damage and were forced to return to Pearl Harbor. In April 1942 Fanning became part of Task Force 16, which supported the Doolittle Raid on the air strike against Tokyo. After the mission, she returned to Pearl Harbor.
For the first nine months of 1943, Fanning deployed against the Japanese on Guadalcanal, supported an occupation force on the Russell Islands, participated in patrol duty, and assisted in the protection of troops occupying Munda, Solomon Islands. In September, she had an overhaul on the west coast, then finished the year operating off the Aleutian Islands. By January 1944, Fanning was operating with Task Group 58.4 in the Marshall Islands. In March she reported to the Eastern Fleet (British units, reinforced with Australian, Dutch and French warships), participating in strikes against Sabang, Indonesia, the next month. Detached from the Eastern Fleet in May, Fanning sailed to the west coast. In July she left San Diego, escorting the heavy cruiser Baltimore to Alaska with Roosevelt on board. Her next assignment was with Task Group 30.2, shelling Marcus Island in October 1944 to create a diversion and destroy enemy installations. During January 1945, Fanning took part in the shelling of Iwo Jima, Haha-jima, and Chichi-Jima. For the remainder of the war, she was occupied with patrol and escort activities. In September 1945, she sailed for the United States, and was decommissioned at Norfolk, Virginia, in December 1945; she was sold for scrap in 1948. Fanning'' received four battle stars for her World War II service.
## See also
- List of United States Navy losses in World War II
- Marcílio Dias-class destroyer |
18,960,141 | Imagine (John Lennon song) | 1,171,119,289 | 1971 single by John Lennon | [
"1970s ballads",
"1971 singles",
"1971 songs",
"1975 singles",
"1981 singles",
"Anti-war songs",
"Apple Records singles",
"Blues Traveler songs",
"British soft rock songs",
"Grammy Award for Best Pop Collaboration with Vocals",
"Grammy Hall of Fame Award recipients",
"Irish Singles Chart number-one singles",
"Joan Baez songs",
"John Lennon songs",
"Madonna songs",
"Music videos directed by Zbigniew Rybczyński",
"Number-one singles in Australia",
"Number-one singles in Italy",
"Number-one singles in South Africa",
"Pop ballads",
"RPM Top Singles number-one singles",
"Religious controversies in music",
"Rock ballads",
"Song recordings produced by John Lennon",
"Song recordings produced by Phil Spector",
"Song recordings produced by Yoko Ono",
"Songs critical of religion",
"Songs written by John Lennon",
"Songs written by Yoko Ono",
"UK Singles Chart number-one singles",
"United States National Recording Registry recordings"
]
| "Imagine" is a song by British rock musician John Lennon from his 1971 album of the same name. The best-selling single of his solo career, the lyrics encourage listeners to imagine a world of peace, without materialism, without borders separating nations and without religion. Shortly before his death, Lennon said that much of the song's lyrics and content came from his wife, Yoko Ono, and in 2017 she received co-writing credit.
Lennon and Ono co-produced the song with Phil Spector. Recording began at Lennon's home studio at Tittenhurst Park, England, in May 1971, with final overdubs taking place at the Record Plant, in New York City, during July. In October, Lennon released "Imagine" as a single in the United States, where it peaked at number three on the Billboard Hot 100. The song was first issued as a single in Britain in 1975, to promote the compilation Shaved Fish, and reached number six on the UK Singles Chart that year. It later topped the chart following Lennon's murder in 1980.
BMI named "Imagine" one of the 100 most performed songs of the 20th century. In 1999, it was ranked number 30 on the RIAA's list of the 365 "Songs of the Century", earned a Grammy Hall of Fame Award, and was inducted into the Rock and Roll Hall of Fame's "500 Songs that Shaped Rock and Roll". A 2002 UK survey conducted by the Guinness World Records British Hit Singles Book named it the second-best single of all time, while Rolling Stone ranked it number three in the 2004 list of "The 500 Greatest Songs of All Time". Since 2005, event organisers have played the song just before the New Year's Times Square Ball drops in New York City. In 2023, the song was selected for preservation in the United States National Recording Registry by the Library of Congress as being "culturally, historically, or aesthetically significant."
"Imagine" has sold more than 1.7 million copies in the UK. More than 200 artists have performed or covered the song, including Madonna, Stevie Wonder, Joan Baez, Lady Gaga, Elton John and Diana Ross. After "Imagine" was featured at the 2012 Summer Olympics, the song re-entered the UK Top 40, reaching number 18, and was presented as a theme song in the opening ceremony of the 2022 Winter Olympics. The song remains controversial, as it has been since its release, over its request to imagine "no religion too".
## Composition and writing
Several poems from Yoko Ono's 1964 book Grapefruit inspired Lennon to write the lyrics for "Imagine"—in particular, one which Capitol Records reproduced on the back cover of the original Imagine LP titled "Cloud Piece", reads: "Imagine the clouds dripping, dig a hole in your garden to put them in." Lennon later said the composition "should be credited as a Lennon/Ono song. A lot of it—the lyric and the concept—came from Yoko, but in those days I was a bit more selfish, a bit more macho, and I sort of omitted her contribution, but it was right out of Grapefruit." When asked about the song's meaning during a December 1980 interview with David Sheff for Playboy magazine, Lennon told Sheff that Dick Gregory had given Ono and him a Christian prayer book, which inspired him the concept behind "Imagine".
> The concept of positive prayer ... If you can imagine a world at peace, with no denominations of religion—not without religion but without this my God-is-bigger-than-your-God thing—then it can be true ... the World Church called me once and asked, "Can we use the lyrics to 'Imagine' and just change it to 'Imagine one religion'?" That showed [me] they didn't understand it at all. It would defeat the whole purpose of the song, the whole idea.
With the combined influence of "Cloud Piece" and the prayer book given to him by Gregory, Lennon wrote what author John Blaney described as "a humanistic paean for the people". Blaney wrote, "Lennon contends that global harmony is within our reach, but only if we reject the mechanisms of social control that restrict human potential." Rolling Stone's David Fricke commented: "[Lennon] calls for a unity and equality built upon the complete elimination of modern social order: geopolitical borders, organised religion, [and] economic class."
Lennon stated: "'Imagine', which says: 'Imagine that there was no more religion, no more country, no more politics,' is virtually The Communist Manifesto, even though I'm not particularly a Communist and I do not belong to any movement." He told NME: "There is no real Communist state in the world; you must realise that. The Socialism I speak about ... [is] not the way some daft Russian might do it, or the Chinese might do it. That might suit them. Us, we should have a nice ... British socialism." Ono described the lyrical statement of "Imagine" as "just what John believed: that we are all one country, one world, one people." Rolling Stone described its lyrics as "22 lines of graceful, plain-spoken faith in the power of a world, united in purpose, to repair and change itself".
An original piano musical motif, later called "John's Piano Piece", close to the final one was created in January 1969 during the Let It Be sessions. Lennon finished composing "Imagine" one morning in early 1971, on a Steinway piano, in a bedroom at his Tittenhurst Park estate in Ascot, Berkshire, England. Ono watched as he composed the melody, chord structure and almost all the lyrics, nearly completing the song in one brief writing session. Described as a piano ballad performed in the soft rock genre, the song is in the key of C major. Its 4-bar piano introduction begins with a C chord then moves to Cmaj7 before changing to F; the 12-bar verses also follow this chord progression, with their last 4 bars moving from Am/E to Dm and Dm/C, finishing with G, G11 then G7, before resolving back to C. The 8-bar choruses progress from F to G to C, then Cmaj7 and E before ending on E7, a C chord substituted for E7 in the final bar. The 4-bar outro begins with F, then G, before resolving on C. With a duration of 3 minutes and 3 seconds and a time signature of 4/4, the song's tempo falls around 75 beats per minute.
## Recording and commercial reception
Lennon and Ono co-produced the song and album with Phil Spector, who commented on the track: "We knew what we were going to do ... It was going to be John making a political statement, but a very commercial one as well ... I always thought that 'Imagine' was like the national anthem." Lennon described his working arrangement with Ono and Spector: "Phil doesn't arrange or anything like that—[Ono] and Phil will just sit in the other room and shout comments like, 'Why don't you try this sound' or 'You're not playing the piano too well' ... I'll get the initial idea and ... we'll just find a sound from [there]."
Recording took place on 27 May 1971 at Ascot Sound Studios, Lennon's newly built home studio at Tittenhurst Park, with string overdubs taking place on 4 July 1971 at the Record Plant, in New York City. The sessions began during the late morning, running to just before dinner in the early evening. Lennon taught the musicians the chord progression and a working arrangement for "Imagine", rehearsing the song until he deemed the musicians ready to record. In his attempt to recreate Lennon's desired sound, Spector had some early tapings feature Lennon and Nicky Hopkins playing in different octaves on one piano. He also initially attempted to record the piano part with Lennon playing the white baby grand in the couple's all-white room. However, after having deemed the room's acoustics unsuitable, Spector abandoned the idea in favour of the superior environment of Lennon's home studio. They completed the session in minutes, recording three takes and choosing the second one for release. The finished recording featured Lennon on piano and vocal, Klaus Voormann on bass guitar, Alan White on drums and the Flux Fiddlers on strings. The string arrangement was written by Torrie Zito.
Issued by Apple Records in the United States in October 1971, "Imagine" became the best-selling single of Lennon's solo career. It peaked at number three on the Billboard Hot 100 and reached number one in Canada on the RPM national singles chart, remaining there for two weeks. Upon its release the song's lyrics upset some religious groups, particularly the line: "Imagine there's no heaven". When asked about the song during one of his final interviews, Lennon said he considered it to be as strong a composition as any he had written with the Beatles. He described the song's meaning and explicated its commercial appeal: "Anti-religious, anti-nationalistic, anti-conventional, anti-capitalistic, but because it is sugarcoated it is accepted ... Now I understand what you have to do. Put your political message across with a little honey." In an open letter to Paul McCartney published in Melody Maker, Lennon said that "Imagine" was "'Working Class Hero' with sugar on it for conservatives like yourself". On 30 November 1971, the Imagine LP reached number one on the UK chart. It became the most commercially successful and critically acclaimed album of Lennon's solo career.
## Film and re-releases
In 1972, Lennon and Ono released an 81-minute film to accompany the Imagine album which featured footage of the couple in their home, garden and the recording studio of their Berkshire property at Tittenhurst Park as well as in New York City. A full-length documentary rock video, the film's first scene features a shot of Lennon and Ono walking through a thick fog, arriving at their house as the song "Imagine" begins. Above the front door to their house is a sign that reads: "This Is Not Here", the title of Ono's then New York art show. The next scene shows Lennon sitting at a white grand piano in a dimly lit, all-white room. Ono gradually walks around opening shutters that allow in light, making the room brighter with the song's progression. At the song's conclusion, Ono sits beside Lennon at the piano; they gaze at one another, and then kiss briefly.
Several celebrities appeared in the film, including Andy Warhol, Fred Astaire, Jack Palance, Dick Cavett and George Harrison. Derided by critics as "the most expensive home movie of all time", it premiered to an American audience in 1972. In 1986, Zbigniew Rybczyński made a music video for the song, and in 1987, it won both the "Silver Lion" award for Best Clip at Cannes and the Festival Award at the Rio International Film Festival.
Released as a single in the United Kingdom in 1975 in conjunction with the album Shaved Fish, "Imagine" peaked at number six on the UK Singles Chart. The photograph on the sleeve was taken by May Pang in 1974. Following Lennon's murder in 1980, the single re-entered the UK chart, reaching number one, where it remained for four weeks in January 1981. "Imagine" was re-released as a single in the UK in 1988, peaking at number 45, and again in 1999, reaching number three. As of June 2013, it had sold over 1.64 million copies in the UK, making it Lennon's best-selling single there. In 1999, on National Poetry Day in the United Kingdom, the BBC announced that listeners had voted "Imagine" Britain's favourite song lyric. In 2003, it reached number 33 as the B-side to a re-release of "Happy Xmas (War Is Over)".
## Recognition and criticism
Rolling Stone described "Imagine" as Lennon's "greatest musical gift to the world", praising "the serene melody; the pillowy chord progression; [and] that beckoning, four-note [piano] figure". Robert Christgau called it "both a hymn for the Movement and a love song for his wife, celebrating a Yokoism and a Marcusianism simultaneously". Record World said it was "perhaps [Lennon's] most beautiful composition to date."
Included in several song polls, in 1999, BMI named it one of the top 100 most-performed songs of the 20th century. Also that year, it received the Grammy Hall of Fame Award and an induction into the Rock and Roll Hall of Fame's 500 Songs that Shaped Rock and Roll. "Imagine" ranked number 23 in the list of best-selling singles of all time in the UK, in 2000. In 2002, a UK survey conducted by the Guinness World Records British Hit Singles Book ranked it the second best single of all time behind Queen's "Bohemian Rhapsody". Gold Radio ranked the song number three on its "Gold's greatest 1000 hits" list.
Rolling Stone ranked "Imagine" number three on its list of "The 500 Greatest Songs of All Time", describing it as "an enduring hymn of solace and promise that has carried us through extreme grief, from the shock of Lennon's own death in 1980 to the unspeakable horror of September 11. It is now impossible to imagine a world without 'Imagine', and we need it more than he ever dreamed." Despite that sentiment, Clear Channel Communications (now known today as iHeartMedia) included the song on its post-9/11 "do not play" list.
On 1 January 2005, the Canadian Broadcasting Corporation named "Imagine" the greatest song in the past 100 years as voted by listeners on the show 50 Tracks. The song ranked number 30 on the Recording Industry Association of America's list of the 365 Songs of the Century bearing the most historical significance. Virgin Radio conducted a UK favourite song survey in December 2005, and listeners voted "Imagine" number one. Australians selected it the greatest song of all time on the Nine Network's 20 to 1 countdown show on 12 September 2006. They voted it eleventh in the youth radio network Triple J's Hottest 100 Of All Time on 11 July 2009.
Former US President Jimmy Carter said, "in many countries around the world—my wife and I have visited about 125 countries—you hear John Lennon's song 'Imagine' used almost equally with national anthems." On 9 October 2010, which would have been Lennon's 70th birthday, the Liverpool Singing Choir performed "Imagine" along with other Lennon songs at the unveiling of the John Lennon Peace Monument in Chavasse Park, Liverpool. Beatles producer George Martin praised Lennon's solo work, singling out the composition: "My favourite song of all was 'Imagine'". Music critic Paul Du Noyer described "Imagine" as Lennon's "most revered" post-Beatles song. Authors Ben Urish and Ken Bielen called it "the most subversive pop song recorded to achieve classic status". Fricke commented: "'Imagine' is a subtly contentious song, Lennon's greatest combined achievement as a balladeer and agitator."
Urish and Bielen criticised the song's instrumental music as overly sentimental and melodramatic, comparing it to the music of the pre-rock era and describing the vocal melody as understated. According to Blaney, Lennon's lyrics describe hypothetical possibilities that offer no practical solutions; lyrics that are at times nebulous and contradictory, asking the listener to abandon political systems while encouraging one similar to communism. Author Chris Ingham indicated the hypocrisy in Lennon, the millionaire rock star living in a mansion, encouraging listeners to imagine living their lives without possessions, a sentiment that Elvis Costello echoed in his 1991 single "The Other Side of Summer". Others argue that Lennon intended the song's lyrics to inspire listeners to imagine if the world could live without possessions, not as an explicit call to give them up. Blaney commented: "Lennon knew he had nothing concrete to offer, so instead he offers a dream, a concept to be built upon."
Blaney considered the song to be "riddled with contradictions. Its hymn-like setting sits uncomfortably alongside its author's plea for us to envision a world without religion." Urish and Bielen described Lennon's "dream world" without a heaven or hell as a call to "make the best world we can here and now, since this is all this is or will be". In their opinion, "because we are asked merely to imagine—to play a 'what if' game, Lennon can escape the harshest criticisms". Former Beatle Ringo Starr defended the song's lyrics during a 1981 interview with Barbara Walters, stating: "[Lennon] said 'imagine', that's all. Just imagine it."
Stereogum contributors Timothy and Elizabeth Bracy did not include "Imagine" as one of Lennon's top 10 solo songs, saying "Lennon's astounding facility for writing instantly memorable hooks meets head on with his occasional weakness for pandering polemics on 'Imagine,' resulting in a tune that everyone can sing along with, even as many can't believe the trite silliness of the lyrics in question. This is yet more proof of Lennon's capacity as a master craftsman, but it doesn't necessarily make it a great song or one that has aged well outside of its vintage."
The morning after the November 2015 Paris attacks, German pianist Davide Martello brought a grand piano to the street out in front of the Bataclan, where 89 concertgoers had been shot dead the night before, and performed an instrumental version to honour the victims of the attacks; video of his performance went viral. This led Katy Waldman of Slate to ponder why "Imagine" had become so frequently performed as a response to tragedy. In addition to its general popularity, she noted its musical simplicity, its key of C major, "the plainest and least complicated key, with no sharps or flats" aside from one passage with "a plaintive major seventh chord that allows a tiny bit of E minor into the tonic". That piano part, "gentle as a rocking chair", underpins lyrics that, Waldman says, "belongs to the tradition of hymns or spirituals that visualise a glorious afterlife without prophesising any immediate end to suffering on earth". This understanding is also compounded by the historical context of Lennon's own violent death, "remind[ing] us that the universe can run ramshod over idealistic people". Ultimately, the song "captures the fragility of our hope after a violent or destructive event ... [bu]t also reveals its tenacity".
In June 2017, the US National Music Publishers Association awarded "Imagine" a Centennial Song Award and recognised Lennon's desire to add Yoko Ono as a co-author of the song.
"Imagine" was selected by the Library of Congress for preservation in the National Recording Registry in 2023.
## Performances and cover versions
Elton John performed the song regularly on his world tour in 1980, including at his free concert in Central Park, a few blocks away from Lennon's apartment in The Dakota. On 9 December 1980, the day after Lennon's murder, Queen performed "Imagine" as a tribute to him during their Wembley Arena show in London. In 1983, David Bowie performed it in Hong Kong during his Serious Moonlight Tour, on the third anniversary of Lennon's death. On 9 October 1990, more than one billion people listened to a broadcast of the song on what would have been Lennon's 50th birthday. Ratau Mike Makhalemele covered the song on an EP of Lennon covers in 1990. In 1991–92, Liza Minnelli performed the song in her show at Radio City Music Hall. Stevie Wonder gave his rendition of the song, with the Morehouse College Glee Club, during the closing ceremony of the 1996 Summer Olympics as a tribute to the victims of the Centennial Olympic Park bombing. In 2001, Neil Young performed it during the benefit concert America: A Tribute to Heroes. Madonna performed "Imagine" during the benefit Tsunami Aid: A Concert of Hope. Peter Gabriel performed the song during the 2006 Winter Olympics opening ceremony. Herman Cain, then the CEO of Godfather's Pizza, performed a parody of "Imagine", identified as "Imagine There's No Pizza", before the Omaha Press Club in 1991, which became a viral video when he ran for President of the United States 20 years later.
Since 2005, "Imagine" has been played before the New Year's Eve ball drop at New York City's Times Square. Beginning in 2010, the song has been performed live; first by Taio Cruz, then in 2011 by CeeLo Green, in 2012 by Train, in 2013 by Melissa Etheridge, in 2014 by O.A.R., in 2015 by Jessie J, in 2016 by Rachel Platten, in 2017 by Andy Grammer, in 2018 by Bebe Rexha, in 2019 by X Ambassadors, in 2020 by Andra Day, in 2021 by KT Tunstall, and in 2022 by Chelsea Cutler. However, Green received criticism for changing the lyric "and no religion too" to "and all religions true", resulting in an immediate backlash from fans who believed that he had disrespected Lennon's legacy by changing the lyrics of his most iconic song. Green defended the change by saying it meant to represent "a world [where you] could believe what [you] wanted". The event got media attention outside of the US, with Britain's The Guardian stating "Lennon's original lyrics don't praise pluralism or interchangeable religious truths—they damn them".
Numerous artists have recorded cover versions of "Imagine". Joan Baez included it on 1972's Come from the Shadows and Diana Ross recorded a version for her 1973 album, Touch Me in the Morning. In 1995, Blues Traveler recorded the song for the Working Class Hero: A Tribute to John Lennon album and Dave Matthews has performed the song live with them. American singer and guitarist Eva Cassidy recorded a version for her 2002 album of the same name; this version failed to reach the top 100 in the United Kingdom but peaked at number 35 on the UK Indie Chart. Dolly Parton recorded the song for her 2005 covers album Those Were the Days. David Archuleta reached number 36 in US and number 31 in Canada with his rendition. A cover version of the song, performed by Italian singer Marco Carta, entered the top 20 in Italy in 2009, peaking at number 13.
Seal, Pink, India.Arie, Jeff Beck, Konono No1, Oumou Sangaré and others recorded a version for Herbie Hancock's 2010 album The Imagine Project. In February 2011, the recording won a Grammy award for Best Pop Vocal Collaboration.
"Imagine" was performed as part of the closing ceremony of the 2012 Summer Olympics. Performed by the Liverpool Philharmonic Youth Choir and the Liverpool Signing Choir, the choirs sang the first verse and accompanied Lennon's original vocals during the rest of the song. A cover performed by Emeli Sandé was also used by the BBC for a closing montage that ended its coverage. "Imagine" subsequently re-entered the UK Top 40, reaching number 18.
In 2014, to celebrate 25 years of UNICEF's Convention on the Rights of the Child, the organisation launched an initiative using the song. Performers including Ono, Hugh Jackman and ABBA announced the initiative at an event at the UN General Assembly in New York, with the intention of spreading the message that every voice matters. To do this, various celebrities and singers recorded cover versions of the song, which can be played on a downloadable app for people around the world to virtually sing with the celebrities and then share the videos on social media with related hashtags.
In 2015, American singer and songwriter Lady Gaga performed the song at the 2015 European Games opening ceremony. The song was played for 70,000 people in Baku, Azerbaijan, that served as host of the event. In 2018, the song was performed at the 2018 Winter Olympics opening ceremony in Pyeongchang (South Korea). The same year Yoko Ono released a solo rendition of the song, the first since she received credit as co-writer.
In 2020, amid the first COVID-19 lockdowns, Gal Gadot and a number of other celebrities performed an online version of the song intended to raise morale in the face of the pandemic. The performance was poorly received by audiences, many of whom criticized it for being a tone-deaf message from a group of socialites and members of the international elite who were largely unaffected by the pandemic. In June 2020, actor Chris O'Dowd, who appeared in the online version of the song, said the criticisms of the project were "justified", referring to the video as "creative diarrhoea".
A pre-recorded version of the song performed by John Legend, Keith Urban, Alejandro Sanz and Angélique Kidjo, with musical arrangement by Hans Zimmer, was featured in the opening ceremony for the 2020 Summer Olympics in Tokyo in July 2021, and another pre-recorded cover version again as a theme song in the opening ceremony of the 2022 Winter Olympics in Beijing in February 2022.
During the 2022 Russian invasion of Ukraine, Lennon's son Julian Lennon for the first time covered his father's song, calling on world leaders and everyone who believes in the song's sentiment of hope and peace to stand up for refugees.
"Imagine" is performed every New Year's Eve in New York City, just before the countdown to midnight begins. This is a tradition dating back to 1986.
## Personnel
- John Lennon – vocals, piano
- Klaus Voormann – bass
- Alan White – drums
- The Flux Fiddlers – strings
## Charts
### Weekly charts
#### Original release
#### 1975 release
#### Posthumous releases
### Year-end charts
### Decade-end charts
### All-time charts
## Certifications and sales
## See also
- Imagine Piano Peace Project
- List of anti-war songs
- List of best-selling singles in the United Kingdom
- List of best-selling singles of the 1980s in the United Kingdom
- List of Billboard Hot 100 top 10 singles in 1971
- List of number-one singles in Australia during the 1970s
- List of number-one singles of 1971 (Canada)
- List of number-one singles of 1975 (Ireland)
- List of number-one singles of 1981 (Ireland)
- List of number-one hits (Italy)
- List of UK Singles Chart number ones of the 1980s
## Documentaries |
6,274,889 | All Souls (TV series) | 1,173,602,965 | American paranormal medical drama television series | [
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"Television series by CBS Studios",
"Television series by Spelling Television",
"Television shows filmed in Montreal",
"Television shows set in Boston",
"UPN original programming"
]
| All Souls is an American paranormal hospital drama television series created by Stuart Gillard and Stephen Tolkin and inspired by Lars von Trier's miniseries The Kingdom. It originally aired for one season on UPN from April 17, 2001, to August 31, 2001. The series follows the medical staff of the haunted teaching hospital All Souls. While working as a medical intern, protagonist Dr. Mitchell Grace (Grayson McCouch) encounters various spirits, and discovers that the doctors are running unethical experiments on their patients. The executive producers included Aaron Spelling, E. Duke Vincent, and Mark Frost.
Gillard developed the premise for All Souls from his belief that a medical facility would be an ideal setting for a horror series and his research on statistics of deaths that had taken place in a hospital. Frost also felt that there was a close connection between modern medicine and the supernatural. Though the series was set in Boston, filming took place in Montreal, Canada. Episodes were shot in a working psychiatric hospital, and real patients appear in the background of several scenes.
All Souls had low viewership, and was placed on hiatus following the broadcast of the first two episodes and canceled after the season was broadcast. Critical response to All Souls was primarily positive; commentators praised its use of horror and paranormal elements. Critics had mixed reviews for the show's content and style when compared to other horror and science-fiction television series, specifically The X-Files and the work of American writer Stephen King.
## Premise
Described as a "paranormal hospital drama" by UPN, All Souls follows the medical staff working in the Boston teaching hospital of the same name. The area has a history dating back to the American Civil War. A photograph taken during the war is prominently featured in the series, as it shows individuals who still work as part of the staff. The hauntings at All Souls started during the Civil War, when a Dr. Abramson conducted experiments on his patients following the death of his three sons in combat. The ghosts of Abramson's victims remain in the hospital to the present day. The facility is composed of "dungeons, trick elevators, deserted floors, passageways filled with smoke and dripping water" and "dark, dank, cavelike areas". It had previously functioned as a psychiatric hospital, which was housed on the upper levels of the structure's tower.
The main narrative includes "hints of deeper, good-versus-evil contests". Taking inspiration from the horror film genre, the series includes "extreme closeups [and] bizarre sexual transformations". In the pilot episode, a seduction scene with a doctor and a young woman ends when she is revealed to be a corpse, and several women die after being admitted for treatment. Although the series follows a specific mythology and continuity, each episode has its own self-contained story.
## Characters
UPN executives had pitched the series as following "young doctors in peril at a haunted old Boston Hospital" who must contend with "a healthy dose of terrifying paranormal occurrences and gripping medical emergencies". In the pilot episode, Dr. Mitchell Grace (Grayson McCouch) begins working at the hospital immediately after graduating from medical school. He had specifically chosen the All Souls medical program, refusing offers from the Mayo Clinic and the Yale–New Haven Hospital, due to his personal connection with the hospital. Grace's father died in 1978 while working as a janitor in the hospital, after contracting a mysterious illness. Grace serves as the show's lead character, and functions as a detective as well as a doctor while trying to understand the inner workings of All Souls. As he works, Grace encounters both good and evil ghosts, and discovers medical experiments are being conducted under the guidance of the board of directors. Spirits include "a mad scientist and his Igor-like errand boy", and a woman dressed in 19th century fashion pushing a baby carriage through the halls. Grace is haunted by visions of his father, and is somehow connected with the ghost Lazarus and Civil War doctors. Dr. Dante Ambrosious (Jean LeClerc), the chair of the facility's board, is shown to have made deals with the evil spirits.
Grace works closely with several allies during his time at All Souls, but is the one of few people who is fully aware of the hospital's supernatural occurrences. He collaborates with registered nurse Glory St. Claire (Irma P. Hall), who has a long history with the facility and "knows more than she can say or, at least, explain". She is characterized by her telepathic powers. According to St. Claire, "the dead have power" in the hospital and the "forces of good" residing inside All Souls had foretold of Grace's arrival for several decades. She connects with Grace by holding his hands to allow him to see the "tortured soul" in the hospital. Grace finds further support from Dr. Nicole De Brae (Serena Scott Thomas), Dr. Bradley Sterling (Daniel Cosgrove), and Patrick Fortado (Adam Rodriguez). De Brae acts as the hospital's chief of staff and Sterling works alongside Grace as a medical intern. Fortado is Grace's close friend, a paraplegic who has great skill at hacking. The exact nature of De Brae's loyalty is called into question, and Tim Goodman of the San Francisco Chronicle wondered if she will serve as a love interest or be revealed as one of the hospital's spirits. Other members of the medical staff include the psychologist Dr. Philomena Cullen (Reiko Aylesworth) and the orderly Joey (Christian Tessier).
## Production
### Concept and filming
Created by Stuart Gillard and Stephen Tolkin, All Souls was produced by Spelling Television and Uncle Monkey Productions. Along with the show's creators, the executive producers included Aaron Spelling, E. Duke Vincent, and Mark Frost. Media outlets found the pairing of Spelling and Frost for the production strange. Variety'''s Steven Oxman described it as a "merging of the beauty and the beast"; he equated Spelling to the beauty for incorporating the "sleek and superficial good looks" and Frost to the beast for his inclusion of "surreal, beastly creepiness". The duo had previously collaborated on the crime drama television series Buddy Faro.
Gillard felt that a medical facility would be an ideal candidate for a horror show, explaining: "Hospitals are scary places even if you're healthy (and) going to visit somebody." While conducting research to develop the series' concept, he was surprised that roughly 80,000 people die in hospitals every year due to unknown causes. Echoing Gillard's comments, Frost argued there is a close connection between the supernatural and modern medicine. Describing a hospital as a "pretty paranormal place", he felt that medicine would "only have to go one step further to get to the paranormal". All Souls was inspired by the Lars von Trier miniseries The Kingdom, and has been compared to the Stephen King television series Kingdom Hospital. While promoting the series, Frost had said the show had been partly inspired by the science fiction drama The X-Files.
Tom Burstyn handled the cinematography, and the production designers were Michael Joy and Collin Niemi. James L. Conway contributed to the show as a consulting producer, and Joel McNeely composed the musical score. Although the show is set in Boston, filming took place in Montreal, Canada. The episodes were shot in a functioning asylum constructed in Montreal during the 19th century, with real patients walking around during certain scenes, which Frost said added realism.
### Development and casting
The series had originated from a production deal between Syfy and CBS Paramount Network Television. Thomas Vitale, the senior vice president of programming and original movies for Syfy, described the partnership as a way to add more "genre programming to our schedule". It was one of three series (alongside Chains of Love and Special Unit 2) UPN ordered as mid-season replacements during the 2000–2001 television season. The network had requested six episodes of All Souls when picking it up for air, and all of them had been shot before its cancellation. The Seattle Post-Intelligencer's John Levesque felt that the network decided to produce All Souls in an attempt to find another successful series following the end of Star Trek: Voyager. While Levesque thought the shows were "promising", he did not believe any of them were a "slam-dunk".
Rodriquez initially refused to audition as he wanted to be a part of the 2000 drama The Street instead. After the producers contacted him repeatedly, he read for the parts of Fortado and Sterling five times and talked to Spelling. After he was not cast in The Street, he accepted the part of Fortado; he particularly wanted to work on a show produced by Spelling. Filming in a wheelchair gave him an increased awareness and appreciation for handicapped people.
## Episodes
## Broadcast history
All Souls was initially broadcast on Tuesday nights at 9 pm EST, and aired directly after the reality television show Chains of Love. The series carried a TV-PG parental rating, meaning it was judged "unsuitable for young children". It premiered on April 17, 2001, and was viewed by 2.1 million people; Nielsen Media Research ranked it 105th for the week.
UPN placed the series on hiatus on April 30, 2001, due to concerns about its low ratings; only two episodes had aired. After announcing the show's hiatus, UPN executives said it was not canceled at that point. Despite the network's claims, media commentators believed it would be removed from air following its poor performance. The series returned in August and the pilot and remaining episodes aired on Friday nights at 9 pm EST, and were burned off throughout August. Overall, All Souls was broadcast for a total of 360 minutes.
While discussing the cancellation, McCouch felt it was "doomed to fail" from the beginning and referred to UPN as "a loser network at that time" due its treatment of the series. Cosgrove disagreed with McCouch's sentiment and believed the show's lack of success was not tied to the network specifically. Rodriquez believed All Souls was unsuccessful as it was "just a little ahead of its time"; he felt that the program was better suited for television one to two years following its initial broadcast. The series has never been released on DVD or Blu-ray, or licensed to an online-streaming service.
## Critical reception
All Souls has received positive critical feedback. Eric Mink of the New York Daily News praised the show's use of horror, and wrote that it would "set the dragging knuckles of UPN's core audience all a-tingle". The Los Angeles Times' Howard Rosenberg called the series "paranormal fun", and television critic Kevin McDonough referenced All Souls as "a classic Aaron Spelling production" primarily due to its editing and special effects. McDonough further described All Souls as "the best show you never watched", responding positively to the show's premise and actors. Mink responded positively to the series' storylines and characters, believing they had potential for further development.
Reception of the series' pilot was mixed, with television critics divided over its structure. Rob Owen of The Pittsburgh Post-Gazette gave the first episode a positive review, believing it set up enough story elements to show promise. Steven Oxman felt that the pilot made effective use of horror tropes, citing a scene in which a preserved fetus moves as a highlight. LA Weekly's Robert Lloyd had a more mixed response to the series; while he felt that the Grace's initial interactions with St. Clair gave away too much of the plot, he found it "well-made within the limits of its ambitions".
Critics had mixed reviews for All Souls, when compared to other horror and science-fiction narratives. Tim Goodman noted that All Souls had aspects of The X-Files as well as from The Twilight Zone, Stephen King's 1977 novel The Shining, and the medical drama genre. Even though Goodman felt the series had a "scattershot approach", he felt that all the elements worked with one another. Oxman was critical of the show's originality and its setting in a former asylum, saying it was similar to King's work and the 1996 film Extreme Measures, and felt it had "a superficial gloss" when compared to Twin Peaks. Despite this criticism, he called All Souls "potentially the scariest network show since The X-Files''". |
193,449 | Manchester Ship Canal | 1,173,692,753 | UK canal linking Manchester to the coast | [
"1894 establishments in England",
"Canals in Cheshire",
"Canals in England",
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]
| The Manchester Ship Canal is a 36-mile-long (58 km) inland waterway in the North West of England linking Manchester to the Irish Sea. Starting at the Mersey Estuary at Eastham, near Ellesmere Port, Cheshire, it generally follows the original routes of the rivers Mersey and Irwell through the historic counties of Cheshire and Lancashire. Several sets of locks lift vessels about 60 feet (18 m) to the canal's terminus in Manchester. Landmarks along its route include the Barton Swing Aqueduct, the world's only swing aqueduct, and Trafford Park, the world's first planned industrial estate and still the largest in Europe.
The rivers Mersey and Irwell were first made navigable in the early 18th century. Goods were also transported on the Runcorn extension of the Bridgewater Canal (from 1776) and the Liverpool and Manchester Railway (from 1830), but by the late 19th century the Mersey and Irwell Navigation had fallen into disrepair and was often unusable. In addition, Manchester's business community viewed the charges imposed by Liverpool's docks and the railway companies as excessive. A ship canal was therefore proposed to give ocean-going vessels direct access to Manchester. The region was suffering from the Long Depression; the canal's proponents argued that the scheme would boost competition and create jobs. They built public support for the scheme, which was first presented to Parliament as a bill in 1882. Faced with stiff opposition from Liverpool, the canal's supporters were unable to gain the necessary Act of Parliament to allow the scheme to go ahead until 1885.
Construction began in 1887; it took six years and cost £15 million (equivalent to about £1.65 billion in 2011). When the ship canal opened in January 1894 it was the largest river navigation canal in the world, and enabled the new Port of Manchester to become Britain's third-busiest port despite being about 40 miles (64 km) inland. Changes to shipping methods and the growth of containerisation during the 1970s and '80s meant that many ships were now too big to use the canal and traffic declined, resulting in the closure of the terminal docks at Salford. Although able to accommodate vessels from coastal ships to intercontinental cargo liners, the canal is not large enough for most modern vessels. By 2011 traffic had decreased from its peak in 1958 of 18 million long tons (20 million short tons) of freight each year to about 7 million long tons (7.8 million short tons). The canal is now privately owned by Peel Holdings, whose plans include redevelopment, expansion, and an increase in shipping from 8,000 containers a year to 100,000 by 2030 as part of their Atlantic Gateway project.
## History
The canal was completed just as the Long Depression was coming to an end, but in its early years it was not the commercial success its sponsors had hoped for. At first gross revenue was less than a quarter of expected net revenue, and throughout at least the first nineteen years of the canal it was unable to make a profit or meet the interest payments to the Corporation of Manchester. Many ship owners were reluctant to dispatch ocean-going vessels along a "locked cul-de-sac" at a maximum speed of 6 knots (11 km/h; 6.9 mph). The Ship Canal Company found it difficult to attract a diversified export trade, which meant that ships frequently had to return down the canal loaded with ballast rather than freight. However traffic gradually developed and the Canal became successful, paying dividends from 1921 onwards. As the import trade in oil began to grow during the 20th century the balance of canal traffic gradually switched towards the west, from Salford to Stanlow. Unlike most other British canals, the Manchester Ship Canal was never nationalised.
### Early history
The idea that the rivers Mersey and Irwell should be made navigable from the Mersey Estuary in the west to Manchester in the east was first proposed in 1660 and revived in 1712 by the English civil engineer Thomas Steers. The necessary legislation was proposed in 1720, and the Act of Parliament for the navigation passed into law in 1721. Construction began in 1724, undertaken by the Mersey & Irwell Navigation Company. By 1734 boats "of moderate size" were able to make the journey from quays near Water Street in Manchester to the Irish Sea, but the navigation was only suitable for small ships; during periods of low rainfall or when strong easterly winds held back the tide in the estuary, there was not always sufficient depth of water for a fully laden boat. The completion in 1776 of the Runcorn extension of the Bridgewater Canal, followed in 1830 by the opening of the Liverpool and Manchester Railway, intensified competition for the carriage of goods. In 1825 an application had been made to Parliament for an Act to allow the construction of a ship canal between the mouth of the River Dee and Manchester at a cost of £1 million, but "the necessary forms not having been observed", it did not become law. In 1844 ownership of the Mersey & Irwell Navigation was transferred to the Bridgewater Trustees, and in 1872 it was sold to The Bridgewater Navigation Company for £1.112 million. The navigation had by then fallen into disrepair, its owners preferring instead to maintain the more profitable canal; in 1882 the navigation was described as being "hopelessly choked with silt and filth", and was closed to all but the smaller boats for 264 out of 311 working days.
Along with deteriorating economic conditions in the 1870s and the start of a period known as the Long Depression, the dues charged by the Port of Liverpool and the railway charges from there to Manchester were perceived to be excessive by Manchester's business community; it was often cheaper to import goods from Hull, on the opposite side of the country, than it was from Liverpool. A ship canal was proposed as a way to reduce carriage charges, avoid payment of dock and town dues at Liverpool, and bypass the Liverpool to Manchester railways by giving Manchester direct access to the sea for its imports and its exports of manufactured goods. Historian Ian Harford suggested that the canal may also have been conceived as an "imaginative response to [the] problems of depression and unemployment" that Manchester was experiencing during the early 1880s. Its proponents argued that reduced transport costs would make local industry more competitive and that the scheme would help create new jobs.
The idea was championed by Manchester manufacturer Daniel Adamson, who arranged a meeting at his home, The Towers in Didsbury, on 27 June 1882. He invited the representatives of several Lancashire towns, local businessmen and politicians, and two civil engineers: Hamilton Fulton and Edward Leader Williams. Fulton's design was for a tidal canal, with no locks and a deepened channel into Manchester. With the city about 60 feet (18 m) above sea level, the docks and quays would have been well below the surrounding surface. Williams' plan was to dredge a channel between a set of retaining walls, and build a series of locks and sluices to lift incoming vessels up to Manchester. Both engineers were invited to submit their proposals, and Williams' plans were selected to form the basis of a bill to be submitted to Parliament later that year.
### Public campaign
To generate support for the scheme, the provisional committee initiated a public campaign led by Joseph Lawrence, who had worked for the Hull and Barnsley Railway. His task was to set up committees in every ward in Manchester and throughout Lancashire, to raise subscriptions and sell the idea to the local public. The first meeting was held on 4 October in Manchester's Oxford Ward, followed by another on 17 October in the St. James Ward. Within a few weeks meetings had been held throughout Manchester and Salford, culminating in a conference on 3 November attended by the provisional committee and members of the various Ward Committees. A large meeting of the working classes, attended by several local notables including the general secretaries of several trade unions, was held on 13 November at the Free Trade Hall in Manchester.
Regular night-time meetings were held across the region, headed by speakers from a range of professions. Harford suggests that the organisers' choice of orators represents their "canny ability" to choose speakers who might move their audiences to support their cause. By adopting techniques used by the Anti-Corn Law League, their strategy was ultimately successful: local offices were acquired, secretaries hired and further meetings organised. The weekly Ship Canal Gazette, priced at one penny, was by the end of the year being sold at newsagents in towns across Lancashire. The Gazette was part of a prolonged print campaign organised by the committee, to circulate leaflets and pamphlets, and write supportive letters to the local press, often signed with pseudonyms. One of the few surviving leaflets, "The Manchester Ship Canal. Reasons why it Should be Made", argued against dock and railway rates, which were apparently levied "with the object of protecting the interests of Railway kings, [so that] trade is handicapped, and wages kept low". By the end of 1882 the provisional committee comprised members from several of Manchester's large industries, but notably few of the city's wealthier inhabitants. The sympathetic Manchester City News reported that "the rich men of South and East Lancashire, with a few notable exceptions, have not rivalled the enthusiasm of the general public".
### Bills
The Mersey Docks Board opposed the committee's first bill, presented late in 1882, and it was rejected by Parliament in January 1883 for breaching Standing Orders. Within six weeks the committee organised hundreds of petitions from a range of bodies across the country: one representing Manchester was signed by almost 200,000 people. The requirement for Standing Orders was dispensed with, and the represented bill allowed to proceed. Some witnesses against the scheme, worried that a canal would cause the entrance to the Mersey estuary to silt up, blocking traffic, cited the case of Chester harbour. This had silted up due to a man-made cut through the Dee estuary. Faced with conflicting evidence, Parliament rejected the bill. Later mass meetings were held, including a large demonstration at Pomona Gardens on 24 June 1884. Strong opposition from Liverpool led the House of Commons Committee to reject the committee's second bill on 1 August 1884.
The unresolved question of what would happen to the Mersey estuary if the canal was built had remained a sticking point. During questioning, an engineer for the Mersey Docks and Harbour Board was asked how he would avoid such a problem. His reply, "I should enter at Eastham and carry the canal along the shore until I reached Runcorn, and then I would strike inland", prompted Williams to change his design to include this suggestion. Despite continued opposition, the committee's third bill, presented in November 1884, was passed by Parliament on 2 May 1885, and received royal assent on 6 August, becoming the Manchester Ship Canal Act 1885. Certain conditions were attached; £5 million had to be raised, and the ship canal company was legally obliged to buy both the Bridgewater Canal and the Mersey & Irwell Navigation within two years. The estimated cost of construction was £5.16 million, and the work was expected to take four years to complete.
### Financing
The enabling Act of Parliament stipulated that the ship canal company's £8 million share capital had to be issued within two years, otherwise the act would lapse. Adamson wanted to encourage the widest possible share ownership and believed the funds should be raised largely from the working population. Richard Peacock, vice-chairman of the Provisional Manchester Ship Canal Committee, said in 1882:
> No few individuals should be expected to subscribe and form a company for mere gain; it should be taken on by the public, and if it is not ... I for one should say drop the scheme ... unless I see the public coming forward in a hearty manner.
The act forbade the company from issuing shares below £10 so, to make them easier for ordinary people to buy, they issued shilling coupons in books of ten so they could be paid for in instalments. The construction costs and expected competition from the Port of Liverpool put off potential investors; by May 1887 only £3 million had been raised. As a temporary solution Thomas Walker, the contractor selected to construct the canal, agreed to accept £500,000 of the contract price in shares, but raising the remainder required another Act of Parliament to allow the company's share capital to be restructured as £3 million of ordinary shares and £4 million of preference shares. Adamson was convinced that the money should be raised from members of the public and opposed the debt restructuring, resigning as chairman of the Ship Canal Committee on 1 February 1887. Barings and Rothschild jointly issued a prospectus for the sale of the preference shares on 15 July, and by 21 July the issue had been fully underwritten, allowing construction to begin. The first sod was cut on 11 November 1887, by Lord Egerton of Tatton, who had taken over the chairmanship of the Manchester Ship Canal Company from Adamson.
The canal company exhausted its capital of £8 million in 4 years when only half the construction work was completed. To avoid bankruptcy they appealed for funds to Manchester Corporation, which set up a Ship Canal Committee. On 9 March 1891, the corporation decided, on the committee's recommendation, to lend the necessary £3 million, to preserve the city's prestige. In return, the corporation was allowed to appoint five of the fifteen members of the board of directors. The company subsequently raised its estimates of the cost of completion in September 1891 and again in June 1892. An executive committee was appointed as an emergency measure in December 1891, and on 14 October 1892 the Ship Canal Committee resolved to lend a further £1.5 million on condition that Manchester Corporation had an absolute majority on the canal company's board of directors and its various sub-committees. The corporation subsequently appointed 11 of the 21 seats, nominated Alderman Sir John Harwood as deputy director of the company, and secured majorities on five of the board's six sub-committees. The cost to Manchester Corporation of financing the Ship Canal Company had a significant impact on local taxpayers. Manchester's municipal debt rose by 67 per cent, resulting in a 26 per cent increase in rates between 1892 and 1895.
However well this arrangement served the corporation, by the mid-1980s it had become "meaningless". Most of the company's shares were controlled by the property developer John Whittaker, and in 1986 the council agreed to give up all but one of its seats in return for a payment of £10 million. The deal extricated Manchester Council from a politically difficult conflict of interest, as Whittaker was proposing to develop a large out of town shopping centre on land owned by the Ship Canal Company at Dumplington, the present-day Trafford Centre. The council opposed the scheme, believing that it would damage the city centre economy, but accepted that it was "obviously in the interests of the shareholders".
### Construction
Thomas Walker was appointed as a contractor, with Edward Leader Williams as chief engineer and designer and general manager. The 36-mile (58 km) route was divided into eight sections, with one engineer responsible for each. The first reached from Eastham to Ellesmere Port. Mount Manisty, a large mound of earth on a narrow stretch between the canal and the Mersey northwest of Ellesmere Port, was constructed from soil taken from the excavations. It and the adjacent Manisty Cutting were named after the engineer in charge. The last section built was the passage from Weston Point through the Runcorn Gap to Norton; the existing docks at Runcorn and Weston had to be kept operational until they could be connected to the completed western sections of the ship canal.
For the first two years construction went according to plan, but Walker died on 25 November 1889. The work was continued by his executors, but the project suffered setbacks and was hampered by harsh weather and several serious floods. In January 1891, when the project had been expected to have been completed, a severe winter added to the difficulties; the Bridgewater Canal, the company's only source of income, was closed after a fall of ice. The company decided to take over the contracting work and bought all the on-site equipment for £400,000. Some railway companies, whose bridges had to be modified to cross the canal, demanded compensation. The London and North Western Railway and Great Western Railway refused to cooperate, and between them, they demanded about £533,000 for the inconvenience. The Ship Canal Company was unable to demolish the older, low railway bridges until August 1893, when the matter went to arbitration. The railway companies were awarded just over £100,000, a fraction of their combined claims.
By the end of 1891, the ship canal was open to shipping as far as Saltport, the name given to wharves built at the entrance to the Weaver Navigation. The success of the new port was a source of consternation to merchants in Liverpool, who suddenly found themselves cut out of the trade-in goods such as timber, and a source of encouragement to shipping companies, who began to realise the advantages an inland port would offer. Saltport was rendered useless when the ship canal was completely filled with water in November 1893. The Manchester Ship Canal Police were formed the following month, and the canal opened to its first traffic on 1 January 1894. On 21 May, Queen Victoria performed the official opening, the last of three royal visits she made to Manchester. During the ceremony she knighted the Mayor of Salford, William Henry Bailey, and the Lord Mayor of Manchester, Anthony Marshall; Edward Leader Williams was knighted on 2 July by letters patent.
The ship canal took six years to complete at a cost of just over £15 million, equivalent to about £1.65 billion in 2011. It is still the longest river navigation canal and remains the world's eighth-longest ship canal, only slightly shorter than the Panama Canal in Central America. More than 54 million cubic yards (41,000,000 m3) of material were excavated, about half as much as was removed during the building of the Suez Canal. An average of 12,000 workers were employed during construction, peaking at 17,000. Regular navvies were paid 4+1⁄2d per hour for a 10-hour working day, equivalent to about £16 per day in 2010. In terms of machinery, the project made use of more than 200 miles (320 km) of temporary rail track, 180 locomotives, more than 6000 trucks and wagons, 124 steam-powered cranes, 192 other steam engines, and 97 steam excavators. Major engineering landmarks of the scheme included the Barton Swing Aqueduct, the first swing aqueduct in the world, and a neighbouring swing bridge for road traffic at Barton, both of which are now Grade II\* listed structures. In 1909 the canal's depth was increased by 2 feet (0.61 m) to 28 feet (8.5 m), equalling that of the Suez Canal.
### Operational history
The Manchester Ship Canal enabled the newly created Port of Manchester to become Britain's third-busiest port, despite the city being about 40 miles (64 km) inland. Since its opening in 1894, the canal has handled a wide range of ships and cargos, from coastal vessels to intra-European shipping and intercontinental cargo liners. The first vessel to unload its cargo on the opening day was the Pioneer, belonging to the Co-operative Wholesale Society (CWS), which was also the first vessel registered at Manchester; the CWS operated a weekly service to Rouen.
Manchester Liners established regular sailings by large ocean-going vessels. In late 1898 the Manchester City, at 7,698 gross tons, became the largest vessel to reach the terminal docks. Carrying cattle and general cargo, it was met by the Lord Mayor of Manchester and a large welcoming crowd. In 1968 Manchester Liners converted its fleet to container vessels only. To service them it built two dedicated container terminals next to No. 9 Dock. The four container vessels commissioned that year, each of 11,898 gross tons, were the largest ever to make regular use of the terminal docks at Salford. In 1974 the canal handled 2.9 million long tons (3.25 million short tons) of dry cargo, 27 per cent of which was carried by Manchester Liners. The dry tonnage was, and is still, greatly supplemented by crude and refined oil products transported in large tanker ships to and from the Queen Elizabeth II Dock at Eastham and the Stanlow Refinery just east of Ellesmere Port, and also in smaller tankers to Runcorn. The limitations imposed by the canal on the maximum size of container vessel meant that by the mid-1970s Manchester Liners was becoming uncompetitive; the company sold its last ship in 1985. Mersey Ferry operate the river cruise along Manchester Ship Canal.
The amount of freight carried by the canal peaked in 1958 at 18 million long tons (20 million short tons), but the increasing size of ocean-going ships and the port's failure to introduce modern freight-handling methods resulted in that headline figure dropping steadily, and the closure of the docks in Salford in 1984. Total freight movements on the ship canal were down to 7.56 million long tons (8.47 million short tons) by 2000, and further reduced to 6.60 million long tons (7.39 million short tons) for the year ending September 2009.
The maximum length of vessel currently accepted is 530 feet (161.5 m) with a beam of 63.5 feet (19.35 m) and a maximum draft of 24 feet (7.3 m). By contrast the similarly sized Panama Canal, completed a few years after the Manchester Ship Canal, was able to accept ships of up to 950 feet (289.6 m) in length with a beam of 106 feet (32.31 m). Since June 2016, the Panama Canal has been able to handle vessels of 1,201 feet (366 m) in length with a beam of 161 feet (49 m) and a draft of 50 feet (15.2 m), and cargo capacity up to . Ships passing under the Runcorn Bridge have a height restriction of 70 feet (21 m) above normal water levels.
## Present day
In 1984 Salford City Council used a derelict land grant to purchase the docks at Salford from the Ship Canal Company, rebranding the area as Salford Quays. Principal developers Urban Waterside began redevelopment work the following year, by which time traffic on the canal's upper reaches had declined to such an extent that its owners considered closing it above Runcorn. In 1993 the Ship Canal Company was acquired by Peel Holdings; as of 2014 it is owned and operated by Peel Ports, which also owns the Port of Liverpool. The company announced a £50 billion Atlantic Gateway plan in 2011 to develop the Port of Liverpool and the Manchester Ship Canal as a way of combating increasing road congestion. Their scheme involves the construction of a large distribution centre to be named Port Salford and an additional six sites along the canal for the loading and unloading of freight. Peel Ports predict that the number of containers transported along the canal could increase from the 8,000 carried in 2010 to 100,000 by 2030.
## Route
### Geography
From Eastham, the canal runs parallel to, and along the south side of the Mersey estuary, past Ellesmere Port. Between Rixton east of the M6 motorway's Thelwall Viaduct and Irlam, the canal joins the Mersey; thereafter it roughly follows the route the river used to take. At the confluence of the Mersey and Irwell near Irlam, the canal follows the old course of the River Irwell into Manchester.
### Locks, sluices and weirs
Vessels travelling to and from the terminal docks, which are 60 feet (18 m) above sea level, must pass through several locks. Each set has a large lock for ocean-going ships and a smaller, narrower lock for vessels such as tugs and coasters. The entrance locks at Eastham on the Wirral side of the Mersey, which seal off the tidal estuary, are the largest on the canal. The larger lock is 600 feet (180 m) long by 80 feet (24 m) wide; the smaller lock is 350 feet (110 m) by 50 feet (15 m). Four additional sets of locks lie further inland, 600 feet (180 m) long and 65 feet (20 m) wide and 350 feet (110 m) by 45 feet (14 m) for the smaller lock; each has a rise of approximately 15 feet (4.6 m). The locks are at Eastham; Latchford, near Warrington; Irlam; Barton near Eccles and Mode Wheel, Salford.
Five sets of sluices and two weirs are used to control the canal's depth. The sluices, located at Mode Wheel Locks, Barton Locks, Irlam Locks, Latchford Locks and Weaver Sluices, are designed to allow water entering the canal to flow along its length in a controlled manner. Each consists of a set of mechanically driven vertical steel roller gates, supported by masonry piers. Originally, manually operated Stoney Sluices were used; these were replaced in the 1950s by electrically driven units, with automation technology introduced from the late 1980s. The sluices are protected against damage from drifting vessels by large concrete barriers. Stop logs can be inserted by roving cranes, installed upstream of each sluice; at Weaver Sluices, accessed by boat, this task is performed by a floating crane.
Woolston Siphon Weir, built in 1994 to replace an earlier structure and located on an extant section of the Mersey near Latchford, controls the amount of water in the Latchford Pond by emptying canal water into the Mersey. Howley Weir controls water levels downstream of Woolston Weir. Further upstream, Woolston Guard Weir enables maintenance to be carried out on both.
### Docks and wharfs
Seven terminal docks were constructed for the opening of the canal. Four small docks were located on the south side of the canal near Cornbrook, within the Borough of Stretford: Pomona Docks No. 1, No. 2, No. 3, and No. 4. The three main docks, built primarily for large ocean-going vessels, were in Salford, to the west of Trafford Road on the north bank of the canal, docks No. 6, No. 7, and No. 8. In 1905, No. 9 Dock was completed on the same site. Dock No. 5, known as Ordsall Dock, was part of Pomona Docks, but was dug on the Salford side of the river; it was never completed and was filled in around 1905.
Pomona Docks have also been filled in except for the still intact No. 3 Dock, and are largely derelict. A lock at No. 3 Dock connects it to the nearby Bridgewater Canal at the point where the two canals run in parallel. The western four docks have been converted into the Salford Quays development; ships using the Manchester Ship Canal now dock at various places along the canal side such as Mode Wheel (Salford), Trafford Park, and Ellesmere Port. Most ships have to terminate at Salford Quays, although vessels capable of passing under Trafford Road swing bridge (permanently closed in 1992) can continue up the River Irwell to Hunts Bank, near Manchester Cathedral.
In 1893 the Ship Canal Company sold a parcel of land just east of the Mode Wheel Locks to the newly established Manchester Dry Docks Company. The graving docks were constructed adjacent to the south bank of the canal, and a floating pontoon dock was built nearby. Each of the three graving docks could accommodate ocean-going ships of up to 535 feet (163.1 m) in length and 64 feet (19.5 m) in beam, equivalent to vessels of 8,000 gross tons. Manchester Liners acquired control of the company in 1974, to ensure the availability of facilities for the repair of its fleet of ships.
### Trafford Park
Two years after the opening of the ship canal, financier Ernest Terah Hooley bought the 1,183-acre (4,790,000 m<sup>2</sup>) country estate belonging to Sir Humphrey Francis de Trafford for £360,000 (£ in 2009). Hooley intended to develop the site, which was close to Manchester and at the end of the canal, as an exclusive housing estate, screened by woods from industrial units constructed along the 1.5-mile (2.4 km) frontage onto the canal.
With the predicted traffic for the canal slow to materialise, Hooley and Marshall Stevens (the general manager of the Ship Canal Company) came to see the benefits that the industrial development of Trafford Park could offer to both the ship canal and the estate. In January 1897 Stevens became the managing director of Trafford Park Estates, where he remained until 1930, latterly as its joint chairman and managing director.
Within five years Trafford Park, Europe's largest industrial estate, was home to forty firms. The earliest structures on the canal side were grain silos; the grain was used for flour and as ballast for ships carrying raw cotton. The wooden silo built opposite No.9 Dock in 1898 (destroyed in the Manchester Blitz in 1940) was Europe's largest grain elevator. It had a capacity of 40,000 tons and its automatic conveying and spouting system could distribute grain into 226 bins. The CWS bought land on Trafford Wharf in 1903, where it opened a bacon factory and a flour mill. In 1906 it bought the Sun Mill, which it extended in 1913 to create the UK's largest flour mill, with its own wharf, elevators and silos.
Inland from the canal the British Westinghouse Electric Company bought 11 per cent of the estate. Westinghouse's American architect Charles Heathcote was responsible for much of the planning and design of their factory, which built steam turbines and turbo generators. By 1899 Heathcote had also designed fifteen warehouses for the Manchester Ship Canal Company.
### Manchester Ship Canal Railway
During construction, a year after the death of Walker, the directors of the canal company and Walker's trustees came to an agreement for the canal company to take ownership of the construction assets. These included the more than 200 miles (320 km) of temporary rail track, 180 locomotives and more than 6,000 trucks and wagons. These formed the basis of the Manchester Ship Canal Railway, which became the largest private railway in the United Kingdom.
The construction railway followed the route of the former River Irwell. To bring in construction materials, the construction railway had a connection to the Cheshire Lines Committee (CLC) east of Irlam railway station. Every month this allowed more than 10,000 tons of coal and 8,000 tons of cement to be delivered to sites along the canal excavation. All existing railway companies with lines along the route had been given notice that their lines had to either be abandoned by a given date or raised to give a minimum of 75 feet (23 m) clearance with all deviation construction costs to be paid by the MSC. The CLC Glazebrook to Woodley mainline passed over the River Mersey at Cadishead and so they decided to build a deviation. Construction of the Cadishead Viaduct began in 1892, approached via earth banks, with two brick arches accessing a multi-lattice iron girder centre span of 120 feet (37 m) in length. It opened to freight on 27 February 1893 and to passenger traffic on 29 May 1893. Following the withdrawal of passenger services in 1964, the line became freight only. When expensive repairs to the viaduct were needed in the early 1980s British Rail opted to close it, together with the line to Glazebrook.
At the end of construction, the canal company left in place the original construction railway route, and eventually developed track along 33 miles (53 km) of the canal's length, mainly to its north bank. Built and operated mainly as a single-track line, the busiest section from Weaste Junction through Barton and Irlam, to Partington was all double-tracked. The railway's access to Trafford Park was over the double-tracked Detroit Swing Bridge, which after closure of the MSC Railway in 1988 was floated down the canal to be placed in Salford Quays. The only major deviation was to allow construction of the CWS Irlam soap works and the adjacent Partington Steel & Iron Co. works at Partington (both of which had their own private railways and locomotives), with the MSC Railway's deviation route pushed south to run alongside the canal's north bank and under the Irlam viaduct. The canal company also developed large complexes of sidings along the route, built to service freight to and from the canal's docks and nearby industrial estates, especially at: Salford Docks; Trafford Park; Partington North Coaling Basin (both sides of the canal); Glazebrook sidings; and a small but busy marshalling yard east of Irlam locks. Unlike most other railway companies in the UK it was not nationalised in 1948, and at its peak it had 790 employees, 75 locomotives, 2,700 wagons and more than 230 miles (370 km) of track.
The MSC Railway was able to receive and despatch goods trains to and from all the UK's mainline railway systems, using connecting junctions at three points in the terminal docks. Two were to the north of the canal, operated by the Lancashire and Yorkshire Railway and the London and North Western Railway. The third was to the south, operated by the Cheshire Lines Committee (CLC), whereby the MSC Railway had taken over the old and abandoned route of the CLC, giving them a monopoly on traffic to the new soap works and steel mill.
The MSC Railway's steam locomotives were designed to negotiate the tight curves of the sidings and industrial tracks on which they ran. Originally specifying 0-4-0 wheel arrangements, later 0-6-0 locomotives – purchased to cope with increasing traffic and loads – had flangeless centre axles, whilst the coupling rods had a hinged central section that permitted several inches of lateral play. A long term user of Hudswell Clarke, from their steam through to diesel locomotives, like many industrial railways later motive power was often provided by the purchase of refurbished former "big-four" operated types, with the advantage that crew were readily available to operate them. Post-WWII purchases included several war-surplus Hunslet 'Austerity' 0-6-0 saddle tanks; the last steam locomotive types purchased for the MSC Railway. A fleet of diesel locomotives was bought between 1959 and 1966, including 18 0-4-0 diesels from the Rolls-Royce-owned Sentinel Waggon Works from 1964 to 1966. These enabled the MSC Railways to complete its conversion from steam on 6 July 1966, more than two years before British Railways.
However, as transshipment costs increased, and unprocessed bulk cargoes decreased in volume, the economics of road transport resulted in a gradual dwindling of traffic on the MSC Railway system, and hence contraction in the MSC Railway itself. Traffic reduction was added to by the 1969 closure of the CWS Irlam soap works; post nationalisation British Steel Corporation building their own line to Glazebrook to junction with BR; and severe reductions in traffic of ICI's soda ash trains, British Tar Products and reduced domestic coal consumption. With the remaining engines stationed at Ellesmere Port and Stanlow, maintenance on the line from Irlam through to Partington was halted in late summer 1977, and all through traffic except engineering trains stopped on 21 December 1977. The through-line was officially closed to all traffic in 1978, but many of the sidings complexes remained; the last operational section of the MSC Railway, at Trafford Park, closed on 30 April 2009.
### Other features on the banks
At Ellesmere Port the canal is joined by the Shropshire Union Canal, at a site now occupied by the National Waterways Museum. The area formerly consisted of a 7-acre (2.8 ha) canal port linking the Shropshire Union Canal to the River Mersey. Designed by Thomas Telford, it remained operational until the 1950s. It was a "marvellously self-contained world" with locks, docks, warehouses, a blacksmith's forge, stables, and cottages for the workers. Its Island Warehouse was built in 1871 to store grain. A few miles from Ellesmere Port, at Weston Point, near Runcorn, the ship canal also connects with the Weaver Navigation.
## Crossings
Significant crossings of the Canal include:
- Runcorn Railway Bridge
- Silver Jubilee Bridge
- Mersey Gateway Bridge
- M6 motorway
- Warburton Toll Bridge
- Hulme Bridge Ferry between Irlam and Flixton
- M60 motorway
- Barton Swing Aqueduct and Barton Road Swing Bridge
- Latchford Viaduct which carried the Warrington and Stockport Railway over the canal until 1985. Since then has been closed but the viaduct including the lines remain in situ.
## Ecology
The quality of water in the ship canal is adversely affected by several factors. The high population density of the Mersey Basin has, historically, placed heavy demands on sewage treatment and disposal. Industrial and agricultural discharges into the Irwell, Medlock, and Irk rivers are responsible for industrial contaminants found in the canal. Matters have improved since 1990 when the National Rivers Authority found the area between Trafford Road Bridge and Mode Wheel Locks to be "grossly polluted". The water was depleted of dissolved oxygen, which in the latter half of the 20th century often resulted in toxic sediments normally present at the bottom of the turning basin in what is now Salford Quays rising to the surface during the summer months, giving the impression of solid ground. Previously, only roach and sticklebacks could be found in the canal's upper levels, and then only during the colder parts of the year, but an oxygenation project implemented at Salford Quays from 2001, together with the gradual reduction of industrial pollutants from the Mersey's tributaries, has encouraged the migration into the canal of fish populations from further upstream. The canal's water quality remains low, with mercury and cadmium in particular present at "extremely high levels". Episodic pollution and a lack of habitat remain problems for wildlife, although in 2005, for the first time in living memory, salmon were observed breeding in the River Goyt (a part of the Mersey's catchment). In 2010 the Environment Agency issued a report concluding that the canal "does not pose a significant barrier to salmon movement or impact on migratory behaviours".
Despite the canal's poor water quality there are several nature reserves along its banks. Wigg Island, a former brownfield site east of Runcorn, contains a network of public footpaths through newly planted woodlands and meadows. Wildlife includes multiple butterfly and dragonfly species, kestrels, swallows and house martins. Further upstream the 200-acre (81 ha) Moore Nature Reserve, which is bisected by the de-watered Runcorn to Latchford Canal, comprises lakes, woodland and meadows. The reserve is open to the public and contains a number of bird hides, from which native owls and woodpeckers may be viewed. Near Thelwall, Woolston Eyes (a corruption of the Saxon Ees), is a Site of Special Scientific Interest. It is used as a deposit for canal dredgings and is a habitat for many species of bird, including black-necked grebes, grasshopper warblers, blackcaps and common whitethroats. Great crested newts and adders are present, and local flora includes orchids and broad-leaved helleborines. Diving ducks are regular visitors to Salford Quays, where species such as pochard and tufted ducks feed on winter nights.
## See also
- Canals of the United Kingdom
- History of the British canal system
- Waterways in the United Kingdom |
48,967,297 | German destroyer Z39 | 1,136,388,642 | German destroyer during World War II | [
"1941 ships",
"Destroyers of the United States Navy",
"Ships built in Kiel",
"Type 1936A-class destroyers"
]
| The Z39 was a Type 1936A (Mob) destroyer built for Germany's Kriegsmarine during World War II. She was laid down in August 1940 and completed three years later. Her anti-aircraft armament was increased extensively during the war. Z39 served with the 6th Destroyer Flotilla her entire German career, which she spent escorting transports in the Baltic Sea, laying mines, and bombarding land forces. The destroyer served the navies of a total of three different countries: from 1943 to 1945 with the Kriegsmarine as Z39, from 1945 to 1947 with the US Navy as DD-939, and from 1948 to 1964 with the French Navy as Q-128.
Throughout her German service, the ship laid numerous barrages (explosives concentrated over a wide area) of mines in the Baltic Sea and bombarded Soviet forces several times. In the last months of the war, Z39 helped escort steamships that were evacuating German soldiers and civilians from Eastern Europe to Denmark. Z39 was damaged twice, once by Soviet planes while in Paldiski and then by British planes while in Kiel. At the end of the war, the destroyer was transferred to the United States Navy. It conducted experiments testing her equipment—her high-pressure steam propulsion plant in particular. After the US Navy deemed her obsolete, the ship was transferred to the French Navy, where she was cannibalized for parts, and made into a pontoon boat for minesweepers.
## Background
### Interbellum
Following the end of World War I Germany signed the Treaty of Versailles, which put strict limits both on the size and displacement of warships that she could possess. During the Interbellum, the period between the first and second world wars, the average size of Allied ships and their armaments in almost all warship categories grew substantially. As a result of the treaty, Germany felt that her ships could not compete with those of the Allied navies and began to ignore the treaty, at first covertly, and later openly after Hitler, the Führer (dictator) of Nazi Germany, publicly denounced it in March 1935. The displacements of all German ships at the time were purposefully understated to have their official sizes comply with the treaty. At first, these changes were made with the goal of being able to match or exceed French and Polish destroyers, but later it was necessary that these destroyers be able to match British destroyers, a much more difficult goal.
Due to the comparatively small number of German shipyards, compared to the British or French, Germany adopted a policy of over-arming her destroyers to compensate for their low numbers, so that they bore similar armament to French and Polish light cruisers. Several negative consequences resulted from this, such as making them slower and overweight. Although German heavy destroyers matched British light cruisers in armament, they were much less seaworthy and had far worse facilities for control and use of their guns.
### Plan Z
Plan Z was a German naval rearmament plan that started in 1939, and involved building ten battleships, four aircraft carriers, twelve battlecruisers, three pocket battleships, five heavy cruisers, forty-four light cruisers, sixty-eight destroyers, and 249 submarines. These ships were to form two battle fleets: a "Home Fleet" to tie down the British war fleet in the North Sea, and a "Raiding Fleet" to wage war upon British convoys. Erich Raeder, the Grand Admiral of the Kriegsmarine, was assured by Hitler that war would not start until at least 1945. Raeder had wanted the deadline for the completion of Plan Z to be extended to 1948, but Hitler insisted on 1945, although Hitler privately wanted to be at war with the Anglo-French alliance by 1942. World War II began in 1939, meaning that very few of Germany's heavy ships would be finished at that point. Germany's main naval opponents were France and England. Compared to the number of ships Germany had upon entry into the war (in parentheses) they had: 22 battleships (two), seven carriers (none), 22 heavy cruisers (four), 61 light cruisers (six), 255 destroyers (34), 135 submarines (57, of which less than half could actually serve in the Atlantic or the North Sea). Due to the clear advantage her enemies had, Raeder remarked that the Kriegsmarine could not hope to win, and thus the only course for them was to "die valiantly".
### Destroyer function
The function of the destroyer was defined by its evolution: around the 1870s, nations that could not directly threaten Great Britain's navy began to invest in torpedo boats, small and agile ships which used their torpedoes to deliver enough damage to pose a tactical issue to enemy fleets. Near the turn of the 20th century, British and German torpedo boats grew in size to the point of creating a separate line of sea-going torpedo craft, "torpedo boat destroyers", or simply destroyers, designed in part to counter torpedo boats themselves. Experience in World War I showed that destroyers very rarely engaged capital ships, but more often fought other destroyers and submarines; because of this, destroyers were partially re-focused towards escort and anti-submarine services. During the war, they were used as "maids of all work", fulfilling virtually every role to some degree, and, unlike capital ships, which rarely left port during the war, served in numerous operations. By the end of the war, destroyers were perceived as one of the most useful classes of ships.
During World War II, destroyers served essentially the three basic functions they had in World War I: to act as screening ships to defend their fleets from those of an enemy, to attack an enemy's screening ships, and to defend their fleet from submarines. However, there was an increased desire to introduce anti-aircraft measures to the destroyers, although many nations struggled to do so effectively. How destroyers were actually used varied by country. Germany did not use her destroyers to defend against submarines, hence their lack of strong anti-submarine armament. Germany relied on a massive fleet of trawlers that had been requisitioned and refitted as minelayers instead. British destroyers were built for escorting fleets, defending them from enemy planes and sinking submarines. German destroyers were built to escort fleets, or act as torpedo boats. The role of the destroyer began to vary more widely as World War II progressed, with five parallel evolutions: the all-purpose destroyer (all countries), the anti-submarine destroyer (United States and United Kingdom), the anti-aircraft destroyer (Japan and the United Kingdom), the small destroyer (Germany and Italy), and the super-large destroyer (France).
## Design and armament
Z39 was of the Type 1936A (Mob) destroyer class. She was 121.9 metres (400 ft) long at the waterline and 127 metres (417 ft) long overall, had a beam of 12 metres (39 ft), and a draught of 4 metres (13 ft). The destroyer had a displacement of 2,519 tonnes (2,479 long tons; 2,777 short tons) at standard load, and 3,691 tonnes (3,633 long tons; 4,069 short tons) at full load. Her crew complement was 332.
Before Project Barbara modifications to improve the anti-aircraft capabilities of German ships, the ship was armed with: seven 2 cm (0.8 in) anti-aircraft (AA) guns, two twin 3.7 cm SK C/303.7 cm (1.5 in) anti-aircraft guns, a twin 15-centimetre (5.9 in) L/48 gun on a forward turret, two single 15-centimetre (5.9 in) L/48 guns in a gunhouse aft, two quadruple 53.3 cm (21 in) torpedo tubes, and 60 mines. Z39 had the Greek coat of arms on either side of her 15-centimetre (6 in) twin turret. After the modifications, the destroyer carried eighteen 2 cm (0.8 in) and fourteen twin 3.7 cm (1.5 in) guns; the rest of her armament remained unchanged.
Her propulsion system consisted of six Wagner water-tube boilers that generated and fed high-pressure superheated steam (at 70 atm (1,029 psi; 7,093 kPa) and 450 °C (842 °F)) to two sets of Wagner geared steam turbines. These gave the ship a rated power of 70,000 shaft horsepower (52,000 kW), and a top speed of 38.5 knots (71.3 km/h; 44.3 mph). She had a range of 2,239 nautical miles (4,147 km; 2,577 mi), at her cruising speed of 19 knots (35 km/h; 22 mph).
Z39's sensor suite housing included a FuMO 21 radar that was placed on the ship's bridge and four FuMB4 Sumatra aerials on the foremast searchlights. The ship also had several other radars and radar detectors, including a FuMB 3 Bali and FuMO 81 Berlin-S on her masthead and a FuMO 63 Hohentweil K. She also had a degaussing cable that wrapped around the entire ship, but was covered by her spray deflector.
## Service history
Z39 was ordered on 26 June 1939, laid down by Germaniawerft at Yard G629 in Kiel on 15 August 1940, launched on 2 December 1941 and was commissioned on 21 August 1943. Her commissioning had been delayed by lengthy construction times, and Z39 was not fully operational until 7 January 1944. There were a number of reasons for these construction issues. The small number of German shipyards forced the Kriegsmarine to prioritize construction, inexperienced naval engineers, and the lack of workers. At some point between her launching and commissioning, she was modified under Project Barbara, with the addition of three pairs of 3.7 cm (1.5 in) anti-aircraft guns, one pair forward of her bridge, one pair abreast after her funnel, and one pair abreast forward of her funnel. The ship had one pair of single 3.7 cm (1.5 in) guns added to her after funnel platform. The destroyer had a pair of twin 2 cm (0.8 in) guns added to her bridge wings. She had a pair of quadruple 2 cm (0.8 in) guns and a pair of single 2 cm (0.8 in) guns added to an extended deckhouse at the No. 3 gun position. After her commissioning, the ship began minelaying operations in the Skagerrak and the Kattegat until March 1944 when she was transferred to Reval off the Gulf of Finland.
### German service
After the move to Reval, she served in the 6th Destroyer Flotilla, alongside the German destroyers Z25, Z28, and Z35. Between 12 and 13 February Z39 laid mines in the "Dorothea A" barrage, along with two other destroyers and three minelayers. On 10 March, she took part in minelaying operations along with two other destroyers. Between 11 and 12 March, she bombarded Soviet forces near Narva-Jõesuu. From 13 March to 22 April, the destroyer took part in six different minelaying operations. One such operation lasted from 13 to 14 April, in which Z39, two other destroyers, and six minelayers laid the "Seeigel 6b" mine barrage south of Suur Tytärsaari. From 16 to 17 April, Z39, two other destroyers, and six minelayers laid the "Seeigel 3b" barrage off of Vigrund Island in Narva Bay. A smokescreen was laid during the operation to prevent the ships from being shelled by Soviet coastal artillery. An operation from 21 to 22 April, involving Z39, two other destroyers, and six minelayers was canceled midway after one of the minelayers hit a mine and sank. From 23 to 24 April, Z39, two other destroyers and eight minelayers laid the "Seeigel 7b/3" barrage in Narva Bay. From 25 to 26 April Z39, two other destroyers and nine minelayers laid the "Seeigel 8b" barrage southwest of Suur Tyärsaari. During the operations between 13 and 26 April, a total of 2,831 mines and 1,174 sweep detonators were laid.
On 23 June of the same year, Z39 was damaged by Soviet bombers while moored off of Paldiski and was escorted to Libau by Z28. After reaching Libau on 29 June, Z39 made her way to Kiel for repairs by way of the Piast Canal near Swinemünde. While in port at Kiel on 24 July, she was hit by a bomb when the British Royal Air Force bombed Kiel Harbor, causing damage to the quarterdeck which required her to be towed back to Swinemünde. Z39 was repaired using parts cannibalised from Z44 and Z45. Z44 was damaged in an air raid on 29 July at Bremen and sunk yet her superstructure remained above water and Z45 was being built. Z39 was repaired enough to be seaworthy on 28 February 1945 and was ordered to sail to Copenhagen for extensive repairs, however, due to Nazi Germany's shortage of fuel, she sailed to Sassnitz instead. At this time, the Kriegsmarine, which had always dealt with shortages of oil, reached critically low levels of oil supply. On 25 March, the repairs on Z39 were finished while the ship was in Swinemünde; she resumed operations on 1 April. From 5 April to 7 April, she escorted transports and some of Task Force Thiele around the Bay of Danzig. From 8 April to 9 April, Z39 provided naval gunfire support for the German army. On 10 April she and T33 (a torpedo boat) escorted the German destroyer Z43, which had sustained damage from both mines and bombs, to Warnemünde and Swinemünde.
From 1944, German surface ships were called upon to provide support for Army Group North along the Baltic Sea coast. This often involved shelling land targets for which the German ship crews had no training. This tactical use of cruisers, destroyers, and torpedo boats was difficult in the restrictive waterways of the Baltic, but despite these difficulties, it justified the continued existence of the surface fleet. The Soviet Union's ongoing advances along the east Baltic coast also spurred this change. From the spring of 1945 to near the end of the war, the surface forces of the Kriegsmarine became almost entirely focused upon resupplying and supporting garrisons along the Baltic Coast. After March 1945 the Kriegsmarine embarked upon the task of evacuating hundreds of thousands of civilians and soldiers from the east ahead of the Soviet forces, which were rapidly pushing westward. Z39 took part in a number of these evacuation operations. On 15 April, Z39 with two other destroyers and four torpedo boats escorted the German steamships Matthias Stinnes, Eberhart Essberger, Pretoria and Askari to Copenhagen with 20,000 refugees. On 2 May, she shelled Soviet Army forces from the Oder estuary. On 3 May, she and the battleship Schlesien moved to protect the bridge across the Peene river at Wolgast. After Schlesien hit a mine near Greifswalder Oie on the same day, Z39 towed her to Swinemünde, where Schlesien was deliberately grounded. The ship was placed so that her guns could fire on and defend roads leading into the city. A day later, Z39, three other destroyers, one torpedo boat, one ship's tender, one auxiliary cruiser, one anti-aircraft ship, and five steamer ships, sailed for Copenhagen, taking 35,000 wounded soldiers and refugees with them. Germany surrendered on 8 May, however some units still continued to evacuate. On 8 May, Z39, six other destroyers and five torpedo boats set sail with 20,000 soldiers and civilians from Hela to Glücksburg, and they arrived on 9 May. Following the German surrender, she was decommissioned at Kiel from the Kriegsmarine on 10 May 1945.
### American and French service
At some unknown point after the war ended, Z39 sailed with a mixed German and British crew to Wilhelmshaven and then to Plymouth, England on 6 July 1945. The US claimed her as a prize ship on 12 July. She left England on 30 July, and arrived in Boston on 7 August where on 14 September, after extensive trials, the destroyer was commissioned into the US Navy as DD-939. She was used by the US Navy to test her equipment, namely her high-pressure steam propulsion plant. In November 1947, the US Navy deemed her obsolete, and transferred her to the French Navy. After arriving in Casablanca in January 1948, she sailed to Toulon, where DD-939 was redesignated as Q-128, and was later cannibalized for her parts, which were used to repair the French destroyers Kléber (ex-Z6 Theodor Riedel), Hoche (ex-Z25), and Marceau (ex-Z31). There was an unsuccessful push to have her restored to working condition at some point in her French service. Q-128 served as a pontoon for minesweepers near Brest until the ship was broken up in 1964. |
53,787 | Taiwanese indigenous peoples | 1,172,933,105 | Indigenous peoples of Taiwan | [
"Ancient peoples of Asia",
"Austronesian culture",
"Ethnic groups in Taiwan",
"Headhunting",
"Indigenous peoples of East Asia",
"Taiwanese culture",
"Taiwanese indigenous peoples"
]
| Taiwanese indigenous peoples, also known as Native Taiwanese, Formosan peoples, Austronesian Taiwanese, Yuanzhumin or Gaoshan people, and formerly as Taiwanese aborigines, are the indigenous peoples of Taiwan, with the nationally recognized subgroups numbering about 569,000 or 2.38% of the island's population. This total is increased to more than 800,000 if the indigenous peoples of the plains in Taiwan are included, pending future official recognition. When including those of mixed ancestry, such a number is possibly more than a million. Academic research suggests that their ancestors have been living on Taiwan for approximately 6,500 years. A wide body of evidence suggests that the Taiwanese indigenous peoples had maintained regular trade networks with numerous regional cultures of Southeast Asia before the Han Chinese colonists began settling on the island from the 17th century, at the behest of the Dutch colonial administration and later by successive governments towards the 20th century.
Taiwanese indigenous peoples are Austronesians, with linguistic, genetic and cultural ties to other Austronesian peoples. Taiwan is the origin and linguistic homeland of the oceanic Austronesian expansion, whose descendant groups today include the majority of the ethnic groups throughout many parts of East and Southeast Asia as well as Oceania and even Africa which includes Brunei, East Timor, Indonesia, Malaysia, Madagascar, Philippines, Micronesia, Island Melanesia and Polynesia. The Chams and Utsul of contemporary central and southern Vietnam and Hainan respectively are also a part of the Austronesian family.
For centuries, Taiwan's indigenous inhabitants experienced economic competition and military conflict with a series of colonizing newcomers. Centralized government policies designed to foster language shift and cultural assimilation, as well as continued contact with the colonizers through trade, inter-marriage and other intercultural processes, have resulted in varying degrees of language death and loss of original cultural identity. For example, of the approximately 26 known languages of the Taiwanese indigenous peoples – collectively referred to as the Formosan languages – at least ten are now extinct, five are moribund and several are to some degree endangered. These languages are of unique historical significance since most historical linguists consider Taiwan to be the original homeland of the Austronesian language family.
Due to discrimination or repression throughout the centuries, the indigenous peoples of Taiwan have experienced economic and social inequality, including a high unemployment rate and substandard education. Some indigenous groups today continue to be unrecognized by the government. Since the early 1980s, many indigenous groups have been actively seeking a higher degree of political self-determination and economic development. The revival of ethnic pride is expressed in many ways by the indigenous peoples, including the incorporation of elements of their culture into cultural commodities such as cultural tourism, pop music and sports. Taiwan's Austronesian speakers were formerly distributed over much of the Taiwan archipelago, including the Central Mountain Range villages along the alluvial plains, as well as Orchid Island, Green Island, and Liuqiu Island.
The bulk of contemporary Taiwanese indigenous peoples mostly reside both in their traditional mountain villages as well as increasingly in Taiwan's urban areas. There are also the plains indigenous peoples, which have always lived in the lowland areas of the island. Ever since the end of the White Terror, some efforts have been under way in indigenous communities to revive traditional cultural practices and preserve their distinct traditional languages on the now Han Chinese majority island and for the latter to better understand more about them. The Austronesian Cultural Festival in Taitung City is one means by which community members promote indigenous culture. In addition, several indigenous communities have become extensively involved in the tourism and ecotourism industries with the goal of achieving increased economic self-reliance and maintaining cultural integration.
## Terminology
For most of their recorded history, Taiwanese indigenous peoples have been defined by the agents of different Confucian, Christian and Nationalist "civilizing" projects, with a variety of aims. Each "civilizing" project defined the aborigines based on the "civilizer's" cultural understandings of difference and similarity, behavior, location, appearance and prior contact with other groups of people. Taxonomies imposed by colonizing forces divided the aborigines into named subgroups, referred to as "tribes". These divisions did not always correspond to distinctions drawn by the aborigines themselves. However, the categories have become so firmly established in government and popular discourse over time that they have become de facto distinctions, serving to shape in part today's political discourse within the Republic of China (ROC), and affecting Taiwan's policies regarding indigenous peoples.
The Han sailor Chen Di, in his Record of the Eastern Seas (1603), identifies the indigenous people of Taiwan as simply "Eastern Savages" (東番; Dongfan), while the Dutch referred to Taiwan's original inhabitants as "Indians" or "blacks", based on their prior colonial experience in what is currently Indonesia.
Beginning nearly a century later, as the rule of the Qing Empire expanded over wider groups of people, writers and gazetteers recast their descriptions away from reflecting degree of acculturation, and toward a system that defined the aborigines relative to their submission or hostility to Qing rule. Qing used the term "raw/wild/uncivilized" () to define those people who had not submitted to Qing rule, and "cooked/tamed/civilized" () for those who had pledged their allegiance through their payment of a head tax. According to the standards of the Qianlong Emperor and successive regimes, the epithet "cooked" was synonymous with having assimilated to Han cultural norms, and living as a subject of the Empire, but it retained a pejorative designation to signify the perceived cultural lacking of the non-Han people. This designation reflected the prevailing idea that anyone could be civilized/tamed by adopting Confucian social norms.
As the Qing consolidated their power over the plains and struggled to enter the mountains in the late 19th century, the terms Pingpu (Píngpǔzú; 'Plains peoples') and Gaoshan (Gāoshānzú; 'High Mountain peoples') were used interchangeably with the epithets "civilized" and "uncivilized". During Japanese rule (1895–1945), anthropologists from Japan maintained the binary classification. In 1900 they incorporated it into their own colonial project by employing the term Peipo for the "civilized tribes", and creating a category of "recognized tribes" for the aborigines who had formerly been called "uncivilized". The Musha Incident of 1930 led to many changes in aboriginal policy, and the Japanese government began referring to them as .
The latter group included the Atayal, Bunun, Tsou, Saisiat, Paiwan, Puyuma, and Amis peoples. The Tao (Yami) and Rukai were added later, for a total of nine recognized peoples. During the early period of Chinese Nationalist Kuomintang (KMT) rule the terms Shandi Tongbao () "mountain compatriots" and Pingdi Tongbao () "plains compatriots" were invented, to remove the presumed taint of Japanese influence and reflect the place of Taiwan's indigenous people in the Chinese Nationalist state. The KMT later adopted the use of all the earlier Japanese groupings except Peipo.
Despite recent changes in the field of anthropology and a shift in government objectives, the Pingpu and Gaoshan labels in use today maintain the form given by the Qing to reflect aborigines' acculturation to Han culture. The current recognized aborigines are all regarded as Gaoshan, though the divisions are not and have never been based strictly on geographical location. The Amis, Saisiat, Tao and Kavalan are all traditionally Eastern Plains cultures. The distinction between Pingpu and Gaoshan people continues to affect Taiwan's policies regarding indigenous peoples, and their ability to participate effectively in government.
Although the ROC's Government Information Office officially lists 16 major groupings as "tribes," the consensus among scholars maintains that these 16 groupings do not reflect any social entities, political collectives, or self-identified alliances dating from pre-modern Taiwan. The earliest detailed records, dating from the Dutch arrival in 1624, describe the aborigines as living in independent villages of varying size. Between these villages there was frequent trade, intermarriage, warfare and alliances against common enemies. Using contemporary ethnographic and linguistic criteria, these villages have been classed by anthropologists into more than 20 broad (and widely debated) ethnic groupings, which were never united under a common polity, kingdom or "tribe".
Since 2005, some local governments, including Tainan City in 2005, Fuli, Hualien in 2013, and Pingtung County in 2016, have begun to recognize Taiwanese Plain Indigenous peoples. The numbers of people who have successfully registered, including Kaohsiung City Government that has opened to register but not yet recognized, as of 2017 are:
## Recognized peoples
### Indigenous ethnic groups recognized by Taiwan
The Government of the Republic of China officially recognizes distinct people groups among the indigenous community based upon the qualifications drawn up by the Council of Indigenous Peoples (CIP). To gain this recognition, communities must gather a number of signatures and a body of supporting evidence with which to successfully petition the CIP. Formal recognition confers certain legal benefits and rights upon a group, as well as providing them with the satisfaction of recovering their separate identity as an ethnic group. As of June 2014, 16 people groups have been recognized.
The Council of Indigenous Peoples consider several limited factors in a successful formal petition. The determining factors include collecting member genealogies, group histories and evidence of a continued linguistic and cultural identity. The lack of documentation and the extinction of many indigenous languages as the result of colonial cultural and language policies have made the prospect of official recognition of many ethnicities a remote possibility. Current trends in ethno-tourism have led many former Plains Aborigines to continue to seek cultural revival.
Among the Plains groups that have petitioned for official status, only the Kavalan and Sakizaya have been officially recognized. The remaining twelve recognized groups are traditionally regarded as mountain aboriginals.
Other indigenous groups or subgroups that have pressed for recovery of legal aboriginal status include Chimo (who have not formally petitioned the government, see ), Kakabu, Makatao, Pazeh, Siraya, and Taivoan. The act of petitioning for recognized status, however, does not always reflect any consensus view among scholars that the relevant group should in fact be categorized as a separate ethnic group. The Siraya will become the 17th ethnic group to be recognized once their status, already recognized by the courts in May 2018, is officially announced by the central government.
There is discussion among both scholars and political groups regarding the best or most appropriate name to use for many of the people groups and their languages, as well as the proper romanization of that name. Commonly cited examples of this ambiguity include (Seediq/Sediq/Truku/Taroko) and (Tao/Yami).
Nine people groups were originally recognized before 1945 by the Japanese government. The Thao, Kavalan and Truku were recognized by Taiwan's government in 2001, 2002 and 2004 respectively. The Sakizaya were recognized as a 13th on 17 January 2007, and on 23 April 2008 the Sediq were recognized as Taiwan's 14th official ethnic group. Previously the Sakizaya had been listed as Amis and the Sediq as Atayal. Hla'alua and Kanakanavu were recognized as the 15th and 16th ethnic group on 26 June 2014. A full list of the recognized ethnic groups of Taiwan, as well as some of the more commonly cited unrecognized peoples, is as follows:
Recognized: Ami, Atayal, Bunun, Hla'alua, Kanakanavu, Kavalan, Paiwan, Puyuma, Rukai, Saisiyat, Tao, Thao, Tsou, Truku, Sakizaya and Sediq.
Locally recognized: Makatao (in Pingtung and Fuli), Siraya (in Tainan and Fuli), Taivoan (in Fuli)
Unrecognized: Babuza, Basay, Hoanya, Ketagalan, Luilang, Pazeh/Kaxabu, Papora, Qauqaut, Taokas, Trobiawan.
### Indigenous Taiwanese in the PRC
The People's Republic of China (PRC) officially recognizes indigenous Taiwanese as one of its ethnic groups under the name Gāoshān (高山, lit. "high mountain".) The 2000 census identified 600 thousand Gāoshān living in Taiwan Island; other surveys suggest this accounted for 21 thousand Amis, 51 thousand Bunun, 10.5 thousand Paiwan, with the remainder belonging to other peoples. They are descendants of indigenous Taiwanese aboriginals living on this island before the 1949 evacuation of the PRC and tracking all the way back further to the Dutch colony in the 17th century. In Zhengzhou, Henan, there exists a "Taiwan Village" (台灣村) whose inhabitants' ancestors migrated from Taiwan during the Kangxi era of the Qing dynasty. In 2005, 2,674 people of the village identified themselves as Gaoshan.
## Assimilation and acculturation
Archeological, linguistic and anecdotal evidence suggests that Taiwan's indigenous peoples have undergone a series of cultural shifts to meet the pressures of contact with other societies and new technologies. Beginning in the early 17th century, indigenous Taiwanese faced broad cultural change as the island became incorporated into the wider global economy by a succession of competing colonial regimes from Europe and Asia. In some cases groups of indigenes resisted colonial influence, but other groups and individuals readily aligned with the colonial powers. This alignment could be leveraged to achieve personal or collective economic gain, collective power over neighboring villages or freedom from unfavorable societal customs and taboos involving marriage, age-grade and child birth.
Particularly among the Plains Aborigines, as the degree of the "civilizing projects" increased during each successive regime, the aborigines found themselves in greater contact with outside cultures. The process of acculturation and assimilation sometimes followed gradually in the wake of broad social currents, particularly the removal of ethnic markers (such as bound feet, dietary customs and clothing), which had formerly distinguished ethnic groups on Taiwan. The removal or replacement of these brought about an incremental transformation from "Fan" (番, barbarian) to the dominant Confucian "Han" culture. During the Japanese and KMT periods centralized modernist government policies, rooted in ideas of Social Darwinism and culturalism, directed education, genealogical customs and other traditions toward ethnic assimilation.
Within the Taiwanese Han Hoklo community itself, differences in culture indicate the degree to which mixture with aboriginals took place, with most pure Hoklo Han in Northern Taiwan having almost no Aboriginal admixture, which is limited to Hoklo Han in Southern Taiwan. Plains aboriginals who were mixed and assimilated into the Hoklo Han population at different stages were differentiated by the historian Melissa J. Brown between "short-route" and "long-route". The ethnic identity of assimilated Plains Aboriginals in the immediate vicinity of Tainan was still known since a pure Hoklo Taiwanese girl was warned by her mother to stay away from them. The insulting name "fan" was used against Plains Aborigines by the Taiwanese, and the Hoklo Taiwanese speech was forced upon Aborigines like the Pazeh. Hoklo Taiwanese has replaced Pazeh and driven it to near extinction. Aboriginal status has been requested by Plains Aboriginals.
### Current forms of assimilation
Many of these forms of assimilation are still at work today. For example, when a central authority nationalizes one language, that attaches economic and social advantages to the prestige language. As generations pass, use of the indigenous language often fades or disappears, and linguistic and cultural identity recede as well. However, some groups are seeking to revive their indigenous identities. One important political aspect of this pursuit is petitioning the government for official recognition as a separate and distinct ethnic group.
The complexity and scope of aboriginal assimilation and acculturation on Taiwan has led to three general narratives of Taiwanese ethnic change. The oldest holds that Han migration from Fujian and Guangdong in the 17th century pushed the Plains Aborigines into the mountains, where they became the Highland peoples of today. A more recent view asserts that through widespread intermarriage between Han and aborigines between the 17th and 19th centuries, the aborigines were completely Sinicized. Finally, modern ethnographical and anthropological studies have shown a pattern of cultural shift mutually experienced by both Han and Plains Aborigines, resulting in a hybrid culture. Today people who comprise Taiwan's ethnic Han demonstrate major cultural differences from Han elsewhere.
### Surnames and identity
Several factors encouraged the assimilation of the Plains Aborigines. Taking a Han name was a necessary step in instilling Confucian values in the aborigines. Confucian values were necessary to be recognized as a full person and to operate within the Confucian Qing state. A surname in Han society was viewed as the most prominent legitimizing marker of a patrilineal ancestral link to the Yellow Emperor (Huang Di) and the Five Emperors of Han mythology. Possession of a Han surname, then, could confer a broad range of significant economic and social benefits upon aborigines, despite a prior non-Han identity or mixed parentage. In some cases, members of Plains Aborigines adopted the Han surname Pan (潘) as a modification of their designated status as Fan (番: "barbarian"). One family of Pazeh became members of the local gentry. complete with a lineage to Fujian province. In other cases, families of Plains Aborigines adopted common Han surnames, but traced their earliest ancestor to their locality in Taiwan.
In many cases, large groups of immigrant Han would unite under a common surname to form a brotherhood. Brotherhoods were used as a form of defense, as each sworn brother was bound by an oath of blood to assist a brother in need. The brotherhood groups would link their names to a family tree, in essence manufacturing a genealogy based on names rather than blood, and taking the place of the kinship organizations commonly found in China. The practice was so widespread that today's family books are largely unreliable. Many Plains Aborigines joined the brotherhoods to gain protection of the collective as a type of insurance policy against regional strife, and through these groups they took on a Han identity with a Han lineage.
The degree to which any one of these forces held sway over others is unclear. Preference for one explanation over another is sometimes predicated upon a given political viewpoint. The cumulative effect of these dynamics is that by the beginning of the 20th century the Plains Aborigines were almost completely acculturated into the larger ethnic Han group, and had experienced nearly total language shift from their respective Formosan languages to Chinese. In addition, legal barriers to the use of traditional surnames persisted until the 1990s, and cultural barriers remain. Aborigines were not permitted to use their traditional names on official identification cards until 1995 when a ban on using aboriginal names dating from 1946 was finally lifted. One obstacle is that household registration forms allow a maximum of 15 characters for personal names. However, indigenous names are still phonetically translated into Chinese characters, and many names require more than the allotted space. In April 2022, the Constitutional Court ruled that Article 4, Paragraph 2 of the Status Act for Indigenous Peoples was unconstitutional. The paragraph, which reads "Children of intermarriages between Indigenous Peoples and non-Indigenous Peoples taking the surname of the indigenous father or mother, or using a traditional Indigenous Peoples name, shall acquire Indigenous Peoples status," was ruled unconstitutional after a non-indigenous father had taken his daughter to a household registration office to register her Truku descent. Though the applicant was of Truku descent through her mother, her application used her father's Chinese surname and was denied. The Constitutional Court ruled that the law, as written, was a violation of gender equality guaranteed by Article 7 of the Constitution, since children in Taiwan usually take their father's surname, which in practice, meant that indigenous status could be acquired via paternal descent, but not maternal descent.
## History of the aboriginal peoples
Indigenous Taiwanese are Austronesian peoples, with linguistic and genetic ties to other Austronesian ethnic groups, such as peoples of the Philippines, Malaysia, Indonesia, Madagascar, and Oceania. Chipped-pebble tools dating from perhaps as early as 15,000 years ago suggest that the initial human inhabitants of Taiwan were Paleolithic cultures of the Pleistocene era. These people survived by eating marine life. Archeological evidence points to an abrupt change to the Neolithic era around 6,000 years ago, with the advent of agriculture, domestic animals, polished stone adzes and pottery. The stone adzes were mass-produced on Penghu and nearby islands, from the volcanic rock found there. This suggests heavy sea traffic took place between these islands and Taiwan at this time.
From around 5000 to 1500 BC, Taiwanese aborigines started a seaborne migration to the island of Luzon in the Philippines, intermingling with the older Negrito populations of the islands. This was the beginning of the Austronesian expansion. They spread throughout the rest of the Philippines and eventually migrated further to the other islands of Southeast Asia, Micronesia, Island Melanesia, Polynesia, and Madagascar. Taiwan is the homeland of the Austronesian languages.
There is evidence that indigenous Taiwanese continued trading with the Philippines in the Sa Huynh-Kalanay Interaction Sphere. Eastern Taiwan was the source of jade for the lingling-o jade industry in the Philippines and the Sa Huỳnh culture of Vietnam. This trading network began between the animist communities of Taiwan and the Philippines which later became the Maritime Jade Road, one of the most extensive sea-based trade networks of a single geological material in the prehistoric world. It was in existence for 3,000 years from 2000 BCE to 1000 CE.
Four centuries of non-indigenous rule can be viewed through several changing periods of governing power and shifting official policy toward aborigines. From the 17th century until the early 20th, the impact of the foreign settlers—the Dutch, Spanish, and Han—was more extensive on the Plains peoples. They were far more geographically accessible than the Mountain peoples, and thus had more dealings with the foreign powers. The reactions of indigenous people to imperial power show not only acceptance, but also incorporation or resistance through their cultural practices
By the beginning of the 20th century, the Plains peoples had largely been assimilated into contemporary Taiwanese culture as a result of European and Han colonial rule. Until the latter half of the Japanese colonial era the Mountain peoples were not entirely governed by any non-indigenous polity. However, the mid-1930s marked a shift in the intercultural dynamic, as the Japanese began to play a far more dominant role in the culture of the Highland groups. This increased degree of control over the Mountain peoples continued during Kuomintang rule. Within these two broad eras, there were many differences in the individual and regional impact of the colonizers and their "civilizing projects". At times the foreign powers were accepted readily, as some communities adopted foreign clothing styles and cultural practices , and engaged in cooperative trade in goods such as camphor, deer hides, sugar, tea, and rice. At numerous other times changes from the outside world were forcibly imposed.
### Plains aboriginals
The plains aborigines mainly lived in stationary village sites surrounded by defensive walls of bamboo. The village sites in southern Taiwan were more populated than other locations. Some villages supported a population of more than 1,500 people, surrounded by smaller satellite villages. Siraya villages were constructed of dwellings made of thatch and bamboo, raised 2 m (6.6 ft) from the ground on stilts, with each household having a barn for livestock. A watchtower was located in the village to look out for headhunting parties from the Highland peoples. The concept of property was often communal, with a series of conceptualized concentric rings around each village. The innermost ring was used for gardens and orchards that followed a fallowing cycle around the ring. The second ring was used to cultivate plants and natural fibers for the exclusive use of the community. The third ring was for exclusive hunting and deer fields for community use. The Plains Aborigines hunted herds of spotted Formosan sika deer, Formosan sambar deer and Reeves's muntjac as well as conducting light millet farming. Sugar and rice were grown as well, but mostly for use in preparing wine.
Many of the Plains Aborigines were matrilineal/matrifocal societies. A man married into a woman's family after a courtship period during which the woman was free to reject as many men as she wished. In the age-grade communities, couples entered into marriage in their mid-30s when a man would no longer be required to perform military service or hunt heads on the battle-field. In the matriarchal system of the Siraya, it was also necessary for couples to abstain from marriage until their mid-30s, when the bride's father would be in his declining years and would not pose a challenge to the new male member of the household. It was not until the arrival of the Dutch Reformed Church in the 17th century that the marriage and child-birth taboos were abolished. There is some indication that many of the younger members of Sirayan society embraced the Dutch marriage customs as a means to circumvent the age-grade system in a push for greater village power. Almost all indigenous peoples in Taiwan have traditionally had a custom of sexual division of labor. Women did the sewing, cooking and farming, while the men hunted and prepared for military activity and securing enemy heads in headhunting raids, which was a common practice in early Taiwan. Women were also often found in the office of priestesses or mediums to the gods.
For centuries, Taiwan's aboriginal peoples experienced economic competition and military conflict with a series of colonizing peoples. Centralized government policies designed to foster language shift and cultural assimilation, as well as continued contact with the colonizers through trade, intermarriage and other dispassionate intercultural processes, have resulted in varying degrees of language death and loss of original cultural identity. For example, of the approximately 26 known languages of the Taiwanese aborigines (collectively referred to as the Formosan languages), at least ten are extinct, five are moribund and several are to some degree endangered. These languages are of unique historical significance, since most historical linguists consider Taiwan to be the original homeland of the Austronesian language family.
### Contact with Chinese
Early Chinese histories refer to visits to eastern islands that some historians identify with Taiwan. Troops of the Three Kingdoms state of Eastern Wu are recorded visiting an island known as Yizhou in the spring of 230. They brought back several thousand natives but 80 to 90 percent of the soldiers died to unknown diseases. Some scholars have identified this island as Taiwan while others do not. The Book of Sui relates that Emperor Yang of the Sui dynasty sent three expeditions to a place called "Liuqiu" early in the 7th century. They brought back captives, cloth, and armour. The Liuqiu described by the Book of Sui had pigs and chicken but no cows, sheep, donkeys, or horses. It produced little iron, had no writing system, taxation, or penal code, and was ruled by a king with four or five commanders. The natives used stone blades and practiced slash-and-burn agriculture to grow rice, millet, sorghum, and beans. Later the name Liuqiu (whose characters are read in Japanese as "Ryukyu") referred to the island chain to the northeast of Taiwan, but some scholars believe it may have referred to Taiwan in the Sui period.
During the Yuan dynasty (1271–1368), Han Chinese people started visiting Taiwan. The Yuan emperor Kublai Khan sent officials to the Ryukyu Kingdom in 1292 to demand its loyalty to the Yuan dynasty, but the officials ended up in Taiwan and mistook it for Ryukyu. After three soldiers were killed, the delegation immediately retreated to Quanzhou in China. Another expedition was sent in 1297. Wang Dayuan visited Taiwan in 1349 and noted that the customs of its inhabitants were different from those of Penghu's population, but did not mention the presence of other Chinese. He mentioned the presence of Chuhou pottery from present day Lishui, Zhejiang, suggesting that Chinese merchants had already visited the island by the 1340s.
By the early 16th century, increasing numbers of Chinese fishermen, traders and pirates were visiting the southwestern part of the island. Some merchants from Fujian were familiar enough with the indigenous peoples of Taiwan to speak Formosan languages. The people of Fujian sailed closer to Taiwan and the Ryukyus in the mid-16th century to trade with Japan while evading Ming authorities. Chinese who traded in Southeast Asia also began taking an East Sea Compass Course (dongyang zhenlu) that passed southwestern and southern Taiwan. Some of them traded with the Taiwanese aborigines. During this period, Taiwan was referred to as Xiaodong dao ("little eastern island") and Dahui guo ("the country of Dahui"), a corruption of Tayouan, a tribe that lived on an islet near modern Tainan from which the name "Taiwan" is derived. By the late 16th century, Chinese from Fujian were settling in southwestern Taiwan. The Chinese pirates Lin Daoqian and Lin Feng visited Taiwan in 1563 and 1574 respectively. Lin Daoqian was a pirate from Chaozhou who fled to Beigang in southwestern Taiwan and left shortly after. Lin Feng moved his pirate forces to Wankan (in modern Chiayi County) in Taiwan on 3 November 1574 and used it as a base to launch raids. They left for Penghu after being attacked by natives and the Ming navy dislodged them from their bases. He later returned to Wankan on 27 December 1575 but left for Southeast Asia after losing a naval encounter with Ming forces on 15 January 1576. The pirate Yan Siqi also used Taiwan as a base. In 1593, Ming officials started issuing ten licenses each year for Chinese junks to trade in northern Taiwan. Chinese records show that after 1593, each year five licenses were granted for trade in Keelung and five licenses for Tamsui. However these licenses merely acknowledged already existing illegal trade at these locations.
Initially Chinese merchants arrived in northern Taiwan and sold iron and textiles to the aboriginal peoples in return for coal, sulfur, gold, and venison. Later the southwestern part of Taiwan surpassed northern Taiwan as the destination for Chinese traders. The southwest had mullet fish, which drew more than a hundred fishing junks from Fujian each year during winter. The fishing season lasted six to eight weeks. Some of them camped on Taiwan's shores and many began trading with the indigenous people for deer products. The southwestern Taiwanese trade was of minor importance until after 1567 when it was used as a way to circumvent the ban on Sino-Japanese trade. The Chinese bought deerskins from the aborigines and sold them to the Japanese for a large profit.
When a Portuguese ship sailed past southwestern Taiwan in 1596, several of its crew members who had been shipwrecked there in 1582 noticed that the land had become cultivated and now had people working it, presumably by settlers from Fujian. When the Dutch arrived in 1623, they found about 1,500 Chinese visitors and residents. Most of them were engaged in seasonal fishing, hunting, and trading. The population fluctuated throughout the year peaking during winter. A small minority brought Chinese plants with them and grew crops such as apples, oranges, bananas, watermelons. Some estimates of the Chinese population put it at 2,000. There were two Chinese villages. The larger one was located on an island that formed the Bay of Tayouan. It was inhabited year-round. The smaller village was located on the mainland and would eventually become the city of Tainan. In the early 17th century, a Chinese man described it as being inhabited by pirates and fishermen. One Dutch visitor noted that an aboriginal village near the Sino-Japanese trade center had a large number of Chinese and there was "scarcely a house in this village . . . that does not have one or two or three, or even five or six Chinese living there." The villagers' speech contained many Chinese words and sounded like "a mixed and broken language."
Chen Di visited Taiwan in 1603 on an expedition against the Wokou pirates. General Shen of Wuyu defeated the pirates and met a native chieftain named Damila who presented them with gifts. Chen witnessed these events and wrote an account of Taiwan known as Dongfanji (An Account of the Eastern Barbarians). According to Chen, Zheng He visited the natives but they remained hidden. Afterwards they came into contact with Chinese people from the harbors of Huimin, Chonglong, and Lieyu in Zhangzhou and Quanzhou. They learned their languages to trade with them. Chinese items such as agate beads, porcelain, cloth, salt, and brass were traded in return for deer meat, skins, and horns.
### European period (1623–1662)
During the European period (1623–1662) soldiers and traders representing the Dutch East India Company maintained a colony in southwestern Taiwan (1624–1662) near present-day Tainan. This established an Asian base for triangular trade between the company, the Qing dynasty and Japan, with the hope of interrupting Portuguese and Spanish trading alliances with China. The Spanish also established a small colony in northern Taiwan (1626–1642) in present-day Keelung. However, Spanish influence wavered almost from the beginning, so that by the late 1630s they had already withdrawn most of their troops. After they were driven out of Taiwan by a combined Dutch and aboriginal force in 1642, the Spanish "had little effect on Taiwan's history". Dutch influence was far more significant: expanding to the southwest and north of the island, they set up a tax system and established schools and churches in many villages.
When the Dutch arrived in 1624 at Tayouan (Anping) Harbor, Siraya-speaking representatives from nearby Saccam village soon appeared at the Dutch stockade to barter and trade; an overture which was readily welcomed by the Dutch. The Sirayan villages were, however, divided into warring factions: the village of Sinckan (Sinshih) was at war with Mattau (Madou) and its ally Baccluan, while the village of Soulang maintained uneasy neutrality. In 1629 a Dutch expeditionary force searching for Han pirates was massacred by warriors from Mattau, and the victory inspired other villages to rebel. In 1635, with reinforcements having arrived from Batavia (now Jakarta, Indonesia), the Dutch subjugated and burned Mattau. Since Mattau was the most powerful village in the area, the victory brought a spate of peace offerings from other nearby villages, many of which were outside the Siraya area. This was the beginning of Dutch consolidation over large parts of Taiwan, which brought an end to centuries of inter-village warfare. The new period of peace allowed the Dutch to construct schools and churches aimed to acculturate and convert the indigenous population. Dutch schools taught a romanized script (Sinckan writing), which transcribed the Siraya language. This script maintained occasional use through the 18th century. Today only fragments survive, in documents and stone stele markers. The schools also served to maintain alliances and open aboriginal areas for Dutch enterprise and commerce.
The Dutch soon found trade in deerskins and venison in the East Asian market to be a lucrative endeavor and recruited Plains Aborigines to procure the hides. The deer trade attracted the first Han traders to aboriginal villages, but as early as 1642 the demand for deer greatly diminished the deer stocks. This drop significantly reduced the prosperity of aboriginal peoples, forcing many aborigines to take up farming to counter the economic impact of losing their most vital food source.
As the Dutch began subjugating indigenous villages in the south and west of Taiwan, increasing numbers of Han immigrants looked to exploit areas that were fertile and rich in game. The Dutch initially encouraged this, since the Han were skilled in agriculture and large-scale hunting. Several Han took up residence in Siraya villages. The Dutch used Han agents to collect taxes, hunting license fees and other income. This set up a society in which "many of the colonists were Han Chinese but the military and the administrative structures were Dutch". Despite this, local alliances transcended ethnicity during the Dutch period. For example, the Guo Huaiyi Rebellion in 1652, a Han farmers' uprising, was defeated by an alliance of 120 Dutch musketeers with the aid of Han loyalists and 600 aboriginal warriors.
Multiple Aboriginal villages in frontier areas rebelled against the Dutch in the 1650s due to oppression such as when the Dutch ordered indigenous women for sex, deer pelts, and rice be given to them from aborigines in the Taipei Basin in Wu-lao-wan village which sparked a rebellion in December 1652 at the same time as the Chinese rebellion. Two Dutch translators were beheaded by the Wu-lao-wan aborigines and in a subsequent fight, 30 indigenes and another two Dutch people died. After an embargo of salt and iron on Wu-lao-wan, the indigenous people were forced to sue for peace in February 1653.
The Dutch period ended in 1662 when Ming loyalist forces of Zheng Chenggong (Koxinga) drove out the Dutch and established the short-lived Zheng family kingdom on Taiwan. Dutch colonialism left different impressions on different indigenous groups in Taiwan. The Koaluts (Guizaijiao) tribe of the Paiwan people attacked American survivors of a shipwreck during the Rover incident in 1867. The chief, Tanketok, explained that this was because in ages past, the white men came and almost exterminated their tribe, and their ancestors passed down their desire for revenge. According to William A. Pickering in his Pioneering in Formosa (1898), the old people of Kong-a-na, about 15 miles from Sin-kang, loved white men and the old women there said they were their kindred.
### Kingdom of Tungning (1661–1683)
The Kingdom of Tungning was established by Zheng Chenggong (Koxinga) after arriving in Taiwan in 1661 and ousting the Dutch in 1662. The Taiwanese aboriginal tribes who were previously allied with the Dutch against the Chinese during the Guo Huaiyi rebellion in 1652 turned against the Dutch during the Siege of Fort Zeelandia and defected to Koxinga's Chinese forces. The aboriginals of Sincan defected to Koxinga after he offered them amnesty. The Sincan Aboriginals then proceeded to work for the Chinese and behead Dutch people in executions. The frontier aboriginals in the mountains and plains also surrendered and defected to the Chinese on 17 May 1661, celebrating their freedom from compulsory education under the Dutch rule by hunting down Dutch people and beheading them and trashing their Christian school textbooks.
Koxinga's son and successor, Zheng Jing, dispatched teachers to aboriginal tribes to provide them with supplies and teach them more advanced farming techniques. He also gave them Ming gowns and caps while eating with their chiefs and gifting tobacco to Aboriginals who were gathered in crowds to meet and welcome him as he visited their villages after he defeated the Dutch. Schools were set up to teach the aboriginal people the Chinese language, writing, and the Confucian Classics. Those who refused were punished.
Zhengs brought 70,000 soldiers to Taiwan and immediately began clearing large tracts of land to support its forces. The expansion of Chinese settlements often came at the expense of aboriginal tribes, causing rebellions flared up over the course of Zheng rule. In one campaign, several hundred Shalu tribes people in modern Taichung were killed. By the start of 1684, a year after the end of Zheng rule, areas under cultivation in Taiwan had tripled in size since the end of the Dutch era in 1660.
### Qing dynasty rule (1683–1895)
#### Quarantine policies
After the Qing dynasty government defeated the Ming loyalist forces maintained by the Zheng family in 1683, Taiwan became increasingly integrated into the Qing dynasty. Qing forces ruled areas of Taiwan's highly populated western plain for over two centuries, until 1895. This era was characterized by a marked increase in the number of Han Chinese on Taiwan, continued social unrest, the piecemeal transfer (by various means) of large amounts of land from the aborigines to the Han, and the nearly complete acculturation of the Western Plains Aborigines to Chinese Han customs.
During the Qing dynasty's two-century rule over Taiwan, the population of Han on the island increased dramatically. However, it is not clear to what extent this was due to an influx of Han settlers, who were predominantly displaced young men from Zhangzhou and Quanzhou in Fujian province. The Qing government officially sanctioned controlled Han settlement, but sought to manage tensions between the various regional and ethnic groups. Therefore, it often recognized the Plains peoples' claims to deer fields and traditional territory. The Qing authorities hoped to turn the Plains peoples into loyal subjects, and adopted the head and corvée taxes on the aborigines, which made the Plains Aborigines directly responsible for payment to the government yamen. The attention paid by the Qing authorities to aboriginal land rights was part of a larger administrative goal to maintain a level of peace on the turbulent Taiwan frontier, which was often marred by ethnic and regional conflict. The frequency of rebellions, riots, and civil strife in Qing dynasty Taiwan is often encapsulated in the saying "every three years an uprising; every five years a rebellion".
In 1723, aborigines living in Dajiaxi village along the central coastal plain rebelled. Government troops from southern Taiwan were sent to put down this revolt, but in their absence, Han settlers in Fengshan County rose up in revolt under the leadership of Wu Fusheng, a settler from Zhangzhou. Aboriginal participation in major revolts during the Qing era, including the Taokas-led Ta-Chia-hsi revolt of 1731–1732, ensured the Plains peoples would remain an important factor in crafting Qing frontier policy until the end of Qing rule in 1895. By 1732, five different ethnic groups were in revolt but the rebellion was defeated by the end of the year.
The struggle over land resources was one source of conflict. Large areas of the western plain were subject to large land rents called Huan Da Zu (番大租—literally, "Barbarian Big Rent"), a category which remained until the period of Japanese colonization. The large tracts of deer field, guaranteed by the Qing, were owned by the communities and their individual members. The communities would commonly offer Han farmers a permanent patent for use, while maintaining ownership (skeleton) of the subsoil (田骨), which was called "two lords to a field" (一田兩主). The Plains peoples were often cheated out of land or pressured to sell at unfavorable rates. Some disaffected subgroups moved to central or eastern Taiwan, but most remained in their ancestral locations and acculturated or assimilated into Han society. Despite this, the vast majority of rebellions did not originate from indigenous peoples but the Han settlers, and the mountain aborigines were left to their own devices until the last 20 years of Qing rule. During the Qianlong period (1735–1796), the 93 shufan acculturated aborigine villages never rebelled and over 200 non-acculturated aboriginal villages submitted.
During the reigns of the Kangxi (r. 1661–1722), Yongzheng (r. 1722–1735), and Qianlong (r. 1735–1796) emperors, the Qing court deliberately restricted the expansion of territory and government administration in Taiwan. A government permit was required for settlers to go beyond the Dajia River at the mid-point of the western plains. In 1715, the governor-general of Fujian-Zhejiang recommended land reclamation in Taiwan but Kangxi was worried that this would cause instability and conflicts. By the time of Yongzheng's reign, the Qing extended control over the entire western plains, but this was to better control the settlers and maintain security. The quarantine policies were maintained. After the Zhu Yigui uprising which occurred in 1721, Lan Dingyuan, an advisor to Lan Tingzhen, who led forces against the rebellion, advocated for expansion and land reclamation to strengthen government control over the Chinese settlers. He wanted to convert the aborigines to Han culture and turn them into subjects of the Qing. However, the Qianlong Emperor kept the administrative structure of Taiwan largely unchanged and in 1744, he dismissed recommendations by officials to allow settlers to claim land.
#### Qing classification of indigenous peoples
The Qing did little to administer the aborigines and rarely tried to subjugate or impose cultural change upon them. Aborigines were classified into two general categories: acculturated aborigines (shufan) and non-acculturated aborigines (shengfan). Sheng is a word used to describe uncooked food, unworked land, unripened-fruit, unskilled labor or strangers, while shu bears the opposite meaning. To the Qing, shufan were aborigines who paid taxes, performed corvée, and had adopted Han Chinese culture to some degree. When the Qing annexed Taiwan, there were 46 aboriginal villages under government control: 12 in Fengshan and 34 in Zhuluo. These were likely inherited from the Zheng regime. In the Yongzheng period, 108 aboriginal villages submitted as a result of encouragement and enticement from the Taiwan regional commander, Lin Liang. Shengfan who paid taxes but did not perform corvée and did not practice Han Chinese culture were called guihua shengfan (submitted non-acculturated aborigines).
The Qianlong administration forbade enticing aborigines to submit due to fear of conflict. In the early Qianlong period, there were 299 named aboriginal villages. Records show 93 shufan villages and 61 guihua shengfan villages. The number of shufan villages remained stable throughout the Qianlong period. Two aboriginal affairs sub-prefects were appointed to manage aboriginal affairs in 1766. One was in charge of the north and the other in charge of the south, both focused on the plains aborigines. Boundaries were built to keep the mountain aborigines out of settlement areas. The policy of marking settler boundaries and segregating them from aboriginal territories became official policy in 1722 in response to the Zhu Yigui uprising. Fifty-four stelae were used to mark crucial points along the settler-aboriginal boundary. Han settlers were forbidden from crossing into aboriginal territory but settler encroachment continued, and the boundaries were rebuilt in 1750, 1760, 1784, and 1790. Settlers were forbidden from marrying aborigines as marriage was one way settlers obtained land. While the settlers drove colonization and acculturation, the Qing policy of quarantine dented the impact on aborigines, especially mountain aborigines.
#### Settler expansion
Although Qing quarantine policies were maintained in the early 19th century, attitudes towards aboriginal territories started to shift. Local officials repeatedly advocated for the colonization of aboriginal territories, especially in the cases of Gamalan and Shuishalian. The Gamalan or Kavalan people were situated in modern Yilan County in northeastern Taiwan. It was separated from the western plains and Tamsui (Danshui) by mountains. There were 36 aboriginal villages in the area and the Kavalan people had started paying taxes as early as the Kangxi period (r. 1661–1722), but they were non-acculturated guihua shengfan aborigines.
In 1787, a Chinese settler named Wu Sha tried to reclaim land in Gamalan but was defeated by aborigines. The next year, the Tamsui sub-prefect convinced the Taiwan prefect, Yang Tingli, to support Wu Sha. Yang recommended subjugating the natives and opening Gamalan for settlement to the Fujian governor but the governor refused to act due to fear of conflict. In 1797, a new Tamsui sub-prefect issued permit and financial support for Wu to recruit settlers for land reclamation, which was illegal. Wu's successors were unable to register the reclaimed land on government registers. Local officials supported land reclamation but could not officially recognize it.
In 1806 it was reported that a pirate, Cai Qian, was within the vicinity of Gamalan. Taiwan Prefect Yang once again recommended opening up Gamalan, arguing that to abandon it would cause trouble on the frontier. Later another pirate band tried to occupy Gamalan. Yang recommended to the Fuzhou General Saichong'a the establishment of administration and land surveys in Gamalan. Saichong'a initially refused but then changed his mind and sent a memorial to the emperor in 1808 recommending the incorporation of Gamalan. The issue was discussed by the central government officials and for the first time, one official went on record saying that if aboriginal territory was incorporated, not only would it end the pirate threat but the government would stand to profit from the land itself. In 1809, the emperor ordered for Gamalan to be incorporated. The next year an imperial decree for the formal incorporation of Gamalan was issued and a Gamalan sub-prefect was appointed.
Unlike Gamalan, debates on Shuishalian resulted in its continued status as a closed-off area. Shuishalian refers to the upstream areas of the Zhuoshui River and Wu River in central Taiwan. The inner mountain area of Shuishalian was inhabited by 24 aboriginal villages and six of them occupied the flat and fertile basin area. The aboriginals had submitted as early as 1693 but they remained non-acculturated. In 1814, some settlers were able to obtain reclamation permits through fabricating aboriginal land lease requests. In 1816, the government sent troops to evict the settlers and destroy their strongholds. Stelae were erected demarcating the land forbidden to Chinese settlers.
Local officials advocated for supporting colonization efforts into the mid-1800s but their recommendations were ignored.
#### Migration to highlands
One popular narrative holds that all of the Gaoshan peoples were originally Plains peoples, which fled to the mountains under pressure from Han encroachment. This strong version of the "migration" theory has been largely discounted by contemporary research as the Gaoshan people demonstrate a physiology, material cultures and customs that have been adapted for life at higher elevations. Linguistic, archeological, and recorded anecdotal evidence also suggests there has been island-wide migration of indigenous peoples for over 3,000 years.
Small sub-groups of Plains Aborigines may have occasionally fled to the mountains, foothills or eastern plain to escape hostile groups of Han or other aborigines. The "displacement scenario" is more likely rooted in the older customs of many Plains groups to withdraw into the foothills during headhunting season or when threatened by a neighboring village, as observed by the Dutch during their punitive campaign of Mattou in 1636 when the bulk of the village retreated to Tevorangh. The "displacement scenario" may also stem from the inland migrations of Plains Aborigine subgroups, who were displaced by either Han or other Plains Aborigines and chose to move to the Iilan plain in 1804, the Puli basin in 1823 and another Puli migration in 1875. Each migration consisted of a number of families and totaled hundreds of people, not entire communities. There are also recorded oral histories that recall some Plains Aborigines were sometimes captured and killed by Highlands peoples while relocating through the mountains. However, as explained in detail, documented evidence shows that the majority of Plains people remained on the plains, intermarried Hakka and Hoklo immigrants from Fujian and Guangdong, and adopted a Han identity.
#### Colonization in reaction to crises
In 1874, Japan invaded aboriginal territory in southern Taiwan in what is known as the Mudan Incident (Japanese invasion of Taiwan (1874)). For six months Japanese soldiers occupied southern Taiwan and Japan argued that it was not part of the Qing dynasty. The result was the payment of an indemnity by the Qing in return for the Japanese army's withdrawal.
The imperial commissioner for Taiwan, Shen Baozhen, argued that "the reason that Taiwan is being coveted by [Japan] is that the land is too empty." He recommended subjugating the aborigines and populating their territory with Chinese settlers. As a result, the administration of Taiwan was expanded and campaigns against the aborigines were launched. The two sub-prefects responsible for aboriginal affairs were moved to inner Shushalian (Puli) and eastern Taiwan (Beinan), the focal points for colonization. Starting in 1874, mountain roads were built to make the region more accessible and aborigines were brought into formal submission to the Qing. In 1875, the ban on entering Taiwan was lifted. In 1877, 21 guidelines on subjugating aborigines and opening the mountains were issued. Agencies for recruiting settlers were established on the coastal mainland and in Hong Kong. However efforts to promote settlement in Taiwan petered out soon after.
Efforts to settle in aboriginal territories were renewed under the governance of Liu Mingchuan after the Sino-French War ended in 1885. However few settlers went to Taiwan and those that did were accosted by aborigines and the harsh climate. Governor Liu was criticized for the high cost and little gain from the colonization activities. Liu resigned in 1891 and the colonization efforts ceased.
A Taiwan Pacification and Reclamation Head Office was established with eight pacification and reclamation bureaus. Four bureaus were located in eastern Taiwan, two in Puli (inner Shuishalian), one in the north, and one on the western border of the mountains. By 1887, about 500 aboriginal villages, or roughly 90,000 aborigines had formally submitted to Qing rule. This number increased to 800 villages with 148,479 aborigines over the following years. However the cost of getting them to submit was exorbitant. The Qing offered them materials and paid village chiefs monthly allowances. Not all the aborigines were under effective control and land reclamation in eastern Taiwan occurred at a slow pace. From 1884 to 1891, Liu launched more than 40 military campaigns against the aborigines with 17,500 soldiers. A third of the invasion force was killed or disabled in the conflict, amounting to a costly failure.
By the end of the Qing period, the western plains were fully developed as farmland with about 2.5 million Chinese settlers. The mountainous areas were still largely autonomous under the control of aborigines. Aboriginal land loss under the Qing occurred at a relatively slow pace compared to the following Japanese colonial period due to the absence of state sponsored land deprivation for the majority of Qing rule. In the 50-year period of Japanese rule that followed, the Taiwanese aborigines lost their right to legal ownership of land and were confined to small reserves one-eighth the size of their ancestral lands. However even had Japan not taken over Taiwan, the plains aborigines were on the way to losing their residual rights to land. By the last years of Qing rule, most of the plains aborigines had been acculturated to Han culture, around 20–30% could speak their mother tongues, and gradually lost their land ownership and rent collection rights.
### Highland peoples
Imperial Chinese and European societies had little contact with the Highland aborigines until expeditions to the region by European and American explorers and missionaries commenced in the 19th and early 20th centuries. The lack of data before this was primarily the result of a Qing quarantine on the region to the east of the "earth oxen" (土牛) border, which ran along the eastern edge of the western plain. Han contact with the mountain peoples was usually associated with the enterprise of gathering and extracting camphor from Camphor Laurel trees (Cinnamomum camphora), native to the island and in particular the mountainous areas. The production and shipment of camphor (used in herbal medicines and mothballs) was then a significant industry on the island, lasting up to and including the period of Japanese rule. These early encounters often involved headhunting parties from the Highland peoples, who sought out and raided unprotected Han forest workers. Together with traditional Han concepts of Taiwanese behavior, these raiding incidents helped to promote the Qing-era popular image of the "violent" aborigine.
Taiwanese Plains Aborigines were often employed and dispatched as interpreters to assist in the trade of goods between Han merchants and Highlands aborigines. The indigenous people traded cloth, pelts and meat for iron and matchlock rifles. Iron was a necessary material for the fabrication of hunting knives—long, curved sabers that were generally used as a forest tool. These blades became notorious among Han settlers, given their alternative use to decapitate Highland indigenous enemies in customary headhunting expeditions.
#### Headhunting
Every tribe except the Tao people of Orchid Island practiced headhunting, which was a symbol of bravery and valor. Men who did not take heads could not cross the rainbow bridge into the spirit world upon death as per the religion of Gaya. Each tribe has its own origin story for the tradition of headhunting but the theme is similar across tribes. After the great flood, headhunting originated due to boredom (South Tsou Sa'arua, Paiwan), to improve tribal singing (Ali Mountain Tsou), as a form of population control (Atayal, Taroko, Bunun), simply for amusement and fun (Rukai, Tsou, Puyuma) or particularly for the fun and excitement of killing intellectually disabled individuals (Amis). Once the victims had been decapitated and displayed the heads were boiled and left to dry, often hanging from trees or displayed on slate shelves referred to as "skull racks". A party returning with a head was cause for celebration, as it was believed to bring good luck and the spiritual power of the slaughtered individual was believed to transfer into the headhunter. If the head was that of a woman it was even better because it meant she could not bear children. The Bunun people would often take prisoners and inscribe prayers or messages to their dead on arrows, then shoot their prisoner with the hope their prayers would be carried to the dead. Taiwanese Hoklo Han settlers and Japanese were often the victims of headhunting raids as they were considered by the aborigines to be liars and enemies. A headhunting raid would often strike at workers in the fields, or set a dwelling alight and then decapitate the inhabitants as they fled the burning structure. It was also customary to later raise the victim's surviving children as full members of the community. Often the heads themselves were ceremonially 'invited' to join the community as members, where they were supposed to watch over the community and keep them safe. The indigenous inhabitants of Taiwan accepted the convention and practice of headhunting as one of the calculated risks of community life. The last groups to practice headhunting were the Paiwan, Bunun, and Atayal groups. Japanese rule ended the practice by 1930, (though Japanese were not subject to this regulation and continued to headhunt their enemies throughout World War II) and as late as 2003 there are elder Taiwanese that could recall the practice firsthand.
### Japanese rule (1895–1945)
When the Treaty of Shimonoseki was finalized on 17 April 1895, Taiwan was ceded by the Qing Empire to Japan. Taiwan's incorporation into the Japanese political orbit brought Taiwanese aborigines into contact with a new colonial structure, determined to define and locate indigenous people within the framework of a new, multi-ethnic empire. The means of accomplishing this goal took three main forms: anthropological study of the natives of Taiwan, attempts to reshape the aborigines in the mold of the Japanese, and military suppression. The Aboriginals and Han joined to violently revolt against Japanese rule in the 1907 Beipu Uprising and 1915 Tapani Incident.
Japan's sentiment regarding indigenous peoples was crafted around the memory of the Mudan Incident, when, in 1871, a group of 54 shipwrecked Ryūkyūan sailors was massacred by a Paiwan group from the village of Mudan in southern Taiwan. The resulting Japanese policy, published twenty years before the onset of their rule on Taiwan, cast Taiwanese aborigines as "vicious, violent and cruel" and concluded "this is a pitfall of the world; we must get rid of them all". Japanese campaigns to gain aboriginal submission were often brutal, as evidenced in the desire of Japan's first Governor General, Kabayama Sukenori, to "...conquer the barbarians" . The Seediq Aboriginals fought against the Japanese in multiple battles such as the Xincheng incident (新城事件), Truku battle (太魯閣之役) (Taroko), 1902 Renzhiguan incident (人止關事件), and the 1903 Zimeiyuan incident (姊妹原事件). In the Musha Incident of 1930, for example, a Seediq group was decimated by artillery and supplanted by the Taroko (Truku), which had sustained periods of bombardment from naval ships and airplanes dropping mustard gas. A quarantine was placed around the mountain areas enforced by armed guard stations and electrified fences until the most remote high mountain villages could be relocated closer to administrative control.
A divide and rule policy was formulated with Japan trying to play Aboriginals and Han against each other to their own benefit when Japan alternated between fighting the two with Japan first fighting Han and then fighting Aboriginals. Nationalist Japanese claim Aboriginals were treated well by Kabayama. unenlightened and stubbornly stupid were the words used to describe Aboriginals by Kabayama Sukenori. A hardline anti Aboriginal position aimed at the destruction of their civilization was implemented by Fukuzawa Yukichi. The most tenacioius opposition was mounted by the Bunan and Atayal against the Japanese during the brutal mountain war in 1913–14 under Sakuma. Aboriginals continued to fight against the Japanese after 1915. Aboriginals were subjected to military takeover and assimilation. In order to exploit camphor resources, the Japanese fought against the Bngciq Atayal in 1906 and expelled them. The war is called "Camphor War" (樟腦戰爭).
The Bunun Aboriginals under Chief Raho Ari (or Dahu Ali, 拉荷·阿雷, lāhè āléi) engaged in guerilla warfare against the Japanese for twenty years. Raho Ari's revolt was sparked when the Japanese implemented a gun control policy in 1914 against the Aboriginals in which their rifles were impounded in police stations when hunting expeditions were over. The Dafen incident w:zh:大分事件 began at Dafen when a police platoon was slaughtered by Raho Ari's clan in 1915. A settlement holding 266 people called Tamaho was created by Raho Ari and his followers near the source of the Laonong River and attracted more Bunun rebels to their cause. Raho Ari and his followers captured bullets and guns and slew Japanese in repeated hit and run raids against Japanese police stations by infiltrating over the Japanese "guardline" of electrified fences and police stations as they pleased.
The 1930 "New Flora and Silva, Volume 2" said of the mountain Aboriginals that the "majority of them live in a state of war against Japanese authority". The Bunun and Atayal were described as the "most ferocious" Aboriginals, and police stations were targeted by Aboriginals in intermittent assaults. By January 1915, all Aboriginals in northern Taiwan were forced to hand over their guns to the Japanese, however head hunting and assaults on police stations by Aboriginals still continued after that year. Between 1921 and 1929 Aboriginal raids died down, but a major revival and surge in Aboriginal armed resistance erupted from 1930 to 1933 for four years during which the Musha Incident occurred and Bunun carried out raids, after which armed conflict again died down. According to a 1933-year book, wounded people in the Japanese war against the Aboriginals numbered around 4,160, with 4,422 civilians dead and 2,660 military personnel killed. According to a 1935 report, 7,081 Japanese were killed in the armed struggle from 1896 to 1933 while the Japanese confiscated 29,772 Aboriginal guns by 1933.
Beginning in the first year of Japanese rule, the colonial government embarked on a mission to study the aborigines so they could be classified, located and "civilized". The Japanese "civilizing project", partially fueled by public demand in Japan to know more about the empire, would be used to benefit the Imperial government by consolidating administrative control over the entire island, opening up vast tracts of land for exploitation. To satisfy these needs, "the Japanese portrayed and catalogued Taiwan's indigenous peoples in a welter of statistical tables, magazine and newspaper articles, photograph albums for popular consumption". The Japanese-based much of their information and terminology on prior Qing era narratives concerning degrees of "civilization".
Japanese ethnographer Ino Kanori was charged with the task of surveying the entire population of Taiwanese aborigines, applying the first systematic study of aborigines on Taiwan. Ino's research is best known for his formalization of eight peoples of Taiwanese aborigines: Atayal, Bunun, Saisiat, Tsou, Paiwan, Puyuma, Ami and Pepo (Pingpu). This is the direct antecedent of the taxonomy used today to distinguish people groups that are officially recognized by the government.
Life under the Japanese changed rapidly as many of the traditional structures were replaced by a military power. Aborigines who wished to improve their status looked to education rather than headhunting as the new form of power. Those who learned to work with the Japanese and follow their customs would be better suited to lead villages. The Japanese encouraged aborigines to maintain traditional costumes and selected customs that were not considered detrimental to society, but invested much time and money in efforts to eliminate traditions deemed unsavory by Japanese culture, including tattooing. By the mid-1930s as Japan's empire was reaching its zenith, the colonial government began a political socialization program designed to enforce Japanese customs, rituals and a loyal Japanese identity upon the aborigines. By the end of World War II, aborigines whose fathers had been killed in pacification campaigns were volunteering to serve in Special Units and if need be die for the Emperor of Japan. The Japanese colonial experience left an indelible mark on many older aborigines who maintained an admiration for the Japanese long after their departure in 1945.
The Japanese troops used Aboriginal women as sex slaves, so called "comfort women".
### Kuomintang single-party rule (1945–1987)
Japanese rule of Taiwan ended in 1945, following the armistice with the allies on September 2 and the subsequent appropriation of the island by the Chinese Nationalist Party (Kuomintang, or KMT) on October 25. In 1949, on losing the Chinese Civil War to the Chinese Communist Party, Generalissimo Chiang Kai-shek led the Kuomintang in a retreat from mainland China, withdrawing its government and 1.3 million refugees to Taiwan. The KMT installed an authoritarian form of government and shortly thereafter inaugurated a number of political socialization programs aimed at nationalizing Taiwanese people as citizens of a Chinese nation and eradicating Japanese influence.
The KMT pursued highly centralized political and cultural policies rooted in the party's decades-long history of fighting warlordism in China and opposing competing concepts of a loose federation following the demise of the imperial Qing. The project was designed to create a strong national Chinese cultural identity (as defined by the state) at the expense of local cultures. Following the February 28 Incident in 1947, the Kuomintang placed Taiwan under martial law, which was to last for nearly four decades.
Taiwanese aborigines first encountered the Nationalist government in 1946, when the Japanese village schools were replaced by schools of the KMT. Documents from the Education Office show an emphasis on Chinese language, history and citizenship — with a curriculum steeped in pro-KMT ideology. Some elements of the curriculum, such as the Wu Feng Legend, are currently considered offensive to aborigines. Much of the burden of educating the aborigines was undertaken by unqualified teachers, who could, at best, speak Mandarin and teach basic ideology. In 1951 a major political socialization campaign was launched to change the lifestyle of many aborigines, to adopt Han customs. A 1953 government report on mountain areas stated that its aims were chiefly to promote Mandarin to strengthen a national outlook and create good customs. This was included in the Shandi Pingdi Hua (山地平地化) policy to "make the mountains like the plains".
Critics of the KMT's program for a centralized national culture regard it as institutionalized ethnic discrimination, point to the loss of several indigenous languages and a perpetuation of shame for being an aborigine. Hsiau noted that Taiwan's first democratically elected President, Li Teng-Hui, said in a famous interview: "... In the period of Japanese colonialism a Taiwanese would be punished by being forced to kneel out in the sun for speaking Tai-yü." [a dialect of Min Nan, which is not a Formosan language].
The pattern of intermarriage continued, as many KMT soldiers married aboriginal women who were from poorer areas and could be easily bought as wives. Modern studies show a high degree of genetic intermixing. Despite this, many contemporary Taiwanese are unwilling to entertain the idea of having an aboriginal heritage. In a 1994 study, it was found that 71% of the families surveyed would object to their daughter marrying an aboriginal man. For much of the KMT era the government definition of aboriginal identity had been 100% aboriginal parentage, leaving any intermarriage resulting in a non-aboriginal child. Later the policy was adjusted to the ethnic status of the father determining the status of the child.
### Transition to democracy
Authoritarian rule under the Kuomintang ended gradually through a transition to democracy, which was marked by the lifting of martial law in 1987. Soon after, the KMT transitioned to being merely one party within a democratic system, though maintaining a high degree of power in aboriginal districts through an established system of patronage networks. The KMT continued to hold the reins of power for another decade under President Lee Teng-hui. However, they did so as an elected government rather than a dictatorial power. The elected KMT government supported many of the bills that had been promoted by aboriginal groups. The tenth amendment to the Constitution of the Republic of China also stipulates that the government would protect and preserve aboriginal culture and languages and also encourage them to participate in politics.
During the period of political liberalization, which preceded the end of martial law, academic interest in the Plains Aborigines surged as amateur and professional historians sought to rediscover Taiwan's past. The opposition tang wai activists seized upon the new image of the Plains Aborigines as a means to directly challenge the KMT's official narrative of Taiwan as a historical part of China, and the government's assertion that Taiwanese were "pure" Han Chinese. Many tang wai activists framed the Plains aboriginal experience in the existing anti-colonialism/victimization Taiwanese nationalist narrative, which positioned the Hoklo-speaking Taiwanese in the role of indigenous people and the victims of successive foreign rulers.
By the late 1980s many Hoklo- and Hakka-speaking people began identifying themselves as Plains Aborigines, though any initial shift in ethnic consciousness from Hakka or Hoklo people was minor. Despite the politicized dramatization of the Plains Aborigines, their "rediscovery" as a matter of public discourse has had a lasting effect on the increased socio-political reconceptualization of Taiwan—emerging from a Han Chinese-dominant perspective into a wider acceptance of Taiwan as a multi-cultural and multi-ethnic community.
In many districts Taiwanese aborigines tend to vote for the Kuomintang, to the point that the legislative seats allocated to the aborigines are popularly described as iron votes for the pan-blue coalition. This may seem surprising in light of the focus of the pan-green coalition on promoting aboriginal culture as part of the Taiwanese nationalist discourse against the KMT. However, this voting pattern can be explained on economic grounds, and as part of an inter-ethnic power struggle waged in the electorate. Some aborigines see the rhetoric of Taiwan nationalism as favoring the majority Hoklo speakers rather than themselves. Aboriginal areas also tend to be poor and their economic vitality tied to the entrenched patronage networks established by the Kuomintang over the course of its fifty-five year reign.
## Aborigines in the democratic era
The democratic era has been a time of great change, both constructive and destructive, for the aborigines of Taiwan. Since the 1980s, increased political and public attention has been paid to the rights and social issues of the indigenous communities of Taiwan. Aborigines have realized gains in both the political and economic spheres. Though progress is ongoing, there remain a number of still unrealized goals within the framework of the ROC: "although certainly more 'equal' than they were 20, or even 10, years ago, the indigenous inhabitants in Taiwan still remain on the lowest rungs of the legal and socioeconomic ladders". On the other hand, bright spots are not hard to find. A resurgence in ethnic pride has accompanied the aboriginal cultural renaissance, which is exemplified by the increased popularity of aboriginal music and greater public interest in aboriginal culture.
### Aboriginal political movement
The movement for indigenous cultural and political resurgence in Taiwan traces its roots to the ideals outlined in the Universal Declaration of Human Rights (1948). Although the Republic of China was a UN member and signatory to the original UN Charter, four decades of martial law controlled the discourse of culture and politics on Taiwan. The political liberalization Taiwan experienced leading up to the official end of martial law on 15 July 1987, opened a new public arena for dissenting voices and political movements against the centralized policy of the KMT.
In December 1984, the Taiwan Aboriginal People's Movement was launched when a group of aboriginal political activists, aided by the progressive Presbyterian Church in Taiwan (PCT), established the Alliance of Taiwan Aborigines (ATA, or yuan chuan hui) to highlight the problems experienced by indigenous communities all over Taiwan, including: prostitution, economic disparity, land rights and official discrimination in the form of naming rights.
In 1988, amid the ATA's Return Our Land Movement, in which aborigines demanded the return of lands to the original inhabitants, the ATA sent its first representative to the United Nations Working Group on Indigenous Populations. Following the success in addressing the UN, the "Return Our Land" movement evolved into the Aboriginal Constitution Movement, in which the aboriginal representatives demanded appropriate wording in the ROC Constitution to ensure indigenous Taiwanese "dignity and justice" in the form of enhanced legal protection, government assistance to improve living standards in indigenous communities, and the right to identify themselves as "yuan chu min" (原住民), literally, "the people who lived here first," but more commonly, "aborigines". The KMT government initially opposed the term, due to its implication that other people on Taiwan, including the KMT government, were newcomers and not entitled to the island. The KMT preferred hsien chu min (先住民, "First people"), or tsao chu min (早住民, "Early People") to evoke a sense of general historical immigration to Taiwan.
To some degree the movement has been successful. Beginning in 1998, the official curriculum in Taiwan schools has been changed to contain more frequent and favorable mention of aborigines. In 1996 the Council of Indigenous Peoples was promoted to a ministry-level rank within the Executive Yuan. The central government has taken steps to allow romanized spellings of aboriginal names on official documents, offsetting the long-held policy of forcing a Han name on an aborigine. A relaxed policy on identification now allows a child to choose their official designation if they are born to mixed aboriginal/Han parents.
The present political leaders in the aboriginal community, led mostly by aboriginal elites born after 1949, have been effective in leveraging their ethnic identity and socio-linguistic acculturation into contemporary Taiwanese society against the political backdrop of a changing Taiwan. This has allowed indigenous people a means to push for greater political space, including the still unrealized prospect of Indigenous People's Autonomous Areas within Taiwan.
In February 2017, the Indigenous Ketagalan Boulevard Protest started in a bid for more official recognition of land as traditional territories.
### Aboriginal political representation
Aborigines were represented by eight members out of 225 seats in the Legislative Yuan. In 2008, the number of legislative seats was cut in half to 113, of which Taiwanese aborigines are represented by six members, three each for lowland and highland peoples. The tendency of Taiwanese aborigines to vote for members of the pan-blue coalition has been cited as having the potential to change the balance of the legislature. Citing these six seats in addition with five seats from smaller counties that also tend to vote pan-blue has been seen as giving the pan-blue coalition 11 seats before the first vote is counted.
The deep-rooted hostility between Aboriginals and (Taiwanese) Hoklo, and the Aboriginal communities' effective KMT networks, contribute to Aboriginal skepticism against the Democratic Progressive Party (DPP) and the Aboriginals tendency to vote for the KMT.
Aboriginals have criticized politicians for abusing the "indigenization" movement for political gains, such as aboriginal opposition to the DPP's "rectification" by recognizing the Taroko for political reasons, with the majority of mountain townships voting for Ma Ying-jeou. The Atayal and Seediq slammed the Truku for their name rectification.
In 2005 the Kuomintang displayed a massive photo of the anti-Japanese Aboriginal leader Mona Rudao at its headquarters in honor of the 60th anniversary of Taiwan's handover from Japan to the Republic of China.
Kao Chin Su-mei led Aboriginal legislators to protest against the Japanese at Yasukuni shrine.
The Taipei Times ran an editorial in 2008 that rejected the idea of an apology to the Aborigines, and rejected the idea of comparing Australian Aborigines' centuries of 'genocidal' suffering at the hands of White Australians to the suffering of Aborigines in Taiwan.
Aboriginals protested against the 14th Dalai Lama during his visit to Taiwan after Typhoon Morakot and denounced it as politically motivated.
In 2016, Aboriginal protestors criticized Tsai for not returning to Chen Shui-bian's New Partnership quasi-state relationship which she did not mention in her apology to the Aborigines. The location of the apology, the Japanese colonial administration's governor-general, as well as the Aborigines invited to the apology, who only counted officials rather than traditional leaders, were was also criticized. Aboriginal Transitional Justice Alliance president Kumu Hacyo described the apology as "a political show that was put on in an extremely bureaucratic fashion" lacking in sincerity and evasive in nature. In response to the "apology" ceremony held by Tsai, KMT Aboriginal lawmakers refused to attend. Aboriginals demanded that recompense from Tsai to accompany the apology.
The derogatory term "fan" (Chinese: 番) was often used against the Plains Aborigines by the Taiwanese. The Hoklo Taiwanese term was forced upon Aborigines like the Pazeh. In November 2016, a racist anti-Aboriginal slur was also used by Chiu Yi-ying, a DPP Taiwanese legislator, who said that the term meant "‘unreasonable people" and was meant to describe the actions of KMT lawmakers. KMT caucus whip Sufin Siluko accused Chiu of directing the term at himself and another Aboriginal KMT legislator.
According to Mr. Lupiliyan, a Paiwan man who has participated in exchange activities sponsored by the government, the current government is still a colonial establishment and is "using the colonized to protect its international position." However he believes that the main beneficiaries are still the Taiwanese indigenous people. Lupiliyan says that Austronesian diplomacy and international exchanges provide them with templates on how to revitalize their own culture.
Due to these reasons, the anthropologist Scott Simon argues that the current political climate amongst indigenous people highlights a "paradox of indigeneity." Simon explains that despite the DPP's strong support of indigenous discourse and apologies to indigenous communities, Taiwanese Aborigines despite being indigenous people themselves, tend to remain quite skeptical and continue to be more inclined to vote for the KMT, a political party that has largely rejected and resisted the popularization of indigenous discourse.
#### Right to hunt
Hunting is a traditional way of life with cultural and religious significance to the indigenous Taiwanese, but the practice has been strictly regulated by the ROC government in the name of gun control and wildlife conservation. A Bunun hunter was arrested in 2013 for hunting protected animals with an illegally modified shotgun, and convicted in 2015, prompting political discourse over the indigenous right to hunt, conservation, and gun control. In 2021 the constitutional court ruled that the government has the right to regulate guns and the hunting of wildlife even in the context of indigenous hunting, but the regulations should be updated to accommodate the need of indigenous hunting. The indigenous community mostly disagreed with the ruling made only by Han Chinese judges. The Bunun hunter eventually received a presidential pardon, but the law is still not updated.
### Claimed admixture with Taiwanese Han
A study by Marie Lin in 2007 reported that the human leukocyte antigen typing study and mitochondrial DNA analysis demonstrated that 85% of the Taiwanese Han population had some degree of aboriginal origin. Other studies by Chen Shun-Shen state that 20% to 60%, and then more than 88% of Taiwanese Han have aboriginal blood. These studies were criticized by other researchers and refuted by subsequent genetic studies. However the idea that Taiwanese Han are a hybrid population genetically different from Chinese Han has been used as a basis for Taiwanese independence from China. This belief has been called the "myth of indigenous genes" by some researchers such as Shu-juo Chen and Hong-kuan Duan, who say that "genetic studies have never supported the idea that Taiwanese Han are genetically different with Chinese Han."
The idea that "We are all Aboriginal people" was initially welcomed by aboriginal leaders but has faced increasing opposition as it became viewed as a tool for Taiwanese independence. On 9 August 2005, a celebration for the constitutional reforms protecting aboriginal rights was held, during which Premier Frank Hsieh announced that he had an aboriginal great-grandmother and that "Now you shouldn't say: 'you are Aboriginal, I am not.' Everyone is Aboriginal." Descendants of plains aborigines have opposed the usage of their ancestors in the call for Taiwanese independence. Genetic studies show genetic differences between Taiwanese Han and mountain aborigines. According to Chen and Duan, the genetic ancestry of individuals cannot be traced with certainty and attempts to construct identity through genetics are "theoretically meaningless."
The Plains "Pingpu" aborigines of Taiwan criticized Lin's studies, which follows the "blood line theory" of Taiwanese nationalism. Alak Akatuang, secretary of the Pingpu Indigenous Peoples Cultural Association, said that the pan-green camp used the indigenous peoples to create a national identity for Taiwan, but the idea that Taiwanese people are not overwhelmingly descended from Han settlers is false. According to Akatuang, Taiwan's independence should not be founded on the idea of genetic lineages and these people who believe in the blood line theory "ignore scientific evidence because they want to believe they are different from China." This harmed the legitimacy of the Pingpu movement for recognition and reparations and was deeply insulting: "The Pingpu were the first of Taiwan's Indigenous peoples to face colonization. After the Han people came, they stole our land. They murdered our ancestors. Then after a few hundred years, they said we were the same people. Do you think a Pingpu person can accept this?"
In the highest self reports, 5.3 percent of Taiwan's population claimed indigenous heritage. Estimates of genetic indigenous ancestry reported by Lin range from 13%, 26%, and as high as 85%, the latter number being published in an editorial that was not peer-reviewed. These numbers have taken hold in popular Taiwanese imagination and sometimes treated as facts in Taiwanese politics and identity. Many Taiwanese claim to be part aboriginal. Chen suggests that the estimates resulted from manipulation of sample sizes. The lack of methodological rigor suggests the numbers were meant for local consumption. In all other scientific studies, genetic markers for aboriginal ancestry make up a minute portion of the genome. In 2021, Marie Lin, who was the source of the larger indigenous ancestry numbers, co-authored an article stating that there are "distinct patterns of genetic structure between the Taiwanese Han and indigenous populations." The paper also suggest East Asian ancestry may have mixed with indigenous peoples in their southward expansion 4,000 years ago, which can lead to data that may be misinterpreted as recent Taiwanese Han-indigenous admixtures.
### Economic issues
Many indigenous communities did not evenly share in the benefits of the economic boom Taiwan experienced during the last quarter of the 20th century. They often lacked satisfactory educational resources on their reservations, undermining their pursuit of marketable skills. The economic disparity between the village and urban schools resulted in imposing many social barriers on aborigines, which prevent many from moving beyond vocational training. Students transplanted into urban schools face adversity, including isolation, culture shock, and discrimination from their peers. The cultural impact of poverty and economic marginalization has led to an increase in alcoholism and prostitution among aborigines.
The economic boom resulted in drawing large numbers of aborigines out of their villages and into the unskilled or low-skilled sector of the urban workforce. Manufacturing and construction jobs were generally available for low wages. The aborigines quickly formed bonds with other communities as they all had similar political motives to protect their collective needs as part of the labor force. The aborigines became the most skilled iron-workers and construction teams on the island often selected to work on the most difficult projects. The result was a mass exodus of indigenous members from their traditional lands and the cultural alienation of young people in the villages, who could not learn their languages or customs while employed. Often, young aborigines in the cities fall into gangs aligned with the construction trade. Recent laws governing the employment of laborers from Indonesia, Vietnam and the Philippines have also led to an increased atmosphere of xenophobia among urban aborigines, and encouraged the formulation of a pan-indigenous consciousness in the pursuit of political representation and protection.
### Religion
Of the current population of Taiwanese aborigines, about 70% identify themselves as Christian. Many of the Plains groups have mobilized their members around Christian organizations; most notably the Presbyterian Church in Taiwan and Catholicism.
Before contact with Christian missionaries during both the Dutch and Qing periods, Taiwanese aborigines held a variety of beliefs in spirits, gods, sacred symbols and myths that helped their societies find meaning and order. Although there is no evidence of a unified belief system shared among the various indigenous groups, there is evidence that several groups held supernatural beliefs in certain birds and bird behavior. The Siraya were reported by Dutch sources to incorporate bird imagery into their material culture. Other reports describe animal skulls and the use of human heads in societal beliefs. The Paiwan and other southern groups worship the Formosan hundred pacer snake and use the diamond patterns on its back in many designs. In many Plains Aborigines societies, the power to communicate with the supernatural world was exclusively held by women called Inibs. During the period of Dutch colonization, the Inibs were removed from the villages to eliminate their influence and pave the way for Dutch missionary work.
During the Zheng and Qing eras, Han immigrants brought Confucianized beliefs of Taoism and Buddhism to Taiwan's indigenous people. Many Plains Aborigines adopted Han religious practices, though there is evidence that many aboriginal customs were transformed into local Taiwanese Han beliefs. In some parts of Taiwan the Siraya spirit of fertility, Ali-zu (A-li-tsu) has become assimilated into the Han pantheon. The use of female spirit mediums (tongji) can also be traced to the earlier matrilineal Inibs.
Although many aborigines assumed Han religious practices, several sub-groups sought protection from the European missionaries, who had started arriving in the 1860s. Many of the early Christian converts were displaced groups of Plains Aborigines that sought protection from the oppressive Han. The missionaries, under the articles of extraterritoriality, offered a form of power against the Qing establishment and could thus make demands on the government to provide redress for the complaints of Plains Aborigines. Many of these early congregations have served to maintain aboriginal identity, language and cultures.
The influence of 19th- and 20th-century missionaries has both transformed and maintained aboriginal integration. Many of the churches have replaced earlier community functions, but continue to retain a sense of continuity and community that unites members of aboriginal societies against the pressures of modernity. Several church leaders have emerged from within the communities to take on leadership positions in petitioning the government in the interest of indigenous peoples and seeking a balance between the interests of the communities and economic vitality.
### Ecological issues
Natural resources used by indigenous communities have often been nationalized under Taiwan's developmentalist policies, disrupting traditional institutions and cultural mechanisms of resource use.
The indigenous communities of Taiwan are closely linked with ecological awareness and conservation issues on the island, as many of the environmental issues are spearheaded by aborigines. Political activism and sizable public protests regarding the logging of the Chilan Formosan Cypress, as well as efforts by an Atayal member of the Legislative Yuan, "focused debate on natural resource management and specifically on the involvement of aboriginal people therein". Another high-profile case is the nuclear waste storage facility on Orchid Island, a small tropical island 60 km (37 mi; 32 nmi) off the southeast coast of Taiwan. The inhabitants are the 4,000 members of the Tao (or Yami). In the 1970s the island was designated as a possible site to store low and medium grade nuclear waste. The island was selected on the grounds that it would be cheaper to build the necessary infrastructure for storage and it was thought that the population would not cause trouble.
Large-scale construction began in 1978 on a site 100 m (330 ft) from the Immorod fishing fields. The Tao alleges that government sources at the time described the site as a "factory" or a "fish cannery", intended to bring "jobs [to the] home of the Tao/Yami, one of the least economically integrated areas in Taiwan". When the facility was completed in 1982, however, it was in fact a storage facility for "97,000 barrels of low-radiation nuclear waste from Taiwan's three nuclear power plants". The Tao have since stood at the forefront of the anti-nuclear movement and launched several exorcisms and protests to remove the waste they claim has resulted in deaths and sickness. The lease on the land has expired, and an alternative site has yet to be selected.
The competition between different ways of representing and interpreting indigenous culture among local tourism operators does exist and creates tensions between indigenous tour guides and the NGOs which help to design and promote ethno/ecotourism. E.g., in a Sioulin Township, the government sponsored a project "Follow the Footsteps of Indigenous Hunters". Academics and members from environmental NGOs have suggested a new way of hunting: to replace shotgun with camera. Hunters benefit from the satisfaction of ecotourists who may spot wild animals under the instructions of accompanied indigenous hunters [Chen, 2012]. The rarer the animals are witnessed by tourists, the higher the pay will be to the hunters.
### Parks, tourism, and commercialization
Aboriginal groups are seeking to preserve their folkways and languages as well as to return to, or remain on, their traditional lands. Eco-tourism, sewing and selling carvings, jewelry and music have become viable areas of economic opportunity. However, tourism-based commercial development, such as the creation of Taiwan Aboriginal Culture Park, is not a panacea. Although these create new jobs, aborigines are seldom given management positions. Moreover, some national parks have been built on aboriginal lands against the wishes of the local communities, prompting one Taroko activist to label the Taroko National Park as a form of environmental colonialism. At times, the creation of national parks has resulted in forced resettlement of the aborigines.
Due to the close proximity of aboriginal land to the mountains, many communities have hoped to cash in on hot spring ventures and hotels, where they offer singing and dancing to add to the ambience. The Wulai Atayal in particular have been active in this area. Considerable government funding has been allocated to museums and culture centers focusing on Taiwan's aboriginal heritage. Critics often call the ventures exploitative and "superficial portrayals" of aboriginal culture, which distract attention from the real problems of substandard education. Proponents of ethno-tourism suggest that such projects can positively impact the public image and economic prospects of the indigenous community.
The attractive tourist destination includes natural resources, infrastructure, customs and culture, as well as the characteristics of the local industry. Thus, the role of the local community in influencing the tourism development activities is clear. The essence of tourism in today's world is the development and delivery of travel and visitation experiences to a range of individuals and groups who wish to see, understand, and experience the nature of different destinations and the way people live, work, and enjoy life in those destinations. The attitude of local people towards tourists constitutes one of the elements of a destination's tourism value chain. The attraction is a tourist area's experience theme, however the main appeal is the formation of the fundamentals of the tourism image in the region [Kao, 1995]. Attraction sources can be diverse, including the area's natural resources, economic activities, customs, development history, religion, outdoor recreation activities, events and other related resources. This way, the awareness of indigenous resources constitutes an attraction to tourists. The aboriginal culture is an important indicator of tourism products' attractiveness and a new type of economic sources.
While there is an important need to link the economic, cultural, and ecological imperatives of development in the context of tourism enterprises, there is the key question of implementation and how the idea of sustainable tourism enterprises can be translated into reality: formulation of strategies and how they may be expected to interact with important aspects of indigenous culture. In addition to being locally directed and relevant, the planning process for the establishment of an ethno/ecotourism enterprise in an indigenous community should be strategic in nature. The use of a strategic planning process enables indigenous culture to be regarded as an important characteristic requiring careful consideration, rather than a feature to be exploited, or an incidental characteristic that is overshadowed by the natural features of the environment.
### Music
A full-time aboriginal radio station, "Ho-hi-yan", was launched in 2005 with the help of the Executive Yuan, to focus on issues of interest to the indigenous community. This came on the heels of a "New wave of Indigenous Pop", as aboriginal artists, such as A-mei, Pur-dur and Samingad (Puyuma), Difang, A-Lin (Ami), Princess Ai 戴愛玲 (Paiwan), and Landy Wen (Atayal) became international pop-stars. The rock musician Chang Chen-yue is a member of the Ami. Music has given aborigines both a sense of pride and a sense of cultural ownership.
The issue of ownership was exemplified when the musical project Enigma used an Ami chant in their song "Return to Innocence", which was selected as the official theme of the 1996 Atlanta Olympics. The main chorus was sung by Difang and his wife, Igay. The Amis couple successfully sued Enigma's record label, which then paid royalties to the French museum that held the master recordings of the traditional songs, but the original artists, who had been unaware of the Enigma project, remained uncompensated.
### Indigenous Peoples' Day
In 2016, the administration under President Tsai Ing-wen approved a proposal that designated August 1 as Indigenous Peoples' Day in Taiwan. In celebration of the special day, President Tsai issued an official apology to the country's aboriginal people and outlined steps to further promote legislation and involve organizations related to aboriginal causes, such as the Presidential Office's Indigenous Historical Justice and Transitional Justice Committee. The government hopes the day will remind the public of the diverse ethnic groups in Taiwan by bringing greater respect for indigenous peoples' cultures and history and promoting their rights.
### Pulima Art Festival
The Pulima Art Festival (藝術節 also known as Pulima Arts Festival) is a biennial event held since 2012 which showcases Aboriginal and Indigenous art and culture and is the biggest Aboriginal contemporary art event in Taiwan. Pulima is a Paiwan word meaning "creative or highly skilled people". Inspired by the Edinburgh Art Festival and the Festival d'Avignon in France, Pulima is supported by the Indigenous Peoples Cultural Foundation. Dancers and musicians from Taiwan as well as abroad feature in the festival, which takes place between November and February every second year, and awards a prize called the Pulima Art Prize.
The festival was held in Taipei in 2012 and 2014, and in Kaohsiung in 2016. In 2016, the Atamira Dance Company and Black Grace came from New Zealand, and B2M (Bathurst to Melville), a band from the Tiwi Islands, Australia also performed at the festival.
The 2018 festival took place in the Museum of Contemporary Art Taipei Under the theme "MICAWOR – Turning Over", it displayed the talents of 26 groups of Taiwanese and international artists, and included a series of international forums, artist lectures, workshops and many other events. It collaborated with Melbourne's YIRRAMBOI Festival, with a "Festival in Festival" program.
The Pulima Arts Festival took place from 2020 to 2021 and several videos of participants are available on YouTube.
## See also
- Taiwan Indigenous Television
- Indigenous Area (Taiwan)
- A New Partnership Between the Indigenous Peoples and the Government of Taiwan
- Batan Islands
- Han Taiwanese
- History of Taiwan
- List of ethnic groups in Taiwan
- Austronesian peoples
- Formosan Aboriginal Culture Village
- Shung Ye Museum of Formosan Aborigines
- Taiwanese Hokkien
- Seediq Bale (2011 film based on the Musha Incident)
- Indigenous Peoples' Day |
60,290,350 | 1920–21 Cardiff City F.C. season | 1,166,476,449 | null | [
"Cardiff City F.C. seasons",
"Welsh football clubs 1920–21 season"
]
| The 1920–21 season was the 20th year of competitive football played by Cardiff City F.C. and the team's first in the Football League. In a ballot by members of their new league, Cardiff were voted into the Second Division and won their first match 5–2 against Stockport County. Cardiff finished the season tied on points with first-placed Birmingham, with 58 of a possible 84 points. The winner was therefore decided via goal average, with Cardiff placing second by a margin of 0.235. The two sides were both promoted to the First Division.Cardiff also reached the semi-final of the FA Cup, becoming the first Welsh side to do so and keeping six consecutive clean sheets in the process. The team caused two upsets by defeating First Division sides Sunderland and Chelsea in the first and fourth rounds respectively. They were eliminated from the competition by fellow Second Division side Wolverhampton Wanderers, losing 3–1 in a replay at Old Trafford. In the Welsh Cup, Cardiff were the holders entering the competition but were eliminated in the third round by Pontypridd after a fixture clash with a league match against Bristol City forced them to field a reserve side.
During the season, Cardiff used 29 players in all competitions. Billy Hardy featured in more games than any other player, being ever present in both the league and FA Cup with 49 appearances. He missed only one senior match for the side, the club's Welsh Cup defeat. Forward Jimmy Gill, signed at the start of the season, was the club's top goalscorer. He scored 20 times in all competitions, finishing the campaign eight goals clear of the next highest-scoring player, Arthur Cashmore. The club attracted an average home attendance at Ninian Park of more than 28,000 for their first season in the Football League, an increase from previous years in the Southern League. Home matches against Coventry City and Bristol City both recorded season-high league attendances of 42,000, although an FA Cup tie against Chelsea attracted 50,000.
## Background and preseason
In 1910, Cardiff City entered the Southern Football League, giving up their amateur status and becoming a professional football club that year. In the 1919–20 season they finished fourth in the Southern League's First Division. The Football League, a rival competition to the Southern League at the time, was expanding, and absorbed the teams from the Southern League's First Division to form a new Football League Third Division. The Southern League had suffered several blows in the years prior with London-based sides Tottenham Hotspur, West Ham United and Fulham all moving into the Football League.
Cardiff's founder Bartley Wilson, along with the club's committee, prepared an application to become one of two sides that would enter the Football League Second Division in place of the two teams that finished at the bottom of the league the previous season. Votes were cast on the decision by members of the Football League; Leeds United, looking to replace Leeds City, a team that had dropped out of the Football League after eight matches the previous year, led the ballot with 31 votes. Cardiff were second with 23 votes, beating out their nearest rival, relegated side Grimsby Town by 3 votes. Lincoln City received only 7 votes while Rochdale and Chesterfield withdrew their applications before the voting. Cardiff's election meant that they were placed in a higher division than the three sides that had finished above them, Portsmouth, Watford and Crystal Palace. The decision proved controversial, particularly at Portsmouth, who had ended the season as champions. The Southern Football League also fined Cardiff £500 for providing insufficient notice of their departure from the competition.
Manager Fred Stewart, appointed in 1913, remained in charge. He maintained the core of his side from the previous season. The most prominent signing made before the start of the new campaign was forward Jimmy Gill, who was signed from The Wednesday for £750. Other new signings included Herbie Evans from local side Cardiff Corinthians, goalkeeper Ben Davies from Middlesbrough, Tom Sayles from Sheffield, Ernie Gault and Jack Page from Everton and Laurence Abrams from Chelsea.
Stewart also allowed defenders Patrick Cassidy and Kidder Harvey to leave the club, surprising many fans and local journalists given the two players' experience. The pair, alongside Billy Hardy, had formed part of the "holy three", as they were known by fans in the Southern League; however, the emergence of Fred Keenor hastened their departure.
The club announced a significant rise in ticket prices ahead of the new season, citing the increase in travelling and rail fares that would be required in the new division. At the annual general meeting on 16 August, plans for £20,000 worth of improvements to be made to the club's home ground, Ninian Park, to cope with spectator demand were authorised. Although the alterations would stretch into the season, the ground would have an initial capacity of 35,000 for the start of the campaign. Dr. Alex Brownlee, the club chairman who presided over the meeting, left his post one month later and was replaced by Walter Riden. Cardiff held their only preseason fixture on 18 August, with the first team squad being split into two sides to face each other at Ninian Park, where they played out a 2–2 draw.
## Football League Second Division
### August–December
Cardiff was handed an away fixture in their first Football League match, facing Stewart's former club Stockport County. Considered underdogs against the more experienced side, Cardiff secured a 5–2 victory with two goals from new signing Gill and one each from Jack Evans, Billy Grimshaw and Keenor. The performance led The Times to describe the win as "one of the best performances of the day" in the Football League. The team's second match was the first Football League tie held at Ninian Park as 25,000 fans witnessed a goalless draw with Clapton Orient. The first home victory at the ground came in the team's following match, when they recorded a 3–0 win over Stockport in the reverse fixture, a week after their first meeting. At the time, the Football League used Charles Sutcliffe's fixture system that paired club's home and away matches against the same side on consecutive weekends or in close proximity wherever possible. The club's previous season's top goalscorer Arthur Cashmore opened the scoring, becoming the first player to score a Football League goal at Ninian Park, before Grimshaw added a brace. Cardiff suffered their first defeat in the Football League in the reverse fixture against Clapton Orient on 6 September, losing 2–0.
The side recovered to claim a win and a draw in consecutive fixtures against Birmingham in their following two matches, with Gill scoring in both games. Another set of successive fixtures followed against West Ham United with the two sides having identical records before the matches. In keeping with this form, both games ended in draws: the first match, at Ninian Park, ended 0–0, and the second resulted in a 1–1 draw with Gill maintaining his early season form by scoring his fifth goal of the campaign. Cardiff remained unbeaten throughout the rest of October, recording two 3–0 victories over Fulham, home and away, and a win and a draw against Notts County. After victory in the first fixture against Notts County, a match they were widely expected to struggle in, Cardiff led the division with 11 matches played. A subsequent draw and a loss against Leicester City allowed South Shields to overtake them.
The return fixture against Leicester was won 2–0 following goals from Cashmore and Gill, in front of a joint season-low home crowd of 20,000. Soon after, Cardiff secured a 4–2 victory over Blackpool at Bloomfield Road. Prior to the victory, Cardiff broke their record transfer fee to sign Scottish international full back Jimmy Blair from The Wednesday for £3,500, also a record fee for a full back at the time. Blair made his debut for the club in the match, replacing Albert Barnett, and remained first choice throughout the rest of the season. After a 0–0 draw at home against Blackpool, Blair returned to face his former club Wednesday and helped his new side record consecutive 1–0 victories, with both matches being decided by goals from George West. Their form prompted The Times to report that the side were playing with "great determination" to win promotion to the First Division. The victories returned Cardiff to the top of the table and their position was further strengthened by a 2–1 win over Bury, despite rivals Birmingham recording their tenth win in a row. Cardiff defeated Coventry City 4–2 on Christmas Day in a match that recorded a joint season-high home attendance of 42,000 and left the side leading the division having lost only two matches in the first half of the campaign. However, a 1–0 defeat in the return fixture two days later allowed Bristol City to move into first place on goal average and Birmingham to move within one point of the pair at the end of the calendar year.
### January–May
Cardiff endured a poor start to 1921, losing 1–0 to Bury on New Year's Day and then drawing 0–0 with promotion rivals Bristol City on 15 January. With that draw, Birmingham overtook the pair to go top. Cardiff faced Bristol City again in their next fixture with goalkeeper Herbert Kneeshaw missing his first match of the season after suffering a cheek injury; his replacement, Ben Davies, went on to feature in all of the club's remaining fixtures. The match with Bristol City attracted an attendance of around 42,000, the joint highest home crowd of the season at Ninian Park. Although Cardiff defeated their Severnside rivals 1–0 with Barnett scoring the only goal, a loss to Stoke on 5 February saw Cardiff drop to third place. A 2–0 win over Barnsley, with goals from Gill and debutant Harry Nash, and a goalless draw with Stoke were not enough to stop the side slipping to fourth place soon after. In the team's last fixture in February, Cardiff defeated Nottingham Forest 2–1, leaving them tied with Bristol City and Blackpool for second place on 38 points and 2 points behind leaders Birmingham. Concerned about his side's lack of goals, Stewart, who had already signed Nash in an attempt to remedy the problem, brought in forward Fred Pagnam in March from First Division side Arsenal for £3,000. Although Pagnam scored on his debut as Cardiff defeated Barnsley 3–2, they suffered consecutive defeats for the first time during the campaign, losing 2–0 against Rotherham County and 2–1 against Port Vale in their next two fixtures. The defeats resulted in Cardiff falling five points behind leaders Birmingham, although their prolonged FA Cup run had left them with three games in hand.
Two days after losing to Port Vale, Pagnam helped the side return to winning ways by scoring the only goal in a victory over Leeds United on 28 March, although the match was marred by Barnett suffering a broken leg that ended his season. In order to make up their games in hand, Cardiff played the return fixture against Leeds the following day. Pagnam again scored, this time alongside Keenor in a 2–1 win. These victories were the start of an improved run of form highlighted by Cardiff winning six of their following seven matches: having defeated Leeds, Cardiff drew 0–0 with Port Vale, and then won four consecutive matches, defeating Nottingham Forest 3–0 and recording 1–0 wins over South Shields (twice) and Rotherham. Their form brought them back into contention for the league title and, despite picking up only one point from two matches against Hull City at the end of April, Cardiff went into the final two league fixtures tied on points with league leaders Birmingham who led on goal average as determined by the number of goals scored being divided by the number of goals conceded. Bristol City were four points behind the pair, meaning each of them needed a point from their remaining two fixtures to guarantee promotion to the First Division. Cardiff's final two matches of the season were against Wolverhampton Wanderers, the side that had eliminated them from the semi-finals of the FA Cup two months earlier. In the first fixture, held at Ninian Park, 40,000 spectators witnessed Cardiff seal promotion with a 2–0 win, with Gill and Pagnam the scorers. Cardiff's promotion had already been guaranteed by a draw between The Wednesday and Bristol City earlier in the day and the club's directors let in much of the capacity crowd for free in celebration. Gill and Pagnam were on the scoresheet again, along with Nash, to record a 3–1 win in the reverse match on 7 May. Despite winning both fixtures, Cardiff ultimately finished second to Birmingham on goal average by 0.235. Their rivals' superior scoring record in home fixtures ultimately proved decisive with the champions scoring over 20 goals more than Cardiff in those matches. Keenor later described the confusion at the end of the final match as the team waited for news on which side had won the league, commenting "we waited anxiously in the dressing room for the result of the Birmingham match. It seemed hours before the result came through... this went on for 15 minutes, when a reporter walked in with the information that Birmingham were champions."
### Match results
#### Key
- In result column, Cardiff City's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
#### Results
### Partial league table
## Cup matches
### FA Cup
Cardiff entered the FA Cup in the first round, being drawn against First Division side Sunderland. The match was played at Roker Park in front of a crowd of 41,923 on 8 January 1921. Cardiff caused an upset by winning 1–0 following a goal from George Beare. In a reversal of fortune in the following round, Cardiff were seen as favourites after being drawn against Third Division side Brighton & Hove Albion. They were unable to make their higher ranking count as they were held to a goalless draw at Brighton's Goldstone Ground. In the replay, a single goal from Cashmore was enough to see Cardiff through to the third round. A third consecutive away draw followed, as Cardiff defeated Third Division Southampton 1–0 at The Dell after a goal from Gill.
The club's victory over Southampton meant that, for the first time in their history, Cardiff had reached the fourth round of the FA Cup. The team were drawn against First Division side Chelsea, who would be playing their eighth match in the competition, having been taken to two replays by both Reading and Plymouth Argyle in the first and third rounds respectively. Chelsea's difficulty in overcoming opponents in the previous rounds meant that the match was seen as a closer contest than the divisional gap suggested. A crowd of 50,000 attended the match at Ninian Park. After Cardiff took an early lead through Cashmore's second goal in the competition, they proceeded to defend resolutely throughout the remainder of the match, holding their lead for the rest of the game. Their defensive line of Blair, Charlie Brittain and Keenor received significant praise in match reports.
Cardiff's victory over Chelsea resulted in the side becoming the first Welsh team ever to reach the semi-final stage in the competition's history. The draw for the semi-final saw Cardiff paired with fellow Second Division side Wolverhampton Wanderers. As semi-final ties are traditionally held at a neutral venue, the match was played at Anfield, the home ground of Liverpool, on 19 March. The match was also the first football game ever attended by King George V and Queen Mary. Their only daughter, Princess Mary, was also present at the match. The game was described in The Times as a defensive affair: fewer than half-a-dozen shots were taken, and the game ended in a goalless draw, necessitating a replay. This was blamed on the pitch, which was greasy because of the heavy rain that fell throughout the day, and which cut up badly as the game wore on. Wolves were adjudged to have been the stronger of the two sides while Evans was adjudged to be Cardiff's most impressive attacking player. Cardiff's defence was praised after recording their sixth consecutive clean sheet in the competition. Around 42,000 fans attended the fixture resulting in £3,500 of receipts in one of the highest gates the club drew during the season.
The replay was held at Old Trafford, the home ground of Manchester United, four days later. Although Cardiff's defence had not conceded a goal in the competition to this point, they were breached after just 12 minutes. Wolves added a second goal before half-time; Cardiff pulled one goal back when they were awarded a penalty for handball that was converted by Keenor. This led to a brief upsurge in performance as the side looked for an equalising goal. Multiple long shots were defended by Wolves who added a third goal soon after and ended the winners as the match finished 3–1. Around 45,000 spectators attended the replay, yielding gate receipts of £4,270. Wolves went on to lose the final 2–1 against First Division side Tottenham Hotspur at Stamford Bridge.
#### Match results
##### Key
- In result column, Cardiff City's score shown first
- H = Home match
- A = Away match
- N = Neutral venue
- pen. = Penalty kick
- o.g. = Own goal
##### Results
### Welsh Cup
Cardiff entered the competition as reigning holders having won the trophy for the second time in their history in April 1920 after defeating Wrexham 2–0. The side's first match was in the third round. They were drawn against Pontypridd. However, the match was scheduled for 15 January 1921, the same day that Cardiff were due to play Bristol City in the Second Division. Both matches went ahead on the same date with the first team playing in the league and a team made up of reserve and fringe players travelling to Pontypridd. The weakened side suffered a 2–1 defeat with Cardiff's goal being scored by Len Davies.
#### Match results
##### Key
- In result column, Cardiff City's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
##### Results
## Players
Manager Fred Stewart used a total of 29 players in all competitions during the season. Hardy made the most appearances of any player, featuring in all 42 league and 7 FA Cup matches; the only senior match he did not feature in was the club's fixture clash in the Welsh Cup. Bert Smith, Keenor, Gill and Brittain were the only other players to play 40 or more matches. The Welsh Cup fixture clash provided Len Hopkins, Tom Sayles and Tommy Wilmott with their only appearances of the season. Gill was the club's top scorer, scoring 19 times in the Second Division and 1 goal in the FA Cup. Cashmore, the previous season's top scorer, was the only other player to reach double figures, scoring 12 times in all competitions. Despite joining the club with only three months of the season remaining, Pagnam was the third highest scorer having scored 8 goals in 14 appearances. In total, 11 players scored at least one goal during the campaign. Len Davies' goal against Pontypridd in the Welsh Cup was the first goal of his senior career. He would go on to become Cardiff's all-time leading goalscorer with 128 goals in all competitions.
Sources:
## Aftermath
By winning promotion, Cardiff became the first Welsh side to reach the top tier of the Football League. They also became only the second side to win promotion to the First Division in their first season in the Football League, equalling the feat of Tottenham Hotspur in 1909. The majority of the squad remained to form the core of the first team in the following seasons. Some players were displaced by new signings and departed within the first half of the 1921–22 season, including Cashmore, Beare and West. Pagnam also departed the following season as he was unable to reproduce his good form in the higher tier, failing to score in 13 appearances.
A major increase in attendances following the move into the Football League and a long cup run significantly benefitted the club financially with the accounts being described as in "rude health" by the board. The club received praise for their performances through the campaign with the South Wales Echo writing "In all parts of the country Cardiff City is described as the team of the year and surely no other club has a better right to be so designated. Some of their performances have been really brilliant." |
291,924 | Ontario Highway 401 | 1,172,502,973 | Controlled-access highway in Ontario | [
"1947 establishments in Ontario",
"400-series highways",
"Expressways in Canada",
"Roads in Kitchener, Ontario",
"Roads in London, Ontario",
"Roads in Mississauga",
"Toronto highways",
"Transport in Cambridge, Ontario",
"Transport in Cornwall, Ontario",
"Transport in Kingston, Ontario",
"Transport in Oshawa"
]
| King's Highway 401, commonly referred to as Highway 401 and also known by its official name as the Macdonald–Cartier Freeway or colloquially referred to as the four-oh-one, is a controlled-access 400-series highway in the Canadian province of Ontario. It stretches 828 kilometres (514 mi) from Windsor in the west to the Ontario–Quebec border in the east. The part of Highway 401 that passes through Toronto is North America's busiest highway, and one of the widest. Together with Quebec Autoroute 20, it forms the road transportation backbone of the Quebec City–Windsor Corridor, along which over half of Canada's population resides. It is also a Core Route in the National Highway System of Canada. The route is maintained by the Ministry of Transportation of Ontario (MTO) and patrolled by the Ontario Provincial Police. The speed limit is 100 km/h (62 mph) throughout its length, with the only exceptions the posted 80 km/h (50 mph) limit westbound in Windsor and in most construction zones, along with a 110 km/h (68 mph) speed limit between Windsor and Tilbury.
By the end of 1952, three individual highways were numbered "Highway 401": the partially completed Toronto Bypass between Weston Road and Highway 11 (Yonge Street); Highway 2A between West Hill and Newcastle; and the Scenic Highway between Gananoque and Brockville, now known as the Thousand Islands Parkway. These three sections of highway were 11.8, 54.7 and 41.2 km, (7.3, 34.0 and 25.6 mi), respectively. In 1964, the route became fully navigable from Windsor to the Ontario–Quebec border. In 1965 it was given a second designation, the Macdonald–Cartier Freeway, in honour of two Fathers of Confederation. At the end of 1968, the Gananoque–Brockville section was bypassed and the final intersection grade-separated near Kingston, making Highway 401 a freeway for its entire 817.9-km length. Since 2007, a portion of the highway between Trenton and Toronto has been designated the Highway of Heroes, as the route is travelled by funeral convoys for fallen Canadian Forces personnel from CFB Trenton to the coroner's office.
In 2011, construction began on a westward extension called the "Rt. Hon. Herb Gray Parkway". This new route follows but does not replace, the former Highway 3 between the former end of the freeway and the E. C. Row Expressway, at which point it turns and parallels that route towards the site of the future Gordie Howe International Bridge. An 8-kilometre (5 mi) section of the parkway, east of the E. C. Row interchange, opened on June 28, 2015, with the remaining section completed and opened on November 21. In the summer of 2019, the widening of the highway between Highway/Regional Road 8 in Kitchener to Highway/Regional Road 24 in Cambridge to twelve lanes was completed. There are plans underway to widen the remaining four-lane sections between Windsor and London to six lanes and to widen the route between Cambridge and Milton as well as through Oshawa. The expansive twelve-plus-lane collector–express system through Toronto and Pickering, and partially across Mississauga, was extended west to Milton in December 2022.
## Route description
Highway 401 extends across Southwestern, Central and Eastern Ontario. In anticipation of the future expansion of the highway, the transportation ministry purchased a 91.4-metre-wide (300 ft) right-of-way along the entire length. Generally, the highway occupies only a portion of this allotment. It is one of the world's busiest highways; a 2016 analysis stated the annual average daily traffic (AADT) count between Weston Road and Highway 400 in Toronto was nearly 420,000, while a second study estimates that over 500,000 vehicles travel that section on some days. This makes it North America's busiest roadway, surpassing the Santa Monica Freeway in Los Angeles and I-75 in Atlanta. The just-in-time auto parts delivery systems of the highly integrated automotive industry of Michigan and Ontario have contributed to the highway's status as the world's busiest truck route, carrying 60 percent of vehicular trade between Canada and the US.
Highway 401 also features North America's busiest multi-structure bridge at Hogg's Hollow in Toronto. The four bridges, two for each direction with the collector and express lanes, carried an average of 373,700 vehicles daily in 2006. The highway is one of the major backbones of a network in the Great Lakes region, connecting the populous Quebec City–Windsor corridor with Michigan, New York and central Ontario's cottage country. It is the principal connection between Toronto and Montreal, becoming Autoroute 20 at the Ontario–Quebec border.
### Southwestern Ontario
Highway 401 does not yet extend the last few kilometres to Detroit; an extension to Brighton Beach (at the Canada–US border in Windsor) was completed in November 2015, after which the Gordie Howe International Bridge will extend Highway 401 across the Canada–United States border to a connection through Delray to Interstate 75 in Michigan by the end of 2024. At present, Highway 401 begins as a six-lane freeway at the west end of the E. C. Row Expressway. At the Dougall Parkway, the highway turns east and exits Windsor. From here, Highway 401 mostly parallels the former route of Highway 98 from Windsor to Tilbury.
Southwestern Ontario is flat, primarily agricultural land, that takes advantage of the fertile clay soil deposited throughout the region. The main river through the region is the Thames River, which drains the second largest watershed in southern Ontario and largely influences the land use surrounding the highway. It parallels the route to the north between Tilbury and Woodstock.
Near Tilbury, Highway 401 loses its tall wall median barrier and narrows to four lanes, following lot lines laid between concession roads in a plan designed to limit damage to the sensitive agricultural lands through which the highway runs. Here the highway's flat and straight route is notorious for leading to driver inattention. The section from Windsor to London (especially west of Tilbury) has become known for deadly car accidents and pile-ups, earning it the nickname Carnage Alley. As the highway approaches London, Highway 402 merges in, resulting in a six-lane cross-section. Within London, it intersects the city's two municipal expressways, Highbury Avenue and the Veterans Memorial Parkway.
The section between London and Woodstock generally parallels the former Highway 2 but lies on the south side of the Thames River. This area is not as flat but the highway is generally straight. This part of Highway 401 often experiences heavy snowsqualls in early winter, sometimes extending as far east as Toronto. To the south of Woodstock, Highway 401 curves northeast and the western terminus of Highway 403 merges into it. From here the highway heads towards Kitchener and Cambridge, substantially north of the route of the former Highway 2 as Highway 403 assumes the role of paralleling the former Highway 2 all the way to Mississauga. Heading towards Kitchener the highway intersects with Highway 8 and returns to its eastward orientation. Between Highway/Regional Road 8 and Highway/Regional Road 24 in Cambridge, the highway was widened in 2020 to twelve lanes to accommodate the growing traffic using that segment. Beyond Highway/Regional Road 24, the highway returns to a six-lane cross section and meanders towards Milton, passing through hills and rock cuts along the way.
### Greater Toronto Area
As Highway 401 approaches the Greater Toronto Area (GTA), it rounds Rattlesnake Point, part of the ecologically protected Niagara Escarpment, to the west of Milton. Upon entering the town, it enters the first urbanized section of the GTA, passing through two rural areas between there and Oshawa. Part of this rural gap is the western side of Toronto's Greenbelt, a zone around Toronto protected from development. After this 10 km (6.2 mi) gap, the highway interchanges with the Highway 407 Express Toll Route. Within the GTA, the highway passes several major shopping malls including Yorkdale Shopping Centre, Scarborough Town Centre and Pickering Town Centre.
Highway 401 widens into a collector-express system (the first of three distinct sets) as it approaches James Snow Parkway in Milton, a concept inspired by the Dan Ryan Expressway in Chicago. The system divides each direction of travel into collector and express lanes, giving the highway a wide span and four carriageways. To avoid confusion between carriageways, blue signs are used for the collector lanes and green signs for the express lanes. Unlike the collector lanes, which provide access to every interchange, the express lanes only provide direct access to a select few interchanges. Access between the two is provided by transfers, which are strategically placed to prevent disruptions caused by closely spaced interchanges. The overall purpose of the collector-express system is to maximize traffic flow for both local and long-distance traffic. In addition, Highway 401 was equipped with a traffic camera system called COMPASS in early 1991. Using closed-circuit television cameras, vehicle detection loops and LED changeable-message signs, COMPASS enables the MTO Traffic Operations Centre to obtain a real-time assessment of traffic conditions and alert drivers of collisions, congestion and construction. The system stretches from the Highway 403 / 410 interchange in Mississauga to Harwood Avenue in Ajax.
The first collector-express section through the GTA is 4.6 km (2.9 mi) long and runs from James Snow Parkway to Highway 407. Beyond Highway 407, the freeway briefly narrows to 10 lanes east to Winston Churchill Boulevard, where the second section begins and runs 16.7 km (10.4 mi) to Highway 427; initially terminating just west of Highway 410 in the early 1990s, but extended westward in stages during the 2010s to include the interchanges with Hurontario Street, Mavis Road, and Mississauga Road; with the final extension to Winston Churchill being completed in 2022. This system was originally designed to accommodate and organize various traffic movements from the Highway 403 / 410 and Highway 427 interchanges along Highway 401, replacing an earlier plan that would have run Highway 403 directly to Eglinton Avenue and the never-built Richview Expressway. As the highway enters Toronto proper at the interchange with Renforth Drive, the collector lanes diverge to become the ramps to and from Highway 427 northbound and southbound. The third, and longest, at 43.7 km (27.2 mi), system starts from Highway 409 and continues through the city, ending at Brock Road in Pickering to the east. The 5 km (3.1 mi) gap between the second and third systems is a traffic bottleneck as the freeway narrows to only eight lanes beneath Highway 427. However, the interchange with Highway 427 cannot accommodate future widening of Highway 401.
Highway 401 widens to 18 lanes south of Toronto Pearson International Airport. Progressing eastward, eight lanes are carried beneath the large spaghetti junction at Highway 427. The highway curves northeast and follows a power transmission corridor to Highway 409, which merges with the mainline and forms the collector lanes. It returns to its eastward route through Toronto, now carrying 12–16 lanes of traffic on four carriageways. Highway 401 is often congested in this section, with an average of 442,900 vehicles passing between Weston Road and Highway 400 per day as of 2008. In spite of this congestion, it is the primary commuting route in Toronto; over 50 percent of vehicles bound for downtown Toronto use the highway. East of Highway 400 is The Basketweave, as each direction has a criss-crossing transfer between the express and collectors carriageways. Near Yorkdale Shopping Centre, twelve lanes pass beneath a complicated interchange with Allen Road, built to serve the cancelled Spadina Expressway. Further east, the highway crosses Hogg's Hollow, over the West Don River and Yonge Street in the centre of Toronto, the busiest multi-span bridge crossing in North America, surpassing the Brooklyn Bridge. It then crosses the East Don River and climbs toward an interchange with the Don Valley Parkway and Highway 404, which provides access to downtown Toronto and the suburbs to the north, respectively.
Progressing eastward in Scarborough, the Highway 401 continues through mostly residential areas and Scarborough City Centre including the shopping mall, eventually reaching the city's eastern edge where former Highway 2A merges into it at a vast interchange with Kingston Road and Port Union Road, and crossing the Rouge Valley into Pickering.
West of Pickering, Highway 401 again meets former Highway 2, which thereafter parallels it to the Ontario–Quebec border. As the highway approaches Brock Road in Pickering, the collector and express lanes converge, narrowing the 14-lane cross-section to 10, divided only at the centre. It remains this width as it passes into Ajax, before narrowing to six lanes at Salem Road. Planned expansions east of Salem to improve flow leading into the Highway 412 and Lakeridge Road interchanges will see the highway widened to ten lanes as far as Brock Street in Whitby, where the existing interchange will be reconfigured.
East of Ajax, the highway passes through the second 3.5 km (2.1 mi) rural gap, and enters Whitby. The stretch of Highway 401 through Whitby and Oshawa features several structures completed during the initial construction of the highway in the 1940s. Several of these structures are to be demolished, either due to their age, or to prepare for the planned widening of Highway 401 through this area. A former Canadian National Railway overpass, which was fenced off but commonly used by pedestrians during Highway of Heroes repatriations, was demolished on the night of June 11, 2011. A second structure in Bowmanville was demolished during two overnight closures on July 9 and 16. At Harmony Road, the suburban surroundings quickly transition to agricultural land. The highway curves around the south side of Bowmanville and travels towards Highway 35 and Highway 115.
### Eastern Ontario
From east of Highway 35 and Highway 115 to Cobourg, Highway 401 passes through a mix of agricultural land and forests, maintaining a straight course. Highway 401 passes through the north end of the towns of Port Hope and Cobourg with two interchanges each. Just east of Cobourg, the highway narrows to four lanes and the terrain becomes undulating, with the highway routed around hills and through valleys along the shores of Lake Ontario. At Trenton, the highway crosses the Trent Canal and returns to an agricultural setting. It then crosses the Moira River as it goes through Belleville before heading eastward to Kingston. The Kingston portion of the highway, originally named the Kingston-Bypass, was one of the first sections of the highway to be completed; it is now mostly three lanes each way.
East of Kingston, the highway continues through a predominantly agricultural area alongside the St. Lawrence River to Gananoque, where it splits with the Thousand Islands Parkway, one of the original sections of the highway designated in 1952. The highway runs parallel to the parkway several kilometres inland from the river. The Canadian Shield, an ancient geological formation, appears through this heavily forested section of the highway. Highway 401 rejoins the Thousand Islands Parkway immediately southwest of Brockville, now heading northeast.
The remainder of the highway runs parallel to the former Highway 2 along the shore of the St. Lawrence River within the St. Lawrence Valley. Northeast of Brockville is the interchange with Highway 416, which heads north to Ottawa. At the Ontario–Quebec border, Highway 401 becomes Autoroute 20 and continues to Montreal.
### Traffic volume
The MTO publishes yearly traffic volume data for provincial highways, expressed as an average daily vehicle count over the span of a year (AADT). The table below compares the AADT at several locations along Highway 401 using data from 1969, 1988, 2008 and 2016.
## History
### Predecessors
Highway 401's history predates its designation by over two decades. As automobile use in southern Ontario grew in the early 20th century, road design and construction advanced significantly. Following frequent erosion of Lake Shore Road, then macadamized, a concrete road known as the Toronto–Hamilton Highway was proposed in January 1914. Construction began on November 8 of that year, following the onset of World War I. The highway was designed to run along the lake shore, instead of Dundas Street to the north, because the numerous hills encountered along Dundas would have increased costs without improving accessibility. Middle Road, a dirt lane named because of its position between the two, was not considered since Lake Shore and Dundas were both overcrowded and in need of serious repairs. The road was formally opened on November 24, 1917, 5.5 m (18 ft) wide and nearly 64 km (40 mi) long. It was the first concrete road in Ontario, as well as one of the longest stretches of concrete road between two cities in the world.
Over the next decade, vehicle usage increased substantially, and by 1920, Lakeshore Road was again congested, particularly during weekends. In response, the Department of Highways examined improving another road between Toronto and Hamilton. The road was to be more than twice the width of Lakeshore Road at 12 m (39 ft) and would carry two lanes of traffic in either direction. Construction on what was then known as the Queen Street Extension west of Toronto began in early 1931.
Before the highway could be completed, Thomas McQuesten was appointed the new minister of the Department of Highways, with Robert Melville Smith as deputy minister, following the 1934 provincial elections. Smith, inspired by the German autobahns—new "dual-lane divided highways"—modified the design for Ontario roads, and McQuesten ordered the Middle Road be converted into this new form of highway. A 40 m (130 ft) right-of-way was purchased along the Middle Road and construction began to convert the existing sections to a divided highway. Work also began on Canada's first interchange at Highway 10.
Beginning in 1935, McQuesten applied the concept of a dual-highway to several projects along Highway 2, including along Kingston Road in Scarborough Township. When widening in Scarborough reached the Highland Creek ravine in 1936, the Department of Highways began construction on a new bridge over the large valley, bypassing the former alignment around West Hill. From here the highway was constructed on a new alignment to Oshawa, avoiding construction on the congested Highway 2. As grading and bridge construction neared completion on the new highway between West Hill and Oshawa in September 1939, World War II broke out and gradually tax revenues were re-allocated from highway construction to the war effort.
At the same time, between September 6 and 8, 1939, the Ontario Good Roads Association Conference was held at Bigwin Inn, near Huntsville, drawing highway engineers from across North America to discuss the new concept of "Dual Highways." On the first day of the convention, McQuesten announced his vision of the freeway: an uninterrupted drive through the scenic regions of Ontario, discouraging local business and local traffic from accessing the highway except at infrequent controlled-access points. It was announced in the days thereafter this concept would be applied to a new "trans-provincial expressway", running from Windsor to the Ontario–Quebec border.
Highway engineers evaluated factors such as grading, curve radius, and the narrow median used along the Middle Road—which was inaugurated on August 23, 1940 as the Queen Elizabeth Way (QEW)—and began to plan the course of a new dual highway mostly parallel to Highway 2, with precedence given to areas most hampered by congestion. Unlike the QEW, this highway would not be built along an existing road, but rather on a new right-of-way, avoiding the need to provide access to properties. Along with immense improvements to machinery and construction techniques over its six-year course, the war provided planners an opportunity to conduct a survey of 375,000 drivers, asking them about their preferred route to travel to their destination. Using this information, a course was plotted from Windsor to Quebec, bypassing all towns along the way.
Highway 2S (S for Scenic) was the first completed section of new roadway. Built to connect with the Thousand Islands Bridge at Ivy Lea and opened as a gravel road in late 1941 or early 1942, the road followed the shore of the Saint Lawrence River and connected with the western end of the twinned Highway 2 near Brockville. In addition, the highway between Highland Creek and Oshawa was opened as a gravel-surfaced road in May 1942.
Following the war, construction resumed on roadways throughout Ontario. The expressway between Highland Creek and Oshawa was completed in December 1947, while other sections languished. The Toronto–Barrie Highway was the primary focus of the Department of Highways at the time, and the onset of the Korean War in 1950 stalled construction again. Despite the delays, highway minister George Doucett officially announced the plans for construction of the new trans-provincial expressway that year, with the Toronto to Oshawa expressway serving as a model for the design. Work on the most important link, the Toronto Bypass, began in 1951, but it would not open with that name.
### Assumption
In July 1952 (possibly July 1, the same day Highway 400 was numbered), the Highland Creek to Oshawa expressway and Highway 2S were designated Controlled-Access Highway No 401, a move scorned by one critic because of the lack of thought given to the numbered name. Construction was completed for several sections of the Toronto Bypass: between Highway 400 and Dufferin Street in August, west to Weston Road in September, east to Bathurst Street in October and finally to Yonge Street in December. Extensions east and west began in 1953; the eastern extension to Bayview Avenue opened in April 1955, but the western extension was delayed by the damage caused by Hurricane Hazel on October 15, 1954, which nearly destroyed the new bridge over the Humber River. The reconstruction would take until July 8, 1955, and the highway was opened between Weston and Highway 27 in September 1955.
The entire bypass, including the widening of Highway 27 into an expressway south of Highway 401, was completed in August 1956. Upon its opening, the bypass was described by one reporter as "a motorist's dream" providing "some of the most soothing scenery in the Metropolitan area". The reporter continued, with regard to the eastern section through Scarborough, that it "winds smoothly through pastures across streams and rivers, and beside green thickets. It seems a long way from the big city." By 1959 however, the bypass was a lineup of cars, as 85,000 drivers crowded the roadway, designed to handle a maximum of 48,000 vehicles, on a daily basis. Motorists found the new road to be a convenient way of travelling across Toronto; this convenience helped influence the suburban shift in the city and continues to be a driving force of urban sprawl today.
Meanwhile, beyond Toronto, the highway was being built in a patchwork fashion, focusing on congested areas first. Construction west from Highway 27 began in late 1954, as did the Kingston Bypass in Eastern Ontario. Work began to connect the latter with the Scenic Highway in 1955. After the 1954 New York State Thruway opened from Buffalo to New York City, Michigan officials encouraged Ontario to bypass Highway 3 as the most direct path from Detroit to Buffalo. By 1956, construction had begun on a segment between Highway 4 in London and Highway 2 in Woodstock, as well as on the section between Windsor and Tilbury.
In 1958, a section bypassing Morrisburg was opened to accommodate traffic displaced from a portion of Highway 2 through The Lost Villages of the Saint Lawrence Seaway.
By the end of 1960, the Toronto section of the highway was extended both eastwards and westwards: first east from Newcastle to Port Hope on June 30; then later west from Highway 25 in Milton to Highway 8 south of Kitchener on November 17. By mid-1961, the section between Brighton and Marysville had opened. The gap to the east, from Highway 28 in Port Hope to Highway 30 in Brighton was opened on July 20 of that year.
The gap between Woodstock and Kitchener was completed on November 9, 1961, while the gap between Tilbury and London was completed two lanes at a time; the westbound lanes on October 22, 1963, the eastbound on July 20, 1965. The gap between Marysville and Kingston was opened by 1962. The final sections, from west of Cornwall to Lancaster, were opened between 1962 and 1964; two lanes opened to Lancaster on September 11, 1962, but the other two were not completed until July 31, 1964. The last segment, to the Ontario–Quebec border, was opened on November 10, 1964. Finally, on October 11, 1968, the Thousand Islands Bypass opened. This final piece was commemorated with a plaque to signify the completion of Highway 401.
### Expansion
In Toronto, engineers and surveyors were examining the four-lane bypass, while planners set about designing a way to handle the commuter highway. In 1963, transportation minister Charles MacNaughton announced the widening of Highway 401 in Toronto from four to a minimum of 12 lanes between Islington Avenue and Markham Road. The design was taken from the Dan Ryan Expressway in Chicago, which was widened into a similar configuration around the same time. Construction began immediately. While the plan initially called for construction to end in 1967, it continued for nearly a decade. At least four lanes were always open during the large reconstruction project, which included complex new interchanges at Highway 27, Highway 400, the planned Spadina Expressway and the Don Valley Parkway. The system was completed in 1972, along with the Highway 27 (renamed Highway 427) bypass between the QEW and Pearson Airport. Most of the interchanges in Toronto were reconstructed as partial cloverleafs and a continuous lighting system was installed.
On January 11, 1965, at the dinner celebration of Sir John A. Macdonald's 150th birthday, the Premier of Ontario John Robarts designated Highway 401 the Macdonald–Cartier Freeway to honour Macdonald and George-Étienne Cartier, two of Canada's Fathers of Confederation. Unlike other names later applied to the highway, the Macdonald–Cartier Freeway designation covers the entire length of Highway 401. Signs designating the freeway and shields with the letters 'M-C' were installed, but these had been removed by 1997. In 2003, 38 years after Robarts' naming of the highway, a Member of Provincial Parliament attempted to get the Macdonald-Cartier Freeway highway name enshrined into law; the bill only passed first reading and was not enacted.
In the 1970s, Highway 401 was widened to six lanes in Durham. Between 1977 and 1982, Highway 401 was widened from four to six lanes between Hurontario Street (Highway 10) to Highway 25, with the Jersey median barrier making its debut in Ontario in that segment.
The 1980s saw more sections widened. Most significant was the new collector-express system between Highway 403 / 410 and Highway 427, including a new set of flyover ramps from the express lanes to Highway 403 which opened in 1984, while a basketweave transfer between the eastbound collector and express lanes near Pearson Airport was completed in mid-1985. After the Kennedy Road overpass was replaced, cast-in-place concrete flyover ramps were constructed from 1988 to late 1990 to link up Highway 401 and Highway 410, notably the 11-span flyover ramp from Highway 401 eastbound to Highway 410 northbound which remains the longest in the Greater Toronto Area, while the Highway 410 southbound to Highway 401 eastbound flyover replaced a loop ramp. In the fall of 1991, alongside the widening of Highway 410 into a full freeway, construction began on the connecting ramps between Highway 403 and Highway 410, which pass under the existing bridge structures carrying Highway 401 (which would soon be designated as the collector lanes), while new overpasses were constructed for the Highway 401 express lanes which were extended from east of Tomken Road to just east of Kennedy Road.
Plans were made to extend the eastern system from Neilson Road to Brock Road in Pickering in the late 1980s, but took over a decade to reach fruition by 1997. This was followed shortly thereafter by the widening of the highway through Ajax and a new interchange at Pickering Beach Road (renamed Salem Road) and Stevenson Road.
The 1990s also saw the first step in widening the highway from Toronto to London, by replacing the grass median with the addition of a third traffic lane per direction separated by a tall-wall concrete median barrier. The segment from London to Woodstock received this upgrade first, with the expansion ending near the terminus of Highway 403's newly constructed western segment. A project in the mid-1990s brought the highway up to a minimum of six lanes between Highway 8 in Kitchener and Highway 35 / 115 in Newcastle. Other projects prepared sections for eventual widening.
In its 2007 plan for southern Ontario, the MTO announced long-term plans to create high-occupancy vehicle (HOV) lanes from Mississauga Road west to Milton; by 2011 these plans had been expanded in scope to as far west as Hespeler Road in Cambridge.
In the late 1990s, several prerequisite projects were undertaken for the future widening of Highway 401 throughout Mississauga, including a new underpass structure to accommodate Derry Road which was widened from two to six lanes (1996–97), the addition of an interchange with the Mavis Road extension in 1999 whose overpass was designed to be lengthened with two outer spans, and replacing the Mississauga Road overpass which began on February 15, 2002 (in a cost-sharing agreement between the province and Peel Region) and completed in 2003, although that section of the freeway would retain its six-lane cross section for the next decade. More recent work included the replacement of the McLaughlin Road overpass in 2008. Starting in 2009, Highway 401's collector-express lanes in Mississauga have been extended westward beyond its initial terminus at Highway 410. The widening of this 7 km segment to the Credit River necessitated the replacement of several existing overpasses, including those of Hurontario Street (2013) and Second Line West (2016), with the Second Line West crossing rebuilt as a pedestrian/cyclist bridge since most vehicular traffic was already rerouted to the Mavis Road extension. Tying into this extension of Highway 401's collector-express system, the missing ramps from Highway 401 eastbound to Highway 403 westbound and the opposite movement were completed in 2018 which also provided direct access to Cawthra Road, making the Highway 401-403-410 junction a full four-way interchange. The first phase of this expansion to west of Hurontario Street, a distance of 2.8 km (1.7 mi), opened in 2013, while the second phase to the Credit River was completed in 2020.
A successful construction consortium was announced in 2019 for expanding the route from the Credit River to Regional Road 25 in Milton to a minimum of 10 lanes, including an HOV lane. This project included extending the existing 12-lane collector–express system from the Credit River to just east of Winston Churchill Boulevard, while another 12-lane collector–express system was built from just west of the Highway 407 interchange to just east of the James Snow Parkway, as the Highway 407 overpass was not constructed wide enough to accommodate a continuous collector–express system underneath.
Sections of the new expansion were opened overnight throughout the second half of 2022. On August 13 and 14, 2022, the westbound express lanes opened between Highway 407 and James Snow Parkway. The remainder of the westbound lanes, between the Credit River and Winston Churchill Boulevard, were opened several months later on November 13 and 14. The eastbound express lanes between James Snow Parkway and Winston Churchill Boulevard were opened a week later on November 18 and 19, and from Winston Churchill Boulevard to the Credit River on November 29 and 30. The HOV lanes in both directions were opened on December 9, 2022 to complete the project. However, final layers of paving, culvert works, and completion of carpool lots are still underway as of April 2023.
### Advantage I-75
Between June 1990 and 1998, Highway 401 and Interstate 75 were used for a pilot project named Advantage I-75 to test the reliability and versatility of an automated tracking system for transport trucks. Termed "MACS" (Mainline Automated Clearance System), it allows a truck to travel from Florida to Ontario without a second inspection. MACS was initially tested at two truck inspection stations in Kentucky, with transponders installed in 220 trucks. Exact time, date, location, weight and axle data were logged as a truck approached an equipped station. Following initial tests, MACS was deployed at every inspection station along I-75 from Miami to Detroit, and along Highway 401 from Windsor to Belleville in 1994. The project demonstrated the effectiveness of electronic systems in enforcing freight restrictions without delaying vehicles, while alleviating security fears such systems could be compromised. The concept has since been applied to many parts of Canada, including Highway 407's electronic tolling system.
### "Carnage Alley"
The section of Highway 401 between Windsor and London has often been referred to as Carnage Alley, in reference to the numerous crashes that have occurred throughout its history. The term became more commonplace following several deadly pileups during the 1990s. The narrow and open grass median was an ineffective obstacle in preventing cross-median collisions. The soft shoulders consisted of gravel, with sharp slopes which were blamed for facilitating vehicle rollovers. The nature of that section of highway, described as a mainly straight road with a featureless agricultural landscape, was said to make drivers feel less involved and lose focus on the road. In winter, the area between Woodstock and Chatham is also subject to sudden snow squalls from lake-effect snow. Several collisions have resulted from motorists deviating from their lane and losing control of their vehicles.
Various other names, including The Killer Highway circulated for a time, but Carnage Alley became predominant following an 87-vehicle pile-up on September 3, 1999 (the start of Labour Day weekend), the worst in Canadian history, that resulted in eight deaths and 45 injured individuals.
Only a few days prior, then-Transportation Minister David Turnbull had deemed the highway "pleasant" to drive. On the morning of September 3, the local weather station reported clear conditions due to a malfunction, while a thick layer of fog rolled onto the highway. Dozens of vehicles, including several semi-trailers, quickly crashed into each other shortly after 8 a.m., one following another in the dense fog, with collisions in both directions at that segment of Highway 401, although no vehicles crossed the highway's median. Immediately following the crash, the MTO installed paved shoulders with rumble strips and funded additional police to patrol the highway, a move criticized as being insufficient.
Beginning in 2004, 46 km (29 mi) of the highway was widened from four asphalt lanes to six concrete lanes, paved shoulders were added, and a concrete Ontario Tall Wall median was installed, which was the solution the Canadian Automobile Association promoted in 1999. Interchanges were improved and signage was upgraded as part of a five-phase project to improve Highway 401 from Highway 3 in Windsor to Essex County Road 42 (formerly Highway 2) on the western edge of Tilbury. From 2008 to 2010, with joint funding from the provincial and federal governments, the section of Highway 401 from Dougall Parkway (former Highway 3B) to Provincial Road (former Highway 98) was widened to six lanes, necessitating the replacement of the Walker Road and Provincial Road underpasses for the freeway's elevated section. As part of that project, the Dougall Parkway split with Highway 401 was reconfigured, replacing a one-lane 1950s-era underpass tunnel with a modern high-speed flyover ramp. The old interchange had reduced eastbound Highway 401 traffic to one lane as it merged with Dougall Parkway, whereas the new interchange allows three lanes per direction of Highway 401 to pass through.
### Highway of Heroes
On August 24, 2007, the MTO announced the stretch of Highway 401 between Glen Miller Road in Trenton and the intersection of the Don Valley Parkway and Highway 404 in Toronto would bear the additional name Highway of Heroes (French: Autoroute des héros), in honour of Canadian soldiers who have died, though Highway 401 in its entirety remains designated as the Macdonald–Cartier Freeway. This length of the highway is often travelled by a convoy of vehicles carrying a fallen soldier's body, with his or her family, from CFB Trenton to the coroner's office at the Centre for Forensic Sciences in Toronto. Since 2002, when the first fallen Canadian soldiers were repatriated from Afghanistan, crowds have lined the overpasses to pay their respects as convoys pass.
The origin of the name can be traced to an article in the Toronto Sun on June 23, 2007, by columnist Joe Warmington, in which he interviewed Northumberland photographer Pete Fisher. Cobourg resident Ron Flindall was responsible for organizing the first bridge salutes following the loss of four soldiers on April 18, 2002.
Warmington described the gathering of crowds on overpasses to welcome fallen soldiers as a "highway of heroes phenomena". This led a Cramahe Township volunteer firefighter to contact Fisher on July 10 about starting a petition, leading Fisher to publish an article which was posted to the Northumberland Today website. The online article eventually caught the attention of London resident Jay Forbes. Forbes began a petition, which received over 20,000 signatures before being brought to the Minister of Transportation on August 22. Following the announcement on August 24, the provincial government and MTO set out to design new signs. The signs were erected and unveiled on September 7, and include a smaller reassurance marker (shield), as well as a larger billboard version.
On September 27, 2013, the Highway of Heroes designation was extended west to Keele Street in Toronto, to coincide with the move of the coroner's office to the new Forensic Services and Coroner's Complex located at Highway 401 and Keele Street.
### Highway improvements and safety concerns
#### London and Kitchener
Between 2006 and 2008, Highway 401 was widened from four to six lanes between Highway 402 and Wellington Road in London. This included reconfiguring the Wellington Road interchange from a cloverleaf to a Parclo A4 while replacing the original 1956 overpass with a longer and wider structure.
In November 2010, the widening of Highway 401 from four to six lanes between Woodstock and Kitchener was completed after many years of planning and construction. The project included the installation of a tall-wall median barrier, straightening curves and adding additional interchanges on the freeway, allowing it to be easily vacated in an emergency event.
#### Greater Toronto Area
Beginning in 1998, several projects were initiated on Highway 401 within Toronto. The freeway's pavement through the city was resurfaced. The most significant construction work was widening the route from six to eight lanes though the Highway 427 interchange in 2005, which necessitated the replacement of the Highway 27 underpass, although the rest of the junction's flyovers could accommodate the expansion. Some projects have been completed during overnight construction projects, including the widening and rehabilitation of the Hogg's Hollow bridge, the replacement of the original gantries throughout the collector-express system, and rehabilitating the flyover ramps of the Highway 401 / 400 interchange.
On August 10, 2008, following a series of explosions at a propane facility in Toronto, Highway 401 was closed between Highway 400 and Highway 404 as a precautionary measure, the largest closure of the highway in its history. The highway remained closed until 8 p.m., though several exits near the blast remained closed thereafter.
In Oshawa, exit 416 (Park Road) was replaced by a new interchange at exit 415 (Stevenson Road). The contract, which began September 7, 2005, included the interchange and the resurfacing of 23.4 km (14.5 mi) of the highway between Oshawa and Highway 35 / Highway 115. The westbound ramps were opened in mid-September 2007 and the eastbound ramps in mid-2009. The resurfacing was completed mid-2010.
In 2013, as a prerequisite to construction of the West Durham Link which was eventually numbered as Highway 412, the section of Highway 401 near the Lake Ridge Road overpass was shifted northward on a new alignment away from the parallel railway line to allow sufficient right-of-way for the interchange to the new route. The interchange to Highway 412 opened on June 20, 2016.
### Rt. Hon. Herb Gray Parkway
In 2004, a joint announcement by the federal government of the United States and Government of Canada confirmed a new border crossing would be constructed between Detroit and Windsor. The Detroit River International Crossing (DRIC) was formed as a bi-national committee to manage the project. The MTO took advantage of this opportunity to extend Highway 401 to the Canada–US border and began an environmental impact assessment on the entire project in late 2005. The City of Windsor also hired New York traffic consultant Sam Schwartz to design a parkway to the border. Schwartz's proposal would eventually inspire the DRIC's own design, but his route was not chosen, with the DRIC opting instead to take a northern route. On February 8, 2008, the MTO announced it had begun purchasing property south of the E. C. Row Expressway, upsetting many area residents who had purchased properties in the years prior.
On March 3, 2008, the Michigan Department of Transportation and the MTO (in partnership with Transport Canada, the Federal Highway Administration of the United States and the Detroit River International Crossing group) completed a joint assessment on the soils along the Detroit River and determined they could indeed support the weight of a new bridge; the stability of the underlying soil and clay and the impact of the nearby Windsor Salt Mine had caused concern for all parties involved in the project.
Despite protest from area residents, as well as a dismissed lawsuit from Ambassador Bridge owner Matty Moroun, it was announced on May 1, 2008, that a preferred route had been selected and the new route would be named the Windsor–Essex Parkway. The new parkway has six through-lanes, and is below-grade, with 11 covered tunnels ranging from 120 metres (390 ft) to 240 metres (790 ft) in length. The parkway features 300 acres (1.2 km<sup>2</sup>) of green space and over 20 kilometres (12 mi) of recreational trails, with seven bridges and two tunnels separating the trails from roads. Interpretive signage includes information about First Nations in Canada, Tallgrass prairie and the Carolinian landscape.
It follows (but does not replace) Talbot Road and Huron Church Road from a new interchange at the former end of Highway 401 to the E. C. Row Expressway, where it runs concurrently westward for 2 km (1.2 mi). From there, it turns northwest and follows a new alignment to the border. Internally, the new parkway was numbered Highway 7901. Initial construction of a noise barrier from North Talbot Road to Howard Avenue began in March 2010; full construction began on August 19, 2011.
On November 28, 2012, the Ministry of Transportation announced a Federal Order in Council was passed to change the name of the parkway to the "Rt. Hon. Herb Gray Parkway", in honour of the Right Honourable Herb Gray, a Member of Parliament from Windsor. In early 2015, it was announced the parkway would open to traffic between Highway 3 and Labelle Street (near the E. C. Row Expressway) in the spring; an 8-kilometre (5 mi) section was opened to traffic on June 28, extending Highway 401 as far west as the E. C. Row Expressway. It was the first new segment of the highway to be opened since the Thousand Islands Parkway bypass in 1968. The stretch to Ojibway Parkway was opened on November 21, completing the parkway as far as the planned bridge approach and border plaza.
Construction on projects related to the Gordie Howe International Bridge began in 2015 with an initial completion date in 2019–20. The "Bridging North America" consortium was selected to build the bridge in July 2018, with construction beginning immediately. The Gordie Howe International Bridge was originally expected to be completed by the end of 2024, but has since been delayed to 2025.
## Major projects 2006 - 2024
### Southwestern Ontario
In Southwestern Ontario, several improvements are under way to provide six lanes on Highway 401 from Windsor to Toronto, in response to the 1999 Highway 401 crash in Carnage Alley. West of Essex County Road 42 on the west of Tilbury, the highway has been widened to six lanes with a concrete divider in anticipation of the Rt. Hon. Herb Gray Parkway.
Within the London area, traffic volumes are expected to increase considerably, leading to poor highway conditions. The province put in place an extensive plan to widen and reconstruct the London corridor between 2006 and 2021. This included building a new interchange with Wonderland Road which opened in November 2015 to help improve access to Highway 401 westbound from the city's southwest end and involved replacing the Westminster Drive overpass to allow the highway to be widened. A reconstruction of the outdated cloverleaf interchange at Colonel Talbot Road and widening Highway 401 from four to six lanes between Highway 4 and Highway 402 is also proposed. The MTO is also planning on widening Highway 401 from six to eight lanes through part of the London corridor.
In the Kitchener/Cambridge area, the Y-junction between Highway 401 and Highway 8 Expressway is to be expanded to a full all-directional interchange, with flyover ramps linking eastbound Highway 401 to Highway 8 towards Kitchener and Highway 8 traffic towards Toronto to westbound Highway 401 to bypass the existing connection using King Street, giving Highway 401 direct freeway access to the Conestoga Parkway. The widening of Highway 401 from six to twelve lanes from Highway 8 (King Street) to Highway/Regional Road 24 (Hespeler Road) commenced on June 8, 2015 and concluded in summer 2019. The second phase of expansion scheduled for 2019-21 saw Highway 401 widened from six to ten lanes between Highway/Regional Road 24 and Townline Road. At the interchange with Highway 24 (Hespeler Road), the span carrying northbound traffic which opened in 1989 was torn down on May 1, 2021, with both directions of Highway 24 traffic temporarily relocated to the overpass originally built in 1960 and designated for southbound drivers since 1989, as a new overpass was constructed to accommodate Highway 401's expanded cross-section.
### Greater Toronto Area
Expansion in Durham includes widening the highway to 12 lanes, and extending the collector-express system from its end at Brock Road in Pickering to Lake Ridge Road in Whitby. A Transportation Environmental Study Report was completed on widening highway 401, extending the collector-express system easterly through to the Highway 412 interchange in Whitby, then ten lanes easterly to Liberty Street in the Municipality of Clarington. The assessment was completed in March 2015. From Liberty Street in Clarington to Highway 35/115, Highway 401 was widened from six to eight lanes.
To support this widening, all of the original overpasses dating back in the 1940s and 1950s built through Whitby and Oshawa were replaced with new overpasses as part of contemporary highway safety standards and to allow for a future highway widening.
### Eastern Ontario
East of Durham, the MTO widened parts of Highway 401 to six lanes. Two bridges have been widened in advance of an eventual widening to six lanes of the highway including the bridges over the Trent River in Trenton, as well as the Salmon River bridge between Belleville and Napanee. By 2020, the highway was widened to six lanes for 9 km (5.6 mi) through Kingston between exits 611 and 623. Construction began in 2014 to expand the highway to six lanes approximately five kilometres (3.1 mi) east of exit 474 in Cobourg.
## Services
Highway 401 features 19 ONroute service centres operated under contract from the Ministry of Transportation. They provide a place to park, rest, eat and refuel 24 hours a day. Service centres along Highway 401 were first announced in 1961 following public outcry over the lack of rest stops. The centres were originally leased to and operated by several major gasoline distributors; however, those companies chose not to renew their leases as the terms ended.
In response, the MTO put the operation of the full network of service centres out for tender, resulting in a 50-year lease agreement in 2010 with Host Kilmer Service Centres, a joint venture between hospitality company HMSHost (a subsidiary of Autogrill) and investment company Kilmer van Nostrand.
Seventeen of the centres along Highway 401 have been reconstructed entirely. Two centres rebuilt in the late 1990s, specifically Newcastle and Ingersoll, were not redeveloped at that time. Work on rebuilding 15 of the 17 service centres began in late 2009 or early 2010. The new service centres, opened in phases beginning in July 2010, feature a Canadian Tire gas station, an HMSHost-operated convenience store known as "The Market", as well as fast food brands such as Tim Hortons, A&W, Pizza Pizza, Extreme Pita, KFC, Taco Bell, Big Smoke Burger and Burger King.
## Exit list
## See also
- Heavy Rescue: 401—a documentary/reality series on Discovery Channel in Canada and The Weather Channel in the United States highlighting the operations of heavy rescue and recovery towing businesses along the highway and nearby roads.
- Southern Ontario Transportation
## Explanatory notes
## General bibliography
### Books
### Maps |
18,962,647 | Canadian heraldry | 1,168,250,272 | Canadian coats of arms and other heraldic achievements | [
"Canadian culture",
"Canadian heraldry",
"Monarchy in Canada"
]
| Canadian heraldry is the cultural tradition and style of coats of arms and other heraldic achievements in both modern and historic Canada. It includes national, provincial, and civic arms, noble and personal arms, ecclesiastical heraldry, heraldic displays as corporate logos, and Canadian blazonry.
Derived mainly from heraldic traditions in France and the United Kingdom, Canadian heraldry also incorporates distinctly Canadian symbols, especially native flora and fauna, references to the Indigenous peoples of Canada, and uniquely Canadian elements such as the Canadian pale, derived from the Canadian flag. A unique system of cadency is used for daughters inheriting arms, and a special symbol for United Empire Loyalists.
In 1988, governance of both personal and corporate heraldry in Canada was patriated from the heraldic authorities in England and Scotland, with the formation of the Canadian Heraldic Authority, which now has exclusive jurisdiction over granting awards of arms in Canada. Coats of arms are used throughout Canada by all levels of government, in many cases including royal insignia as a mark of authority, as in the recently granted arms of the House of Commons and the Senate, and of Parliament as a combined body. Use of armorial bearings is not limited to governmental bodies; all citizens of Canada have the right to petition for an award of arms, as do other entities including businesses and religious institutions. The granting of arms is regarded as an honour from the king of Canada, via his viceregal representative, the governor general of Canada, and thus are generally bestowed only on those whom the chief herald has deemed worthy of receiving a grant of arms.
## History
Before the arrival of Europeans, the Indigenous peoples of Canada used symbolic artwork to denote their allegiance to a particular clan or pantribal sodalities, and to show legendary and religious themes. For the Indigenous peoples of the Pacific Northwest Coast this would be done with carvings on totem poles. carvings integrated into longhouses and smaller wooden objects like boxes, masks, and canoes. For the Indigenous peoples of the Great Plains the hide painting tradition painted images onto tipis, shields, and other animal-hide objects.
The history of European-style heraldry in Canada began with the raising of the Royal Arms of France (modern) by French explorer Jacques Cartier in 1534, when he landed on Canadian soil at what is now known as the Gaspé Peninsula. From the beginning of the settlement of Canada until the Treaty of Paris in 1763, armorial bearings were largely either brought from France or awarded by the French crown. A notable exception is the Coat of Arms of Nova Scotia, awarded in 1625 by Charles I (making it the oldest coat of arms in the Commonwealth outside the United Kingdom), in use until 1868, when it was replaced by a new achievement. The original was later rediscovered, and replaced the 1868 version in 1929. The present-day Coat of Arms of Newfoundland and Labrador was granted to a private company shortly after that of Nova Scotia, although it did not enter use as the region's arms until the 1920s. The Coat of Arms of the Hudson's Bay Company was first used in 1671 (although no record of the original grant exists, and it was not registered with the College of Arms in London until 1921), and has been in continual use with minor cosmetic changes to the official depiction ever since.
Upon ratification of the Treaty of Paris, the British Crown confirmed the French awards of arms. Between 1763 and 1867, the year of Canadian Confederation, there is little evidence of much heraldic activity. After Confederation, however, heraldry in Canada became more widespread, including grants of arms to the provinces, various educational institutions, municipalities, and individuals. In the immediate post-Confederation period, arms were granted to New Brunswick, Nova Scotia, Ontario, and Quebec, although not to the country as a whole. In the period between the Treaty of Paris and Confederation, the Arms of the United Kingdom had served as the emblem of authority within Canada.
From 1763 until 1988, heraldry in Canada was under the authority of the College of Arms in London and the Court of the Lord Lyon in Edinburgh. In the late 1980s, the Queen issued letters patent authorizing the governor general to exercise her authority in heraldic matters. The governor general then established the Canadian Heraldic Authority.
## Modern heraldry
### Official
Before the creation of the Canadian Heraldic Authority, Canadians wishing to obtain a legally granted coat of arms had to apply to one of the two heraldic offices in the United Kingdom: either the College of Arms in London or, if of Scottish descent, the Court of the Lord Lyon in Edinburgh. This process was quite lengthy—and costly. In addition, the heralds in Britain could sometimes be unfamiliar with Canadian history and symbols. In time, many Canadians with an interest in heraldry began calling for an office that would offer armorial bearings designed by and for Canadians.
As early as 1967, plans were reportedly in the works to transfer overview of heraldry from the College of Arms in the UK to Canada. The push for a wholly Canadian heraldic system came largely from the Heraldry Society of Canada (now the Royal Heraldry Society of Canada) almost from its inception, though it was not seen as a priority by successive national governments. In 1986, Vicki Huntington, a politician from British Columbia, forwarded a brief written by the Royal Heraldry Society of Canada calling for the creation of the Canadian Heraldic Authority to a staff member in then-Secretary of State David Crombie's office. Mr. Crombie had his department organize a meeting in Ottawa the following year, to which many national and international heraldic experts were invited. The meeting concluded with "a strong recommendation to government that an Authority be created."
Two years later, on 4 June 1988, then-Governor General Jeanne Sauvé authorized the creation of the Canadian Heraldic Authority, made possible by letters patent signed by Queen Elizabeth II, on the advice of her Canadian Privy Council, and presented by her son, Prince Edward. As a result, Canada became the first Commonwealth realm outside the United Kingdom to have its own heraldic authority. Canada also provides full equality to women in terms of inheriting and transmitting arms. Additionally, all armigers within Canada may file for trademark protection of their grant of arms under the Trade-Marks Act.
### State and national
The Royal Arms of Canada are the official coat of arms of the Canadian monarch and thus also of Canada. They incorporate many distinctive Canadian elements such as the maple leaves, and the reference to the French Royal Arms in the fourth quarter which replace or add to those derived from the British.
The arms are used as a mark of authority by various government agencies and representatives, including the Prime Minister and Cabinet, the Speaker of the House of Commons, most courts (including the Supreme Court), and, formerly, Parliament, and on the cover of Canadian passports. From 1962 until her death in 2022, a banner of the arms, defaced with a variant of the Queen's cypher, formed the Royal Standard of Canada, for use by the Canadian sovereign. The personal flag of the governor general has featured the crest of the arms of Canada on a blue background since 1981.
On 15 February 2008, the House of Commons was granted its own heraldic symbol following a request by Commons Speaker Peter Milliken to the Canadian Heraldic Authority. The new symbol for Parliament is a badge of the escutcheon in the Arms of Canada superimposed on the mace used by the House of Commons as a symbol of its authority derived from the Crown. The Senate was granted a similar badge on 15 April 2008, using its own mace. Parliament as a whole has been granted the right to use the escutcheon of the Arms of Canada, superimposed over the maces of the Commons and Senate in saltire.
In June 2008, MP Pat Martin introduced a motion into the House of Commons calling on the government to amend the coat of arms to incorporate symbols representing Canada's First Nations, Inuit and Métis peoples.
### Provincial
In much the same way that there is a national coat of arms, each province and territory possesses its own unique arms; Saskatchewan's is known formally as Her Majesty's Arms in Right of Saskatchewan. The year after Confederation, Queen Victoria issued royal warrants assigning arms to Canada's original four provinces: Quebec, Ontario, Nova Scotia, and New Brunswick.
Each provincial coat of arms includes specific local symbolism; most also include symbolism derived from the coats of arms of the United Kingdom, France, or both. Since 1868, each province and territory within Canada has been granted arms through warrants either from the monarch directly or from the governor general, or has assumed them through other means.
Apart from Newfoundland and Labrador, each province and territory bears at least some elements from its coat of arms upon its flag. The flags of British Columbia, New Brunswick, Nova Scotia, and Prince Edward Island are banners of the provincial arms, while Alberta, Manitoba, Ontario, Saskatchewan, the Northwest Territories, and Yukon each have the shield of the local coat of arms on their flags, with other design elements. The flag of Nunavut uses some elements from its coat of arms along with other symbols and colours. The shield of the arms of each province, on a blue background and circled with ten gold maple leaves, the whole surmounted by a crown, forms the main element of the flag of the lieutenant governor of that province. The exceptions are Nova Scotia, which uses the Union Flag defaced with the shield of Nova Scotia, surrounded by green maple leaves, and Quebec, which uses the shield on a white circle with the provincial motto inscribed below.
### Municipal
The use of armorial bearings among Canadian cities is inconsistent, because many of them have been assumed and brought into force by local governmental authorities, rather than granted from the Crown. Many municipal coats of arms either awarded or confirmed by the Canadian Heraldic Authority may be found within the Public Register of Arms, though the online version of the Register is not complete.
### Personal
In Canada, every citizen has the right to petition the Crown for a grant of arms. Canadians who have been appointed to the Order of Canada are automatically entitled to receive an award of arms including the ribbon of the Order, or should they already be armigerous, to encircle their extant arms with the ribbon. Amongst others, all members of the Privy Council are entitled to supporters in their arms, as are the Speakers of the House of Commons and the Senate, Companions of the Order of Canada, Commanders of the Orders of Military Merit, Merit of the Police Forces, and of the Royal Victorian Order.
## Unique Canadian elements and practices
### Indigenous symbolism
Due to the history of Canada, heraldry in the country has incorporated indigenous symbols and elements. The coat of arms of Nunavut, for example, includes elements such as an inukshuk, a qulliq, and an igloo, all of which are references to the Inuit who live in the area, while the arms of the Canadian Heraldic Authority include ravens, a First Nations symbol of creation and transformation. In addition, some Canadians choose to bear their arms on a roundel rather than a shield, a reference to a drumhead; an example is the coat of arms of Nunavut.
### Cadency
In many systems of heraldry, the arms of each living person must be unique. English heraldry has used armorial variants to distinguish the arms of brothers from their father's arms and from each other since the 13th century; this is now normally done by the system of marks or brisures set up by the early Tudor herald John Writhe. Canada adds a unique series of brisures for use by female children who inherit arms. As in other heraldic systems, these cadency marks are not always used; in any case, when the heir succeeds (in Canada, this is normally the first child, whether male or female, according to strict primogeniture; however, the grantee may choose another person as heir), the mark of cadency is removed and the heir uses the plain coat of arms.
Brisures
### Charges, ordinaries, and divisions of the field
The Canadian Pale, a pale division amounting to half the entire field, derived from the Canadian flag, is widely used in Canadian heraldry, while the Canadian fess, a similar horizontal division, has been used once. The term érablé, referring to maple leaves, is often used in Canadian arms. For example, as a tressure érablé in the arms of the Monarchist League of Canada, coronets érablé in the arms of Sudbury and Canada's National History Society, and as a partition much like engrailed or dancetty. Canadian animals and birds, both real and fantastical, have also been widely used in arms, including the mythical raven-bears in the arms of the Canadian Heraldic Authority.
### Status of women
In both the English and the Scottish systems of heraldry, from which the Canadian draws many of its practices, a woman does not inherit or transmit arms unless she is an heraldic heiress, that is, a daughter of an armiger who has no sons. In Canadian heraldry, by contrast, women may inherit arms on an equal basis with their brothers (if any). Women in Canada may also transmit their arms to their heirs, regardless of gender. This system of equality for men and women is a result of provisions in the Canadian Charter of Rights and Freedoms, which guarantee, among other things, freedom from discrimination under the law on the basis of sex.
### United Empire Loyalists
Those who are descended from the citizens loyal to the British Crown who fled the United States during and shortly after the revolution are known in Canada as United Empire Loyalists, and are entitled to the use of special coronets within their arms, if arms are granted to them. There are two versions of the Loyalist coronet: the civil, which is made up of alternating oak and maple leaves, and the military, made up of maple leaves alternating with crossed swords; the latter is reserved for use by the families of those who served in the British military during the revolution. Proof of United Empire Loyalist ancestry must be provided to the Canadian Heraldic Authority before permission is granted to use the coronet in arms. Unlike the common use of coronets in heraldry, the Loyalist coronet denotes no rank of nobility or royalty, but instead alludes to ancestral allegiance.
### Helmets
In Canadian heraldry, helmets play little role and are not blazoned; as such, the armiger can display their helm in whatever style they choose. One notable example of a non-traditional helmet used in Canadian heraldry is the arms of Julie Payette, Governor General 2017–2021, which bears an astronaut's helmet as the helm. Other examples include nasal helmets, Corinthian helmets, and parka hoods.
## Obtaining arms
All citizens of Canada, as well as corporate bodies, may petition the Crown for an award of arms. For an individual to obtain a grant of arms, a petition must be sent to the Chief Herald, providing a biography, references, and completed application forms. If the grant is approved, the individual then consults with heralds from the Authority to work out the design of their award. Upon completion of this process, the grant documents, in the form of letters patent, are created and provided to the grantee. The entire process is subject to certain fees required by the Government of Canada to cover costs of research and artwork; the fees are not to purchase the grant of arms. For corporations and institutions the process is similar.
Those individuals and institutions who are already armigerous through recognized heraldic authorities worldwide may apply to the Canadian Heraldic Authority to have their arms registered. There is no cost associated with application for registration, and it takes less time, approximately three months, than application for a new award of arms, which takes approximately twelve to fourteen months.
## See also
- Armorial of the governors general of Canada
- Canadian royal symbols
- List of Canadian flags
- National symbols of Canada
- Regional tartans of Canada |
63,014,382 | Elizabeth Willing Powel | 1,171,461,708 | American socialite from Philadelphia | [
"1743 births",
"1830 deaths",
"American people of English descent",
"American socialites",
"Burials at Christ Church, Philadelphia",
"Businesspeople from Philadelphia",
"People of Pennsylvania in the American Revolution",
"People of colonial Pennsylvania",
"Women in the American Revolution"
]
| Elizabeth Willing Powel (February 21, 1743 – January 17, 1830) was an American socialite and a prominent member of the Philadelphia upper class of the late 18th and early 19th centuries. The daughter, later sister and then wife of mayors of Philadelphia, she was a salonnière who hosted frequent gatherings that became a staple of political life in the city. During the First Continental Congress in 1774, Powel opened her home to the delegates and their families, hosting dinner parties and other events. After the American Revolutionary War, she again took her place among the most prominent Philadelphian socialites, establishing a salon of the Republican Court of leading intellectuals and political figures.
Powel corresponded widely, including with the political elite of the time. She was a close friend and confidante to George Washington and was among those who convinced him to continue for a second term as president. She wrote extensively, but privately, on a wide range of subjects, including politics, the role of women, medicine, education, and philosophy. Powel is said to be the person who asked Benjamin Franklin, "What have we got, a republic or a monarchy?", to which he reportedly replied, "A republic ... if you can keep it", an often quoted statement about the Constitution of the United States. The exchange was first recorded by James McHenry, a delegate of the Constitutional Convention, in his journal entry dated September 18, 1787. Powel's exchange with Franklin was adapted over time, with the role played by Powel all but removed in 20th-century versions and replaced with an anonymous "lady", "woman", or "concerned citizen". The setting of the conversation was also revised from her home at the Powel House to the steps of Independence Hall.
Her husband, Samuel Powel, one of the richest people in Philadelphia and twice elected mayor of the city, died in 1793. He left almost his entire estate to Powel, who went on to manage the family business dealings. She built a home for her nephew and chosen heir, John Hare Powel, on the country estate which she inherited from her husband. She sold the Powel House and lived on Chestnut Street near Independence Hall for the last three decades of her life; she died on January 17, 1830, and was buried beside her husband at Christ Church. More than a century later, the Powel House was acquired by the Philadelphia Society for the Preservation of Landmarks. It was renovated and opened to the public as a museum in 1938. Two rooms from the house were reconstructed as exhibits at museums in Philadelphia and New York City. The Powels' country estate later became part of Powelton Village in Philadelphia. Hundreds of her letters and several of her portraits survive.
## Biography
### Early life
Elizabeth Willing was born in Philadelphia on , to Charles and Ann (née Shippen) Willing. The family lived in a house on the corner of Third Street and Willings Alley in Philadelphia. Charles had immigrated to the city from England, at the age of 18, as a merchant in foreign trade. He was elected as mayor of Philadelphia in 1748 and 1754. Ann came from a Quaker family of successful merchants who had immigrated to the Colonies from England three generations prior. While the details of Elizabeth's education are unknown, according to historian David W. Maxey, the family was wealthy enough to afford private tutoring, and the content of Elizabeth's writing indicates a quality education.
Elizabeth had five elder siblings, Thomas, Ann, Dorothy, Charles, and Mary, and five younger siblings, Richard, Abigail, Joseph, James, and Margaret. Dorothy was married to Walter Stirling in 1753, Mary to William Byrd III in 1761, and Ann to Tench Francis Jr. in 1762. Thomas inherited the family home after their father's death in 1754, a year after Margaret was born. He became mayor of Philadelphia and married Ann McCall in 1763. When they began to have children and the house became more crowded, there was increased pressure on Elizabeth, the eldest of her unmarried sisters, to find a suitor and begin a family. Rumors in 1768 spoke of Elizabeth's supposed engagement to John Dickinson, a man ten years her senior and author of the widely circulated Letters from a Farmer in Pennsylvania. Elizabeth denied any such relationship in private letters to her sister Mary, assuring her that, should such a connection exist, she would have been among the first to know.
### Marriage and children
Elizabeth married Samuel Powel (born 1738). Also of Quaker ancestry, he was among the richest people in Philadelphia; at 18 years old, he had inherited the fortune of his grandfather Samuel Powell, who was among the first settlers of the Province of Pennsylvania. Powell's son, also named Samuel and father to Elizabeth's husband, died in 1747, only after having found success as a merchant and shortened his surname to Powel. Elizabeth's husband graduated from the College of Philadelphia in 1759, before he embarked on a seven-year tour of Europe to study art. He went to Rome where he sat for a portrait by the Italian painter Angelica Kauffman and had an audience with Pope Clement XIII. In England, he was baptized into the Anglican Church like John Morgan, his companion on the tour, was before him.
Samuel and Elizabeth's marriage brought together two of the most prominent mercantile families in the city. Their wedding on August 7, 1769, was held at Christ Church and officiated by Jacob Duché. Five days before, Samuel purchased for his new family a home later known as the Powel House. Originally built in 1765 for Charles Stedman who never lived in it, the house is located on South Third Street, just south of Elizabeth's childhood home. Neighboring the Powel House to the north was the home of her sister Mary.
Each of the Powels' four children died young. Their first son, born on June 29, 1770, was christened Samuel Jr. before he died of smallpox on July 14, 1771. Their second child, a girl, was stillborn on August 6, 1771, or as Elizabeth wrote "at most but just breathed". Another boy was stillborn on April 2, 1772. Their fourth child was christened Samuel C. but died after only two weeks on July 11, 1775. The death of her children and the resulting depression throughout her life was reflected in her correspondence. She kept a lock of hair from both her sons named Samuel and wrote often of her loss, lamenting her unfulfilled aspirations of motherhood.
### Salonnière
During the 1774 meeting of the First Continental Congress in Philadelphia, Powel opened her home to the delegates and their families, hosting dinner parties and events. Women were generally excluded from official roles in political institutions, and hosting prominent figures in domestic settings emerged as an opportunity to take a leading role in political discourse. Elizabeth's popular gatherings at the Powel House followed the conventions of French salons and became a staple of political life in the city. She encouraged political and philosophical discussion, and often opined on matters of state. Her sister, Ann Francis, wrote to their sibling Mary Byrd of the "uncommon command [Elizabeth] has of language and [how her] ideas flow with rapidity." French nobleman François-Jean de Chastellux recalled that, "contrary to American custom," rather than her husband as the foremost political thinker of the house, "she plays the leading role in the family". Chastellux also noted that Powel was "well read and intelligent; but what distinguished her most is her taste for conversation, and the truly European use that she knows how to make of her understanding and information."
With her husband, Powel created events and gatherings in their Society Hill home that included discussions about important aspects of the founding of the United States government. She played host to contemporary elites, including Benjamin Rush, the Marquis de Lafayette, and John Adams. In at least one instance, Adams recalled enjoying what, from his Puritan perspective, was "a most sinful feast". His diary records the dishes served to guests: "curds and creams, jellies, sweetmeats of all sorts, twenty kinds of tarts, truffles, floating-island, sylabubs, etc., in fact everything that could delight the eye or allure the taste." After drinking a selection of "punch, wine, porter, beer, etc. etc.", he and others were inspired to admire a view of the city by climbing the steeple of a nearby church. His wife Abigail Adams noted Powel as "the best informed, most affable, very friendly and full of conversation, a woman of many charms."
### American Revolution
When the Revolutionary War began in 1775, Powel and her husband remained in the city. He was elected mayor of Philadelphia and began his first term on October 3, 1775. The Declaration of Independence was signed in July 1776 and the city government dissolved, making him the last colonial mayor of Philadelphia. His loyalty was equivocal, and he seems to have had little interest in the outcome of the war. Elizabeth's allegiance during the war remains uncertain. She was concerned with the destruction of Philadelphia. As large fires burned throughout the city, she unsuccessfully attempted to save the furniture from her sister Ann's home.
During the Philadelphia campaign, the Powel House was taken over by the British during their occupation of the city. Frederick Howard, 5th Earl of Carlisle, used it as his headquarters while leading the Peace Commission, which unsuccessfully sought an end to the war. Carlisle and his staff remained for about ten days in June 1778, forcing the Powels to move to a wing of their home normally reserved for servants. Carlisle and the Powels often dined together and discussed politics; he found them "very agreeable, sensible people". When British troops withdrew from the city, Elizabeth emerged among the most prominent Philadelphian socialites of the post-revolution period, establishing the Philadelphia salon of the Republican Court from the leading intellectual and political figures of colonial America. As the foundations of the new nation were established, the Republican Court played a key role in facilitating political affiliation and communication, in addition to cementing the social status and personal reputation of the aristocratic elite, as they adapted to the emerging democratic society.
### Friendship with George Washington
Elizabeth was a close friend and confidant to George Washington, commander-in-chief of the Continental Army and later the first president of the United States. She was also a friend of his wife, Martha. The Washingtons first met the Powels in 1774, as dinner guests at notable homes in Philadelphia, while George served as a delegate of the First Continental Congress. They were officially introduced in 1779, at a Twelfth Night ball hosted by the Powels and attended by the Washingtons, who were celebrating their 20th wedding anniversary. Washington renewed his friendship with the couple when he returned to Philadelphia for the Constitutional Convention in May 1787. His diary and various letters indicate frequent visits to the home, passing mornings drinking tea and evenings dining. He visited Powel House at least 13 times, spending more time there than with any other person in the city. The Powels also visited Mount Vernon in October of the same year.
Washington's relationship with Powel was perhaps the closest of all his friendships with women in his later life, and they enjoyed a mutual respect as intellectual equals. In November 1792, Washington confided in Powel that he intended to step down at the end of his first term as president. In her own words, her "mind was thrown into a train of reflections", and she considered it "inconsistent with [their] friendship" to withhold her thoughts. To urge Washington to reconsider, she wrote a long letter using both her own words, and borrowed passages from The Secret History of the Court of Berlin, a political treatise written by the French nobleman Honoré Gabriel Riqueti, comte de Mirabeau. Her letter reads in part:
> The Antifederalist would use [retirement] as an argument for dissolving the Union, and would urge that you, from experience, had found the present system a bad one, and had, artfully, withdrawn from it that you might not be crushed under its ruins ... For God's sake do not yield that empire to a love of ease, retirement, rural pursuits, or a false diffidence of abilities ...
After minor grammatical edits from her husband, Powel sent the letter on November 17, 1792, and Washington was reelected a month after. Although he did not reply, it seems that he was not offended by the strongly worded letter which he kept in his collection. According to Washington biographer Ron Chernow, her letter may have been the "decisive stroke" in convincing Washington to seek a second term. Their friendship continued unaffected, and he commissioned a poem by Elizabeth Graeme Fergusson as a gift to Powel for her 50th birthday a few months later.
They corresponded regularly throughout the 1780s and 1790s. Washington signed his letters "With the greatest respect and affection". Powel referred to him as "My dear Sir" and signed "Your sincere affectionate friend." Their relationship lasted until his death in 1799. It was within custom for prominent men of the period to befriend women, and they also included both Samuel and Martha in their friendship.
### Later life and death
Mayor Powel was reelected for a second term in 1789, becoming the first post-revolution mayor of Philadelphia. He was elected to the Pennsylvania State Senate the following year. In 1793, Philadelphia experienced an epidemic of yellow fever, during which the Washingtons invited the Powels to seek refuge at Mount Vernon. The family decided instead to remain in the city, where a tenth of the 50,000 residents contracted the disease and died including Samuel in September. Powel never remarried in the three decades after her husband's death. Following the death of George Washington in December 1799, she was among the first to write to his widow. Powel continued her correspondence with the Washington family, including George's nephew, Bushrod Washington, for whom she had purchased a gift of black satin robes upon his confirmation to the U.S. Supreme Court in April 1799.
Besides nominal gifts to some relatives and others, Samuel left all his wealth to Elizabeth and appointed her executrix of his will. She oversaw the management of the estate, a subject that was often discussed in her letters. Through her male relatives, she traded in bonds, stocks, and property. In 1798, she sold Powel House to William Bingham, the husband of her niece Ann Willing Bingham. Powel spent her final years in a mansion on Chestnut Street, a short distance from Independence Hall. In 1800, she began building a new house at Powelton, the country estate her late husband had purchased in 1775.
A month before her death, attendants at a dinner party reported she was in a state of "nervous irritability and mental distress," questioning "Have I ever done good in my life? Can people go to Heaven without doing good?" She died on January 17, 1830. Her funeral five days later was, according to Maxey, a well-attended "social event and a religious experience" presided over by William White, the bishop of Pennsylvania. Her obituary eulogized her as one who had "mind cast in an unusual mold of strength and proportion". She is buried beside her husband in the cemetery at Christ Church in Philadelphia. Her grave is inscribed: "Distinguished by her good sense and her good works."
At the suggestion of her sister Margaret and her husband Robert Hare, Powel had accepted their youngest son John Powel Hare—who subsequently changed his name to John Hare Powel—as her heir. He first came to her attention as an infant when he lived with the Powels in a failed attempt to avoid scarlet fever. He ended up contracting the disease, and it was Elizabeth who nursed him back to health. When he came of age, she paid his expenses for a tour of Europe and continued to show concern for his upbringing. After her death, John inherited most of Powel's estate including Powelton. The property in Blockley Township included a Greek Revival country home, built by Elizabeth in the early 1800s, which John expanded in 1824–25 with designs from architect William Strickland. He also inherited her mansion on Chestnut Street which he converted into a hotel named Marshall House and then leased to Samuel Badger who operated it from 1837 to 1841.
## Views
Powel maintained frequent correspondence with her influential interlocutors. She discussed politics and the education and social standing of women, exchanged poetry, recommended books, and reviewed scientific findings in medicine. She frequently studied and wrote on the subject of health, prompting Elizabeth Hamilton to later recall, "[r]emember Mrs. Powel on the advantages of health, and disadvantages of the want of it." When Rush published his Thoughts upon Female Education (1787), he dedicated the work to Powel.
### Politics and war
Although Samuel was later known by the Colonial-revival appellation of "Patriot Mayor", his attitude towards the Revolutionary War was more measured. Elizabeth's sisters were active in the homespun movement and efforts to boycott British goods, but it does not seem that Elizabeth joined them. She did lament the lack of education the Revolutionary War would cause, citing "the want of proper schools for the instruction of youth ... especially when the barbarities of war have almost made mankind savage." According to Maxey, her later writing suggests she may have sided with the Patriots. When the War of 1812 broke out, her love for her country and strong hatred for the British became clear as she wrote:
> Certainly the English are a proud, cruel sordid tyrannic selfish nation, as they have evinced by their brutal conduct in Asia, Africa, America, Ireland, Denmark, and in Scotland ... I cannot but suspect from the present conduct of the British, that they are fast returning to their pristine state of barbarity. Their execrable practice of pillaging, and burning, is only worthy of a nation of incendiaries, and thieves of the worst cast. Contrast what I have alledged as strictly true, with the real pretensions of the American Army, which is generally composed of the yeomanry of our country, respectable citizens, industrious well informed tradesmen who have families and property to protect, professional men of various descriptions, and some highminded generous gentlemen of independent fortune [who], although they are not designated by titular distinctions, have just claims to great personal nobility.
### Role of women
In her letters, Powel expressed contempt for Lord Chesterfield's Letters to His Son and his treatment of women. To her sister Mary, she wrote in December 1783 that Chesterfield "mistook appetite for love and regarded the object of his inclinations only as it could contribute to the gratification of his vicious desires." She warned of the dangers of taking pity on a seductive man that would lead a married woman to a precipice of "utter and inevitable disadvantage". In a circa 1784 letter to Maria Page, Mary's recently married daughter, Powel warned of the dangers of men who, from personal opinion and unchecked adherence to custom, "do not love to find a competitor" in their spouse. Powel believed such a marriage required the utmost delicacy and sacrifice from educated women in both private and public settings.
Despite her proximity to and friendships with the political and philosophical elites of the day, Powel expressed her misgivings about women holding public office. She wrote in a November 1785 letter:
> A fine woman is totally unfit for government and what we commonly called the great affairs of public life. [Women] are quick at expedient, ready in the moment of sudden exigencies, excellent to suggest, but their imagination runs riot; it requires the vigor of mind alone possessed by men to digest and put in force a plan of any magnitude. There is a natural precipitancy in our sex that frequently frustrates its own designs.
However, although customary among salonnières and bluestockings to avoid politics as a subject, Powel did not restrain herself from expressing her opinions about the aptitude of the country's leaders and the direction of its progress.
As to corresponding with men by letter, Powel was concerned with following proper etiquette. When Bushrod Washington first wrote to her, she did not respond although they had already been friends and the young man was a regular visitor to her home for the prior two years. After his third letter, Powel finally wrote back to remind him that it was inappropriate her to correspond with a man that does not write to her husband.
### Religion
Bushrod Washington eventually became a protégé of Powel. She wrote to him on the subject of religion, saying at one time of David Hume and of deist philosophers generally, that they were like a person who would leave a family homeless by knocking down their house without providing shelter, arguing that the foundations of the home were not solid.
She was concerned with protecting the legacy of the Powel family name and ensuring it remained Protestant. When her heir, John Hare Powel, requested that she give to him a large portion of his expected inheritance so he may marry, Powel emphatically refused. John Hare's intended fiancée was likely Elizabeth Caton, granddaughter to Charles Carroll, and a Roman Catholic. Powel threatened to disinherit him because of this. She later wrote of the incident: "I most solemnly assured him that the estate of the modest virtuous Protestant Powel should not by any agency of mine be transmitted to any descendant of Charles Carroll of Carrollton".
### Slavery and servitude
The Powels maintained a substantial cadre of slaves as well as free and indentured servants. Christ Church records indicate the marriage of a slave of "Mr. Powel" less than a year after the Powels' wedding in 1769. Their purchase of a slave in October 1773 for the price of £100 is also noted in local tax records. By 1790, the family no longer held slaves in their service, although their peers and neighbors continued to do so. According to existing records, the Powels took considerable care regarding their servants' welfare, including Elizabeth allowing for a number of them in her will once she became a widow. In one instance, she caused a dispute with the family of Alexander Wilcocks, by luring away their cook, Betty Smith, who was unhappy with the treatment of her employers. Powel concluded that Smith was ultimately a free woman and could make such decisions for herself.
Although she was born and married into slave-owning families, Powel later strongly opposed the institution. Upon her death in 1830, she left a 20-year annuity of \$100 to the Pennsylvania Abolition Society, along with a message to be included in their minutes, reading in part:
> I abhor slavery under any modification and consider the practice of holding our fellow creatures in bondage alike inconsistent with the principles of humanity and the free republic institutions ... I feel it to be the duty of every individual to cooperate by all honourable means in the abolition of slavery, and in the restoration of freedom to that important part of the family of mankind, which has so long groaned under oppression.
Her opposition to slavery can be traced to at least 1814 when she began contemplating the bequest to the Abolition Society. She confided in her lawyer her hope that the end of slavery would be realized before the expiration of her bequest.
## "A republic ... if you can keep it"
In September 1787, during the final days of the Constitutional Convention, the delegates set to drafting the Constitution of the United States. Powel is said to have shared an exchange with Benjamin Franklin, for which she is most often remembered. According to James McHenry, a delegate of the Convention, she asked Franklin, "What have we got, a republic or a monarchy?" referring to the governmental structure of the newly formed United States. Franklin is said to have responded, "A republic ... if you can keep it."
### James McHenry's accounts
The first account of the story was recorded by McHenry on the last page of his journal about the Convention. The entry, dated September 18, 1787, reads: "A lady asked Dr. Franklin well Doctor what have we got a republic or a monarchy – A republic replied the Doctor if you can keep it." He later added on the same page: "The lady here alluded to was Mrs. Powel of Philad[elphi]a." On July 15, 1803, McHenry published an extended version of the conversation in The Republican, or Anti-Democrat, a short-lived anti-Jeffersonian newspaper in Baltimore:
> Powel: Well, Doctor, what have we got?
> Franklin: A republic, Madam, if you can keep it.
> Powel: And why not keep it?
> Franklin: Because the people, on tasting the dish, are always disposed to eat more of it than does them good.
The following month, the anecdote was reprinted in several Federalist newspapers, including the Middlebury Mercury in Vermont, The Spectator in New York, the Alexandria Advertiser in Virginia, and the Newburyport Herald in Massachusetts. Historian J. L. Bell believes that McHenry, a staunch Federalist, may have had political motivations for changing the story. While the original version was whether the U.S. was a monarchy or a republic, McHenry recalls in his later versions a second question from Powel implying that the first question was whether the country was to be a republic or a democracy. He again included the anecdote in his 1811 political pamphlet The Three Patriots, an attack on Thomas Jefferson, James Madison, and James Monroe. In this pamphlet, he notes that the conversation took place as Franklin was just entering the room to meet Powel, presumably at her home.
Writing in 1814, Powel could not recall, but would not deny, that the interaction had taken place:
> I have no recollection of any such conversations ... Yet I cannot venture to deny after so many years have elapsed that such conversations had passed. I well remember to have frequently associated with the most respectable, influential members of the Convention that framed the Constitution, and that the all-important subject was frequently discussed at our house.
Powel remembered an account of the conversation also appearing in Zachariah Poulson's Daily Advertiser, but she could not recall on what date. Bell notes that he did not locate the story in the Daily Advertiser, and it did appear elsewhere, so Powel may have misremembered where else, besides McHenry's writings, she had seen it.
### Adaptation and Powel's diminishing role
McHenry's journal on the Constitutional Convention first appeared in print, in its entirety including the footnote mentioning Powel, in the April 1906 issue of The American Historical Review. It is to this publication that Bartleby.com and The Yale Book of Quotations trace the anecdote's recent history. The anecdote appears again in The Records of the Federal Convention of 1787 by Max Farrand which was published in 1911.
The story of Powel's exchange with Franklin was adapted over time. While Franklin's response continued to be attributed to him, the role played by Powel was all but removed in 20th-century versions. The setting of the exchange was revised from Powel's home to the steps of Independence Hall or the streets of Philadelphia. Powel herself was often replaced with an anonymous "lady", "woman", or "concerned citizen". Hilmar Baukhage, in his remarks at a 1940 alumni symposium at the University of Chicago, attributes the question to a woman who stuck her head out of a window as the delegates were coming out on to the streets of Philadelphia. The question is also mentioned in speeches at both the 1940 and 1968 Republican National Conventions in which it is attributed to a "woman" and a "concerned citizen", respectively. Michael P. Riccards wrote in his 1987 book, A Republic, If You Can Keep it, that "as [Franklin] shuffled down the streets of Philadelphia, an inquisitive woman stopped him and asked, 'What have you given us?' "
Where Powel is included in biographer Walter Isaacson's 2003 book, Benjamin Franklin: An American Life, she was portrayed not as a prominent figure of importance and intelligence but as an "anxious lady" who "accosted" Franklin. Isaacson writes that Powel asked "what type of government have you given us?" According to historian Zara Anishanslin, this also diminishes her role by relaying her question in the passive form. Associate Justice Neil Gorsuch's book, A Republic, If You Can Keep It, published in September 2019, did not mention Powel and instead attributes the question to a "passerby" who posed it to Franklin as he exited the Constitutional Convention. The same month, Speaker Nancy Pelosi, while announcing the impeachment inquiry against Donald Trump in the House of Representatives, attributed the question to "Americans gathered on the steps of Independence Hall". While noting that Pelosi also does not mention Powel, Anishanslin argues that Powel's "erasure not only creates a founding-era political history artificially devoid of women, but it also makes it harder to imagine contemporary women ... as political leaders".
## Powel House, papers, and portraits
In 1925, the Philadelphia Museum of Art acquired the interior decoration of the Powel House, including the woodwork. The front parlor on the second-floor was reconstructed as an exhibit. The house at 244 South Third Street was purchased in 1931 by the Philadelphia Society for the Preservation of Landmarks. In 1934, the Philadelphia Museum of Art returned the majority of the interior elements purchased from the house. This included the entry archway, a wall with a fireplace from the first-story back parlor, and molding from throughout the house. Copies were made of the woodwork from the second-floor front parlor and from the adjacent withdrawing room. With the reappropriated elements, the Powel House was fully restored and furnished with pieces from the 18th century. It was opened to the public as a museum in 1938. The second-floor front parlor remains as an exhibit at Philadelphia Museum of Art, and the withdrawing room is at the Metropolitan Museum of Art in New York.
Powel meticulously copied her letters to relatives and friends; each was signed "Eliza Powel". Nearly 500 of her letters survive. In late 2016 or early 2017, a descendant of John Hare found a previously undiscovered cache of documents belonging to Powel in a false bottom trunk. The collection of about 256 pages, consisting mostly of financial records and inventories in her handwriting, was gifted to the Philadelphia Society for the Preservation of Landmarks.
Several portraits of Powel survive. The earliest are a circa 1755–1759 portrait by John Wollaston and a circa 1760 miniature by an unknown artist. The first of two portraits by painter Matthew Pratt, Portrait of Mrs. Samuel Powel (née Elizabeth Willing), is from around the time of her marriage to Samuel in 1769. It is owned by the Philadelphia Museum of Art. Before his death during the Philadelphia yellow fever epidemic in 1793, the painter Joseph Wright started a portrait of Powel that went unfinished. Wright's painting was anonymously donated around 2020 and is held by the Mount Vernon Ladies' Association.
The second portrait by Pratt, Mrs. Samuel Powel, was created soon after her husband's death in the same epidemic. Maxey dedicates a significant portion of his 2006 essay, A Portrait of Elizabeth Willing Powel (1743–1830), to the task of ascertaining the date, meaning, and provenance of the latter Pratt portrait. The essay concludes that the painting portrays her in a revealing invented yellow dress as a bereaved mother in the 1780s, rather than a grieving widow at the age of 50 as the date of its commissioning would suggest. When it was acquired by the Pennsylvania Academy of the Fine Arts in 1912, the portrait was believed to be the work of John Singleton Copley, a claim that was refuted by Charles Henry Hart in 1915.
Powel received frequent requests for portraitures by a number of artists, directly or through friends and relatives, many of which she declined. In 1809, Benjamin Trott created a miniature which Powel commended for its "great taste" though she said it was "a too flattering likeness to be a perfectly correct one". Eight years later, Thomas Sully based a bust portrait on the miniature by Trott. Powel sat for her final portrait at the age of 81 or 82, circa 1825, for a painting by a young Francis Alexander. This last portrait is owned by the Museum of Fine Arts in Boston.
## See also
- History of Philadelphia
- Women in the American Revolution |
306,929 | Singer Building | 1,166,301,631 | Former skyscraper in Manhattan, New York | [
"1899 establishments in New York City",
"1908 establishments in New York City",
"1968 disestablishments in New York (state)",
"Beaux-Arts architecture in New York City",
"Broadway (Manhattan)",
"Buildings and structures demolished in 1968",
"Demolished buildings and structures in Manhattan",
"Financial District, Manhattan",
"Former skyscrapers",
"Former world's tallest buildings",
"Headquarters in the United States",
"Office buildings completed in 1899",
"Office buildings completed in 1908",
"Skyscraper office buildings in Manhattan",
"Trust Company of America"
]
| The Singer Building (also known as the Singer Tower) was an office building and early skyscraper in Manhattan, New York City. The headquarters of the Singer Manufacturing Company, was at the northwestern corner of Liberty Street and Broadway in the Financial District of Lower Manhattan. Frederick Gilbert Bourne, leader of the Singer Company, commissioned the building, which architect Ernest Flagg designed in multiple phases from 1897 to 1908. The building's architecture contained elements of the Beaux-Arts and French Second Empire styles.
The building was composed of four distinct sections. The original 10-story Singer Building at 149 Broadway was erected between 1897 and 1898, and the adjoining 14-story Bourne Building on Liberty Street was built from 1898 to 1899. In the first decade of the 20th century, the two buildings were expanded to form the 14-story base of the Singer Tower, which rose another 27 stories. The facade was made of brick, stone, and terracotta. A dome with a lantern capped the tower. The foundation of the tower was excavated using caissons; the building's base rested on shallower foundations. The Singer Building used a steel skeleton, though load-bearing walls initially supported the original structure before modification. When completed, the 41-story building had a marble-clad entrance lobby, 16 elevators, 410,000 square feet (38,000 m<sup>2</sup>) of office space, and an observation deck.
With a roof height of 612 feet (187 m), the Singer Tower was the tallest building in the world from 1908 to 1909, when it was surpassed by the Metropolitan Life Insurance Company Tower. The base occupied the building's entire land lot; the tower's floors took up just one-sixth of that area. Despite being regarded as a city icon, the Singer Building was razed between 1967 and 1969 to make way for One Liberty Plaza, which had several times more office space than the Singer Tower. At the time of its destruction, the Singer Building was the tallest building ever to be demolished.
## Architecture
The Singer Building was at the northwest corner of Liberty Street and Broadway in the Financial District of Lower Manhattan, abutting the City Investing Building to the north. The land lot was nearly rectangular, though slightly skewed due to the layout of the street grid, and measured 74.5 feet (22.7 m) on Broadway by 110 feet (34 m) on Liberty Street. The structure, as completed in 1908, was composed of four distinct sections: the original Singer and Bourne buildings, an annex next to both buildings, and the tower. All of these structures were designed by Ernest Flagg for Frederick Bourne, who led the Singer Manufacturing Company.
The structure was designed with elements of the Beaux-Arts style and the French Second Empire style. American architect George W. Conable prepared plans and working drawings. An architectural office with an engineering department led by Otto F. Semsch, and mechanical equipment engineer consultants Charles G. Armstrong and steel engineers Boller & Hodge, oversaw construction. Over 40 other companies were involved in the construction process, and nearly 100 construction contracts were awarded. There were no general contractors on the project; the owners communicated directly with the suppliers responsible for each contract.
When the tower addition was completed in 1908, its roof was 612 feet (187 m) high. The tower was topped by a 58-foot (18 m) flagpole, giving it a ground-to-pinnacle height of 670 feet (200 m). The Singer Building was the world's tallest building at the time of its completion and the world's tallest building to be destroyed upon its demolition. Contemporary sources at the time of the building's construction described the "Singer Tower" as referring only to the building's tower portion, rather than its base. The "Singer Building" name originally referred only to a portion of the base, although by the mid–20th century it referred to the entire structure.
### Form
The base of the building filled the entire lot. It was composed of the 10-story original structure (later expanded to 14 stories) and the 14-story annex known as the Bourne Building. The original Singer Building, on the southeastern portion of the lot, had a frontage of 58 feet (18 m) on Broadway and 110 feet (34 m) on Liberty Street. The Bourne Building, on the southwestern portion, was 58 feet deep and had a frontage of approximately 75 feet (23 m) on Liberty Street. From 1906 to 1907, the original Singer Building was extended northward and the Bourne Building was extended westward. The original Singer and Bourne buildings were about 200 feet (61 m) tall.
The 41-story tower above the northwest corner of the base was square in plan, with floor dimensions of 65 by 65 feet (20 by 20 m). When the dome and lantern at the tower's pinnacle were included, the Singer Tower was the equivalent of a 47-story building. The tower was set back 30 feet (9.1 m) behind the base's frontage on Broadway, and it filled only one-sixth of the total lot area. There was a gap of 10 feet (3.0 m) between the Singer Building's tower and the City Investing Building immediately to the north, which was built during the same time. The columns required to support the Singer Tower would have been too large to place atop the original Singer Building, so they were instead built in the northern portion of the lot. The tower had a height-to-width ratio of 7:1, setting a record at the time of its completion.
### Facade
The facade was made of red brick, light-colored stone, and terracotta. Some 733,000 square feet (68,100 m<sup>2</sup>) of terracotta was used for both the facade and the interior partitions. About five million bricks were used in the entire project, including one million in the tower section. About 1,500 cubic feet (42 m<sup>3</sup>) of North River bluestone was also used, as was 4,280,000 pounds (1,940,000 kg) of limestone, mainly above the 33rd floor. The contractors for these materials included John B. Rose Company for the brick; Martin P. Lodge for the bluestone; J. J. Spurr & Sons for the limestone; and New Jersey Terra Cotta for the terracotta.
For decorative elements, 101 short tons (90 long tons; 92 t) of sheet copper was used. Whale Creek Iron Works provided ornamental iron while Jno. Williams Inc. provided the ornamental bronze. There were 85,203 square feet (7,915.6 m<sup>2</sup>) of glass in the entire building, about 10 percent of which was interior glass. There was extensive ornamentation throughout the building, including eight arches atop the tower's exterior.
#### Base
The original Singer Building was faced with stone and brick. When it was built, the plans called for the lowest two stories to be clad with stone. The third story contained a balcony extending along both facades. The four following stories were faced with brick and contained windows with stone surrounds. The seventh story was clad with stone and had a balcony doubling as a cornice, while the facade on the eighth story was made of brick. The original top stories comprised a decorative copper-and-slate roof with dormers and stone chimneys. The main entrance was on Liberty Street and had sculptures and ornament. The Bourne Building was faced with Indiana Limestone on its lowest two stories and red brick above. The base had ironwork ornamentation in their mullions and window railings.
After the 1906–1907 modifications, the main entrance faced Broadway on the eastern facade. This main entrance had a three-story-tall semicircular arch. A two-story architrave was beneath the arch, with an engraved cartouche reading "Singer" at the center. The upper part of the arch had a fanlight with five vertical mullions, below which was a bronze grille measuring 13 feet (4.0 m) wide and 24 feet (7.3 m) tall.
As a result of the modifications, the first three stories were faced with rusticated North River bluestone. Four stories were added between the seventh floor and the three-story roof during that time, and the Broadway facade was expanded from two bays to five. With the modifications, the vertical bays were separated with vertical strips from the fourth to the 10th floors, with pediments above the sixth-floor windows. The 11th and 12th floors of the modified base consisted of two rows of small windows, with the 11th-floor windows spaced between brackets supporting a 12th-floor iron balcony. The top two stories contained dormer windows projecting from the mansard roof. The sloped portions of the roof were clad with slate shingles, while glazed roof tiles covered the flat portion.
#### Tower
The Singer Tower's facade was made of brick masonry ranging in thickness from 12 inches (300 mm) at the top to 40 inches (1,000 mm) at the base. The Singer Tower contained five bays on each side, each measuring 12 feet (3.7 m) wide. Construction plans show that there were 36 windows on each floor. The faces of the tower were made of dark red brick, except for decorative elements such as trimmings, copings, courses, and windowsills, which were made of North River bluestone. On each side, vertical limestone piers separated the outermost bays from the three center bays, dividing the facade into three vertical sections. The outermost bays were illuminated by small windows. The corners of the tower were made of solid masonry, which concealed the diagonal steel bracing inside. The tower had cast-iron balconies and fascias, as well as wrought-iron jambs and mullions. The use of iron balconies, as well as the large amount of glass in the facade, was inspired by the design of the Little Singer Building at 561 Broadway, built in 1904.
Horizontal belt courses wrapped around the tower above the 17th, 18th, 23rd, 24th, 29th, and 30th stories, while there were terracotta balconies on each side at the 18th, 24th, and 30th stories. Iron balconies also projected from the building at intervals of seven stories. Near the top of the tower, the vertical stone bands on each side formed a tall arch evocative of the tower's dome. On the 36th floor, an ornamental balcony cantilevered about 8.5 feet (2.6 m) outward on each side; it was supported by brackets on the 35th floor. Stone architraves surrounded the corner windows of the 36th and 37th stories, while ornate stone arches framed the center bays on the 36th through 38th stories. There were oval windows on each corner at the 38th floor. Above that level, a heavy stone cornice ran around the corners and above the arches.
The top of the tower contained a 50-foot-tall (15 m) dome covering the top three stories, capped by a lantern that measures 9 feet (2.7 m) across at its base and stretches 63.75 feet (19 m) tall. The dome's roof was made of slate, while the roof ornamentation, dormers, and lantern were made of copper sheeting. In its final years, the dome's trapezoidal skylights were replaced with dormer windows. The top of the lantern was 612 feet (187 m) above ground level, and a steel flagpole rose 62 feet (19 m) above the lantern, bringing the height of the Singer Tower to 674 feet (205 m) when measured from ground to tip. The flagpole was actually 90 feet (27 m) long, but the base of the flagpole was embedded into the tower. The entire exterior was lit at night by 1,600 incandescent lamps and thirty 18-inch (460 mm) projectors, which were visible at distances of up to 20 miles (32 km).
### Structural features
#### Superstructure
Load-bearing walls initially supported the original Singer Building at 149 Broadway, while the Bourne Building annex at 85–89 Liberty Street had an internal steel skeleton. The original Singer Building was altered between 1906 and 1908 to use a steel skeleton. The entire building used 850 steel columns. The columns were generally constructed in two-story segments. One- to three-story-tall column segments were used on the basements, first floor, and 14th through 16th floors. Rafters supported the mansard roof of the base, excluding the tower. Milliken Brothers Inc. was the structural steel supplier for the project.
The Singer Tower addition of 1906–1908 had a steel skeleton and weighed 18,365 short tons (16,397 long tons; 16,660 t). The tower's columns were spaced 12 feet (3.7 m) apart on their centers. Because the three center bays on each side contained windows, only the corners used diagonal bracing and, as such, were treated as square prisms. Inside, there was another structure for the central elevator shafts, which were connected to the corners of the tower via longitudinal beams. A girder supported the columns at the tower's corners at the fourth floor, while 36 columns rose from the basement into the tower. Four pillars were placed at each corner of the tower and six more pillars were placed in the elevator shafts. Each truss extended upward for two stories, causing the columns and braces to act as wind-resistant cantilevers. The braces on the north and south contained 11 panels each while those on the east and west contained 10 panels. The four columns at the center of the tower supported its dome.
The superstructure was erected using two boom derricks. One of them, with a capacity of 40 short tons (36 long tons; 36 t), a 75-foot (23 m) mast, and a 65-foot (20 m) boom, lifted the steel beams from ground level to a 17th-story platform. The other was installed on the 17th floor and had a capacity of 25 short tons (22 long tons; 23 t); this derrick erected the tower's steel. Generally, it took less than five minutes to transfer the steel from ground level to the superstructure. German steel was used in the Singer Tower's framing because of Flagg's belief that German workmanship was better than that of Americans. The tower's superstructure was intended to withstand wind pressure of 30 pounds per square foot (1.4 kPa), even though the highest recorded wind pressure in the neighborhood was less than 10 pounds per square foot (0.48 kPa) at the time of the Singer Building's construction.
The internal structure also used 4,520 short tons (4,040 long tons; 4,100 t) of Portland cement and 300,000 square feet (28,000 m<sup>2</sup>) of concrete subflooring. The Singer Building's floors generally used terracotta flat arches 10 inches (250 mm) deep, and many of the internal partitions also used terracotta blocks.
#### Foundation
The underlying layer of bedrock extended as deep as 92 feet (28 m), above which were layers of quicksand, hardpan, rocks, clay, and soil. The groundwater level was 20 feet (6.1 m) below the Singer Building. The ground composition under the lot varied significantly, as the hardpan was compact in some places and loose in others. Below the groundwater level, the saturation of the ground made it unfeasible to dig the cellar conventionally. The Foundation Company excavated the tower's foundation using pneumatic caissons. The caissons were used to extract the underlying soil, then filled with concrete to create piers.
Each caisson pier was designed to carry 30,000 pounds per square foot (1,400 kPa). A gridiron of steel girders was placed atop the caisson piers. Because of the design of the tower addition's wind-bracing superstructure, the upward pull on some of the piers was greater than the dead load these piers carried. As a result, eyebars of different lengths were embedded in 10 of the caissons, the concrete being poured onto the eyebars. The rods were embedded 50 feet (15 m) into the caisson piers. The system, devised in house by Flagg's office, was more than twice as expensive as a conventional foundation would have cost for a building of the Singer Tower's size. The original plan was for the caissons to be sunk only 20 feet (6.1 m) deep, but the builders changed plans midway through the excavations, so that the caissons would go to hardpan.
The original portions of the building were built on grillages 24 feet (7.3 m) below the sidewalk level. These foundations were strengthened when the tower was added. The total weight of the Singer Building, including the tower addition, was carried by 54 steel columns atop the concrete foundation piers.
### Interior
The Singer Building was intended to be fireproof, and the tower section used mostly concrete floors, with wood used in some doors, windows, railings and decorative elements. The base used more wood than the tower, mainly in the floors, windows, and doors. All the building's stairs were made of cast iron. The interior trim in the Singer Building was made of metal painted to resemble wood, including in the doors. Actual wooden furniture was used in the Singer Company's main offices on the 34th floor. There were also ornamental plaster features executed by H. W. Miller Inc. Plaster was used extensively for the walls and ceilings. The usable office space in the building totaled 410,000 square feet (38,000 m<sup>2</sup>; 9.4 acres).
The Singer Building took water from the New York City water supply system, where it was filtered through ammonia coils and then through two filters into two suction tanks. Inside the Singer Building, there were seven water tanks to serve a projected demand of 15,000 U.S. gallons (57,000 L) each hour. Three tanks on the Singer Tower's 29th, 39th, and 42nd floors had a combined capacity of 15,000 gallons and served several portions of the tower. To provide water to the base, there was one tank of 5,000 U.S. gallons (19,000 L) in the Bourne Building and three tanks of a combined 18,000 U.S. gallons (68,000 L) in the original Singer Building. This allowed all the offices in the tower portion to be provided with cold, hot, and ice water. Two heaters in the basement provided heated water to the entire building. There was also a refrigeration plant with two pumps and a small freezing system capable of producing 500 to 1,000 pounds (230 to 450 kg) of ice daily.
The Singer Building contained a vacuum steam system, although the ground-floor lobby and the basement vaults were heated by an indirect-steam system. Heating came from steel radiators on each floor; the radiators in the ground-floor banking rooms and the Singer Company's 33rd and 34th floor offices were enclosed within ornamental screens. About 1,600 steam radiators were installed throughout the building. As well as providing heat, the building's boilers also provided electric power to the entire building. Initially, the Bourne and original Singer buildings had boilers aggregating 546 horsepower (407 kW) and power generators with a capacity of 387.5 kilowatts (519.6 hp). With the 1906–1908 addition, boilers aggregating 1,925 horsepower (1,435 kW) were installed, and generators with a capacity of 1,400 kilowatts (1,900 hp) were added, replacing the old ones. A steel smokestack at the northwest corner of the building was shared with the City Investing Building to the north.
#### Lobby
The lobby, accessed from Broadway, was finished with Pavonazzo marble and had 42 short tons (38 long tons; 38 t) of bronze work. New York Times architectural writer Christopher Gray characterized the lobby as exuding "celestial radiance". Two rows of eight square marble piers trimmed with bronze beading supported the lobby ceiling. Each pier was made of Pavonazzo marble and had a border of Montarenti Sienna marble. There were large bronze medallions atop each pier, depicting either the Singer Company's monogram or a needle, thread, and bobbin. At the tops of the piers were decorative pendentives, which supported glazed plaster domes above. The pendentives were ornately decorated with gold leaf. The domes' drums originally contained flat, circular amber glass lights in steel frames, which were later replaced with modern glass lighting fixtures.
Immediately outside the entrance, on either side of the lobby, were stairs leading up to a balcony and down to the basement, while the south wall contained stairs to the original Singer Building. The stairs were made of cast iron and wrought iron, and the handrails and newel posts were made of bronze. The elevators were clustered on the northern wall, opposite the stairs to the original Singer Building. Each of the elevator doors in the lobby were made of four bronze leaves. A balcony, trimmed with bronze, overlooked the lobby. There were Italian marble stairs at the rear of the lobby which split into two flights connecting to either portion of the balcony. A master clock on the central landing of the rear stairs controlled all the clocks in the building. The lobby was a popular spot for meetings.
There were also two secondary entrances on Liberty Street—one to the original Singer Building and one to the Bourne Building. Both secondary entrances connected to the main lobby to the north. There was retail space on the ground floor as well.
#### Basement
The boiler room and mechanical plant were in the basement, and consisted of five boilers and five generators. The boilers were clustered under the western portion of the building, while an engine room was in the center. A pump room and machine room were in the southeastern corner, with a chief engineer's office, electrician's room, and waste paper room. A compressor room was at the northeastern corner.
From the basement, a corridor extended east to the safe deposit vaults. There were 10 vaults used by the Safe Deposit Company of New York, within a space of 10,000 square feet (930 m<sup>2</sup>). The vaults each contained several thousand safe deposit boxes, and the vault walls were formed of several layers of steel. The door to the largest vault weighed over 16 short tons (14 long tons; 15 t). The vaults abutted three committee rooms for the company.
#### Other floors
The 2nd through 13th floors contained offices flanking a "T"-shaped corridor facing away from the elevators. The ceilings of these story were generally painted in white watercolor while the walls were light tan. In addition, these stories contained oak trim, partitions, and decorative moldings. The average story at the base contained 40 offices.
The tower stories contained a "U"-shaped layout surrounding the elevators in the center of the building, with emergency stairs in the tower's core. In the Singer Building's tower, there were very few partitions, except for elevators and restrooms. The average floor in the tower contained 16 offices. On these stories, the ceilings were painted ivory, the walls were olive green, and the metal trim was painted to resemble wood grain. The Singer Company's main offices, on the 33rd through 35th floors, had a plethora of ornamental plaster.
The highest publicly accessible point in the Singer Building was 564 feet (172 m) above the curb, at the lantern balcony. When the observation deck opened on June 23, 1908, visitors paid \$0.50 () to use the observation area at the top of the building. From this observation deck, visitors could see as far as 30 miles (48 km) away. After two people jumped from the deck and died, the Singer Tower was nicknamed "Suicide Pinnacle", and its deck was closed by the 1930s. From the observation deck, a series of steep ladders and stairs led to the lantern.
#### Elevators
There were 15 Otis electric traction elevators in the completed building, and one electric-drum elevator, for a total of 16 elevators. The tower portion had nine elevators, eight of which ran from the lobby. Four were "local" elevators making all stops between the lobby and the 13th floor; two of these continued down to the basement. Four "express" elevators ran from the lobby to the upper floors; three of them terminated at the 35th floor and the fourth at the 40th floor. Another "shuttle" elevator served only the 35th through 38th floors. The elevators could carry loads of up to 2,500 pounds (1,100 kg) and could travel from the lobby to the top floor at 600 feet per minute (180 m/min), faster than any other elevator then in existence.
The base had seven elevators: four in the Bourne Building and three in the original Singer Building. Two of the elevators in the base, one each in the Bourne and original Singer buildings, served all floors from the basement to the roof. The other five ran only from the first floor to the 14th floor. The original Singer Building's elevators were in a single group on the southeastern side of the building, while the Bourne Building's elevators were in two pairs opposite each other. The building's managers hired female elevator operators, whom they characterized as "businesslike in appearance and polite in manner", as opposed to the "slovenly male operator with the ever-ready 'back talk'". The cabs also had telephones, with which the elevator operators and starters could communicate.
## History
During the late 19th century, New York City trailed Chicago in the development of early skyscrapers; New York had just four buildings over 16 stories tall in 1893, compared to twelve such buildings in Chicago. Part of the delay was caused by New York City authorities, who until 1889 would not allow metal-frame construction techniques. Skyscraper development in New York City changed in 1895 with the construction of the American Surety Building, a 20-story, 303-foot (92 m) development that broke Chicago's height record. From then on, New York thoroughly embraced skeleton frame construction. The early years of the 20th century saw a range of technically sophisticated, architecturally confident skyscrapers built in New York; academics Sarah Landau and Carl Condit term this "the first great age" of skyscraper development.
Isaac M. Singer and Edward C. Clark had founded I. M. Singer & Company in 1851. The company, which manufactured sewing equipment, became the Singer Manufacturing Company in 1865. The Singer Manufacturing Company was also involved in real estate during the latter half of the 19th century, Clark commissioning Henry Janeway Hardenbergh to design the Dakota and other New York City residential buildings in the 1880s. By the following decade, at the behest of Clark's son Alfred Corning Clark, the Singer Company was instead working with Ernest Flagg, then a recent graduate of the École des Beaux-Arts. Frederick Bourne, who had become the Singer Company's president in 1889, oversaw the firm's expansion into European markets during that time.
### Original building and annex
In February 1890, the Singer Manufacturing Company acquired the lot at 151–153 Broadway. The next month, they bought the lots at 149 Broadway and 83 Liberty Street, at the northwest corner of the two streets. The three lots had cost the company over \$950,000 (), and at the time were occupied by four- to six-story buildings. The three lots were separate prior to the Singer Company's acquisition but, under their ownership, were combined.
The Singer Manufacturing Company hired Ernest Flagg for the design of their new headquarters. Flagg filed plans for the new Singer Building at 149 Broadway in early 1897. They called for a 10-story stone-and-brick building with banking rooms on the lowest two stories, rental office space on six of the center stories, and the Singer Company's offices on the upper stories. Construction began that year. While workers were excavating the site in June 1897, a water main burst and flooded the lot. Despite this, the new Singer Building was completed in early 1898.
In December 1897, before the new Singer headquarters was completed, Bourne bought three five-story structures for the company at 85–89 Liberty Street, on a plot measuring 74.8 by 99.8 feet (22.8 by 30.4 m). Flagg was retained to design the 14-story Bourne Building on the site, and when he submitted building plans in 1898, the annex was estimated to cost \$450,000. Bourne did not take title to the Bourne Building's site until September 1899, and the Bourne Building was completed the same year. By 1900, the Singer and Bourne buildings were both fully occupied. The tenants included the law office of Augustus Van Wyck, and the Trust Company of America. Boiler manufacturers Babcock & Wilcox were long-term tenants, occupying the Singer Building for more than forty years from the beginning of the 20th century.
### Expansion
Further acquisitions followed in the first decade of the 20th century. In 1900, Bourne bought an iron-front building at 155 and 157 Broadway, with a frontage of about 39.8 feet (12.1 m) on Broadway. The purchase of 163 Broadway, a house with a frontage of only 12.5 feet (3.8 m), followed in 1902, and in 1903 by the purchase of the five-story 93 Liberty Street, which added a frontage of 27 feet (8.2 m). By 1905, the Singer Company controlled most of the block along both Broadway and Liberty Street; the original Singer Building was an L-shaped structure extending west and then north from the northwestern corner of Broadway and Liberty Street.
#### Tower construction
Concurrently with the land acquisitions, Flagg was retained to design a second addition to the Singer Building in 1902. By early the next year, he was planning a building that would be the tallest in the world, with over 35 stories. However, the Singer Manufacturing Company did not reveal specific details until February 1906, when it announced that it would build a 594-foot (181 m) tower, the world's tallest. Revised plans were filed in July 1906, which provided for a more wind-resistant structure. The company intended to occupy the space above the 31st floor and planned to rent out the bottom section of the tower to tenants to subsidize their use of the upper floors. The Singer Company projected that it would earn \$250,000 in rent per year, given a baseline rental cost of \$3 per square foot (\$32/m<sup>2</sup>). Engineers were hired to create the construction plans as soon as the architect's plans and specifications were published.
Before the foundations were built, the builders drilled several test boreholes to determine the composition of the underlying soil. Contracts for digging the foundation were awarded in August 1906 before the plans were approved. The plans for the Singer Tower were approved on September 12, 1906, and excavation began later that month, with work officially beginning on September 19. A timber platform, measuring 30 feet (9.1 m) wide and descending from Broadway to the excavation site, was constructed so that workers could receive materials and extract soil more efficiently. The first steel shipments for the anchorages arrived in October 1906. Foundation work was completed on February 18, 1907.
The superstructure was constructed afterward. A temporary elevator was installed while the tower's superstructure was being erected. During the construction process, city building inspectors alleged the builders had violated city law by installing concrete flooring instead of hollow-tile floors. As a result, the builders were ordered to replace some non-compliant arches. By August 1907, the steel frame had reached 36 stories, surpassing the Washington Monument's height. That month, Prince Wilhelm of Sweden visited the 29th floor to see the construction process. On October 4, 1907, the building topped out with the hoisting of the flagpole. After the building topped out, the interiors were furnished and plastered. Despite high winds, there were no serious accidents during construction. There was a small fire on the 40th floor in February 1908, which the Los Angeles Times described at the time as "the highest fire in any building in the world".
#### Base expansion
In late 1905, Flagg was hired to design a westward annex to the Bourne Building and a northward annex to the original Singer Building. The Bourne and Singer buildings were to be united internally, and the old Singer Building was to be expanded to 14 stories. The top story of the Bourne Building would also be expanded so that it would cover the same area as the Bourne Building's lower floors. Plans for the Bourne and Singer extensions were filed in late 1906 and early 1907, respectively.
During the construction of the Singer Tower, the original Singer Building was shored up and additional foundations were built. The top three stories of the old Singer Building, including the mansard roof, were temporarily taken apart in June 1907, so that four more stories could be inserted above the existing seventh story. As such, the old eighth story of the old Singer Building became the new 12th story. This added 15,600 square feet (1,450 m<sup>2</sup>) of usable space without disturbing tenants on the lower floors. Several columns were erected at the old building's front and rear elevations, extending from the basement to the 11th floor to support the raised roof. Holes were created in the existing floors of the Singer Building so that they could be supported by steel columns instead of by the bearing walls. The old Singer Building was extended north by 74 feet (23 m), the three extra bays on Broadway having the same style as the original two.
In the Bourne Building, the three existing elevators were removed and replaced with four elevators, necessitating the complete replacement of the framing around the old elevator shafts. A small window replaced the main entrance to the original Singer Building.
### Completion and further use
On May 1, 1908, the tower was opened to the public. The construction workers held a dinner that week to celebrate the completion of work. A month later, on June 23, the observation balcony opened. The Singer Building quickly became a symbol of Manhattan with its floodlit tower. Surpassing Philadelphia City Hall in height, the Singer Building remained the tallest in the world for a year after its tower's completion. The record was surpassed by the 700-foot (210 m) Metropolitan Life Insurance Company Tower, at 24th Street and Madison Avenue.
In the building's first few months, the elevators were involved in at least two deaths; a painter was decapitated on May 4, 1908, while a plumber's assistant was crushed between an elevator cab and a shaft on July 24, 1908. In a publicity stunt in 1911, the aviator Harry Atwood flew around the Singer Building. The expanded building's tenants included the Chatham and Phenix National Bank, whose main office moved to the Singer Building in 1916. The Safe Deposit Company of New York originally used the vaults. The power source for the building's steam plant was converted from coal to oil in 1921, making the Singer Building the city's first office building to use oil as a fuel.
In 1921, the Singer Company placed the building up for sale at an asking price of \$10 million. Four years later, the company made an agreement with a buyer representing the Utilities Power and Light Corporation, a holding company for several states' power companies. The transaction involved a cash deal of \$8.5 million. According to property records, the sale was never finalized. Also in 1925, a subbasement vault was dug for the Chatham and Phenix National Bank after the bank's merger with the Metropolitan Trust Company, and three of the lower floors were renovated for the bank's use.
The Singer Company made relatively few changes to the building; The New Yorker wrote that the firm was "wise enough to leave magnificence alone". Over the Singer Building's existence, its lighting system was changed at least five times. The copper ornamentation on the tower's dome was restored in 1939. The flagpole and roof cresting were removed entirely in early 1947. The building experienced an electrical fire in 1949 that forced the evacuation of the entire building, although only one person was injured. To comply with modern building codes, automatic elevators were installed in either 1957 or 1959. In addition, some offices received air conditioning, though they retained their original thermostats. The revolving doors at the base had been removed by 1958, being replaced with standard doors. Toward the end of its existence, the Singer Building's two large ground-level storefronts were subdivided into smaller ones.
### Demolition
Taller buildings continued to be constructed in New York City; by its 50th anniversary in 1958, the Singer Building was only the 16th tallest in the city. Singer announced it would sell the building in 1961, and the company moved to 30 Rockefeller Plaza. According to property records, Iacovone Rose bought the Singer Building and immediately sold it to Financial Place Inc. Real estate developer William Zeckendorf acquired the building and attempted to convince the New York Stock Exchange (NYSE) to move there. The plans failed after the NYSE opted to expand its existing headquarters instead. Even so, the construction of the World Trade Center nearby in the mid-1960s caused real-estate values in Lower Manhattan to increase dramatically. In 1964, United States Steel bought the Singer and City Investing buildings. U.S. Steel planned to demolish the entire block to erect a 50- or 54-story headquarters on the same site. Meanwhile, under U.S. Steel's ownership, the Singer Building began to decay.
The New York City Landmarks Preservation Commission (LPC) was created in 1965, in the wake of several notable buildings in the city having either been demolished or threatened with demolition. Although the Singer Building was considered to be one of the most iconic buildings in New York City, the LPC never considered designating it as a landmark, which would have prevented the building's demolition. In August 1967, LPC executive director Alan Burnham said that, if the building were to have been made a landmark, the city would have to either find a buyer or acquire the building on its own. Sam Roberts later wrote in The New York Times that the Singer Building had been one of the city's notable structures that "weren't considered worth preserving". Demolition had commenced by September 1967, despite protests by Architectural Forum magazine and other preservationists, who suggested incorporating the lobby into the U.S. Steel Building. A New York Times writer observed in March 1968 that the lobby looked like "a bomb had hit it". The last piece of scrap had been carted away in early 1969, when the Daily News observed: "The Singer fell victim to a malady called progress."
The U.S. Steel Building (later known as One Liberty Plaza) was built on the site and completed in 1973. One Liberty Plaza contained 37,000 square feet (3,400 m<sup>2</sup>) per floor, compared with the 4,200 square feet (390 m<sup>2</sup>) per floor in the Singer Building's tower. One Liberty Plaza had at least twice the two former buildings' combined interior area. At the time of the Singer Building's demolition, it was the tallest building ever to be destroyed. The record was surpassed during the September 11, 2001, terrorist attacks, which caused the collapse of the nearby World Trade Center. The Singer Building remained the tallest building to be destroyed by its owners until 2019, when workers started demolishing the 707-foot-tall (215 m) 270 Park Avenue in Midtown Manhattan. In the 21st century, the Singer Building became a subject of the unfounded Tartaria conspiracy theory, which claimed that the skyscraper was evidence of a long-lost civilization.
## Impact
Flagg, a noted critic of existing skyscrapers, justified taking on the project as a way of generating support for skyscraper reform, by convincing the public that such tall skyscrapers were detrimental because they blocked light from reaching the surrounding streets. As late as 1904, one architectural magazine wrote that "ten stories were his limit". According to Flagg, buildings over 100 feet (30 m) tall, or 10 to 15 stories, needed to have a setback tower occupying no more than a quarter of the lot. He had once written, "Our rooms and offices are becoming so dark that we must use artificial light all day long." The Singer Building's design expressed Flagg's opinions on city planning and skyscraper design. The building's design partly influenced the city's 1916 Zoning Resolution, which required many skyscrapers in New York City to have setbacks as they rose. For over four decades, the ordinance prevented the city's new skyscrapers from overwhelming the streets with their sheer bulk. These setbacks were not required if the building occupied 25 percent or less of its lot area.
New York Times architectural critic Christopher Gray said in 2005 that the Singer Building's tower resembled "a bulbous mansard and giant lantern". Architectural writer Jason Barr stated in 2016 that the Singer Building was a "transitional building" in skyscraper development. Landau and Condit described the building as "an aesthetic triumph that enriched the city by demonstrating the sculptural possibilities of the steel-framed skyscraper". Architectural Forum wrote in 1957 that the Singer Building was a "very coherent, virile piece of design". Just before the building's demolition, Architectural Forum wrote that the building was "distinguished for more than mere height". Ada Louise Huxtable said, "The master never produced a more impressive ruin than the Singer Building under demolition."
Not all critics appraised the Singer Building positively. The New York Globe in the 1900s had called the Singer Building an "architectural giraffe" and said such a tall building would hinder the ability of fire services to rescue people on the upper floors. |
354,307 | Quainton Road railway station | 1,173,376,911 | Former railway station in Buckinghamshire; now a railway museum | [
"Brill Tramway",
"Disused London Underground stations",
"Former Metropolitan and Great Central Joint Railway stations",
"Heritage railway stations in Buckinghamshire",
"Metropolitan line stations",
"Privately owned railway stations in the United Kingdom",
"Railway stations in Great Britain closed in 1963",
"Railway stations in Great Britain opened in 1868"
]
| Quainton Road railway station was opened in 1868 in under-developed countryside near Quainton, in the English county of Buckinghamshire, 44 miles (71 km) from London. Built by the Aylesbury and Buckingham Railway, it was the result of pressure from the 3rd Duke of Buckingham to route the railway near his home at Wotton House and to open a railway station at the nearest point to it. Serving a relatively underpopulated area, Quainton Road was a crude railway station, described as "extremely primitive".
The Duke of Buckingham built a short horse-drawn tramway to transport goods between his estates at Wotton and a terminus adjacent to the station. He extended it soon afterwards to provide a passenger service to the town of Brill, and the tramway was converted to locomotive operation, known as the Brill Tramway. All goods to and from the Brill Tramway passed through Quainton Road, making it relatively heavily used despite its geographical isolation, and traffic increased further when construction began on Ferdinand de Rothschild's mansion of Waddesdon Manor. The plan of extending the Brill Tramway to Oxford, which would have made Quainton Road a major junction station, was abandoned. Instead, the Aylesbury and Buckingham Railway and the Brill Tramway were absorbed by London's Metropolitan Railway (MR), which already operated the line from Aylesbury to London. The MR rebuilt Quainton Road and re-sited it to a more convenient location, allowing through running between the Brill Tramway and the Aylesbury and Buckingham Railway. When the Great Central Railway (GCR) from the north of England opened, Quainton Road became a significant junction at which trains from four directions met, and by far the busiest of the MR's rural stations.
In 1933 the Metropolitan Railway was taken into public ownership to become the Metropolitan line of the London Passenger Transport Board's London Underground, including Quainton Road. The LPTB aimed to move away from freight operations, and saw no way in which the rural parts of the MR could be made into viable passenger routes. In 1935 the Brill Tramway was closed. From 1936 Underground trains were withdrawn north of Aylesbury, leaving the London and North Eastern Railway (successor to the GCR) as the only operator using the station, although Underground services were restored for a short period in the 1940s. In 1963 stopping passenger services were withdrawn but fast passenger trains continued to pass through. In 1966 the line was closed to passenger traffic and local goods trains ceased using the station. The line through the station was singled and used by occasional freight trains only.
In 1969 the Quainton Road Society was formed with the aim of preserving the station. In 1971, it absorbed the London Railway Preservation Society, taking over its collection of historic railway equipment including many locomotives, and passenger and non-passenger rolling stock. The station was fully restored and reopened as a museum, the Buckinghamshire Railway Centre. In addition to the locomotives, stock, and original station buildings, the museum has also acquired the former Oxford Rewley Road railway station and a London Transport building from Wembley Park, both of which have been reassembled on the site. Although no scheduled trains pass through Quainton Road, the station remains connected to the railway network. Freight trains still use this line, and passenger trains still call at the station for special events at the Buckinghamshire Railway Centre.
## Origins
On 15 June 1839 entrepreneur and former Member of Parliament (MP) for Buckingham, Sir Harry Verney, 2nd Baronet, opened the Aylesbury Railway. Built under the direction of Robert Stephenson, it connected the London and Birmingham Railway's Cheddington railway station, on the West Coast Main Line, to Aylesbury High Street railway station in eastern Aylesbury, the first station in the Aylesbury Vale. On 1 October 1863 the Wycombe Railway opened a branch line from Princes Risborough railway station to Aylesbury railway station on the western side of Aylesbury, making Aylesbury the terminus of two small and unconnected branch lines.
Meanwhile, to the north of Aylesbury, the Buckinghamshire Railway was being built by Sir Harry Verney. The scheme consisted of a line running roughly south-west to north-east from Oxford to Bletchley, and a line running south-east from Brackley via Buckingham, joining roughly halfway along the Oxford–Bletchley line. The first section opened on 1 May 1850, and the rest opened on 20 May 1851. The Buckinghamshire Railway intended to extend the line southwards to connect to its station at Aylesbury, but this extension was not built.
Richard Plantagenet Campbell Temple-Nugent-Brydges-Chandos-Grenville (10 September 1823 – 26 March 1889), the only son of Richard Plantagenet Temple-Nugent-Brydges-Chandos-Grenville, 2nd Duke of Buckingham and Chandos, was in serious financial difficulties by the middle of the 19th century. The 2nd Duke had spent heavily on artworks, womanising, and attempting to influence elections, and by 1847 he was nicknamed "the Greatest Debtor in the World". Over 40,000 acres (16,000 ha) of the family's 55,000-acre (22,000 ha) estates, and their London home at Buckingham House, were sold to meet debts, and the family seat of Stowe House was seized by bailiffs as security and its contents sold. The only property remaining in the control of the Grenville family was the family's relatively small ancestral home of Wotton House, and its associated lands around Wotton Underwood in Buckinghamshire. Deeply in debt, the Grenvilles began to look for ways to maximise profits from their remaining farmland around Wotton, and to seek business opportunities in the emerging fields of heavy industry and engineering. Richard Plantagenet Campbell Temple-Nugent-Brydges-Chandos-Grenville, who became the Marquess of Chandos on the death of his grandfather Richard Temple-Nugent-Brydges-Chandos-Grenville, 1st Duke of Buckingham and Chandos in 1839, was appointed chairman of the London and North Western Railway (LNWR) on 27 May 1857. On the death of his father on 29 July 1861 he became the 3rd Duke of Buckingham and Chandos, and resigned from the chairmanship of the LNWR, returning to Wotton House to manage the family's remaining estates.
## Aylesbury and Buckingham Railway
On 6 August 1860 the Aylesbury and Buckingham Railway (A&B), with the 3rd Duke (then still Marquess of Chandos) as chairman and Sir Harry Verney as deputy chairman, was incorporated by Act of Parliament with the object of connecting the Buckinghamshire Railway (by now operated by the LNWR) to Aylesbury. The 2nd Duke used his influence to ensure the new route would run via Quainton, near his remaining estates around Wotton, instead of the intended more direct route via Pitchcott. Beset by financial difficulties, the line took over eight years to build, eventually opening on 23 September 1868. The new line was connected to the Wycombe Railway's Aylesbury station, and joined the existing Buckinghamshire Railway lines at the point where the Oxford–Bletchley line and the line to Buckingham already met. Verney Junction railway station was built at the point where the lines joined, named after Sir Harry who owned the land on which it was built, since there was no nearby town. Aylesbury now had railways to the east, north and southwest, but no line southeast towards London and the Channel ports.
Quainton Road station was built on a curve in the line at the nearest point to the Duke's estates at Wotton. Six miles (10 km) northwest of Aylesbury, it was southwest of the small village of Quainton and immediately northwest of the road connecting Quainton to Akeman Street. The railway towards Aylesbury crossed the road via a level crossing immediately southeast of the station. The Aylesbury and Buckingham Railway had spent most of their limited budget on the construction of the line itself. Details of the design of the original Quainton Road station are lost, but it is likely that the station had a single timber-covered earth platform and minimal buildings; it was described in 1890 as being extremely primitive.
## Wotton Tramway
With a railway now running near the boundary of the Wotton House estate at Quainton Road, the 3rd Duke decided to open a small-scale agricultural railway to connect the estate to the railway. The line was intended purely for the transport of construction materials and agricultural produce, and not passengers. The line was to run roughly southwest from Quainton Road to a new railway station near Wotton Underwood. Just west of the station at Wotton the line split. One section would run west to Wood Siding near Brill. A short stub called Church Siding would run northwest into the village of Wotton Underwood itself, terminating near the parish church, and a 1-mile 57 chain (1 mile 1,254 yards; 2.8 km) siding would run north to a coal siding near Kingswood.
Construction began on the line on 8 September 1870. It was built as cheaply as possible, using the cheapest available materials and winding around hills wherever feasible to avoid expensive earthworks. The station platforms were crude earth banks 6 inches (150 mm) high, held in place by wooden planks. As the Duke intended that the line be worked by horses, it was built with longitudinal sleepers to reduce the risk of them tripping.
On 1 April 1871 the section between Quainton Road and Wotton was formally opened by the Duke in a brief ceremony. At the time of its opening the line was unnamed, although it was referred to as "The Quainton Tramway" in internal correspondence. The extension from Wotton to Wood Siding was complete by 17 June 1871; the opening date of the northern branch to Kingswood is not recorded, but it was not yet fully open in February 1873. The London and North Western Railway immediately began to operate a dedicated service from Quainton Road, with three vans per week of milk collected from the Wotton estate shipped to Broad Street. Passengers were not carried, other than estate employees and people accompanying livestock.
The tramway did not link to the A&B, but had its own station at Quainton Road at a right angle to the A&B. A 13-foot (4.0 m) diameter turntable at the end of the tramway linked to a spur from the A&B. This spur ran behind a goods shed, joining the A&B line to the northwest of the road. The Tramway had no buildings at Quainton Road, using the A&B's facilities when necessary. As the tramway ran on the east side of the road, opposite the station, the spur line had its own level crossing to reach the main line. In 1871 permission was granted to build a direct connection between the two lines, but it was not built.
### Expansion of the Wotton Tramway
In late 1871 the residents of Brill, the former seat of the Mercian kings and the only significant town near Wotton House, petitioned the Duke to extend the route to Brill and to run a passenger service on the line. In January 1872 a passenger timetable was published for the first time, and the line was officially named the "Wotton Tramway", but it was commonly known as the "Brill Tramway" from its opening to passengers until closure. The new terminus of Brill opened in March 1872. With horses unable to cope with the loads being carried, the Tramway was upgraded for locomotive use. The lightly laid track with longitudinal sleepers limited the locomotive weight to a maximum of nine tons, lighter than almost all locomotives then available, so it was not possible to use standard locomotives. Two traction engines converted for railway use were bought from Aveling and Porter at a cost of £398 (about £ as of 2023) each. The locomotives were chosen on grounds of weight and reliability, and had a top speed on the level of only 8 miles per hour (13 km/h), taking 95–98 minutes to travel the six miles (10 km) between Brill and Quainton Road, an average speed of 4 miles per hour (6.4 km/h).
The line was heavily used for the shipment of bricks from the brickworks around Brill, and of cattle and milk from the dairy farms on the Wotton estate. By 1875 the line was carrying around 40,000 gallons (180,000 L; 48,000 US gal) of milk each year. Delivery of linseed cake to the dairy farms and of coal to the area's buildings were also important uses of the line. The line also began to carry large quantities of manure from London to the area's farms, carrying 3,200 tons (3,300 t) in 1872. As it was the only physical link between the Tramway and the national railway network, almost all of this traffic passed through Quainton Road station.
By the mid-1870s the slow speed of the Aveling and Porter locomotives and their unreliability and inability to handle heavy loads were recognised as major problems for the Tramway. In 1874 Ferdinand de Rothschild bought a 2,700-acre (1,100 ha) site near the Tramway's Waddesdon station to use as a site for his country mansion of Waddesdon Manor. The Tramway's management recognised that the construction works would lead to a significant increase in the haulage of heavy goods, and that the Aveling and Porter engines would be unable to cope with the increased loads. The newly established engineering firm of W. G. Bagnall wrote to the Duke offering to hire a locomotive to him for trials. The offer was accepted, and on 18 December 1876 the locomotive was delivered. The tests were generally successful and an order was placed to buy a locomotive from Bagnall for £640 (about £ in 2023) which was delivered on 28 December 1877. With trains now hauled by the Bagnall locomotive (the Kingswood branch generally remained worked by horses, and occasionally by the Aveling and Porter engines), traffic levels soon rose. Milk traffic rose from 40,000 gallons carried in 1875 to 58,000 gallons (260,000 L; 70,000 US gal) in 1879, and in 1877 the Tramway carried a total of 20,994 tons (21,331 t) of goods. In early 1877 the Tramway was shown on Bradshaw maps for the first time, and from May 1882 Bradshaw included its timetable.
Although the introduction of the Bagnall locomotives and the traffic generated by the works at Waddesdon Manor had boosted the line's fortunes, it remained in serious financial difficulty. The only connection with the national railway network was by the turntable at Quainton Road. Although the 3rd Duke of Buckingham was both the owner of the Wotton Tramway and Chairman of the A&B, the latter regarded the Tramway as a nuisance, and in the 1870s pursued a policy of charging disproportionately high fees for through traffic between the Tramway and the main line, with the intention of forcing the Tramway out of business. A&B trains would deliberately miss connections with the Tramway, causing milk shipped via Quainton Road to become unsellable. The Tramway sought legal advice and was informed that the Duke would be likely to win a legal action against the A&B. However, the A&B was in such a precarious financial position that any successful legal action against it would likely have forced its through Quainton Road to close, severing the Tramway's connection with the national network. Many Tramway passengers changed trains at Quainton Road to continue their journey on the A&B; in 1885, 5,192 passengers did so. The Tramway's management suggested that the A&B subsidise the Tramway to the sum of £25 (about £ in 2023) per month to allow passenger services to continue, but the A&B agreed to pay only £5 (about £ in 2023) per month. By the mid-1880s the Tramway was finding it difficult to cover the operating expenses of either goods or passenger operations.
## Metropolitan Railway takeover of the Aylesbury and Buckingham Railway
In 1837 Euston railway station opened, the first railway station connecting London with the industrial heartlands of the West Midlands and Lancashire. Railways were banned by a Parliamentary commission from operating in London itself, and thus the station was built on what was then the northern boundary of the built-up area. Other main line termini soon followed at Paddington (1838), Bishopsgate (1840), Fenchurch Street (1841), King's Cross (1852) and St Pancras (1868). All were built outside the built-up area, making them inconvenient to reach.
Charles Pearson (1793–1862) had proposed the idea of an underground railway connecting the City of London with the relatively distant main-line termini in around 1840. Construction began in 1860. On 9 January 1863 the line opened as the Metropolitan Railway (MR), the world's first underground passenger railway. The MR was successful and grew steadily, extending its services and acquiring other local railways north and west of London. In 1872 Edward Watkin (1819–1901) was appointed its chairman. A director of many railway companies, he had a vision of unifying a string of railways to create a single line from Manchester via London to an intended Channel Tunnel and on to France. In 1873 Watkin entered negotiations to take control of the A&B and the section of the former Buckinghamshire Railway north from Verney Junction to Buckingham. He planned to extend the MR north from London to Aylesbury and the Tramway southwest to Oxford, creating a through route from London to Oxford. Rail services between Oxford and London at this time were poor: although still an extremely roundabout route, this scheme would have formed the shortest route from London to Oxford, Aylesbury, Buckingham and Stratford upon Avon. The Duke of Buckingham was enthusiastic, and authorisation was sought from Parliament. Parliament did not share the enthusiasm of Watkin and the Duke, and in 1875 the Buckinghamshire and Northamptonshire Union Railway Bill was rejected. Watkin did, however, receive consent in 1881 to extend the MR to Aylesbury.
## Wotton Tramway Oxford extension scheme
With the MR extension to Aylesbury approved, in March 1883 the Duke announced his own scheme to extend the Tramway to Oxford. The turntable at Quainton Road would be replaced by a junction to the south of the turntable to allow through running of trains. The stretch from Quainton Road to Brill would be straightened and improved to main-line standards, and the little-used stations at Waddesdon Road and Wood Siding would be closed. From Brill, the line would pass in a 1,650-yard (1,510 m) tunnel through Muswell Hill to the south of Brill, and on via Boarstall before crossing from Buckinghamshire into Oxfordshire at Stanton St. John, calling at Headington on the outskirts of Oxford and terminating at a station to be built in the back garden of 12 High Street, St Clement's, near Magdalen Bridge.
At 23 miles (37 km) the line would have been by far the shortest route between Oxford and Aylesbury, compared with 28 miles (45 km) via the Great Western Railway (GWR), which had absorbed the Wycombe Railway, and 34 miles (55 km) via the Aylesbury and Buckingham Railway and the LNWR. The Act of Parliament authorising the scheme received the Royal Assent on 20 August 1883, and the new Oxford, Aylesbury and Metropolitan Junction Railway Company, including the Duke of Buckingham, Ferdinand de Rothschild and Harry Verney among its directors, was created. The scheme caught the attention of the expansionist Metropolitan Railway, who paid for the survey to be conducted. Despite the scheme's powerful backers, the expensive Muswell Hill tunnel deterred investors and the company found it difficult to raise capital. De Rothschild promised to lend money for the scheme in return for guarantees that the line would include a passenger station at Westcott, and that the Duke would press the A&B into opening a station at the nearest point to Waddesdon Manor. Waddesdon Manor railway station was duly opened on 1 January 1897.
## Oxford & Aylesbury Tramroad
The new company was unable to raise sufficient investment to begin construction of the Oxford extension, and had been given only five years by Parliament to build it. On 7 August 1888, less than two weeks before the authorisation was due to expire, the directors of the Oxford, Aylesbury and Metropolitan Junction Railway Company received the Royal Assent for a revised and much cheaper version. To be called the Oxford & Aylesbury Tramroad (O&AT), this envisaged the extension being built to the same light specifications as the existing Tramway.
On 26 March 1889 the 3rd Duke of Buckingham and Chandos died, aged 65. By this time the construction of the MR extension to Aylesbury was well underway, and on 1 July 1891 the MR formally absorbed the A&B. Sir Harry Verney died on 12 February 1894, and on 31 March 1894 the MR took over the operation of the A&B from the GWR. On 1 July 1894 the MR extension to Aylesbury was completed, giving the MR a unified route from London to Verney Junction. The MR embarked on a programme of upgrading and rebuilding the stations along the newly acquired line.
Construction from Brill to Oxford had not yet begun. Further Acts of Parliament were granted in 1892 and 1894 varying the proposed route slightly and allowing for its electrification, but no work was carried out other than some preliminary surveying. On 1 April 1894, with the proposed extension to Oxford still intended, the O&AT exercised a clause of the 1888 Act and took over the Tramway. Work began on upgrading the line in preparation for the extension. The line from Quainton Road to Brill was relaid with improved rails on transverse sleepers, replacing the original flimsy rails and longitudinal sleepers. At around this time two Manning Wardle locomotives were brought into use.
## Re-siting
The rebuilding of the Tramway greatly improved service speeds, reducing journey times between Quainton Road and Brill to between 35 and 43 minutes. The population of the area had remained low; in 1901 Brill had a population of only 1,206. Passenger traffic remained a relatively insignificant part of the Tramway's business, and in 1898 passenger receipts were only £24 per month (about £ in 2023).
Quainton Road had seen little change since its construction by the A&B in 1868, and in 1890 was described by The Times as "one of the most primitive-looking stations in the British Isles". While the line to Brill was being upgraded, the MR were rebuilding and re-siting Quainton Road as part of its improvement programme, freeing space for a direct link between the former A&B and the O&AT to be built. The new station was re-sited to the southeast of the road, on the same side as the turntable connection with the Tramway.
`The new station had two platforms on the former A&B line and a third platform for Brill trains. In 1896 the level crossings around the station were replaced by a road bridge over the railway.`
`A curve between the former A&B and the Tramway opened on 1 January 1897, allowing through running without the need to turn the engine and carriages individually on the turntable for the first time. The MR made a concerted effort to generate passenger traffic on the line. From 1910 to 1914 Pullman cars operated between Aldgate and Verney Junction, calling at Quainton Road, and a luxurious hotel was built in the new village of Verney Junction.`
## Metropolitan Railway takeover of Oxford & Aylesbury Tramroad services
By 1899 the MR and the O&AT were cooperating closely. Although the line had been upgraded in preparation for the Oxford extension and had been authorised as a railway in 1894, construction of the extension had yet to begin. On 27 November the MR arranged to lease the Tramway from the O&AT, for an annual fee of £600 (about £ in 2023) with an option to buy the line outright. From 1 December 1899, the MR took over all operations on the Tramway. The O&AT's single passenger coach, a relic of Wotton Tramway days, was removed from its wheels and used as a platelayer's hut at Brill. An elderly Brown, Marshalls and Co passenger coach was transferred to the line to replace it, and a section of each platform was raised to accommodate the higher doors of this coach, using earth and old railway sleepers.
D class locomotives, introduced by the MR to improve services on the former Tramway line, damaged the track, and in 1910 the line between Quainton Road and Brill was relaid to MR standards using old track removed from the inner London MR route, still considered adequate for light use on a rural branch line. Following this track upgrading, the speed limit was increased to 25 miles per hour (40 km/h). The MR was unhappy with the performance and safety record of the D Class locomotives, and sold them to other railways between 1916 and 1922, replacing them with A class locomotives.
## Great Central Railway
In 1893 another of Edward Watkin's railways, the Manchester, Sheffield and Lincolnshire Railway, had been authorised to build a new 92-mile (148 km) line from Annesley in Nottinghamshire south to Quainton Road. Watkin had intended to run services from Manchester and Sheffield via Quainton Road and along the MR to Baker Street. Following Watkin's retirement in 1894, the Manchester, Sheffield and Lincolnshire Railway obtained permission for a separate station in London near Baker Street at Marylebone, and the line was renamed the Great Central Railway (GCR). The new line joined the MR just north of Quainton Road, and opened to passengers on 15 March 1899.
Although it served a lightly populated area, the opening of the GCR made Quainton Road an important junction station at which four railway lines met. The number of passengers using the station rose sharply. It had many passengers in comparison to other stations in the area. In 1932, the last year of private operation, the station saw 10,598 passenger journeys, earning a total of £601 (about £ in 2023) in passenger receipts.
Quainton Road was by far the busiest of the MR's rural passenger stations north of Aylesbury. Verney Junction railway station saw only 943 passenger journeys in the same year, and the five other stations on the Brill Tramway had a combined passenger total of 7,761.
### Great Western and Great Central Joint Railway
Following Watkin's retirement relations between the GCR and the MR deteriorated badly. The GCR route to London ran over the MR from Quainton Road to London, and to reduce reliance on the hostile MR, GCR General Manager William Pollitt decided to create a link with the Great Western Railway and a route into London that bypassed the MR. In 1899 the Great Western and Great Central Joint Railway began construction of a new line, commonly known as the Alternative Route, to link the GWR at Princes Risborough to the GCR at Grendon Underwood, about three miles (5 km) north of Quainton Road. Although formally an independent company, the new line was operated as a part of the GCR. A substantial part of GCR traffic to and from London was diverted onto the Alternative Route, reducing the significance of Quainton Road as an interchange and damaging the profitability of the MR.
## London Transport
On 1 July 1933 the MR, along with London's other underground railways aside from the short Waterloo & City Railway, was taken into public ownership as part of the newly formed London Passenger Transport Board (LPTB). Despite being 44 miles (71 km) from London, Quainton Road became part of the London Underground network. By this time, the lines from Quainton Road to Verney Junction and Brill were in severe decline. Competition from the newer lines and from improving road haulage had drawn away much of the Tramway's custom in particular, and Brill trains would often run without a single passenger.
Frank Pick, managing director of the Underground Group from 1928 and the Chief Executive of the LPTB, aimed to move the network away from freight services and concentrate on the electrification and improvement of the core routes in London. He saw the lines beyond Aylesbury via Quainton Road to Brill and Verney Junction as having little future as financially viable passenger routes. On 1 June 1935 the LPTB gave the required six months' notice to the O&AT that it intended to terminate operations on the Brill Tramway.
## Closure
The last scheduled passenger train on the Brill Tramway left Quainton Road in the afternoon of 30 November 1935. Hundreds of people gathered, and a number of members of the Oxford University Railway Society travelled from Oxford in an effort to buy the last ticket. Accompanied by firecrackers and fog signals, the train ran to Brill, where the passengers posed for a photograph. Late that evening, a two-coach staff train pulled out of Brill, accompanied by a band bearing a white flag and playing Auld Lang Syne. The train stopped at each station, picking up the staff, documents and valuables from each. At 11.45 pm the train arrived at Quainton Road, greeted by hundreds of locals and railway enthusiasts. At the stroke of midnight, the rails connecting the Tramway to the main line were ceremonially severed.
Quainton Road remained open, but with the closure of the Brill Tramway it was no longer a significant junction. A connection between the GCR and the former Buckinghamshire Railway at Calvert was opened in 1942, leaving the A&B route to Verney Junction with no purpose other than as a diversionary route. It was closed to passengers on 6 July 1936. London Transport passenger services beyond Aylesbury were withdrawn, leaving the former GCR (part of the London and North Eastern Railway after 1923) as the only passenger services to Quainton Road.
London Transport reduced the A&B route between Quainton Road and Verney Junction to a single track in 1939–40. LT continued to operate freight services until 6 September 1947, when the Quainton Road–Verney Junction route closed altogether, leaving the former GCR route from Aylesbury via Rugby as the only service through Quainton Road. London Transport services were briefly restored in 1943 with the extension of the Metropolitan line's London–Aylesbury service to Quainton Road, but this service was once more withdrawn in 1948. Quainton Road closed to passengers on 4 March 1963 and to goods on 4 July 1966. On 3 September 1966 the GCR line from Aylesbury to Rugby was abandoned, leaving only the stretch from Aylesbury to Calvert, running through the now-closed Quainton Road, open for freight trains. This was reduced to a single track shortly afterwards. The signal box at Quainton Road was abandoned on 13 August 1967, and the points connecting to the goods yard were disconnected.
## Restoration
While other closed stations on the former MR lines north of Aylesbury were generally demolished or sold, in 1969 the Quainton Railway Society was formed to operate a working museum at the station. On 24 April 1971 the society absorbed the London Railway Preservation Society, taking custody of its collection of historic railway equipment. The station was maintained in working order and used as a bookshop and ticket office, and the sidings—still intact, although disconnected from the railway line in 1967—were used for locomotive restoration work.
The Quainton Railway Society, which operates the station as the Buckinghamshire Railway Centre, restored the main station building to its 1900 appearance. A smaller building on the former Brill platform, once a shelter for passengers waiting for Brill and down trains, was used first as a store then as a shop for a number of years before its current use to house an exhibit on the history of the Brill Tramway. A former London Transport building from Wembley Park was dismantled and re-erected at Quainton Road to serve as a maintenance shed. From 1984 until 1990, the station briefly came back into passenger use, when special Saturday Christmas shopping services between Aylesbury and Bletchley were operated by British Rail Network SouthEast on Saturdays only, and stopped at Quainton Road. From August Bank Holiday 1971 until the 1987 season, and again from August Bank Holiday 2001 the station has had special passenger trains from Aylesbury in connection with events at the centre – these shuttles now run regularly each Spring and August Bank Holiday weekend.
Rewley Road, the Oxford terminus of Harry Verney's Buckinghamshire Railway and of the Oxford to Cambridge Line, closed to passengers on 1 October 1951 with trains diverted to the former GWR Oxford General, the current Oxford station. In co-operation with the Science Museum, Rewley Road was dismantled in 1999, the main station building and part of the platform canopy being moved to Quainton Road for preservation and improved visitor facilities with the main shop and office of the Buckinghamshire Railway Centre, thus maintaining it as a working building. A number of former Ministry of Supply food warehouses in what is now the extended Down Yard have been converted for various uses by the Society, including storage and exhibition of rolling stock.
Although the Buckinghamshire Railway Centre's steam trains run on the sidings which were disconnected from the network in 1967, the station still has a working railway line passing through it, used for occasional special passenger trains from Aylesbury in connection with events at the centre. Regular freight trains are mainly landfill trains from waste transfer depots in Greater London to the former brick pits at Calvert. In 2010, the Buckinghamshire Railway Centre was negotiating for a reconnection of the link between its sidings and the main line, to allow the centre's locomotives to run to Aylesbury when the line is not in use by freight trains, and to rebuild part of the Brill Tramway between Quainton Road and Waddesdon Road.
## Media use
Quainton Road Station was used for the filming location for the video for The Tourists' single So Good To Be Back Home Again in 1980.
As one of the best-preserved period railway stations in England, Quainton Road is regularly used as a filming location for period drama, and programmes such as The Jewel in the Crown, the Doctor Who serial Black Orchid, and the ITV series Midsomer Murders have been filmed there.
## See also
- Great Central Main Line
- Infrastructure of the Brill Tramway |
57,079 | Lettuce | 1,168,649,810 | Species of annual plant of the daisy family, most often grown as a leaf vegetable | [
"Crops",
"Crops originating from Egypt",
"Lactuca",
"Leaf vegetables",
"Lettuce"
]
| Lettuce (Lactuca sativa) is an annual plant of the family Asteraceae. It is most often grown as a leaf vegetable, but sometimes for its stem and seeds. Lettuce is most often used for salads, although it is also seen in other kinds of food, such as soups, sandwiches and wraps; it can also be grilled. One variety, celtuce (asparagus lettuce), is grown for its stems, which are eaten either raw or cooked. In addition to its main use as a leafy green, it has also gathered religious and medicinal significance over centuries of human consumption. Europe and North America originally dominated the market for lettuce, but by the late 20th century the consumption of lettuce had spread throughout the world. As of 2021, world production of lettuce and chicory was 27 million tonnes, 53 percent of which came from China.
Lettuce was originally farmed by the ancient Egyptians, who transformed it from a plant whose seeds were used to obtain oil into an important food crop raised for its succulent leaves and oil-rich seeds. Lettuce spread to the Greeks and Romans; the latter gave it the name lactuca, from which the English lettuce is derived. By 50 AD, many types were described, and lettuce appeared often in medieval writings, including several herbals. The 16th through 18th centuries saw the development of many varieties in Europe, and by the mid-18th century, cultivars were described that can still be found in modern gardens.
Generally grown as a hardy annual, lettuce is easily cultivated, although it requires relatively low temperatures to prevent it from flowering quickly. It can be plagued by numerous nutrient deficiencies, as well as insect and mammal pests, and fungal and bacterial diseases. L. sativa crosses easily within the species and with some other species within the genus Lactuca. Although this trait can be a problem to home gardeners who attempt to save seeds, biologists have used it to broaden the gene pool of cultivated lettuce varieties.
Lettuce is a rich source of vitamin K and vitamin A, and a moderate source of folate and iron. Contaminated lettuce is often a source of bacterial, viral, and parasitic outbreaks in humans, including E. coli and Salmonella.
## Taxonomy and etymology
Lactuca sativa is a member of the Lactuca (lettuce) genus and the Asteraceae (sunflower or aster) family. The species was first described in 1753 by Carl Linnaeus in the second volume of his Species Plantarum. Synonyms for L. sativa include Lactuca scariola var. sativa, L. scariola var. integrata and L. scariola var. integrifolia. L. scariola is itself a synonym for L. serriola, the common wild or prickly lettuce. L. sativa also has many identified taxonomic groups, subspecies and varieties, which delineate the various cultivar groups of domesticated lettuce. Lettuce is closely related to several Lactuca species from southwest Asia; the closest relationship is to L. serriola, an aggressive weed common in temperate and subtropical zones in much of the world.
The Romans referred to lettuce as lactuca (lac meaning "dairy" in Latin), an allusion to the white substance, latex, exuded by cut stems. The name Lactuca has become the genus name, while sativa (meaning "sown" or "cultivated") was added to create the species name. The current word lettuce, originally from Middle English, came from the Old French letues or laitues, which derived from the Roman name. The name romaine came from the variety of lettuce grown in the Roman papal gardens, while cos, another term for romaine lettuce, came from the earliest European seeds of the type from the Greek island of Kos, a center of lettuce farming in the Byzantine period.
## Description
Lettuce's native range spreads from the Mediterranean to Siberia, although it has been transported to almost all areas of the world. Plants generally have a height and spread of 15 to 30 cm (6 to 12 in). The leaves are colorful, mainly in the green and red color spectrums, with some variegated varieties. There are also a few varieties with yellow, gold or blue-teal leaves.
Lettuces have a wide range of shapes and textures, from the dense heads of the iceberg type to the notched, scalloped, frilly or ruffly leaves of leaf varieties. Lettuce plants have a root system that includes a main taproot and smaller secondary roots. Some varieties, especially those found in the United States and Western Europe, have long, narrow taproots and a small set of secondary roots. Longer taproots and more extensive secondary systems are found in varieties from Asia.
Depending on the variety and time of year, lettuce generally lives 65–130 days from planting to harvesting. Because lettuce that flowers (through the process known as "bolting") becomes bitter and unsaleable, plants grown for consumption are rarely allowed to grow to maturity. Lettuce flowers more quickly in hot temperatures, while freezing temperatures cause slower growth and sometimes damage to outer leaves.
Once plants move past the edible stage, they develop flower stalks up to 1 m (3 ft 3 in) high with small yellow blossoms. Like other members of the tribe Cichorieae, lettuce inflorescences (also known as flower heads or capitula) are composed of multiple florets, each with a modified calyx called a pappus (which becomes the feathery "parachute" of the fruit), a corolla of five petals fused into a ligule or strap, and the reproductive parts. These include fused anthers that form a tube which surrounds a style and bipartite stigma. As the anthers shed pollen, the style elongates to allow the stigmas, now coated with pollen, to emerge from the tube. The ovaries form compressed, obovate (teardrop-shaped) dry fruits that do not open at maturity, measuring 3 to 4 mm long. The fruits have 5–7 ribs on each side and are tipped by two rows of small white hairs. The pappus remains at the top of each fruit as a dispersal structure. Each fruit contains one seed, which can be white, yellow, gray or brown depending on the variety of lettuce.
The domestication of lettuce over the centuries has resulted in several changes through selective breeding: delayed bolting, larger seeds, larger leaves and heads, better taste and texture, a lower latex content, and different leaf shapes and colors. Work in these areas continues through the present day. Scientific research into the genetic modification of lettuce is ongoing, with over 85 field trials taking place between 1992 and 2005 in the European Union and the United States to test modifications allowing greater herbicide tolerance, greater resistance to insects and fungi and slower bolting patterns. However, genetically modified lettuce is not currently used in commercial agriculture.
## History
Lettuce was first cultivated in ancient Egypt for the production of oil from its seeds. The plant was probably selectively bred by the Egyptians into a plant grown for its edible leaves, with evidence of its cultivation appearing as early as 2680 BC. Lettuce was considered a sacred plant of the reproduction god Min, and was carried during his festivals and placed near his images. The plant was thought to help the god "perform the sexual act untiringly". Its use in religious ceremonies resulted in the creation of many images in tombs and wall paintings. The cultivated variety appears to have been about 75 cm (30 in) tall and resembled a large version of the modern romaine lettuce. These upright lettuces were developed by the Egyptians and passed to the Greeks, who in turn shared them with the Romans. Around 50 AD, Roman agriculturalist Columella described several lettuce varieties – some of which may have been ancestors of today's lettuces.
Lettuce appears in many medieval writings, especially as a medicinal herb. Hildegard of Bingen mentioned it in her writings on medicinal herbs between 1098 and 1179, and many early herbals also describe its uses. In 1586, Joachim Camerarius provided descriptions of the three basic modern lettuces – head lettuce, loose-leaf lettuce, and romaine (or cos) lettuce. Lettuce was first brought to the Americas from Europe by Christopher Columbus in the late 15th century. Between the late 16th century and the early 18th century, many varieties were developed in Europe, particularly Holland. Books published in the mid-18th and early 19th centuries describe several varieties found in gardens today.
Due to its short lifespan after harvest, lettuce was originally sold relatively close to where it was grown. The early 20th century saw the development of new packing, storage and shipping technologies that improved the lifespan and transportability of lettuce and resulted in a significant increase in availability. During the 1950s, lettuce production was revolutionized with the development of vacuum cooling, which allowed field cooling and packing of lettuce, replacing the previously used method of ice-cooling in packing houses outside the fields.
Lettuce is very easy to grow, and as such has been a significant source of sales for many seed companies. Tracing the history of many varieties is complicated by the practice of many companies, particularly in the US, of changing a variety's name from year to year. This practice is conducted for several reasons, the most prominent being to boost sales by promoting a "new" variety, or to prevent customers from knowing that the variety had been developed by a competing seed company. Documentation from the late 19th century shows between 65 and 140 distinct varieties of lettuce, depending on the amount of variation allowed between types – a distinct difference from the 1,100 named lettuce varieties on the market at the time. Names also often changed significantly from country to country. Although most lettuce grown today is used as a vegetable, a minor amount is used in the production of tobacco-free cigarettes; however, domestic lettuce's wild relatives produce a leaf that visually more closely resembles tobacco.
## Cultivation
A hardy annual, some varieties of lettuce can be overwintered even in relatively cold climates under a layer of straw, and older, heirloom varieties are often grown in cold frames. Lettuces meant for the cutting of individual leaves are generally planted straight into the garden in thick rows. Heading varieties of lettuces are commonly started in flats, then transplanted to individual spots, usually 20 to 36 cm (7.9 to 14.2 in) apart, in the garden after developing several leaves. Lettuce spaced farther apart receives more sunlight, which improves color and nutrient quantities in the leaves. Pale to white lettuce, such as the centers in some iceberg lettuce, contain few nutrients.
Lettuce grows best in full sun in loose, nitrogen-rich soils with a pH of between 6.0 and 6.8. Heat generally prompts lettuce to bolt, with most varieties growing poorly above 24 °C (75 °F); cool temperatures prompt better performance, with 16 to 18 °C (61 to 64 °F) being preferred and as low as 7 °C (45 °F) being tolerated. Plants in hot areas that are provided partial shade during the hottest part of the day will bolt more slowly. Temperatures above 27 °C (81 °F) will generally result in poor or non-existent germination of lettuce seeds. After harvest, lettuce lasts the longest when kept at 0 °C (32 °F) and 96 percent humidity. The high water content of lettuce (94.9 percent) creates problems when attempting to preserve the plant – it cannot be successfully frozen, canned or dried and must be eaten fresh. In spite of its high water content, traditionally grown lettuce has a low water footprint, with 237 liters (52 imp gal; 63 U.S. gal) of water required for each kilogram of lettuce produced. Hydroponic growing methods can reduce this water consumption by nearly two orders of magnitude.
Lettuce varieties will cross with each other, making spacing of 1.5 to 6 m (60 to 240 in) between varieties necessary to prevent contamination when saving seeds. Lettuce will also cross with Lactuca serriola (wild lettuce), with the resulting seeds often producing a plant with tough, bitter leaves. Celtuce, a lettuce variety grown primarily in Asia for its stems, crosses easily with lettuces grown for their leaves. This propensity for crossing, however, has led to breeding programs using closely related species in Lactuca, such as L. serriola, L. saligna, and L. virosa, to broaden the available gene pool. Starting in the 1990s, such programs began to include more distantly related species such as L. tatarica.
Seeds keep best when stored in cool conditions, and, unless stored cryogenically, remain viable the longest when stored at −20 °C (−4 °F); they are relatively short lived in storage. At room temperature, lettuce seeds remain viable for only a few months. However, when newly harvested lettuce seed is stored cryogenically, this life increases to a half-life of 500 years for vaporized nitrogen and 3,400 years for liquid nitrogen; this advantage is lost if seeds are not frozen promptly after harvesting.
### Cultivars (varieties)
There are several types or cultivars of lettuce. Three types – leaf, head and cos or romaine – are the most common. There are seven main cultivar groups of lettuce, each including many varieties:
- Leaf—Also known as looseleaf, cutting or bunching lettuce, this type has loosely bunched leaves and is the most widely planted. It is used mainly for salads.
- Romaine/Cos—Used mainly for salads and sandwiches, this type forms long, upright heads. This is the most often used lettuce in Caesar salads.
- Little Gem—a dwarf, compact romaine lettuce, popular in the UK.
- Iceberg/Crisphead—The most popular type in the United States. Iceberg lettuce is very heat-sensitive and was originally developed in 1894 for growth in the northern United States by Burpee Seeds and Plants. It gets its name from the way it was transported in crushed ice, where the heads of lettuce looked like icebergs. Today, it ships well, but is low in flavor and nutritional content, being composed of even more water than other lettuce types.
- Butterhead—Also known as Boston or Bibb lettuce, and traditionally in the UK as "round lettuce", this type is a head lettuce with a loose arrangement of leaves, known for its sweet flavor and tender texture.
- Summercrisp—Also called Batavian or French crisp, this lettuce is midway between the crisphead and leaf types. These lettuces tend to be larger, bolt-resistant and well-flavored.
- Celtuce/Stem—This type is grown for its seedstalk, rather than its leaves, and is used in Asian cooking, primarily Chinese, as well as stewed and creamed dishes.
- Oilseed—This type is grown for its seeds, which are pressed to extract an oil mainly used for cooking. It has few leaves, bolts quickly and produces seeds around 50 percent larger than other types of lettuce.
- Red leaf lettuce—A group of lettuce types with red leaves.
The butterhead and crisphead types are sometimes known together as "cabbage" lettuce, because their heads are shorter, flatter, and more cabbage-like than romaine lettuces.
### Cultivation problems
Soil nutrient deficiencies can cause a variety of plant problems that range from malformed plants to a lack of head growth. Many insects are attracted to lettuce, including cutworms, which cut seedlings off at the soil line; wireworms and nematodes, which cause yellow, stunted plants; tarnished plant bugs and aphids, which cause yellow, distorted leaves; leafhoppers, which cause stunted growth and pale leaves; thrips, which turn leaves gray-green or silver; leafminers, which create tunnels within the leaves; flea beetles, which cut small holes in leaves and caterpillars, slugs and snails, which cut large holes in leaves. For example, the larvae of the ghost moth is a common pest of lettuce plants. Mammals, including rabbits and groundhogs, also eat the plants. Lettuce contains several defensive compounds, including sesquiterpene lactones, and other natural phenolics such as flavonol and glycosides, which help to protect it against pests. Certain varieties contain more than others, and some selective breeding and genetic modification studies have focused on using this trait to identify and produce commercial varieties with increased pest resistance.
Lettuce also suffers from several viral diseases, including big vein, which causes yellow, distorted leaves, and mosaic virus, which is spread by aphids and causes stunted plant growth and deformed leaves. Aster yellows are a disease-causing bacteria carried by leafhoppers, which causes deformed leaves. Fungal diseases include powdery mildew and downy mildew, which cause leaves to mold and die and bottom rot, lettuce drop and gray mold, which cause entire plants to rot and collapse. Bacterial diseases include Botrytis cinerea, for which UV-C treatments may be used: Vàsquez et al. 2017 find that phenylalanine ammonia-lyase activity, phenolic production, and B. cinerea resistance are increased by UV-C. Crowding lettuce tends to attract pests and diseases. Weeds can also be an issue, as cultivated lettuce is generally not competitive with them, especially when directly seeded into the ground. Transplanted lettuce (started in flats and later moved to growing beds) is generally more competitive initially, but can still be crowded later in the season, causing misshapen lettuce and lower yields. Weeds also act as homes for insects and disease and can make harvesting more difficult. Herbicides are often used to control weeds in commercial production. However, this has led to the development of herbicide-resistant weeds in lettuce cultivation.
## Production
In 2021, world production of lettuce (report combined with chicory) was 27 million tonnes, with China alone producing 14.4 million tonnes or 53% of the world total (table).
Lettuce is the only member of the genus Lactuca to be grown commercially. Although China is the top world producer of lettuce, the majority of the crop is consumed domestically. Spain is the world's largest exporter of lettuce, with the US ranking second.
Western Europe and North America were the original major markets for large-scale lettuce production. By the late 1900s, Asia, South America, Australia and Africa became more substantial markets. Different locations tended to prefer different types of lettuce, with butterhead prevailing in northern Europe and Great Britain, romaine in the Mediterranean and stem lettuce in China and Egypt. By the late 20th century, the preferred types began to change, with crisphead, especially iceberg, lettuce becoming the dominant type in northern Europe and Great Britain and more popular in western Europe. In the US, no one type predominated until the early 20th century, when crisphead lettuces began gaining popularity. After the 1940s, with the development of iceberg lettuce, 95 percent of the lettuce grown and consumed in the US was crisphead lettuce. By the end of the century, other types began to regain popularity and eventually made up over 30 percent of production. Stem lettuce was first developed in China, where it remains primarily cultivated.
In the early 21st century, bagged salad products increased in the lettuce market, especially in the US where innovative packaging and shipping methods prolonged freshness.
In the United States in 2013, California (71%) and Arizona (29%) produced nearly all of the country's fresh head and leaf lettuce, with head lettuce yielding \$9,400 of value per acre and leaf lettuce yielding \$8,000 per acre.
## Uses
### Culinary
As described around 50 AD, lettuce leaves were often cooked and served by the Romans with an oil-and-vinegar dressing; however, smaller leaves were sometimes eaten raw. During the 81–96 AD reign of Domitian, the tradition of serving a lettuce salad before a meal began. Post-Roman Europe continued the tradition of poaching lettuce, mainly with large romaine types, as well as the method of pouring a hot oil and vinegar mixture over the leaves.
Today, the majority of lettuce is grown for its leaves, although one type is grown for its stem and one for its seeds, which are made into an oil. Most lettuce is used in salads, either alone or with other greens, vegetables, meats and cheeses. Romaine lettuce is often used for Caesar salads. Lettuce leaves can also be found in soups, sandwiches and wraps, while the stems are eaten both raw and cooked.
The consumption of lettuce in China developed differently from in Western countries, due to health risks and cultural aversion to eating raw leaves; Chinese "salads" are composed of cooked vegetables and are served hot or cold. Lettuce is also used in a larger variety of dishes than in Western countries, contributing to a range of dishes including bean curd and meat dishes, soups and stir-frys plain or with other vegetables. Stem lettuce, widely consumed in China, is eaten either raw or cooked, the latter primarily in soups and stir-frys. Lettuce is also used as a primary ingredient in the preparation of lettuce soup.
## Nutritional content
Depending on the variety, lettuce is an excellent source (20% of the Daily Value, DV, or higher) of vitamin K (97% DV) and vitamin A (21% DV) (table), with higher concentrations of the provitamin A compound, beta-carotene, found in darker green lettuces, such as romaine. With the exception of the iceberg variety, lettuce is also a good source (10–19% DV) of folate and iron (table).
## Food-borne illness
Food-borne pathogens that can survive on lettuce include Listeria monocytogenes, the causative agent of listeriosis, which multiplies in storage. However, despite high levels of bacteria being found on ready-to-eat lettuce products, a 2008 study found no incidents of food-borne illness related to listeriosis, possibly due to the product's short shelf life, indigenous microflora competing with the Listeria bacteria or inhibition of bacteria to cause listeriosis.
Other bacteria found on lettuce include Aeromonas species, which have not been linked to any outbreaks; Campylobacter species, which cause campylobacteriosis; and Yersinia intermedia and Yersinia kristensenii (species of Yersinia), which have been found mainly in lettuce. Salmonella bacteria, including the uncommon Salmonella braenderup type, have also caused outbreaks traced to contaminated lettuce. Viruses, including hepatitis A, calicivirus and a Norwalk-like strain, have been found in lettuce. The vegetable has also been linked to outbreaks of parasitic infestations, including Giardia lamblia.
Lettuce has been linked to numerous outbreaks of the bacteria E.coli O157:H7 and Shigella; the plants were most likely contaminated through contact with animal or human feces. A 2007 study determined that the vacuum cooling method, especially prevalent in the California lettuce industry, increased the uptake and survival rates of E. coli O157:H7. Scientific experiments using treated municipal wastewater as irrigation for romaine lettuce have shown that the contamination levels of foliage, leachate, and soil with E. coli and AP205 bacteriophage (used by researchers as a surrogate for enteric viruses), respectively, were directly correlated with the presence of these organisms in the irrigation water.
Due to the increase in food demand, the use of treated wastewater effluent for irrigation and animal or human excreta (i.e., manure or biosolids) as soil amendments is increasing. As such, so are the outbreaks of food-borne illnesses. Due to the overuse of antibiotics in farming, the number of pathogens resistant to antibiotics is increasing, one of these being AR E.coli, which has been found on lettuce irrigated with wastewater.
Pathogens found on lettuce are not specific to lettuce (though some E. coli strains have affinity for Romaine). But, unlike other vegetables which tend to be cooked, lettuce is eaten raw, thus food-borne outbreaks associated with it are more frequent and affect a larger number of people.
## Cited literature |
249,154 | Laura Secord | 1,165,321,010 | Canadian heroine of the War of 1812 | [
"1775 births",
"1868 deaths",
"British emigrants to pre-Confederation Ontario",
"Canadian folklore",
"Canadian people of the War of 1812",
"Immigrants to Upper Canada",
"People from Great Barrington, Massachusetts",
"People from the Regional Municipality of Niagara",
"Persons of National Historic Significance (Canada)",
"Pre-Confederation Ontario people",
"Women in 19th-century warfare",
"Women in war in Canada"
]
| Laura Secord (née Ingersoll; 13 September 1775 – 17 October 1868) was a Canadian heroine of the War of 1812. She is known for having walked 20 miles (32 km) out of American-occupied territory in 1813 to warn British forces of an impending American attack. Her contribution to the war was little known during her lifetime, but since her death she has been frequently honoured in Canada. Though Laura Secord had no relation to it, most Canadians associate her with the Laura Secord Chocolates company, named after her on the centennial of her walk.
Laura Secord's father, Thomas Ingersoll, lived in Massachusetts and fought on the side of the Patriots during the Revolutionary War (1775–1783). In 1795 he moved his family to the Niagara region of Upper Canada after he had applied for and received a land grant. Shortly after, Laura married Loyalist James Secord, who was later seriously wounded at the Battle of Queenston Heights early in the War of 1812. While he was still recovering in 1813, the Americans invaded the Niagara Peninsula, including Queenston. During the occupation, Secord acquired information about a planned American attack, and stole away on the morning of 22 June to inform Lieutenant James FitzGibbon in the territory still controlled by the British. The information helped the British and their Mohawk allies repel the invading Americans at the Battle of Beaver Dams. Her effort was forgotten until 1860, when Edward, Prince of Wales awarded the impoverished widow £100 (£12,955.64 in 2022) for her service on his visit to Canada.
The story of Laura Secord has taken on mythic overtones in Canada. Her tale has been the subject of books, plays, and poetry, often with many embellishments. Since her death, Canada has bestowed honours on her, including schools named after her, monuments, a museum, a memorial stamp and coin, and a statue at the Valiants Memorial in the Canadian capital.
## Personal history
### Family history and early life
Her father, Thomas Ingersoll (1749–1812) married seventeen-year-old Elizabeth Dewey on 28 February 1775. Their first child, Laura, was born in Great Barrington in the colonial Province of Massachusetts Bay on 13 September 1775. Thomas's family had lived in Massachusetts for five generations. His paternal immigrant ancestor was Richard Ingersoll, who had arrived in Salem, Massachusetts, from Bedfordshire, England, in 1629. Thomas was born in 1749 in Westfield, Massachusetts. Elizabeth, daughter of Israel Dewey and his wife, was also born in Westfield, on 28 January 1758. Thomas moved to Great Barrington in 1774, where he settled into a house on a small piece of land by the Housatonic River. Over the next several years, his success as a hatmaker allowed him to marry, increase his landholdings, and expand his house as his family grew. He spent much time away from home, as he rose through the ranks in the military on the side of the American revolutionaries during the American Revolutionary War. Upon his return to Great Barrington, he was made a magistrate.
Elizabeth gave birth to three more girls: Elizabeth Franks on 17 October 1779; Mira (or Myra) in 1781; and Abigail in September 1783. They gave up Abigail for adoption in 1784 to an aunt with the surname Nash. Elizabeth Ingersoll died 20 February 1784. Thomas remarried the following year to Mercy Smith, widow of Josiah Smith, on 26 May 1785. Mercy had no children. She has been credited with teaching her stepdaughters to read and do needlework before her death from tuberculosis in 1789. By adolescence, the eldest daughter Laura was caring for her sisters and looking after the household affairs.
Thomas remarried four months after Mercy's death, on 20 September 1789, to Sarah "Sally" Backus, a widow with a daughter, Harriet. The couple had an additional four girls and three boys. The first boy, Charles Fortescue, was born on 27 September 1791. Charlotte (born 1793) and Appolonia (born 1811) were the last members of this branch of the Ingersoll family to be born in Massachusetts.
Thomas helped suppress Shays' Rebellion in 1786, which earned him the rank of major. In the years following, he witnessed and was offended by the continuing persecution of Loyalists in Massachusetts. He realized that in the depressed economic conditions that followed the Revolutionary War, and with his own deep debts, he was unlikely to see his former prosperity again. In 1793, Thomas met in New York City with Mohawk leader Joseph Brant, who offered to show him the best land for settlement in Upper Canada, where the Crown was encouraging development. He and four associates travelled to Upper Canada to petition Lieutenant Governor John Simcoe for a land grant. They received 66,000 acres (27,000 ha; 103 sq mi) in the Thames Valley, and founded Oxford-on-the-Thames (later known as Ingersoll, Ontario), on condition that they populate it with forty other families within seven years. After winding up their affairs in Great Barrington, the Ingersoll family moved to Upper Canada in 1795.
### Upper Canada, marriage and children
Thomas Ingersoll supported his family in their early years in Upper Canada by running a tavern in Queenston while land was being cleared and roads built in the settlement. The family stayed in Queenston until a log cabin was completed on the settlement in 1796. After Governor Simcoe returned to England in 1796, opposition grew in Upper Canada to the "Late Loyalists", such as Thomas, who had come to Canada for the land grants. The grants were greatly reduced, and Thomas's contract was cancelled for not having all of its conditions fulfilled. Feeling cheated, in 1805 he moved the family to Credit River, close to York (present-day Toronto), where he successfully ran an inn until his 1812 death following a stroke. Sally continued to run it until her own death in 1833.
Laura Ingersoll remained in Queenston when the family moved. She married the wealthy James Secord, likely in June 1797. The Secord family originated in France, where the name was spelled D'Secor or Sicar. Five Secord brothers, who were Protestant Huguenots, fled from persecution in France and founded New Rochelle, New York in 1688. At the time of the American Revolution, Loyalist members of the family anglicized their surname to Secord.
The Secord couple lived in a house built in St. Davids, the first floor of which was a shop. Secord gave birth to her first child, Mary, in St. Davids in 1799. Mary was followed by Charlotte (1801), Harriet (10 February 1803), Charles Badeau (1809 – the only male child) and Appolonia (1810).
### War of 1812
James Secord served in the 1st Lincoln Militia under Isaac Brock when the War of 1812 broke out. He was among those who helped carry away Brock's body after Brock was killed in the first attack of the Battle of Queenston Heights in October 1812. James himself was severely wounded in the leg and shoulder during the battle. Laura heard of his predicament and rushed to his side. Some sources suggest that she found three American soldiers preparing to beat him to death with their gunstocks. She begged them to save her husband's life, reportedly offering her own in return, when American Captain John E. Wool happened upon the situation and reprimanded the soldiers. This story may have been a later embellishment and may have originated with her grandson, James B. Secord. When the Secords arrived home, they found that the house had been looted in Laura's absence. Spending the winter in St. Davids, Laura spent the next several months nursing her wounded husband back to health.
On 27 May 1813, the American army launched an attack across the Niagara River, and captured Fort George. Queenston and the Niagara area fell to the Americans. Men of military age were sent as prisoners to the U.S., though the still-recuperating James Secord was not among them. That June, a number of U.S. soldiers were billeted at the Secords' home.
### Secord's walk
On the evening of 21 June 1813, Laura Secord heard of plans for a surprise American attack on Lieutenant James FitzGibbon's British troops at Beaver Dams, which would have furthered American control in the Niagara Peninsula. It is unclear how she became aware of these plans. According to tradition she overheard a conversation among the billeted Americans as they ate dinner.
As her husband was still recovering from his October injuries, Secord set out early the next morning to warn the Lieutenant. She reportedly walked 20 miles (32 km) from present-day Queenston through St. Davids, Homer, Shipman's Corners and Short Hills at the Niagara Escarpment before she arrived at the camp of allied Mohawk warriors, who led her the rest of the way to FitzGibbon's headquarters at the DeCew House. Based on her warning, a small British force and a larger contingent of Mohawk warriors were readied for the American attack. They defeated the Americans, most of whom were casualties or taken prisoner in the Battle of Beaver Dams on 24 June. No mention of Secord was made in reports that immediately followed the battle.
### Post-war years
After the war, with the Secords' Queenston store in ruins, the family was impoverished. Only James's small war pension and the rent from 200 acres of land they had in Grantham Township supported them.
The Secords' sixth child, Laura Anne, was born in October 1815, and their last child, Hannah, was born in 1817. The Secords' eldest daughter Mary wedded a doctor, William Trumball, on 18 April 1816. On 27 March 1817, Mary gave birth in Ireland to Elizabeth Trumball, the first of Laura and James's grandchildren. Mary had another daughter, also named Mary, in Jamaica. Following her husband's death, Mary returned to Queenston with her children in 1821.
The struggling James petitioned the government in 1827 for some sort of employment. Lieutenant-Governor Peregrine Maitland did not offer him a position, but offered something to Laura. He asked her to be in charge of the yet-to-be-completed Brock's Monument. At first, she turned it down, but then reluctantly accepted it. When Brock's Monument opened in 1831, Secord learned the new Lieutenant-Governor, John Colborne, intended to give the keys to the widow of a member of the monument committee who had died in an accident. On 17 July 1831, Secord petitioned Colborne to honour Maitland's promise, and included another certificate from FitzGibbon attesting her contribution to the war. She wrote that Colonel Thomas Clarke had been told by Maitland, "it was too late to think of [the committee member's widow] Mrs. Nichol as I have pledged my word to Mrs. Secord that as soon as possible she should have the key." Despite her pleas, Secord did not receive the keys to the monument.
In 1828, the Secords' daughter, Appolonia, died at 18 of typhus, and James was appointed registrar of the Niagara Surrogate Court. He was promoted to judge in 1833, and his son Charles Badeau Secord took over the registrar position. Charles Badeau Secord's first son, Charles Forsyth Secord, was born 9 May 1833. His is the only line of Secords that survived into the 21st century.
James became a customs collector in 1835 at the port of Chippawa. The position came with a home in Chippawa, into which the family moved. Charles Badeau Secord took over the Queenston home. Daughter Laura Ann and her son moved into the home in 1837 following her husband's death.
### Later life and death
James Secord died of a stroke on 22 February 1841. He was buried, according to his wishes, at Drummond Hill (now in Niagara Falls). James's death left Laura destitute. When his war pension ended, she was unable to maintain her land as profitable and sold off much of it. Governor-General Sydenham denied a 27 February 1841 petition which she sent, seeking to have her son to take over James's customs position. Sydenham also denied a petition she sent that May for a pension for herself, as James had received a pension for decades.
Possibly with help from better-off members of the family, Secord moved to a red brick cottage on Water Street in November 1841. Daughter Harriet and her own two daughters joined her in May 1842, after Harriet's husband died of alcohol poisoning. The three shared quarters with Secord for the rest of her life. Youngest daughter Hannah also moved in when she was widowed in 1844, and brought two daughters with her. Though she lacked training, for a short time Laura Secord ran a small school out of the home in an effort to support herself. This venture came to an end when the public common school system was introduced in the 1840s.
Over the years, the Secords unsuccessfully petitioned the government for some kind of acknowledgement. In 1860, when Secord was 85, the Prince of Wales heard of her story while travelling in Canada. At Chippawa, near Niagara Falls, he learned of Laura Secord's plight as an aging widow and sent an award of £100 (). It was the only official recognition that she received during her lifetime.
Laura Secord died in 1868 at the age of 93. She was interred next to her husband in the Drummond Hill Cemetery in Niagara Falls. Her grave is marked by a monument with a bust on top, and is close to a monument marking the Battle of Lundy's Lane.
The inscription on her grave marker reads:
> To perpetuate the name and fame of Laura Secord, who walked alone nearly 20 miles by a circuitous difficult and perilous route, through woods and swamps and over miry roads to warn a British outpost at DeCew's Falls of an intended attack and thereby enabled Lt. FitzGibbon on 24 June 1813, with fewer than 50 men of the H.M. 49th Regt., about 15 militiamen and a small force of Six Nations and other Indians under Capt. William Johnson Kerr and Dominique Ducharme to surprise and attack the enemy at Beechwoods (or Beaver Dams) and after a short engagement, to capture Col. Bosler of the U.S. Army and his entire force of 542 men with two field pieces.
## Memory and legend
Her granddaughter described Secord as being 5 feet 4 inches (163 cm) with brown eyes and a fair complexion. James FitzGibbon wrote she was "of slight frame and delicate appearance". She was skilled at needlework, dressmaking and cooking. According to biographer Peggy Dymond Leavey, her many grandchildren enjoyed hearing their grandmother tell stories of her early life, and her Anglican faith increased with age.
In his report of the battle, FitzGibbon stated only that he "received information" about the threat; it is possible he omitted mention of Secord to protect her family during wartime. He first wrote of Secord in a certificate dated 26 February 1820, in support of a petition by her husband for a licence to operate a stone quarry in Queenston. In 1827 FitzGibbon wrote:
> I do hereby Certify that on the 22d. day of June 1813, Mrs. Secord, Wife of James Secord, Esqr. then of St. David's, came to me at the Beaver Dam after Sun Set, having come from her house at St. David's by a circuitous route a distance of twelve miles, and informed me that her Husband had learnt from an American officer the preceding night that a Detachment from the American Army then in Fort George would be sent out on the following morning (the 23d.) for the purpose of Surprising and capturing a Detachment of the 49th Regt. then at Beaver Dam under my Command. In Consequence of this information, I placed the Indians under Norton together with my own Detachment in a Situation to intercept the American Detachment and we occupied it during the night of the 22d. – but the Enemy did not come until the morning of the 24th when his Detachment was captured. Colonel Boerstler, their commander, in a conversation with me confirmed fully the information communicated to me by Mrs. Secord and accounted for the attempt not having been made on the 23rd. as at first intended.
FitzGibbon wrote in a certificate dated 23 February 1837 that Secord did "acquaint" him with the Americans' intentions, but does not state whether he used the information. A diary entry of Mohawk chief John Norton talks of "a loyal Inhabitant brought information that the Enemy intended to attack", but does not name the "Inhabitant". Dominique Ducharme, leader of the Caughnawaga Mohawk in the Battle of Beaver Dams, made no mention of Secord in his reports, nor of receiving information from either Secord or FitzGibbon about the impending American attack.
Secord wrote two accounts of her walk, the first in 1853, and the second in 1861. Neither account contains details that can be corroborated with military accounts of the battle, such as specific dates or details about troops. Her account changed throughout her life. Historian Pierre Berton noted that she never stated clearly how she learned of the impending attack. She told FitzGibbon that her husband had learned about it from an American officer, but years later told her granddaughter that she had overheard the plans directly from the American soldiers billeted in her home. Berton suggested that Secord's informant could have been an American still residing in the United States, who would have been charged with treason had Secord revealed her source. In the 1860s, as Secord's story gained prominence, historian William Foster Coffin added new details, which included the claim that Laura had brought a cow with her as an excuse to leave her home in case the American patrols questioned her.
A number of historians have questioned Secord's account. W. Stewart Wallace, in his 1932 book, The Story of Laura Secord: A Study in Historical Evidence, concluded her story was mostly myth, and that she played no significant role in the outcome of the Battle of Beaver Dams. Historian George Ingram contended in his 1965 book The Story of Laura Secord Revisited that Secord's debunking had been taken too far. Ruth MacKenzie also burnished Secord's reputation with Laura Secord: The Legend and the Lady in 1971.
The question of Secord's actual contribution to the British success has been contested. In the early 1920s, historians suggested that Native scouts had already informed FitzGibbon of the coming attack well before Secord had arrived on 23 June. Historian Ernest Cruikshank wrote in 1895 that "Scarcely had Mrs Secord concluded her narrative, when [Ducharme's] scouts came in ... they had encountered the advance guard of the enemy." Later, two testimonials were found which FitzGibbon wrote in 1820 and 1827, which supported Secord's claim. FitzGibbon asserted that Laura Secord had arrived on 22 June (not 23 June), and that "in consequence of this information", he had been able to intercept the American troops.
## Legacy
According to legend, "it took her approximately 17 hours to travel the distance to warn James FitzGibbon of the impending American attack".
She has often been depicted as "a lone figure bravely travelling through approximately 30 km of wilderness from her home at Queenston to a British military detachment camped in DeCew House in what is today Thorold, Ontario."
Historian Cecilia Morgan argues that the Secord story became famous in the 1880s when upper-class women sought to strengthen the emotional ties between Canadian women and the British Empire. She writes that they needed a female heroine to validate their claims for women's suffrage. The first product of their campaign was Sarah Anne Curzon's verse drama Laura Secord: The Heroine of 1812 in 1887. The play was a catalyst for "a deluge of articles and entries on Secord that filled Canadian histories and school textbooks at the turn of the 20th century". Although critics gave the play negative reviews, it was the first full work devoted to Secord's story and popularized her image.
Secord has been compared to French-Canadian heroine Madeleine de Verchères and to American Revolution hero Paul Revere. Her story has been retold and commemorated by generations of biographers, playwrights, poets, novelists and journalists.
After discovering a newspaper clipping of the events, early feminist Emma Currie began a lifelong interest in Secord's life. She tracked down information from Laura's relatives as far away as Great Barrington, and published a biographical account in 1900 called The Story of Laura Secord. She later successfully petitioned to have a Secord memorial erected in Queenston Heights. The cut stone granite monument stands 7 feet (210 cm) and was dedicated in 1901. In 1905, Secord's portrait was hung in Parliament. Playwright Merrill Denison wrote a radio play of her story in 1931 which mixed serious history with parody.
On the centennial of Secord's walk in 1913, and to capitalize on Canadian patriotic feelings, Frank O'Connor founded Laura Secord Chocolates. The chain's first location opened on Yonge and Elm streets in Toronto. The chocolates were packaged in black boxes adorned with a cameo of Secord. By the 1970s, the company had become the largest candy retailer in Canada. Among most Canadians, the name Laura Secord is more strongly associated with the chocolate company than with the historical figure.
During the War of 1812, the Secords' Queenston homestead was fired upon and looted. It was restored in the late 20th century and given to the Niagara Parks Commission in 1971. It is now operated as a museum and gift shop at Partition and Queen streets in Queenston. The Laura Secord Legacy Trail covers the 32 kilometer route of the journey she undertook from her homestead in Queenston to DeCew House in Thorold where she delivered her message to Lt. Fitzgibbon on 22 June 1813.
Thomas Ingersoll's old home on Main Street in Great Barrington, Massachusetts, Laura Secord's birthplace, was used as the town's Free Library from 1896 until 1913. The Mason Library replaced it and was built on the site. The Great Barrington Historic District Commission made 18 October 1997 Laura Secord Day, and dedicated a plaque in her honour at the site of the Mason Library.
Laura Secord is the namesake of a number of schools, including Laura Secord Public School (also known as Laura Secord Memorial School, 1914–2010) in Queenston, École Laura Secord School in Winnipeg, Manitoba (built 1912), Laura Secord Secondary School in St. Catharines, Ontario and Laura Secord Elementary School in Vancouver, British Columbia. Beaver Dams Battlefield Park has a plaque dedicated to Secord. In 1992, Canada Post issued a Laura Secord commemorative stamp. In 2003, the Minister of Canadian Heritage declared Secord a "Person of National Historical Significance", and in 2006 Secord's was one of fourteen statues dedicated at the Valiants Memorial in Ottawa. To commemorate the 200th anniversary of her walk, Secord's image adorned a circulation quarter issued by the Royal Canadian Mint and a postage stamp from Canada Post.
## See also
- Laura Secord Legacy Trail |
654,546 | Geoffrey (archbishop of York) | 1,151,718,071 | 12th century Archbishop of York | [
"1150s births",
"1212 deaths",
"12th-century English Roman Catholic archbishops",
"12th-century English Roman Catholic bishops",
"13th-century English Roman Catholic archbishops",
"Anglo-Normans",
"Archbishops of York",
"Archdeacons of Lincoln",
"Bishops of Lincoln",
"Henry II of England",
"High Sheriffs of Yorkshire",
"House of Plantagenet",
"Illegitimate children of Henry II of England",
"Lord chancellors of England",
"Sons of kings",
"Year of birth uncertain"
]
| Geoffrey (c. 1152 – 12 December 1212) was an illegitimate son of King Henry II of England who became bishop-elect of Lincoln and archbishop of York. The identity of his mother is uncertain, but she may have been named Ykenai. Geoffrey held several minor clerical offices before becoming Bishop of Lincoln in 1173, though he was not ordained as a priest until 1189. In 1173–1174, he led a campaign in northern England to help put down a rebellion by his legitimate half-brothers; this campaign led to the capture of William, King of Scots. By 1182, Pope Lucius III had ordered that Geoffrey either resign Lincoln or be consecrated as bishop; he chose to resign and became chancellor instead. He was the only one of Henry II's sons present at the king's death.
Geoffrey's half-brother Richard I nominated him archbishop of York after succeeding to the throne of England, probably to force him to become a priest and thus eliminate a potential rival for the throne. After some dispute, Geoffrey was consecrated archbishop in 1191. He soon became embroiled in a conflict with William Longchamp, Richard's regent in England, after being detained at Dover on his return to England following his consecration in France. Geoffrey claimed sanctuary in the town, but he was seized by agents of Longchamp and briefly imprisoned in Dover Castle. Subsequently, a council of magnates ordered Longchamp out of office, and Geoffrey was able to proceed to his archdiocese. The archbishop spent much of his archiepiscopate in various disputes with his half-brothers: first Richard and then John, who succeeded to the English throne in 1199. Geoffrey also quarrelled with his suffragan bishops, his cathedral chapter, and other clergy in his diocese. His last quarrel with John was in 1207, when the archbishop refused to allow the collection of a tax and was driven into exile in France. He died there five years later.
## Early life
Geoffrey was probably born in about 1152, before his father Henry, later Henry II of England, married Eleanor of Aquitaine, and was likely named after his paternal grandfather, Geoffrey of Anjou. Although he is often given the surname "Plantagenet" in modern histories, that name was not in use during his lifetime. The date of his birth is determined by statements of Gerald of Wales that he was barely 20 when elected bishop in 1173, and by the fact that he was about 40 when consecrated archbishop in 1191. His mother's identity is unclear. The medieval chronicler Walter Map claimed she was a whore named Ykenai, and that he was not actually Henry's son. This is the only contemporary source that gives her name, and as Map was hostile to Geoffrey, the information must be judged carefully. Instead, Ykenai may have been a daughter of a knight. Another possibility for Geoffrey's mother is Rosamund Clifford, but most of the evidence for this is circumstantial. It is assumed that Geoffrey was the eldest of Henry's children, legitimate or illegitimate.
Geoffrey was brought up with Henry's legitimate children. There is no evidence that Henry tried to deny Geoffrey's paternity, although Walter Map said that Henry's acknowledgment was done "improperly and with little discretion". Geoffrey had a brother named Peter, who appears to have been his maternal half-brother, as Peter is generally considered unlikely to have been Henry's son.
Geoffrey was Archdeacon of Lincoln in the diocese of Lincoln by September 1171, and probably retained that office until he was confirmed as bishop-elect in 1175. He also held a prebend, an income from land owned by a cathedral chapter, in the diocese of London, but there is little evidence that he executed the duties of either office. There are some indications that he studied canon law at a school in Northampton, and that he taught in Paris during the early 1170s. He also acted as a papal judge-delegate at that time. Pope Alexander III initially refused to confirm Geoffrey's selection as Bishop of Lincoln in about May 1173, prompting Geoffrey to travel to Rome in October 1174 to secure confirmation of this office. He was confirmed in the office of bishop by July 1175, but he was not ordained at that time, as he was under the canonical age for holding a bishopric. Geoffrey's youth was one of Alexander's objections to Geoffrey's election, and the pope only confirmed the office under duress. Another potential problem was Geoffrey's illegitimacy, which normally disbarred a person from holding ecclesiastical office, but that was dealt with by the granting of a papal dispensation.
In 1173 and early 1174 Geoffrey fought a military campaign in northern England in support of his father's attempts to subdue the Scots, who were supporting the rebellion by Geoffrey's legitimate half-brothers against their father. The campaign resulted in the capture of William the Lion, the King of Scots, at the Battle of Alnwick and also helped to compel Hugh du Puiset, the Bishop of Durham, to pledge fealty to Henry II. During the campaign, Geoffrey captured several castles held by Roger Mowbray, a supporter of the Scottish king. It was after this campaign that Henry said of Geoffrey "My other sons are the real bastards. ... This is the only one who's proved himself legitimate!" After Geoffrey was confirmed as bishop by Pope Alexander in 1175, the bishop-elect made a ceremonial visit to Lincoln on 1 August 1175. He subsequently went to study at Tours, where he probably befriended Peter of Blois, a medieval poet and diplomat who dedicated a later work on St Wilfrid to Geoffrey. The bishop-elect made several gifts to the cathedral at Lincoln, including two bells for the bell tower. While Geoffrey was the bishop-elect at Lincoln, it appears that Adam, Bishop of St Asaph, carried out the episcopal duties in the diocese of Lincoln, as Geoffrey had not been consecrated and was unable to perform those functions. Nevertheless, he managed to recover some lands of the diocese that had been lost as well as redeeming pawned ecclesiastical items. Although he aided the finances of his diocese with these recoveries, in 1180 he taxed his diocese heavily enough to earn him a rebuke from his father. In 1181 Pope Lucius III became concerned that Geoffrey was never going to be ordained or consecrated, and demanded that the bishop-elect's position be regularised, either through consecration as bishop or through resignation.
## Chancellor
Geoffrey formally resigned the see of Lincoln on 6 January 1182, at Marlborough in England, rather than be ordained as Pope Lucius III had ordered. Henry had named him Chancellor of England in 1181, after Geoffrey indicated he was going to resign the bishopric in February 1181. Although Geoffrey resigned the episcopal office, he continued to hold benefices in plurality, which was normally contrary to canon law. These offices included the Treasurer of York from 1182, the Archdeaconry of Rouen from 1183, and probably the Archdeaconry of East Riding. Henry also gave him two continental castles, one in Anjou and one in Touraine, along with lands in England and Normandy worth 1000 marks a year. Although Geoffrey held the office of Chancellor, he appears in only few documents, mainly between 1182 and 1185. After 1185 he does not appear in any contemporary documents until 1187, and it is possible that he spent some time outside his father's domains. Peter of Blois wrote that several monarchs considered Geoffrey as a possible successor for their kingdoms in Italy or the Holy Land, and that he was actually offered the throne of Jerusalem by Heraclius, the Patriarch of Jerusalem. It is possible that Geoffrey's non-appearance in documents was due to his absence from his father's domains in pursuit of these ambitions. During Geoffrey's term of office as Chancellor Walter de Coutances served as his "seal-keeper"; the need for someone to perform this function adds further evidence to the likelihood that Geoffrey's time as Chancellor was spent on unrelated duties for his father. William Longchamp fulfilled the same assistant role for the archdeaconry at Rouen.
Following the declaration of war on Henry by Prince Richard and King Philip II of France in 1187, Geoffrey was given command of a quarter of the English royal army. He and his father were driven from Le Mans, Henry's birthplace, in 1189. Geoffrey did not attend the subsequent conference at which Henry submitted to Philip immediately before Henry's death, unwilling to witness his father's humiliation, but he did help nurse him during his final days. Henry made a bedside wish that Geoffrey be made either Archbishop of York or Bishop of Winchester, and Geoffrey used his father's seal to make appointments to York after Henry's death. Geoffrey then escorted Henry's body to Fontevrault Abbey for burial. He was the only one of Henry II's sons present at his death.
## Archbishop
### First difficulties
Richard named Geoffrey Archbishop of York on 20 July 1189, within days of taking the throne; the formal election took place on 10 August. What happened with the vacant archbishopric of York after Richard took the throne, and why, as well as the exact chronology of events, is complicated by the contradictory nature of the main contemporary accounts. Gerald of Wales states that Geoffrey was reluctant to accept York, but another chronicler, Benedict of Peterborough relates that Geoffrey quickly took control of the archiepiscopal estates. However the election occurred, Geoffrey's consecration did not take place until much later, and soon after his election, he either resigned or was stripped of his office of Chancellor. A further complication was that the cathedral chapter had earlier elected the Dean of York, Hubert Walter, as archbishop.
Richard probably gave York to Geoffrey in the hope of forcing him to become a full priest, and thus eliminate a potential rival for the throne. Richard also required Geoffrey to swear that he would remain outside England for three years during the time Richard expected to be out of the country on crusade. The king subsequently released Geoffrey from the oath, the initial swearing of which was apparently another of Richard's efforts to keep Geoffrey's possible ambitions towards the English throne in check. But the cathedral chapter at York disputed Geoffrey's appointment, claiming that because the Dean of York, Hubert Walter, and some others of the chapter had not been present, the election was invalid. Walter's election to York was supported by Richard's mother, Eleanor of Aquitaine, whom a chronicler claimed hated Geoffrey as the product of one of her husband's affairs. Richard consequently retained his control over the estates of the archbishopric, and did not confirm the election until a council held at Pipewell on 16 September. At that council Richard also appointed three men to offices within the diocese of York: he made Henry Marshal the dean; Burchard du Puiset, a relative of Hugh du Puiset, became treasurer; and Roger of London the abbot of Selby Abbey. Geoffrey objected to these appointments, and as a result his estates were confiscated by the king until he submitted and became a priest. The historians Ralph Turner and Richard Heiser speculate that Richard's strategy in making these appointments was to keep Geoffrey distracted by problems within his diocese, and thus unable to challenge for the English throne. The two historians also suggest that Richard may have been making an example of Geoffrey, in a demonstration that he could be harsh even with his own relatives.
Geoffrey's ordination as a priest took place at Southwell on 23 September 1189, in a ceremony performed by John the Bishop of Whithorn. Geoffrey then went to York, but until his election was ratified by the pope he refused to allow Burchard to take up his office. This stance was supported by most of the York cathedral chapter. Geoffrey then was sent by Richard to escort William the Lion from Scotland to Canterbury. It was at Canterbury that papal assent to Geoffrey's election was secured in December, when Giovanni d'Anagni, the papal legate, not only confirmed the election, but rejected the various appeals made by the cathedral chapter against Geoffrey. But the king forced Geoffrey to allow the royal appointments, and pay a fine of £2000 before his lands were restored, although Geoffrey was allowed some time to make the full payment.
In early 1190 Geoffrey ordered a halt to religious ceremonies in the cathedral and excommunicated Henry Marshal and Burchard in retaliation for a dispute during an earlier church service. Richard, who was in Normandy preparing to go on the Third Crusade, ordered Geoffrey to the king's presence in Normandy. Although Hugh du Puiset, who was Justiciar, was hampering Geoffrey's attempts to collect revenue for the earlier fine, Richard insisted on immediate full payment. When Geoffrey was unable to pay Richard re-confiscated his lands, increased the amount of the fine, and demanded a promise that Geoffrey would not visit England for three years. The dispute was settled once more when the pope stepped in and ratified Geoffrey's election, thus enabling a reconciliation between the king and the archbishop at Tours in June. Geoffrey's estates were returned to him in July, after paying 800 marks of his fine.
### Consecration and more difficulties
Geoffrey was consecrated on 18 August 1191, at Tours in France, by Barthelemy de Vendôme, the Archbishop of Tours, after the papacy agreed to allow the consecration. This permission was secured by the intervention of the king and his mother, Eleanor of Aquitaine. Turner and Heiser see the presumed motivation behind Eleanor and Richard's support as part of an effort to secure a counter-weight to the power exercised in England by the Chancellor, William Longchamp, about whom complaints had reached Richard in Sicily. Geoffrey received his pallium, the symbol of an archbishop's authority, at his consecration. In September 1191, after the consecration, he attempted to go to York, but was met at Dover by agents of Longchamp, and even though he took refuge in the priory of St. Martin in Dover, was dragged from sanctuary and imprisoned in Dover Castle. Longchamp claimed that Geoffrey had not sworn fealty to Richard, but this was probably just an excuse to eliminate a rival. Another complication was that the English bishops had appealed to the papacy because Geoffrey had not been consecrated by the Archbishop of Canterbury, and Longchamp could therefore claim to have been acting on behalf of the other bishops in ordering Geoffrey's arrest. But the actions of Longchamp's agents were considered excessive and there was soon an outcry against the Chancellor's arrest of Geoffrey, even though Longchamp claimed that his orders had been exceeded by his agents. One cause of the outrage was the obvious parallel with the murder of Thomas Becket, who had been dragged from an altar and martyred. The archbishop was released and took part in a council held at Loddon Bridge, between Reading and Windsor; Longchamp was excommunicated and deposed from the chancellorship, and Hugh of Lincoln, the Bishop of Lincoln, excommunicated those who had dragged Geoffrey from sanctuary. Geoffrey was then enthroned at York on 1 November 1191.
While still embroiled in his conflict with Longchamp, Geoffrey began feuding with Hugh du Puiset, probably over Geoffrey's authority in Puiset's diocese of Durham, one of those subject to York. The dispute dragged on for years, with many appeals to Rome and the king. York had been vacant for several years, and Puiset had grown used to having untrammelled authority in the northern archdiocese. After Geoffrey's consecration, he summoned Puiset to a provincial synod in late September 1191, at which the bishop was charged with various irregularities. Puiset appealed to Rome and refused to attend the synod, and was excommunicated in December by Geoffrey. An attempt in March 1192 by Queen Eleanor and Hubert Walter to settle the issue came to nothing when Geoffrey insisted on a pledge of obedience from Puiset, who in turn demanded an admission from Geoffrey that the excommunication had been unjust. Further appeals to Rome led to an eventual settlement in October 1192, when the bishop finally acknowledged Geoffrey's authority over Durham.
Geoffrey caused offence by his attempts to have his episcopal cross carried before him in the diocese of Canterbury, thus implying that his diocese was superior or at least equal to Canterbury in rank. In pursuit of this rivalry between York and Canterbury, Geoffrey was the first archbishop of York to style himself "Primate of England", in opposition to the Canterbury title of "Primate of all England". He also attempted to subordinate Clementhorpe Priory to Godstow Abbey, which provoked an appeal from Prioress Alice of Clementhorpe to the papacy. Probably owing to Pope Celestine III's dislike of Geoffrey, Hubert Walter was given a papal legateship that included Geoffrey's province, something that had not been usual in the preceding years, and which presented Geoffrey with some difficulties in his dealings with the ecclesiastical hierarchy. But Geoffrey was on friendly terms with Prince John; the historian G. V. Scammell has suggested that Geoffrey's consecration allowed John to feel that Geoffrey was no longer a rival for the throne, thus paving the way for good relations between the two half-brothers.
Geoffrey long faced opposition from some members of his cathedral chapter led by Henry Marshal, Burchard du Puiset, and Roger of London. They objected to his having given a large part of York's treasury toward Richard's ransom, and to some of his appointments in the church of York. Charges of simony, extortion, and neglect of his duties were lodged against Geoffrey, who in return excommunicated the ringleaders more than once, and locked the canons out of church. Geoffrey also faced difficulties with his appointees to the office of Dean of York; his first choice, his half-brother Peter, was opposed by the cathedral chapter. Geoffrey's second choice, Simon of Apulia, the chancellor of York, refused to give up the office when Geoffrey decided to award it to a third man, Philip of Poitou. Simon was supported by the cathedral chapter, who elected him to the office despite Geoffrey's opposition. An appeal was made to the papacy by Geoffrey while Simon travelled to King Richard in Germany. The king refused to allow the appeal and tried to summon Geoffrey to Germany to resolve the issue. Geoffrey was unable to leave York because of disturbances within the cathedral clergy, and Simon managed to secure papal confirmation as Dean of York.
### Quarrels with John, Hubert Walter and Richard
When Prince John rebelled in 1193, Geoffrey and Hugh du Puiset put aside their feud to quash the uprising. Geoffrey strengthened Doncaster's defences and went to the aid of Puiset, who was besieging Tickhill Castle. In 1194 Geoffrey went into debt to the crown for the sum of 3000 marks to buy the office of Sheriff of Yorkshire for himself. Later that year Geoffrey began to quarrel with Hubert Walter over the primacy of England, which Canterbury claimed and York disputed. Walter's decision to have his episcopal cross carried before him in the diocese of York in March 1194 was symbolic of his claim to primacy over York and all of England. Geoffrey responded by having his own cross carried before him in the diocese of Canterbury the following month. King Richard did not reprimand Geoffrey for this act of provocation, and even went so far as to restore some of his confiscated estates. Before Richard left England in May 1194 he appointed Walter as Justiciar; that summer Walter began an investigation into Geoffrey's actions, which led to Geoffrey's estates being confiscated once again. Geoffrey appealed to the king, who was then in Maine; Richard over-ruled Walter, restored Geoffrey's estates, and pardoned him in return for a payment of 1000 marks and the promise of 1000 more to follow.
In January 1195 Geoffrey was ordered to appear in Rome to answer various charges, under the threat of suspension from office if he did not appear by 1 June. Further quarrels with his cathedral clergy followed, including an instance of the cathedral chapter throwing chrism on a dungheap in protest. Geoffrey protested to the king after Richard forbade Geoffrey's projected journey to Rome and in retaliation the king confiscated Geoffrey's estates once more. This left Geoffrey vulnerable when Walter held a legatine council at York in June 1195. Geoffrey had managed to secure a postponement of his case at Rome until 1 November, but was still unable to attend, which led Pope Celestine to order that Geoffrey's suspension should be performed by Hugh of Lincoln. Hugh protested, and as a result Celestine himself suspended Geoffrey on 23 December 1195, finally forcing Geoffrey to answer the charges against him. He travelled to Rome in 1196, where his accusers were unable to substantiate their claims and he was restored to office by the pope.
Geoffrey quarrelled with Richard in 1196 in Normandy while the archbishop was attempting to return to England. Richard forbade him from administering York, and Geoffrey returned to Rome until 1198. An attempt at reconciliation with Richard came to nothing, after Geoffrey refused to approve the king's appointments in the diocese of York without some guarantees that they would be approved by the papacy. Ultimately Pope Innocent III on 28 April 1199 ordered that Geoffrey was to be restored to his lands as soon as he had paid his debts to the king. Innocent further ordered that any royal appointments in York would require papal approval.
## Under John
After John succeeded Richard in 1199, he decided to restore Geoffrey to the archiepiscopal estates, but continued to receive the income until the archbishop returned from Rome. Some of Geoffrey's opponents who were officials in his diocese resigned their offices, and for a short time peace reigned in York. But the perceived arrogance of Geoffrey's officials offended the cathedral chapter at York, and this further conflict was not resolved until March 1200. For most of the remainder of 1199 Geoffrey was frequently with the king, and the two appear to have been on good terms, a state of affairs that continued throughout the first half of 1200.
In October 1200 Geoffrey refused to allow the collection of carucage, a tax on land, on his property, and his lands were confiscated in retaliation. He then excommunicated the new sheriff of Yorkshire, James of Poterne, who had ravaged Geoffrey's lands in revenge. In November 1200, Geoffrey and John were reconciled at Hugh of Lincoln's funeral, which allowed Geoffrey to regain his confiscated estates, but the archbishop's continued refusal to allow the collection of carucage led to the truce falling apart. In January 1201, John made peace with his half brother, but it did not last, as Geoffrey continued to refuse to allow the tax to be collected. John then renewed the demand for the payment for the office of sheriff due from Richard's reign, which forced Geoffrey to rescind his excommunication and offer another payment in return for peace, which occurred in May 1201. But it was short-lived; disputes over the appointments in the diocese of York broke out, but with the support of Pope Innocent Geoffrey was able to secure the appointment of a few of his own candidates. Geoffrey also quarrelled with some of the monasteries in his diocese, with the usual claims and counterclaims going to the papacy for judgement. Among the religious houses Geoffrey had disagreements with were Guisborough Priory, Meaux Abbey, and Fountains Abbey. Most of these conflicts arose from disputed appointments to offices, but the quarrel with Meaux involved claims of tithe exemption by that house.
Geoffrey submitted to John in 1206, and his lands were returned to him. But in 1207 Geoffrey led the clergy of England in their refusal to pay royal taxation and was forced into exile. Geoffrey excommunicated anyone who attempted to collect the tax in his archdiocese, but the king confiscated Geoffrey's estates in retaliation. Geoffrey once again secured the support of Pope Innocent, who ordered John to restore Geoffrey's possessions, but in the meantime the archbishop had fled to France. A medieval chronicler, Geoffrey of Coldingham, stated that the English church considered Geoffrey a martyr because of this stand against King John.
## Death and legacy
Geoffrey died while still in exile at Grandmont in Normandy on 12 December 1212. He was buried at a Grandmontine monastery near Rouen, where he had been living for a few years. His tomb was still extant in 1767, when the inscription on it was recorded by an antiquary. He may have become a monk before his death.
Although his archiepiscopate was mainly marked by the conflicts in which he engaged, Geoffrey also managed to institute some administrative reforms in his diocese, creating the office of chancellor. He also inspired loyalty from some of his household members, many of whom witnessed his charters, and although he made enemies of several of the suffragan bishops, clergy and religious houses in his diocese, he also secured the friendship and support of other clergy, including Pope Innocent III and Hugh of Lincoln. Although Walter Map declared that Geoffrey was "full of faults and devoid of character", he remained loyal to his father until Henry's death. A modern-day historian, Thomas Jones, summed up Geoffrey's character with the phrase "quarrelsome and undiplomatic". Another historian, J. C. Holt, stated that Geoffrey was through his career "a perpetual source of danger, quarrelling now with de Puiset, now with the Yorkshire sheriffs, ever ready to attack the judicial and fiscal superiority of the Crown."
Geoffrey's ambitions may have included becoming King of England, which may account for some of the harshness that his two legitimate half-brothers displayed towards him. His military abilities, displayed in the rebellion of 1173–1174, as well his custody of castles near Tours, would have also fed into Richard's disquiet over Geoffrey's possible intentions. Geoffrey was known to be ambitious, which led the historian D. L. Douie to call him a "formidable bastard". The historian Ralph Turner said of Geoffrey that "he sought power and wealth despite the handicap of his birth" and that he had "inherited the bad temper of the other Plantagenets".
Geoffrey was a patron of scholarship, and employed scholars throughout his life, one of whom, Honorius of Kent, Geoffrey appointed Archdeacon of Richmond. Honorius was subsequently employed by Hubert Walter and wrote a legal work on canon law. The Leiden St Louis Psalter is a lavishly illuminated psalter made for the archbishop, probably in northern England in the 1190s, which passed into the hands of Blanche of Castile after Geoffrey's death, and, as religious manuscripts often were, was used to teach the future saint King Louis IX of France how to read, as recorded by a 14th-century inscription. After the king's death it passed through several royal owners, regarded as a relic of the saint, before reaching the University Library at Leiden in 1741. |
14,099,454 | The Chaser APEC pranks | 1,158,479,659 | Pranks performed by the Australian satire group The Chaser | [
"2007 in Australia",
"Asia-Pacific Economic Cooperation",
"The Chaser",
"The Chaser's War on Everything"
]
| The Chaser APEC pranks were a series of comic stunts coordinated and performed by the Australian satire group The Chaser for the television series The Chaser's War on Everything. Pranks were done at the Asia-Pacific Economic Cooperation (APEC) Leaders Summit (2–9 September 2007) in Sydney, Australia. The most prominent prank was the breach of an APEC restricted zone in the heart of Sydney central business district on 6 September. Julian Morrow directed a fake Canadian motorcade, which was allowed through the restricted zone by police and not detected until Chas Licciardello alighted, dressed as Osama bin Laden.
Although pranks that involved public locations, figures, and organisations were always a feature of the series, the APEC pranks yielded unprecedented local and international publicity, both positive and negative. Some team members faced charges for breaching the APEC zone, but these were dropped because police had allowed their entry into the restricted zone. Other less controversial and less publicised stunts were also shown on The Chaser's War on Everything, with ratings peaking at almost three million Australian viewers for the APEC wrap-up episode.
## Background
### APEC
APEC Australia 2007 comprised a series of political meetings between representatives of the 21 member governments of the Asia-Pacific Economic Cooperation. This culminated in a week-long summit meeting: Leaders Week, 2 to 9 September, when heads of the member governments gathered in Sydney. The significance of the APEC summit called for stringent and expensive security arrangements. The Protective Security Coordination Centre, of the National Security and Criminal Justice Group from the Australian Attorney-General's Department, oversaw security planning through the APEC 2007 Security Branch, formed expressly for the APEC meetings. In order to secure and monitor the summit, the New South Wales Police Force instituted the APEC Police Security Command. Many public roads in Sydney were closed, as leaders, officials, and personnel travelled in motorcades around the city centre. Figures released by the state government at a Senate committee hearing show that security measures at APEC cost \$170 million.
### The Chaser
The Chaser group's founding members were Charles Firth, Dominic Knight, Craig Reucassel, and Julian Morrow. In 1999 they started The Chaser, a fortnightly satirical newspaper. Chas Licciardello, Andrew Hansen, and Chris Taylor later joined the group; and in 2006, after various ventures in radio, stage, and television, this line-up created The Chaser's War on Everything, its most successful program, which screened on the Australian Broadcasting Corporation (ABC) station ABC1. By its second season in 2007, the show had forged a reputation for ambush-style stunts and deliberate controversy.
The group had been warned about the dangers of irresponsible behaviour during the Sydney lockdown for the APEC summit. According to New South Wales Police Minister David Campbell, the police understood that "parody and satire are entertaining and fun", but The Chaser must understand the "seriousness of this matter [APEC] and take caution". A later police statement reiterated that producers of The Chaser's War on Everything had been warned about the "ramifications of stunts during APEC".
The Chaser was unfazed by police warnings. Before the summit, Julian Morrow commented on radio that "the eyes of the world and the eyes of Al-Qaeda are on us". Morrow hinted that their challenge was to perform a stunt that would "make Osama bin Laden feel a little incompetent".
## Breach of APEC restricted zone
On 6 September 2007, eight members of the team (including five runners dressed as bodyguards) and three hired chauffeurs manned a fake Canadian motorcade consisting of two motorcycles, two black four-wheel drive vehicles, and a black sedan. The group—including Chas Licciardello dressed as Osama bin Laden, and Julian Morrow—drove the motorcade through the Sydney central business district and breached the APEC security zone. The premise of the stunt was that bin Laden should have been invited to the summit as a world leader, to discuss the War on Terror, with another motive being to test the event's security. The stunt was approved by ABC lawyers under the assumption that the motorcade would be stopped at the first security checkpoint and denied entry.
In the following episode of The Chaser's War on Everything, the team emphasised that their only realistic attempt to disguise the vehicles was the use of a Canadian flag. Taylor later said that there was "no particular reason we chose Canada, we just thought they'd be a country who the cops wouldn't scrutinise too closely, and who feasibly would only have three cars in their motorcade—as opposed to the 20 or so gas guzzlers that Bush has brought with him". There were many deliberate indications that the motorcade was not genuine, particularly on the fake credentials used by the team; members' security passes were printed with JOKE, Insecurity, and It's pretty obvious this isn't a real pass all clearly visible, while the APEC 2007 Official Vehicle stickers included both the name of the series and the text This dude likes trees and poetry and certain types of carnivorous plants excite him. In addition, some of the runners were holding camcorders and one of the motorcyclists was wearing jeans, both highly unusual for an official motorcade.
At 11.30 am (AEDT), the motorcade began its journey towards the "ring of steel", a fenced area at the intersection of Bent and Macquarie Streets. The vehicle (or vehicles) stopped for a red light and the police became aware of the motorcade's presence, but waved them towards the checkpoint. The convoy travelled through the first checkpoint without inspection and proceeded in a northerly direction to a second security checkpoint in the prohibited "red zone", just before Bridge Street. Both motorcyclists had by now separated from the motorcade, which was waved through the second checkpoint by police officers. It travelled further into the restricted area before stopping outside the InterContinental Hotel.
Morrow ordered the motorcade to turn around at the Bridge Street intersection because he realised that they had proceeded further than expected, and because the police officers were not going to stop them. After partially turning the motorcade, Licciardello alighted onto the street and complained, in character as bin Laden, about not being invited to the APEC Summit. At this point, the police requested Morrow's identity. After inspecting his fake pass, officers realised that Morrow was from The Chaser and took all eleven members of the motorcade into custody. Surprisingly, as pointed out by the team on their television show, the officers initially ignored Licciardello (Osama Bin Laden) and only arrested Morrow.
The arrested cast and crew were immediately taken to Surry Hills Police Station, where they were questioned and charged with entering a prohibited area under the APEC Meeting (Police Powers) Act 2007. All were released on bail to appear in court on 4 October 2007. Under the new legislation, the crew members would each face a maximum penalty of six months' imprisonment if they were convicted or up to two years if they were in possession of a "prohibited item".
## Aftermath
Following the breach of the APEC restricted area, the actions of The Chaser became the subject of intense debate among sections of the media, senior police officers, and government ministers.
### Public response
Despite strong condemnation from some officials, the stunt was mostly well received by the public. A Sydney correspondent for the British Broadcasting Corporation reported that the Chaser team had become "folk heroes" after the prank, while 87% of the 28,451 respondents to a Sydney Morning Herald internet poll found the stunt "funny".
However, the ABC received more than 250 complaints, outweighing the 177 positive submissions. A spokesperson for the national broadcaster said that the results were misleading because people who enjoyed the show typically do not make comments. Around the country, around 80% of callers to talkback radio were supportive; and one third of all calls regarding APEC mentioned the stunt.
### Political reactions
There were many critics among politicians and officials. Representatives of the police force in Sydney were among the most severe, and New South Wales Police Commissioner Andrew Scipione, the head of APEC's lead security agency, was angered because the comedians could have been shot by police snipers, who were "clearly ... there because they mean business. They're not there for show." In response, Licciardello expressed his faith in the snipers' professional ability: "They are highly trained, competent people and they're not going to shoot people if they're in an Osama bin Laden costume if they clearly don't pose a threat".
Many politicians, mostly from the Labor government of New South Wales, reacted to the security breach with concern and unease. Police Minister David Campbell expressed disappointment and concern over the stunt, arguing that there were "21 world leaders arriving in the city at the one time and it needs to be taken seriously". Then New South Wales Premier Morris Iemma said that while he was a fan of the show, those involved would have to face the full force of the law. The then Federal Opposition Leader Kevin Rudd, also from the Labor Party, voiced similar concerns, saying that "I'm a fan of The Chaser ... but I think these guys have crossed the line."
Alexander Downer, the Minister for Foreign Affairs in Australia's Coalition government, was amused when asked to comment on the incident. He said the arrests proved that the security system had functioned properly, adding that "whatever you think of the humour of The Chaser ... they were clearly not going to harm anybody in a physical way". The incident also generated debate during Question Time in the Senate.
### International recognition
The APEC security breach captured international attention and acclaim. A local newspaper in Canada saw the humorous side, despite the pranksters posing as Canadian officials. In the United States media reviews were mixed. Newsreaders from American networks such as the Fox News Channel, National Broadcasting Company, and CBS Broadcasting either "raised their eyebrows" or "had smiles on their faces over the stunt". After the high ratings for the episode and international recognition derived from the stunt, the program began screening in countries such as Israel, South Korea, and New Zealand; and other countries, especially in the Middle East, began negotiating with the ABC. The stunt was named the Best Television Moment at the 2008 MTV Australia Awards. Australian scholar Niall Lucy analyses the prank's political significance as an important act of deconstruction in his book Pomo Oz: Fear and Loathing Downunder.
### Current affairs
On 6 September 2007, the tabloid current affairs program Today Tonight from the Seven Network aired a story headed "Dangerous Fools", specifically devoted to the APEC stunt. Host Anna Coren asserted that The Chaser were wasting taxpayers' money, and will "need more of those funds [in legal costs to the government-funded ABC] to defend their actions in court". Coren claimed that the ABC chiefs were too arrogant to reply to the program's inquiries. A media commentator interviewed in the report condemned the APEC stunt as "over the top", and said he could not see the humour of it. A security expert presented his view, saying that there was a serious risk of injury, not just to the crew members, but to onlookers outside the security zone, even though the breach was discovered by police officers well inside the prohibited area.
Today Tonight's broadcast criticised The Chaser's approach to the APEC event, describing the stunt as "[stretching] the boundaries yet again". The program quoted Morrow's radio comments about wanting "a stunt that can really hit the headlines across the world" as evidence of irresponsibility. The show also presented Craig Reucassel from The Chaser, responding to questions and claiming that the comedians were "hardly sorry" for their actions. Ironically, the report was made by Dave "Sluggo" Richardson, notorious for his hoax story "In Barcelona Tonight"; but Richardson, unlike The Chaser crew, had not gone through roadblocks in his stunt.
The rival Nine Network's current affairs program A Current Affair also aired a report. A Nine cameraman had seen the stunt unfold, and managed to capture it on tape. The report revolved around the incompetence of the police and security personnel, in contrast to Today Tonight's criticism of The Chaser's actions, and spoke of the group executing "their grandest gag yet", bringing together "the world's most powerful man and the world's most wanted, in the same place, at the same time", referring to US president Bush and terrorist bin Laden.
### Legal action
After their arrest and questioning by police, all eleven participants in the stunt (eight production members of The Chaser's War on Everything and three hired drivers) were charged with "entering a restricted area without special justification" under the APEC Meeting (Police Powers) Act 2007. All eleven were granted bail, on the condition that they refrain from entering any of the APEC secured areas, and ordered to appear at the Downing Centre Local Court on 4 October 2007. Those charged were Esteban Alegria, Nathan Earl, Giles Hardie, Lauren Howard, Mark Kordi, Chas Licciardello, Geoffrey Lye, Alexander Morrow, Julian Morrow, Rodrigo Pena, and Benson Simpson. After numerous adjournments, all charges were dropped by the New South Wales Director of Public Prosecutions (DPP) on 28 April 2008.
It was decided that the police, failing to notice that the presented security badges were fake, had given "tacit" permission for the group to enter the restricted zone. Further, the actions of the police on the scene, who themselves may have been unaware of where, exactly, the legally restricted area began, caused the Chaser team to proceed much further into the heart of the security zone than they had intended to or realised. This meant their breach of the law had happened largely due to an exculpating mistake of fact on the part of Morrow, who intended to end the stunt before crossing into restricted territory, but who received no explicit indications as to where that territory began − and was indeed waved farther into it by the police. The ABC welcomed this development; Morrow commented: "I think it's just great that justice hasn't been done". The police remained unapologetic.
The DPP argued that it was never the intention of The Chaser to breach security and that they were allowed into the restricted area only because of the mistakes of the police. The laws enacted for the summit meant that entry into the restricted zone needed justification, which could include police permission. The DPP stated that by waving The Chaser through, they had granted permission to be in the restricted zone. A further defence was available: all members charged, except Morrow, could argue that they were present for work-related purposes, and part of their employment was to be with Morrow, who was directing the stunt.
### Show ratings
With all the hype and media attention directed at this stunt, the following episode of The Chaser's War on Everything on 12 September 2007, initially intended to be called The Chaser's War on APEC, was the program's highest-rating ever. In Australia there was a total of 2.981 million viewers: 2.245 million viewers in the capital cities, and 736,000 regional viewers. This stunning success made it the most watched ABC1 television program since 2000, and broke the show's own record of 1.491 million viewers in capital cities, set by the preceding episode.
The 12 September episode was downloaded one million times from the ABC's website, and in late February 2008 it was nominated for the Rose d'Or international television award for comedy, on behalf of The Chaser's War on Everything. The stunt depicted won the "TV moment award" at the 2008 MTV Australia Video Music Awards, and Nine Network's show 20 to 1 Pranks and Pranksters ranked it first in its list of "greatest pranks in Australian history".
### The Chaser's response
After the successful breach of APEC security, the comedians expressed their bewilderment at the incompetence of the security forces. Morrow and Reucassel went on radio to augment the initial reactions they had aired on the 12 September episode of The Chaser's War on Everything. Morrow pointed out that while they did extensive planning for the stunt, the one thing they "didn't plan for was success"; the participants were confused by the unexpected permission to enter the area, and unsure how to proceed; they clearly sensed danger, but the atmosphere was actually very quiet and subdued.
Licciardello stated that they did not know they had entered the red zone, and "we had the advice of our lawyers ring in our ears; 'Do NOT go into the red zone. You can go into the green zone if they let you, but DO NOT go into the red zone.' " He said that they "were absolutely sure we would never get past the first checkpoint. It was panic stations when we realised", adding that it was a "stupid gag that backfired". Morrow said that the purpose of the stunt was "an attempt to satirise in a silly way the very heavy security and the spin surrounding that security, it was a test of the old adage that if you want to get in somewhere the best way is right through the front door. I didn't want the stunt to happen in a way that resulted in people getting arrested. If we've made a mistake and crossed into the green zone, I'm very regretful about that." He said the only reason they impersonated bin Laden was because they needed a joke to get out of the stunt that they always assumed would never have passed security.
## Other stunts
In addition to The Chaser's major APEC security breach, the team performed stunts at the APEC Summit that received far less coverage in the media.
### Pantomime horse at APEC protests
On 5 September 2007, Chris Taylor, mounted on a pantomime horse, confronted police officers, who were on foot, and asked them if they needed any reinforcements against APEC protesters. When his offer was refused, Taylor took the horse for a stroll anyway, and was met by amused onlookers and media personnel. He was later asked by police officers to remove his clothing for examination, since it resembled a police uniform; but no charges of impersonating police were laid. The reference was to the horse flu outbreak, which forced police officers to face APEC protesters on foot. This stunt aired on the 12 September 2007 episode.
### Canadian cardboard motorcade
On 7 September 2007, following the security breach on the previous day, Taylor, Reucassel, Dominic Knight and their film crew were detained and questioned over a follow-up stunt. This incident involved running near and attempting to enter the APEC protected zone dressed in cardboard cars mounted with Canadian flags, a reference to the flags' earlier use to disguise the successful breach by the real motorcade. Police had no choice but to release all members involved in this stunt, as they were outside the prohibited area. This stunt also aired on the 12 September episode.
### Clothing for APEC photo
Shortly before 5 September 2007, Reucassel approached several APEC security personnel and offered a selection of clothing, inspired by the traditional official photograph of all the attending leaders wearing matching outfits. This stunt aired on the 5 September 2007 episode.
### Assassination of Hu Jintao
Shortly before 12 September 2007, as part of Chinese President Hu Jintao's visit to Australia, Reucassel went to the Chinese Consulate and asked for them to prepay the bullets he was going to use to assassinate Hu, in reference to China's policy of requiring the family of a condemned prisoner to pay for bullets used in their relative's execution. This stunt aired on the 12 September 2007 episode.
### APEC security checks
Shortly before 5 September 2007, Licciardello, who was dressed as a police officer, performed random security checks and procedures on members of the public to demonstrate the glorification of the tough APEC security measures. These procedures included random frisking, taking hair samples, telling tram riders in Melbourne to stand and turn their heads, and erecting secure areas in public toilets and near escalators. When Licciardello was approached by real security officers, he said that all of these measures were "classified". This stunt aired on the 5 September 2007 episode.
### Radio prank call
On 10 September 2007, Licciardello rang a talkback radio station pretending to be someone else, and complained about the stunt, claiming that it was stupid and anyone involved at the ABC, including Kerry O'Brien, should be jailed for ten years. This stunt aired on the 12 September 2007 episode, and Licciardello said he wished he had made the call on the evening of the security breach because talkback radio discussion would not have already died down.
### RSL attempted entry
Sometime between 6 and 12 September 2007, Licciardello and Morrow tried to enter a Returned and Services League (RSL) building using the same fake passes that had gained them entry to the restricted area. The manager did not let them enter, which was proof, according to the team, that "RSLs are harder to get into than APEC". This stunt aired on the 12 September 2007 episode. However, in the DVD commentary of the episode, The Chaser stated that they were actually let into many RSL buildings with the fake passes. They claimed that acting as if one is meant to be present is usually enough.
### Rival fireworks show
On 8 September 2007, Chaser members Taylor and Andrew Hansen launched a competing fireworks display to coincide with the official APEC fireworks display, which was only to be viewed by the APEC officials. The two displays were close to each other, with the official fireworks launched at the Sydney Harbour Bridge, while the rival fireworks were fired from Woolwich. The team lit up a large screen with the text Screw APEC. This stunt aired on the 12 September 2007 episode; and in the DVD commentary on the episode Morrow said the display was hard to orchestrate and not cheap.
### Animals at Taronga Zoo
Shortly before 5 September 2007, Reucassel, equipped with suitable costumes, went into Taronga Zoo and impersonated real Australian native animals, in reference to the temporary relocation of some animals for private viewing by spouses of APEC leaders. This stunt aired on the 5 September 2007 episode.
### Proposed nautical red zone breach
A planned stunt that was never executed was an attempt to breach the nautical red zone. Morrow and Licciardello were to perform it after the motorcade stunt on 6 September 2007; but it never went ahead, since they were detained by police after the surprising success of the earlier stunt. The plan was to breach APEC nautical security in "funny" boats, such as a gondola. Licciardello also stated on an episode of Rove Live that there was to be an attempt to breach APEC security "by lilo." |
1,903,999 | 2003 Pacific hurricane season | 1,167,701,618 | Hurricane season in the Pacific Ocean | [
"2003 Pacific hurricane season",
"Pacific hurricane seasons",
"Tropical cyclones in 2003"
]
| The 2003 Pacific hurricane season was the first season to feature no major hurricanes – storms of Category 3 intensity or higher on the Saffir–Simpson hurricane wind scale (SSHWS) – since 1977. The dates conventionally delimiting the period when most tropical cyclones form in the Pacific Ocean are May 15 in the Eastern Pacific Ocean and June 1 in the Central Pacific, with both seasons ending on November 30. The 2003 season featured 16 tropical storms between May 19 and October 26; 7 of these became hurricanes, which was then considered an average season. Damage across the basin reached US\$129 million, and 23 people were killed by the storms.
Despite the overall lack of activity, the season produced an unusually large number of tropical cyclones that affected Mexico, with eight tropical cyclones making landfall on either side of Mexico, which was the second highest on record. Tropical Storm Carlos struck Oaxaca in late June, resulting in nine fatalities. In late August, Hurricane Ignacio struck the Baja California Peninsula, killing four people and inflicting US\$21 million in damage. In September, Hurricane Marty affected the same areas as Ignacio, and was responsible for 12 casualties and US\$100 million in damage, making Marty the costliest and deadliest storm of the season. In October, Hurricanes Olaf and Nora struck western Mexico as tropical depressions, causing slight damage and one casualty.
Activity in the Central Pacific was below average, with only one tropical depression forming in the basin and one hurricane entering the basin from the East Pacific. In mid-August, Hurricane Jimena passed just to the south of Hawaii; it was the first storm to directly threaten Hawaii in several years.
## Seasonal forecasts
On May 16, 2003, the Servicio Meteorológico Nacional (SMN, National Meteorological Service) released their prediction for tropical cyclone activity in the eastern Pacific. A total of 15 named storms, 6 hurricanes, and 2 major hurricanes was forecast. Three later days, National Oceanic and Atmospheric Administration (NOAA) issued its Central Pacific hurricane season forecast, calling for a slightly below-average level of activity due to the expected development of La Niña. La Niña conditions generally restrict tropical cyclone development in the Northeast Pacific, which is the opposite of its effect in the Atlantic. On June 12, 2003, NOAA issued a forecast for the East Pacific hurricane season – the first time it had done so. The scientists expected that La Niña conditions would develop, and predicted a 50 percent chance of below normal activity and a 40 percent chance of near normal activity.
## Seasonal summary
There were 16 named storms and 7 hurricanes during the 2003 Pacific hurricane season, which is comparable with the long-term averages. For the first time since 1977, there were no major hurricanes, where the long-term average is four. (Major hurricanes are storms of Category 3 intensity or higher on the Saffir–Simpson hurricane wind scale.) The first hurricane, Ignacio, formed on August 24. This is the latest formation of the first hurricane of a season recorded in the East Pacific since reliable satellite observation began in 1966. The accumulated cyclone energy (ACE) index for the 2003 Pacific hurricane season, at 53.4 units in the Eastern Pacific and 3.3 units in the Central Pacific, places the season among the top 10 least active seasons since 1971, when reliable records began.
While the total activity was below average, there was an unusually high number of landfalls in Mexico. Eight Pacific and North Atlantic tropical cyclones had a direct impact in Mexico in 2003, second only to 1971, when nine did so. This is well above the long-term average of 4.2 Atlantic and East Pacific storms affecting Mexico. Five Pacific storms impacted Mexico; Hurricanes Ignacio and Marty both made landfall in the state of Baja California Sur at hurricane intensity. Two other storms hit mainland Mexico as tropical storms and a third as a tropical depression. Three storms hit Mexico within a very short space of time: the Pacific hurricanes Nora and Olaf, and the Atlantic Tropical Storm Larry. As a result of the flooding caused by these storms, disaster areas were declared in 14 states.
Activity in the Central Pacific was below average, with only one tropical depression forming in the basin and one hurricane entering the basin from the East Pacific. A third system, Tropical Storm Guillermo, weakened to a remnant low just to the east of the Central Pacific Hurricane Center's area of responsibility. Although activity was generally low, Hurricane Jimena was the first direct threat to the Hawaiian Islands for several years and a hurricane watch was issued for the island of Hawaii. Jimena passed to the south, but still brought tropical-storm-force gusts and heavy rain to the island.
## Systems
### Tropical Storm Andres
An area of disturbed weather developed south of Guatemala on May 10 within a broad area of low pressure. While tracking westward, the disturbance became classifiable by the Dvorak technique on May 18. Following the development of a closed low-level circulation, the disturbance was classified as a tropical depression around 18:00 UTC on May 19 roughly 1,060 mi (1,710 km) south-southeast of Cabo San Lucas. The depression strengthened into Tropical Storm Andres the next day. Despite increasing wind shear from an anticyclone causing the system's convection to become displaced from the circulation, overall banding features improved, and Andres obtained its peak strength with winds of 60 mph (97 km/h) by 1800 UTC on May 20. A further increase in shear, soon followed by a decrease in ocean temperatures, caused Andres to weaken on May 25. It was downgraded to a tropical depression on May 25, became a post-tropical cyclone at 12:00 UTC that day, and dissipated on May 26 without affecting land.
### Tropical Storm Blanca
In mid-June, a tropical wave interacted with a lingering area of disturbed weather near the southwestern Mexican coast. Following an increase in organization, the combined disturbance was classified as a tropical depression at 00:00 UTC on June 17. The storm strengthened and became Tropical Storm Blanca 12 hours later. The storm moved slowly to the west and reached its peak on June 18 with 60 mph (97 km/h) winds; around this time, the cyclone displayed an eye-like feature on weather satellite. Under the influence of strong shear from the southeast, Blanca began to weaken and move erratically, although intermittent bursts of deep convection continued. The storm degenerated to a tropical depression on June 20 and a post-tropical cyclone by 12:00 UTC on June 22. The remnants of Blanca were tracked for an additional two days. There were no effects from Blanca on land.
### Tropical Storm Carlos
Tropical Storm Carlos formed from a tropical wave that crossed Central America on June 20. After gradually organizing, the wave was designated a tropical depression at 00:00 UTC on June 26 and further upgraded to Tropical Storm Carlos after twelve hours. The system moved generally northward and developed an eye, which was visible on Puerto Ángel radar. Carlos attained peak winds of 65 mph (105 km/h) shortly before making landfall about 60 miles (97 km) west of Puerto Escondido, or about 150 mi (240 km) east-southeast of Acapulco. The storm rapidly deteriorated to a remnant low by 18:00 UTC on June 27, which persisted until dissipation on June 29.
Carlos produced heavy rainfall across portions of southern Mexico, peaking at 337 mm (13.3 in) in two locations in Guerrero. In northwestern Oaxaca, seven people were killed when the heavy rainfall triggered a mudslide. Mudslides were reported elsewhere in the state, and about 30,000 homes were damaged. Throughout its path, the storm affected about 148,000 people. Monetary damage totaled 86.7 million pesos (2003 MXN, US\$8 million). In addition to the seven deaths across Oaxaca, two fishermen were reported missing.
### Tropical Storm Dolores
A tropical wave entered the East Pacific on June 30 and four days later became classifiable by the Dvorak technique while south of Manzanillo, Colima. Convection coalesced around an area of low pressure as it moved west. The disturbance organized into Tropical Depression Four-E by 06:00 UTC on July 6 about 750 mi (1,205 km) to the south-southwest of Baja California Sur. It soon strengthened further, becoming Tropical Storm Dolores and reaching its peak intensity with winds of 40 mph (64 km/h) six hours later. This peak was short-lived as an increase in east-northeasterly shear stripped the storm of its convection and caused it weaken back to a tropical depression on July 7. The northwest motion caused by a mid-level ridge north and northeast of the cyclone brought it over colder water, and the system degenerated into a post-tropical remnant low around 06:00 UTC on July 8. Dissipation occurred the next day.
### Tropical Storm Enrique
On July 6, a tropical wave entered the Northeastern Pacific Ocean. An area of low pressure developed and began to show signs of organization on July 9. The disturbance was designated a tropical depression around 12:00 UTC on July 10 while located about 650 mi (1,045 km) south-southeast of Baja California Sur. The storm became more organized and was named Tropical Storm Enrique 24 hours later as it tracked west-northwest. As Enrique strengthened and upper-level outflow expanded in all directions, forecasters briefly anticipated it to become a hurricane. The cyclone instead peaked with winds of 65 mph (105 km/h) early on July 12, after which point it encountered cool waters at a high latitude. Accordingly, Enrique rapidly weakened despite low wind shear. The storm degenerated into a remnant low around 00:00 UTC on July 14 and continued to move west before dissipating three days later.
### Tropical Storm Felicia
A tropical wave passed over Central America on July 12 and began to show signs of organization south of the Gulf of Tehuantepec two days later, prompting Dvorak classifications on the system. As it continued to develop, the NHC designated the system a tropical depression at 18:00 UTC on July 17 about 360 mi (580 km) south of Manzanillo. Tracking westward on the southern periphery of a ridge, the depression became Tropical Storm Felicia twelve hours later, and forecasters anticipated further strengthening into a minimal hurricane. However, the storm remained disorganized and peaked with 50 mph (80 km/h) winds late on July 18. The storm gradually weakened under increasing shear as it headed west, weakening back to a tropical depression on July 20 and degenerating to a remnant low around 12:00 UTC on July 23. After a west-northwestward turn, the remnant low entered the Central Pacific, where it dissipated well east of Hawaii on July 24. Felicia did not impact land.
### Tropical Storm Guillermo
A tropical wave entered the eastern north Pacific Ocean on August 1 and began to show signs of organization three days later, including the development of convection and the formation of a surface low. It acquired sufficient organization to be deemed a tropical depression by 06:00 UTC on August 7 roughly 605 mi (975 km) southwest of Cabo San Lucas. Although the system was forecast to remain under tropical storm intensity and ultimately dissipate, it became more organized as it moved to the west. At 00:00 UTC on August 8, the depression was upgraded to Tropical Storm Guillermo. Later that day, Guillermo reached its peak strength with 60 mph (97 km/h) winds. It maintained this strength for a full day, until outflow from the developing Tropical Storm Hilda about 690 mi (1,110 km) to its east disrupted its convection. Guillermo weakened into a tropical depression on August 11, and it became further disheveled as wind shear increased from the west. Associated deep convection collapsed on August 12, and Guillermo degenerated to a remnant low around 18:00 UTC. The remnant low entered the Central Pacific and interacted with another weak low-level circulation that would later become Tropical Depression One-C prior to dissipation on August 13.
### Tropical Storm Hilda
On August 5, a tropical wave south of the Gulf of Tehuantepec began to produce persistent thunderstorm activity. The resultant disturbance moved west and developed into Tropical Depression Eight-E approximately 690 mi (1,110 km) to the south of Cabo San Lucas around 06:00 UTC on August 9. Owing to the system's impressive outflow across its western quadrant, forecasters predicted additional intensification to hurricane strength. The depression became Tropical Storm Hilda around 00:00 UTC on August 10, but it failed to intensify beyond winds of 40 mph (64 km/h) as easterly wind shear increased. Hilda moved west-northwest initially, but increasingly cooler waters weakened the cyclone, and low-level flow across the East Pacific turned the storm west. It dissipated on August 13 having never approached land.
### Tropical Depression One-C
In mid-August, an area of active weather formed within the monsoon trough southeast of the Hawaiian Islands. At 18:00 UTC on August 15, this disturbance organized into Tropical Depression One-C. The incipient cyclone moved west and faced strong wind shear owing to a large upper-level trough to its northeast. Thus, One-C did not attain winds greater than 35 mph (56 km/h), and it instead degenerated to a remnant low around 00:00 UTC on August 17 after losing its associated convection. The system remained south of both the Hawaiian Islands and Johnston Atoll and eventually crossed into the West Pacific basin on August 20.
### Hurricane Ignacio
A tropical wave spawned a distinct area of disturbed weather just south of Manzanillo on August 20. It moved northwest and became Tropical Depression Nine-E off Cabo Corrientes by 12:00 UTC on August 22 while it was located about 220 mi (350 km) southeast of Baja California Sur. Under the influence of favorable atmospheric conditions, the cyclone steadily strengthened and obtained tropical storm status on August 23. Early on August 24, Ignacio attained hurricane strength, marking the latest formation of the first hurricane of a season recorded in the East Pacific since reliable satellite observation began in 1966. Ignacio reached its peak intensity on August 26 as a Category 2 hurricane with winds of 105 mph (169 km/h). The storm tracked northwest across the southern Gulf of California and began to weaken due to land interaction, ultimately making landfall with winds of 80 mph (130 km/h) just to the east of La Paz. Ignacio weakened once inland and dissipated early on August 28 over central Baja California.
The slow motion of Ignacio produced heavy rainfall across the southern portion of the Baja California Peninsula, including a peak 24‐hour total of 7.25 in (184 mm) in Ciudad Constitución, which was beneficial in ending an ongoing drought but resulted in severe flooding. The passage of the hurricane left citizens in Todos Santos without power for around 24 hours. It forced the closure of roads and airports in La Paz. Overall, Ignacio was responsible for approximately US\$21 million in damage. Four people were killed by the storm, including two rescue workers that drowned in the flood waters brought by the storm, and some 10,000 people were evacuated to shelters. Six municipalities in Baja California Sur were declared disaster areas. The remnants of Ignacio produced thunderstorm activity in high terrain areas of central California, resulting in 3,500 customers losing power, over 300 lightning strikes, and 14 forest fires.
### Hurricane Jimena
At 06:00 UTC on August 28, an area of disturbed weather within the Intertropical Convergence Zone developed into Tropical Depression Ten-E some 1,725 miles (2,776 km) east of the Hawaiian Islands. The storm began to steadily intensify as it tracked over warm ocean waters, attaining tropical storm status six hours later. Shortly after developing an eye, Jimena was upgraded into a hurricane on August 29. The storm moved to the west, entering the Central Pacific as it continued to strengthen. After reaching its peak strength with 105 mph (169 km/h) winds about 800 mi (1,300 km) to the east of Hawaii, Jimena began to weaken as a result of increased shear. The storm passed about 120 mi (190 km) to the south of the southern tip of Big Island on September 1 as it fell below hurricane strength. Further weakening brought the cyclone back to tropical depression intensity on September 3. It crossed the International Date Line before dissipating on September 5.
Forecasters at the Central Pacific Hurricane Center issued a hurricane watch for the Big Island on August 31 at 00:00 UTC. The storm brought 6 to 10 in (150 to 250 mm) of rain and 11 ft (3.4 m) surf to the island of Hawaii, resulting in minor flooding on the eastern side of the Big Island. Wind gusts reached 58 mph (93 km/h), which knocked down trees and damaged power lines, resulting in 1,300 residents without electricity.
### Tropical Storm Kevin
A tropical wave entered the East Pacific on August 21 but remained devoid of any convective activity until August 28. A broad surface low developed on August 29 but its associated convective activity remained poorly organized. Tracking west-northwest around the western periphery of a ridge over Mexico, the disturbance began receiving Dvorak classifications on September 3. By 12:00 UTC that day, an increase in organization prompted the designation of Tropical Depression Eleven-E roughly 280 mi (450 km) south-southwest of the tip of Baja California. After formation, the system was inhibited by its broad circulation and its positioning near cooler waters. Nevertheless, the depression reached tropical storm strength on September 4, and Kevin attained peak winds of 40 mph (64 km/h) then. This peak intensity lasted for just six hours as the cyclone weakened back to a tropical depression. At 06:00 UTC on September 6, the system degenerated to a remnant low, which persisted for four days before dissipation. Tropical Storm Kevin did not impact land.
### Hurricane Linda
A tropical wave entered the East Pacific on September 6. Convection began to increase along its axis on September 9; three days later, a broad surface low developed. Around 12:00 UTC on September 13, the disturbance organized into Tropical Depression Twelve-E about 390 mi (630 km) to the southwest of Manzanillo. The cyclone moved to the northwest and was classified as a tropical storm at 12:00 UTC on September 14. Linda steadily intensified as rainbands increased and outflow expanded. At 12:00 UTC on September 15, Linda was upgraded to a hurricane and reached its peak strength of 75 mph (121 km/h). After 12 hours at this intensity, the cyclone began to weaken, turning west and then southwest as it did so. Linda became a tropical depression on September 17 and degenerated to a remnant low around 00:00 UTC the next day. It persisted for a few days before dissipation on September 23. Linda did not affect land.
### Hurricane Marty
A tropical wave moved into the East Pacific on September 10, and the convection associated with it gradually increased. At 18:00 UTC on September 18, while the system was positioned about 450 mi (720 km) south-southeast of Cabo San Lucas, it organized into Tropical Depression Thirteen-E. The depression strengthened as it headed toward the Baja California Peninsula, becoming a tropical storm after 12 hours and a hurricane around 00:00 UTC on September 21. High pressure to its west facilitated Marty's development, while favorable conditions allowed it to become a Category 2 hurricane with peak winds of 100 mph (160 km/h) early on September 22. Marty then moved northward at an increased speed before making landfall about 10 mi (16 km) northeast of Cabo San Lucas. After moving over the southern tip of the peninsula, Marty moved up the western coast of the Gulf of California, gradually weakening as it did so. The storm weakened to a tropical storm on September 23 and a tropical depression later that day. After making a second landfall near Puerto Peñasco as a tropical depression around 18:00 UTC on September 24, the system degenerated to a remnant low six hours later. Its remnants meandered over the northern Gulf of California prior to dissipating two days later.
Hurricane Marty was the deadliest storm of the 2003 Pacific hurricane season and was responsible for 12 deaths. A 5-foot (1.5 m) storm surge flooded parts of La Paz, and sank 35 yachts moored in various ports. Five people drowned after their cars were swept away by floodwaters while trying to cross a flooded stream. The floods also damaged about 4,000 homes. Two deaths also occurred when a tree fell on a car in Sinaloa. Overall, 6,000 people were affected and total damage from the storm was estimated at US\$100 million, making Marty the costliest East Pacific storm of the year. The outer bands of the cyclone brought dropped locally heavy rains to extreme southwestern Arizona, but there were no reports of flooding.
### Hurricane Nora
A tropical wave moved over Central America on September 25 and tracked parallel to the Mexican coast. It became more organized on October 1 and developed into Tropical Depression Fourteen-E roughly 605 mi (975 km) the south of the Baja California Peninsula around 18:00 UTC. The system continued to strengthen as it moved northwest in favorable conditions, becoming Tropical Storm Nora 12 hours later. On October 4, it became a hurricane and reached its peak as a Category 2 hurricane with 105 mph (169 km/h) winds. The influence of a mid-level trough, in conjunction with outflow from Hurricane Olaf, caused Nora to veer sharply eastward and begin to rapidly weaken. The cyclone struck the Mexico coastline just north of Mazatlán with winds of 30 mph (48 km/h) at 06:00 UTC on October 9. Nora dissipated over land six hours later. The storm dropped locally heavy rainfall near landfall, peaking at 3.75 in (95 mm) in Mazatlán. Moisture from the remnants of Nora and Olaf interacted with an upper-level low to produce heavy rainfall across Texas, causing flooding near Waco that forced a family to evacuate.
### Hurricane Olaf
A tropical wave located to the south-southeast of Acapulco spawned a low-level circulation on October 2, which developed into Tropical Depression Fifteen-E by 06:00 UTC the next day approximately 375 mi (605 km) south-southeast of Acapulco. The depression strengthened into Tropical Storm Olaf six hours after forming as it moved to the northwest in a low shear environment. Olaf reached its peak strength as a minimal hurricane with 75 mph (121 km/h) winds around 12:00 UTC on October 5 as it developed a partial eyewall. The storm soon became disorganized and was only a hurricane for six hours as increased wind shear took its toll on the cyclone. Olaf moved erratically before ultimately accelerating northward toward the Mexico coast, and it made landfall about 20 miles (32 km) west of Manzanillo with winds of 60 mph (97 km/h) on October 7. The system weakened as it moved inland, falling to tropical depression intensity late on October 7 and dissipating early the next day.
Since Olaf struck the Mexico coastline as a more coherent system than Nora, it produced significantly more rainfall across the region, resulting in severe flooding in the states of Jalisco and Guanajuato. These rains damaged crops, roads, and over 12,000 houses. One fatality was reported.
### Hurricane Patricia
The final storm of the 2003 season began as a tropical wave that crossed Central America on October 17. The incipient disturbance slowly organized as it moved west-northwest south a ridge, organizing into a tropical depression around 12:00 UTC on October 20 about 460 mi (740 km) south of Acapulco. Six hours later, it intensified into Tropical Storm Patricia while paralleling the Mexico coastline well offshore. As banding features increased in association with the cyclone, and as it developed an eye, Patricia became the season's final hurricane around 12:00 UTC on October 21. It peaked with winds of 80 mph (130 km/h) twelve hours later, despite predictions of a much stronger storm. On October 22, the cyclone encountered wind shear associated with an upper-level trough near Baja California, and its circulation quickly became displaced from associated thunderstorm activity. It fell below hurricane strength that day but fluctuated in intensity through October 25. Early that day, Patricia weakened to a tropical depression, and by 06:00 UTC on October 26, it degenerated to a remnant low. The low turned west and dissipated twelve hours later.
## Storm names
The following list was used to name storms that formed in the Northeast Pacific in 2003. Names that were not assigned are marked in gray as unused. No names were retired by the World Meteorological Organization, therefore this list was used again in the 2009 season. The same list was used for the 1997 season except for Patricia, which replaced Pauline.
For storms that form in the Central Pacific Hurricane Center's area of responsibility (between 140°W and the International Date Line), names are used in a series of four rotating lists.
## Season effects
The table of storms that formed in the 2003 Pacific hurricane season includes their duration, names, intensities, areas affected, damages, and death totals. Damage and deaths include totals while the storm was extratropical, a wave, or a low.
## See also
- Tropical cyclones in 2003
- List of Pacific hurricanes
- Pacific hurricane season
- 2003 Atlantic hurricane season
- 2003 Pacific typhoon season
- 2003 North Indian Ocean cyclone season
- South-West Indian Ocean cyclone seasons: 2002–03, 2003–04
- Australian region cyclone seasons: 2002–03, 2003–04
- South Pacific cyclone seasons: 2002–03, 2003–04 |
46,699,386 | Civil Service Rifles War Memorial | 1,084,824,719 | War memorial in Somerset House, London | [
"1924 sculptures",
"Grade II* listed buildings in the City of Westminster",
"Grade II* listed monuments and memorials",
"Military memorials in London",
"Stone sculptures in the United Kingdom",
"War memorials by Edwin Lutyens",
"Works of Edwin Lutyens in England",
"World War I memorials in England"
]
| The Civil Service Rifles War Memorial is a First World War memorial located on the riverside terrace at Somerset House in central London, England. Designed by Sir Edwin Lutyens and unveiled in 1924, the memorial commemorates the 1,240 members of the Prince of Wales' Own Civil Service Rifles regiment who were killed in the First World War. They were Territorial Force reservists, drawn largely from the British Civil Service, which at that time had many staff based at Somerset House.
Both battalions of the expanded Civil Service Rifles were disbanded shortly after the war; the regiment amalgamated with the Queen's Westminster Rifles, but former members established an Old Comrades Association to keep the regiment's traditions alive. The association began raising funds for a war memorial in 1920, and the Prince of Wales unveiled the memorial on 27 January 1924. It takes the form of a single rectangular column surmounted by a sculpture of an urn and flanked by painted stone flags, the Union Flag on one side and the regimental colour on the other. The base on which the column stands is inscribed with the regiment's battle honours, while an inscription on the column denotes that a scroll containing the names of the fallen was placed inside.
The memorial first stood in the quadrangle of Somerset House, which the Civil Service Rifles had used as a parade ground, but the civil service began to vacate Somerset House towards the end of the 20th century. As the building and its courtyard were re-purposed, the memorial was moved to the riverside terrace in the late 1990s. Members of the regiment continued to attend Remembrance Sunday ceremonies until at least the late 1980s, by which time many former members were in their nineties; the last known surviving member of the regiment attended a rededication ceremony in 2002. The memorial was designated a grade II listed building in 1987, which was upgraded to grade II\* in November 2015 when it became part of a national collection of Lutyens' war memorials.
## Background
In the aftermath of the First World War and its unprecedented casualties, thousands of war memorials were built across Britain. Amongst the most prominent designers of memorials was Sir Edwin Lutyens, described by Historic England as "the leading English architect of his generation". Lutyens established his reputation designing country houses for wealthy clients, but the war had a profound effect on him, and following it he devoted much of his time to memorialising its casualties. He became a public figure through his design for The Cenotaph on Whitehall, which became Britain's national war memorial. This, along with his work for the Imperial War Graves Commission, led to commissions for war memorials across Britain and the empire. As well as memorials for towns and cities, Lutyens was commissioned to design memorials for several private companies and regimental associations, including the Civil Service Rifles. These were among the least controversial of Lutyens' war memorials, as sites and funds tended to be readily available.
The Civil Service Rifles—properly named the "15th (County of London) Battalion, the London Regiment (the Prince of Wales' Own Civil Service Rifles)"—was a unit in the Territorial Force, a part-time reserve element of the British Army. The regiment's members were drawn from the Civil Service, the permanent administrative apparatus of the British government. Many civil servants were based at Somerset House, an important government office building, and the regiment used its quadrangle as a parade ground.
Forming part of the 4th London Brigade, in the 2nd London Division, the soldiers were at their annual camp on Salisbury Plain when Britain declared war on Germany on 4 August 1914. The battalion was mobilised the same day and sent for training in Hertfordshire, before being deployed to the Western Front in 1915. It arrived at Le Havre on 18 March and came under the command of the 140th (4th London) Brigade, part of the 47th (London) Division. It was in action at the Battle of Loos in 1915, the Battle of the Somme in 1916, and the Battle of Passchendaele in 1917, and during the Hundred Days Offensive in 1918. A second battalion was raised and served in France, then Salonika and Palestine. Both battalions were disbanded after the war, having lost 1,240 officers and men out of approximately 7,000 who served overseas with the regiment.
## Commissioning
After the war, the demobilised soldiers formed an Old Comrades Association, and discussion turned to commemorating the regiment's dead. The association formed a War Memorial Committee, chaired by Major W. H. Kirby, and established an appeal to raise £750 for the construction of a memorial. The funds were raised largely from donations from former members of the regiment, aided by the proceeds from sales of a regimental history.
The committee first commissioned the architect Herbert Baker to produce a design, which was approved by the Office of Works in June 1919. Baker proposed to site the memorial in the north end of the quadrangle at Somerset House, behind the statue of King George III. Some time after the approval, the committee replaced Baker with Sir Edwin Lutyens, who was adamant that the memorial should stand in the centre of the quadrangle. To this the Office of Works objected, concerned about the effect a memorial in such a prominent location would have on the surrounding 18th-century architecture. The office eventually relented after Lutyens examined Sir William Chambers' original plans and argued that Chambers had intended to place a central object in the quadrangle.
## Design
The memorial is in the form of a single rectangular column of Portland stone, which is decorated with classical mouldings and stands approximately 4.9 metres (16 feet) tall. At the top is a shallow cornice, on which stands a plinth supporting a sculpture of an urn at the very top. The plinth is decorated with laurel swags. The column itself stands on a square, coved base which in turn rests on a platform of two square steps. Painted stone flags hang from either side of the column—the regiment's colours on the east side (the right, when viewed from the front) and the Union Flag on the west (left). The flags were originally copper but were later replaced with carved stone. No names are listed on the memorial, but a scroll containing the names of the regiment's dead from the First World War was placed inside the column. Lutyens intended his design to be harmonious with the surrounding stone architecture of Somerset House, though the polychromy of the flags stood out. Painted stone flags are a recurring feature in Lutyens' war memorial designs; he first proposed them for the Cenotaph, where they were rejected in favour of fabric, though they feature on several of his other designs.
On the front (north) face is inscribed the dedication THIS COLUMN WAS ERECTED BY THE 15TH COUNTY OF LONDON BATTALION THE LONDON REGIMENT PRINCE OF WALES OWN CIVIL SERVICE RIFLES, while the south face reads: IN MEMORY OF THE 1240 MEMBERS WHO FELL WHILE SERVING WITH THE REGIMENT IN THE GREAT WAR THEIR NAMES ARE RECORDED ON A SCROLL PLACED WITHIN THIS COLUMN / ALSO IN MEMORY OF MEMBERS OF THE CIVIL SERVICE CADET BATTALION. The start and end dates of the war are inscribed in Roman numerals below the urn, "MCMXIV" on the north side and "MCMXIX" on the south. The regiment's battle honours are inscribed around the base: Festubert, Loos, Somme, and Flers–Courcelette on the south side; Doiran, Lys/Kemmel, Gaza, Nebi Samwil, and Jerusalem on the west; St Quentin, Albert, Ancre, Bapaume, and Selle on the north; and Transloy, Messines, Ypres, and Cambrai on the east face.
## History
The memorial was made at Nine Elms Stone Masonry Works in Battersea, south London. It was unveiled by the regiment's honorary colonel, Edward, Prince of Wales (wearing the uniform of Welsh Guards colonel) and dedicated by the Reverend E. H. Beattie, the 1st Battalion's chaplain, at a ceremony on 27 January 1924. Music was provided by the regimental band and the choir from the nearby St Clement Danes church. The Last Post and the Reveille were sounded and the crowd sung the national anthem, God Save the King. Among others present was the Suffragan Bishop of Willesden, William Perrin, as well as several senior army officers, former members of the regiment, their families, and relatives of deceased members. By the time of the ceremony, post-war reorganisations had reduced the Civil Service Rifles in size to two companies and amalgamated it with the Queen's Westminster Rifles to form the 16th Battalion, the London Regiment (Queen's Westminster and Civil Service Rifles), though veterans were determined to maintain the traditions of the old regiment. Members of the Civil Service companies of the successor regiment formed a guard of honour during the ceremony. Prior to the memorial's unveiling, HM Treasury authorised the Office of Works to take responsibility for its maintenance.
The lines in the inscription relating to the cadet battalion were added in 1926 after Major Kirby wrote to the Office of Works seeking permission. The memorial suffered damage from German bombing during the Second World War and underwent repair and restoration work in the 1950s. As former members began to die, some due to wartime injuries, a tradition emerged of a widow laying the first wreath at the annual ceremony on Remembrance Sunday (the closest Sunday to 11 November). Surviving members continued to meet at the war memorial until the late 1980s, by which time the attendees were in their nineties.
By the early 1980s, few civil servants remained at Somerset House and the government was leasing parts of the building for other uses. When the matter was raised in the House of Lords, Lord Houghton of Sowerby—a former member of the regiment—enquired as to the government's plans for the war memorial. Lord Skelmersdale replied on behalf of the government: "This regiment had a distinguished record of service during the Great War and it is entirely fitting that the memorial should be situated in the courtyard of the first purpose-built government office building. I can assure the house there has been no thought of moving it, nor will there be". Nonetheless, the memorial was moved in the late 1990s, when the courtyard was redeveloped to provide a public exhibition space. It underwent restoration work, including repainting of the flags, before being reinstalled in front of the Navy Treasurer's door on the Embankment side of Somerset House, on a terrace beside the River Thames. The Royal Green Jackets (the successor regiment resulting from further amalgamations following the Second World War and subsequent restructuring of the army) organised a rededication ceremony, which was held on 25 July 2002 and overseen by Richard Chartres, the Bishop of London. The chairman of the board of the Inland Revenue, which was based at Somerset House and whose officials were among the founding members of the Civil Service Rifles, laid a wreath. Among those present were relatives of former members, and Walter Humphrys, the last known surviving veteran of the regiment from the First World War.
The memorial was designated a grade II listed building in 1987. Listed status provides legal protection from demolition or modification; grade II is applied to about 92% of listed buildings of "special interest, warranting every effort to preserve them". It was upgraded to grade II\* (reserved for "particularly important buildings of more than special interest" and applied to about 5.5% of listings) in November 2015, when Historic England deemed Lutyens' war memorials a national collection as part of commemorations for the centenary of the First World War.
## See also
- Grade II\* listed buildings in the City of Westminster (A–Z)
- Grade II\* listed war memorials in England |
8,747,079 | Homicide: Life on the Street (season 2) | 1,139,681,049 | 1994 American television series season | [
"1994 American television seasons",
"Homicide: Life on the Street seasons"
]
| The second season of Homicide: Life on the Street, an American police procedural drama television series, originally aired in the United States between January 6 and January 27, 1994. Due to low Nielsen ratings during the first season, NBC executives decided to order only a four-episode season, after which they would evaluate the ratings and decide whether to renew the show. Homicide was moved to a new timeslot of Thursdays at 10 p.m. EST, temporarily replacing the legal drama L.A. Law. NBC requested several changes from the series, including fewer episode subplots and less camera movements and jump cuts.
The entire Homicide cast returned for the second season. The uncertainty over Homicide's future was stressful for the cast and crew and the logistics of scheduling the filming around the actors' schedules was difficult. Daniel Baldwin publicly criticized NBC Entertainment president Warren Littlefield over the matter, and it was initially reported Ned Beatty would not return at all. The second season was the last to include original cast member Jon Polito, who was reportedly dismissed because NBC officials were unhappy with his physical appearance. Polito was publicly critical of the show after his dismissal.
The second season marked the debut of Jean de Segonzac as director of photography and Chris Tergesen as music coordinator. The season premiere, "Bop Gun", was the last of the four episodes filmed, but it was the first to be broadcast due to a guest appearance by Robin Williams, which NBC hoped would lead to improved ratings. "Bop Gun" differed from other Homicide episodes because it focused entirely on one story: the murder of a tourist and its impact on her husband, played by Williams. The episodes "See No Evil" and "Black and Blue" featured a suspected police shooting, which was based on a real-life incident in David Simon's book Homicide: A Year on the Killing Streets.
In addition to Williams, several actors made guest appearances throughout the second season, including Julianna Margulies, Wilford Brimley, Isaiah Washington, Adrienne Shelly and a 13-year-old Jake Gyllenhaal. Homicide received generally positive reviews during the season, and the show received one Emmy nomination for Outstanding Guest Actor in a Drama Series for Williams. The "Bop Gun" script won a Writers Guild of America Award. Homicide was often compared to the ABC police drama series NYPD Blue, which Baldwin called "the knockoff of Homicide". While ratings improved during the second season, NBC still demanded further changes to the show before committing to a third season. The first and second seasons of Homicide were released together in a four-DVD box-set on May 27, 2003.
## Cast
### Main
- Andre Braugher as Detective Frank Pembleton
- Kyle Secor as Detective Tim Bayliss
- Melissa Leo as Detective Kay Howard
- Yaphet Kotto as Lieutenant Al Giardello
- Daniel Baldwin as Detective Beau Felton
- Clark Johnson as Detective Meldrick Lewis
- Jon Polito as Detective Steve Crosetti
- Richard Belzer as Detective John Munch
- Ned Beatty as Detective Stan Bolander
### Recurring
- Clayton LeBouef as Captain George Barnfather
- Gerald F. Gough as Colonel Burt Granger
- Julianna Margulies as Linda
- Michael S. Kennedy as Lieutenant Jimmy Tyron
- Jeff Mandon as Officer Fred Hellriegel
- Zeljko Ivanek as ASA Ed Danvers
### Guest
- Wilford Brimley as Harry "The Admiral" Prentiss
- Robin Williams as Robert Ellison
- Isaiah Washington as Lane Staley
- Adrienne Shelly as Tanya Auinn
- Jake Gyllenhaal as Matt Ellison
## Episodes
When first shown on network television, Bop Gun aired out of order as the season premiere. The DVD present the episodes in the correct chronological order, restoring all storylines and character developments.
## Development
### Renewal
Nielsen ratings for Homicide: Life on the Street had gradually declined throughout the first season, leaving the show at high risk of cancellation by the time the season concluded. NBC executives asked for several refinements—including fewer episode subplots and less camera movements and jump cuts—before approving a second season. Executive producer Tom Fontana said he was willing "to do anything to keep NBC from forgetting us", although executive producer Barry Levinson said the show would maintain its realistic visual style, claiming, "We want a camera that's almost a participant in the show." Homicide was ultimately renewed, but the producers slightly toned down the show's bleak visual style and hand-held photography motif, and focused more strongly on single stories rather than multiple subplots. Fontana said, "We were experimenting with our first nine episodes. Whenever you try something new, you tend to err on the side of breaking ground. But we'd rather have more people watching, so the colors and lighting are slightly brighter, and the camera movements are not as jarring." However, both Levinson and Fontana insisted the changes were not entirely due to network pressure, but rather were evolutionary developments for the series.
NBC ordered a four-episode second season, which would be broadcast in January 1994 as a mid-year replacement. A decision about whether to renew the show for a third season would then be made based on how those four episodes performed in the ratings. David P. Kalat, author of Homicide: Life on the Street – The Unofficial Companion, credited NBC Entertainment president Warren Littlefield with that move, although Levinson claimed NBC West Coast president Don Ohlmeyer was behind the decision. Ohlmeyer said he believed a better timeslot, less dense stories and less hand-held photography would attract more viewers and help the show succeed better: "For it to succeed long-term, there's a humanity that needs to be brought to the characters. There's more here than there was last year." Littlefield said of Homicide, "It's a show we think has tremendous potential that was not fully realized in the first nine episodes. And that's why we want to make more."
Homicide was moved from its previous timeslot of Wednesdays at 9 p.m. EST to a new time on Thursdays at 10 p.m. Levinson and the other series producers considered this an extremely positive move for the show, as Homicide suffered greatly in the ratings on Wednesdays due to competition from the highly rated ABC comedy block featuring Home Improvement and Coach. Even during the first season, Levinson often said the series was truly designed for a 10 p.m. timeslot. Homicide took the timeslot previously held by the legal drama L.A. Law, which was placed on a six-week hiatus from December 23 until early February. With some critics claiming L.A. Law had declined in quality, the hiatus led to speculation that it would be canceled and Homicide would replace it. This led to some tension during an NBC reception when L.A. Law star Corbin Bernsen approached Homicide actor Richard Belzer and shouted expletives at him, yelling, "You stole our timeslot!"
The producers of Homicide said the decision to evaluate the series after a four-episode season placed tremendous pressure on the staff of the show. Fontana said one-hour dramas need time to fully develop and allow audiences to become familiar with the characters. Fontana expressed frustration with NBC in some news interviews, claiming the networks seemed to lack the courage to either cancel or renew it: "They will run it in a 10 p.m. time period for a month and then they'll kiss us goodbye ... I'm used to this kind of treatment from NBC. I'm a little surprised they'd treat Barry Levinson the same way they'd treat me." In other interviews, however, Fontana said he saw the decision as a sign of support: "This is not just a casual action on NBC's part. It's a real statement to me that we have a possibility to return." Levinson said he believed "four shots are better than nothing", adding:
> What I learned is that it is very hard for a network to make a real commitment. A hit-and-run sensibility is prevalent ... In all fairness to NBC, this is a tougher kind of show than any other show they carry. It is different, and no one is going to endorse different in this world, no one celebrates different.
### Crew
Homicide was produced by Levinson's company Baltimore Pictures, which had partnered with Reeves Entertainment during the first season. However, Reeves Entertainment went out of business after the first season concluded, so NBC bought into the show and formally became a co-producer, which gave the network more latitude to demand creative changes. The second season marked the debut of Jean de Segonzac as director of photography. He replaced Wayne Ewing, who Levinson felt was too inexperienced and did not trust with the responsibility of managing the show's cinematography. Among Segonzac's film credits was Laws of Gravity (1992), which was directed by Nick Gomez, who directed the Homicide first-season episode "Son of a Gun".
Season premiere "Bop Gun" was directed by Stephen Gyllenhaal, a feature director then best known for such films as Waterland (1992) and A Dangerous Woman (1993). Chris Menaul directed the back-to-back episodes "See No Evil" and "Black and Blue", while the season finale, "A Many Splendored Thing", was directed by John McNaughton, who previously directed Homicide star Belzer in the film Mad Dog and Glory (1993). The second season included much of the same crew as the first: in addition to executive producers Levinson and Fontana, Jim Finnerty returned as supervising producer, Debbie Sarjeant worked as associate supervisor and screenwriter James Yoshimura became story editor starting with the second season, with Bonnie Mark as a staff writer and Chris Friel as a script supervisor. Other crew included Cindy Mollo as editor, Vincent Peranio as production designer, Susan Kessel as set decorator, Roland Berman as costume designer, Ivan Fonseca as post-production coordinator, Bruce Litkey as sound mixer and Louis DiGiaimo and Pat Moran as casting directors. Ted Zachary and Allan Chaflin worked as the executives in charge of production.
### Cast
Almost the entire original cast from season one returned for the second season, including Daniel Baldwin, Ned Beatty, Richard Belzer, Andre Braugher, Clark Johnson, Yaphet Kotto, Melissa Leo, Jon Polito and Kyle Secor. The only permanent cast member not to return was Wendy Hughes, who previously played medical examiner Carol Blythe; her absence was never explained on-screen other than a mention in the episode "A Many Splendored Thing" that Bolander and Blythe had broken up. While the rest of the cast was contractually obliged to return, many of them had offers for other films, television shows or plays, and the logistics of arranging their schedules so all of them could return for the show was difficult. In an interview, Fontana claimed the cast was contractually entitled to be paid for 13 episodes but they all agreed to take less money and come back for the shortened-season. The uncertainty over whether Homicide would be renewed or not created a great deal of stress for some cast members. Polito said of the feeling, "Where is limbo? It's in Baltimore." Baldwin in particular expressed frustration with NBC for failing to renew the show for a full season and said he feared the uncertainty could hurt his film career:
> For two years now, I've been walking around thinking, 'Why did I do this? Why did I subject myself to this nonsense?' I will never, ever do another series. Ever. Ever. Ever. Ever. There is no justice in television ... Where's the confidence? Why aren't I here talking about being picked up for 22 episodes? I want to say to Warren Littlefield: Can you read? Can you read? I've never seen this kind of critical response to a show before.
Likewise, Beatty said he enjoyed the actual filming of the episodes but hated the television business end of it, claiming, "I can't think of anything I would less rather do than television at this moment." He said the process left him "pretty much burnt" and said his enthusiasm for the show had "eroded as time goes on". It was initially reported that Beatty would not return for the second Homicide season at all because he had accepted a starring role in The Boys, a CBS comedy series also featuring Christopher Meloni. Polito said he did not believe Beatty's departure would hurt the show because of the ensemble nature of the cast: "I love Ned's work, but the show won't fall apart because of one character." Beatty ended up appearing in both shows, and The Boys was canceled after six episodes.
Although Belzer said he and the rest of the cast returned to filming with "guarded emotions", he credited his role as John Munch with giving him credibility as an actor. While he previously had to vigorously pursue roles, he was receiving unsolicited offers by the time of the second season, including a recurring role in the ABC television series Lois & Clark: The New Adventures of Superman. Polito, however, was terminated from the cast after the second season ended, reportedly because NBC officials were unhappy with his weight and physical appearance and did not believe he appealed to audiences. After his dismissal, Polito became publicly critical of the direction Homicide had recently taken, saying it changed to a "parody of itself" and claiming he had repeatedly voiced problems with the show's recent scripts to Fontana and Chris Menaul. Polito said:
> It would have killed me to come back. The show went from art to mediocrity. I'm relieved that they've freed me legally. I didn't want to go back to another six months of indecision and hurt. I'm shocked that the other actors re-signed ... The brilliance of the show under Levinson was lost this season. It's like watching the sinking of the Titanic. The problem is that the iceberg is the guys who built the ship—the producers. You can never trust producers. They would have said to van Gogh: 'Nice painting. A little lighter on the colors and we can sell it.'
Several notable actors made guest appearances throughout the second season of Homicide. Robin Williams appeared in "Bop Gun" as Robert Ellison, the husband of a slain woman tourist. Levinson previously directed Williams in the films Good Morning, Vietnam (1987) and Toys (1992). Although Williams was primarily known for his comedic work, the Homicide producers and Williams himself consciously decided to remain true to the original script, rejecting the idea of adding humor or jokes to the episode. "Bop Gun" also featured a 13-year-old Jake Gyllenhaal, son of the episode's director Stephen, in one of his earliest acting performances; he played Matt, the young son of Robert Ellison. Wilford Brimley portrayed the bed-ridden and suicidal Harry Prentice in "See No Evil", Isaiah Washington played murder suspect Lane Staily in "Black and Blue", and Adrienne Shelly portrayed S&M fashion store owner Tanya Quinn in "A Many Splendored Thing". Julianna Margulies appeared in the last two episodes of the season as Linda, a waitress who starts dating Bolander. Fontana was so impressed with Margulies that he offered her a recurring role on Homicide, but she turned it down in favor of the medical drama series ER.
## Production
### Writing
By the time the first season ended, four additional scripts for the second season had already been written, but before approving the second season, NBC asked for refinements both in the visual style and in the scripts. From a screenwriting perspective, NBC asked that the scripts place more emphasis on single storylines, rather than multiple subplots; during the first season, some episodes included as many as four separate storylines. The season premiere, "Bop Gun", was the first Homicide episode to revolve entirely around a single plot: the murder of a tourist and its aftermath. Fontana said by focusing on one story, he believed it allows the show to tell that story better, adding, "In some places, there wasn't enough time for the story. The "Bop Gun" script also differed from previous Homicide episodes by focusing more strongly on a murder victim, rather than on the detectives. The other three episodes of the season continued to focus on multiple stories, but switched from four different subplots to three.
"Bop Gun" was written by David Mills and David Simon, the latter of whom wrote the 1991 non-fiction book Homicide: A Year on the Killing Streets, from which the television series was adapted. It was the first television script written by Mills, who previously worked as a reporter and became friends with Simon while studying journalism at the University of Maryland, College Park. Writing the script inspired Mills to quit journalism and start writing for television full-time. Simon felt the script's dialogue was faithful to reality, especially the detectives' use of dark humor as a coping mechanism for dealing with the horrors of the homicide unit. This was particularly embodied by a scene in which the murdered tourist's husband becomes angry after overhearing detectives talk about how much overtime they would get from the case, which Simon claimed was a conversation real-life detectives would really have.
"See No Evil" was written by series creator Paul Attanasio, who had not penned a Homicide script since the series premiere "Gone for Goode". Attanasio deliberately wrote the "See No Evil" script so that it would be morally questionable whether the police handling of both main subplots—the assisted suicide and the suspected police shooting—were done in an ethically correct way. "Black and Blue" was written by James Yoshimura, who continued working on Homicide throughout the entire life of the show, but considered that episode his favorite script. A story arc in "See No Evil" and "Black and Blue" featured Pembleton investigating a suspected police-related shooting. This was based on a real-life 1988 shooting and subsequent investigation by Baltimore Police Department Detective Donald Worden featured in David Simon's book Homicide: A Year on the Killing Streets. Several members of the Baltimore Police Department publicly criticized Homicide for its negative portrayal of the police in the storyline, and 22 detectives wrote a formal letter of protest to Levinson over the matter.
"A Many Splendored Thing" was written by Noel Behn, who became consulting producer with the series. That episode featured a subplot about a man who killed another man over a pen, which was inspired by a real-life murder in Anne Arundel County, Maryland, in which a 23-year-old man shot another man 10 times in a doughnut shop when the victim refused to sell the shooter his pen. Since NBC had not decided on whether to renew Homicide until after the four episodes aired, the screenwriters did not start working on any scripts for the third season until after the second season concluded. As a result, once NBC was committed to renewal, the scripts had to be written later and the Homicide producers were not able to turn around new shows until the fall. Additionally, Fontana was working on other projects, including Philly Heat, an ABC miniseries about members of the Philadelphia Fire Department. Some media outlets criticized NBC for not commissioning Fontana and Levinson to write back-up scripts, which prevented Homicide from starting earlier once the show was renewed. Alan Pergament of The Buffalo News wrote, "Understandably, Fontana didn't sit by idly and wait for NBC to make its decision on Homicide."
### Filming
The four second-season episodes were filmed during the summer of 1993. The last of them, "Bop Gun", was filmed in late September 1993, with Fontana just having returned from accepting an Emmy Award for Outstanding Writing for a Drama Series for the script of first-season episode "Three Men and Adena". Like the first season, they were filmed on location in Baltimore. Levinson was not present for the filming and development of the episodes because he was in Los Angeles shooting Jimmy Hollywood (1994), a comedy film starring Joe Pesci and Christian Slater. Fontana said Levinson remained involved in the development of scripts and the production of the shows.
Among the visual changes during Homicide's second season were brighter colors. While colorist Drexel Williams previously drained footage of color value to create a gritty style, cinematographer Jean de Segonzac directed Williams to make the colors less muted and more lively. Segonzac also sought a more restrained visual style, as he believed the previous cinematographer Wayne Ewing tended to "get a little too wild, and someone could complain they got a little dizzy". Levinson praised what he described as a subtler and more effective style under Segonzac. "Bop Gun" was originally meant to serve as the second-season finale, but NBC decided to make it the season premiere with the hopes of getting increased ratings from Williams' guest appearance. The scenes with Williams were filmed over three days; Fontana said of the shooting, "[Williams] worked like a dog. It was quite a special event for all of us. It's very intense."
### Music
Chris Tergesen became music coordinator during the second season, and more music is featured than in the previous episodes as a result. The first scene of "Bop Gun", for example, featured the song "Killer" by Seal and Adamski over a brief montage of images just before a murder took place. In that same episode, the Buddy Guy blues song "Feels Like Rain" plays just after Howard speaks with a suspect in jail. Other songs were integrated into the show itself: one suspect listens to the Public Enemy song "Gett off My Back" on headphones just before he was arrested. Various songs are featured in other second-season episodes, including the Gerry Goffin and Carole King song "Up on the Roof" in "Black and Blue", and the Soul Asylum song "Whoa" and Donna Summer song "Bad Girls" in "A Many Splendored Thing". "Black and Blue" ended with Bolander and Linda, on cello and violin respectively, performing a movement of "Passacaglia", a classical music piece composed by George Frideric Handel. Cellist Zuill Bailey served as a body double for Beatty in the scenes with Bolander playing cello.
## Reception
### Reviews
The second season received generally positive reviews. "Bop Gun" was particularly acclaimed; it was named one of the ten best episodes of the series by The Baltimore Sun, and the Star Tribune called Williams' performance one of the ten best guest star moments in television history. The performance of Andre Braugher was also particularly praised, especially for his scene in "Black and Blue", in which Pembleton persuades a suspect to confess to a murder he did not commit. Gail Pennington of the St. Louis Post-Dispatch said the second season was an improvement over the first, which she said was excellent but "tended to demand an awful lot from viewers". Pennington said the toned down visual style and stronger emphasis on single stories better focused the show, adding: "Homicide is great TV, and NBC believes in it enough to give it what may be the network's best time slot." Bob Langford of The News & Observer called Homicide "absolutely brilliant" and praised it for focusing not on the crimes but on the effects of it, as well as the realistic themes regarding race, such as concerns in "Bop Gun" that the murder would deter white tourists from visiting Baltimore. Langford said it was occasionally preachy, but said, "Sometimes, a good sermon is what we need. Amazing that one this powerful can come from a TV show."
Rick Kogan, television critic with the Chicago Tribune, called the show "wholly original" and an example of how good television entertainment can be. He praised the ensemble cast and interesting characters, and said the show would be renewed "if there's any justice in TV". Ray Richmond of the Los Angeles Daily News praised NBC for giving Homicide a second chance, comparing it to the days when NBC stuck with the comedy series Cheers even though it ranked last in the ratings during its first season. Richmond said of Homicide: "This is also one of the final opportunities to see a television network stick with a struggling show for no better reason than it deserves to be stuck with. In the bottom line-driven 1990s, that's become as rare as quality itself. " Steven Cole Smith with the Fort Worth Star-Telegram said of the evaluation period during Homicide's second season: "If you don't watch it, you may lose your right to complain that there's never anything good on TV." He called it "a gritty, atmospheric police series" and complimented it for showing not only gratuitous violence but the consequences of it.
Robert Bianco of the Pittsburgh Post-Gazette praised the show and said the decision to focus on fewer subplots might help. Bianco said, "Let's hope the changes work, because Homicide is too good to lose, and its vision of civilization is too troubling to shunt aside." The Washington Post television reviewer Tom Shales called Homicide "achingly, even painfully, brilliant. The best cop show I have ever seen." David Zurawik of The Baltimore Sun called it the best police drama ever made for television besides Hill Street Blues. Baltimore Sun reporter David Bianculli praised the show's writers for being willing to place their characters in ethically questionable positions, adding: "Please watch this series; it's so good, I don't mind pleading." Tom Jicha of South Florida Sun-Sentinel called it "an hour about as fine as there is on the tube" with great writing and camera-work. Jicha said, "It would be a senseless act of violence against superb TV for those who claim to appreciate fine drama to kill this show by turning the dial." Hal Boedeker, television critic with The Miami Herald, strongly praised the series, particularly "Bop Gun", which he called "the highest order for network TV". Boedeker called the writing, direction and acting "first-rate" and declared Homicide the better choice over NYPD Blue because it did not resort to gimmicks like the nudity featured in the latter show.
### NYPD Blue
The second season of Homicide drew several comparisons to NYPD Blue, an ABC police drama series that had debuted in September 1993. It received a large amount of publicity and better ratings than Homicide, which some reviewers attributed to the violence and nudity featured in the show. Like Homicide, NYPD Blue featured an ensemble cast and intertwined subplots, and commentators suggested its success may have encouraged NBC to support Homicide. Levinson said he was not deterred by comparisons to NYPD Blue because Homicide debuted before that series. In a news article, Fontana quoted a friend who described NYPD Blue as "the television version of Homicide". Baldwin was even more critical of the show, and said in an interview: "The ultimate compliment that can ever be paid [is] to be mimicked by someone else. So, thank you, NYPD Blue, because it's the knockoff of Homicide." NYPD Blue co-creator Steven Bochco took exception to that characterization, saying he believed his reputation and experience in television proved he was capable of conceiving his own material. Bochco said: I don't think it's a knock-off. It was conceived as its own show. I wish Homicide the best – and they should be so lucky as to do as well as we're doing right now."
Pete Schulberg of The Oregonian wrote, "Forget all the commotion about NYPD Blue. Homicide delivers without the lewd language and skin shots. It depicts violence in a most compelling way: You don't see it. You just feel it." Bob Wisehart of The Sacramento Bee said, "The bottom line is that while NYPD Blue is a fine show—it was on my 10-best list for 1993–Homicide is better. There's been nothing like it since the heyday of Hill Street Blues." Elaine Liner, television critic with the Corpus Christi Caller-Times, who called Homicide "as rewarding an hour of serious, quality television as you could ask for", praised it for highlighting quality writing rather than gimmicks like the nudity from NYPD Blue, and praised it for fleshing out not only the detectives and victims, but the suspects too, like in "Bop Gun". Ed Siegel of The Boston Globe wrote, "If [the nudity] is what it took to get you to watch NYPD Blue and you decided to stay because it was grittier, better written, directed and acted than any other drama on TV, be advised that Homicide is so far superior to NYPD Blue in all those categories that if you're not [watching it], you're missing the best hour of episodic television since Hill Street Blues and St. Elsewhere left the air."
### Ratings
NBC heavily advertised the second season, especially the guest appearance by Williams in the season premiere, "Bop Gun". Levinson, Baldwin, Belzer and Fontana all participated in multiple media interviews about the show. "Bop Gun" was seen by 16.3 million viewers, a higher-than-usual Homicide: Life on the Street rating in large part to interest in Williams' appearance. It received a 17.3 Nielsen rating and a 28 share, the highest rating for a 10 p.m. drama series since January 1992. The rating placed Homicide among the top ten network television Nielsen ratings for the week, and outperformed the ratings of L.A. Law, which normally filled the 10 p.m. Thursday timeslot. Warren Littlefield said the ratings "far exceeded expectations", and said he expected the series to return for a third season if the viewership remained strong. Littlefield said of the Homicide ratings:
> These are outstanding numbers for a dramatic television series. If we can keep a reasonable level of audience, we believe in the work, we believe in the creative team we think we have, perhaps the most outstanding ensemble cast in all of television. We just would like to see continued signs of life.
The other three episodes of the season did not match the viewership of "Bop Gun", but they were nevertheless considered strong ratings for the show, better than past Homicide episodes and the average rating for L.A. Law. Homicide's improved ratings in the Thursday night timeslot fueled speculation that L.A. Law might be canceled and Homicide would take its place. Warren Littlefield denied such claims, believing the success of one series did not necessarily have to mean the cancellation of the other. Despite Homicide's improvement in the ratings, NBC did not immediately commit to a third season until the producers agreed to even more changes, including more prominent guest stars, more women in the cast and more life-affirming storylines. Outgoing cast member Polito publicly decried these changes, claiming the show was going to change from a drama into a "soap opera".
To cut down on costs, the network also pressured Levinson to relocate filming to California rather than Baltimore, which would reduce costs for travel, lodging and meals. Maryland Governor William Donald Schaefer sent a telegram to Levinson encouraging him to remain in the city: "I wanted you to know that we are proud of having this exceptional series shot in your native state and stand ready to help toward a positive decision for additional production of the series." Levinson and Fontana considered leaving Baltimore not only for the cost savings, but also because of the letters of outrage by the city's detectives over "See No Evil," as well as a report in the Associated Press that the show was giving Baltimore a bad image by drawing attention to its murder rate. Ultimately, however, Levinson decided to remain in Baltimore. On February 15, 1994, the day the options of the cast contracts expired, NBC decided at midnight to sign for a third season, but ordered only 13 episodes instead of a full 22-episode season, opting to wait and see how the ratings performed before committing to the final nine.
### Awards
Robin Williams received an Emmy Award nomination for Guest Actor in a Drama Series for his role in "Bop Gun". It was the only Emmy nomination Homicide: Life on the Street received in the 46th Primetime Emmy Awards; the series received four nominations the previous year. Williams lost the Emmy to Richard Kiley for his performance in the CBS drama series Picket Fences. "Bop Gun" won a Writers Guild of America Award for Best Screenplay of an Episodic Drama. It defeated competing episodes of Northern Exposure and NYPD Blue, as well as another second season Homicide episode, "A Many Splendored Thing".
## DVD release
The first and second seasons of Homicide were released together in a four-DVD box-set "Homicide: Life on the Street: The Complete Seasons 1 & 2", which was released by A&E Home Video on May 27, 2003 for \$69.95. The set included an audio commentary by Levinson and Fontana for the first-season premiere, "Gone for Goode", as well as a collection of the commercials that advertised the episode during the Super Bowl. |
42,993 | Back to the Future | 1,173,817,397 | 1985 film by Robert Zemeckis | [
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| Back to the Future is a 1985 American science fiction film directed by Robert Zemeckis and written by Zemeckis, and Bob Gale. It stars Michael J. Fox, Christopher Lloyd, Lea Thompson, Crispin Glover, and Thomas F. Wilson. Set in 1985, it follows Marty McFly (Fox), a teenager accidentally sent back to 1955 in a time-traveling DeLorean automobile built by his eccentric scientist friend Emmett "Doc" Brown (Lloyd), where he inadvertently prevents his future parents from falling in love – threatening his own existence – and is forced to reconcile them and somehow get back to the future.
Gale and Zemeckis conceived the idea for Back to the Future in 1980. They were desperate for a successful film after numerous collaborative failures, but the project was rejected more than forty times by various studios because it was not considered raunchy enough to compete with the successful comedies of the era. A development deal was secured with Universal Pictures following Zemeckis's success directing Romancing the Stone (1984). Fox was the first choice to portray Marty but was unavailable; Eric Stoltz was cast instead. Shortly after principal photography began in November 1984, Zemeckis determined Stoltz was not right for the part and made the concessions necessary to hire Fox, including re-filming scenes already shot with Stoltz and adding \$4million to the budget. Back to the Future was filmed in and around California and on sets at Universal Studios, and concluded the following April.
After highly successful test screenings, the release date was brought forward to July3, 1985, giving the film more time in theaters during the busiest period of the theatrical year. The change resulted in a rushed post-production schedule and some incomplete special effects. Back to the Future was a critical and commercial success, earning \$381.1million to become the highest-grossing film of 1985 worldwide. Critics praised the story, humorous elements, and the cast, particularly Fox, Lloyd, Thompson, and Glover. It received multiple award nominations and won an Academy Award, three Saturn Awards, and a Hugo Award. Its theme song, "The Power of Love" by Huey Lewis and the News, was also a success.
Back to the Future has since grown in esteem and is now considered by critics and audiences to be one of the greatest science-fiction films and among the best films ever made. In 2007, the United States Library of Congress selected it for preservation in the National Film Registry. The film was followed by two sequels, Back to the Future Part II (1989) and Back to the Future Part III (1990). Spurred by the film's dedicated fan following and effect on popular culture, Universal Studios launched a multimedia franchise, which now includes video games, theme park rides, an animated television series, and a stage musical. Its enduring popularity has prompted numerous books about its production, documentaries, and commercials.
## Plot
In 1985, teenager Marty McFly lives in Hill Valley, California, with his depressed alcoholic mother, Lorraine; his older siblings, who are professional and social failures; and his meek father, George, who is bullied by his supervisor, Biff Tannen. After Marty's band fails a music audition, he confides in his girlfriend, Jennifer Parker, that he fears becoming like his parents despite his ambitions.
That night, Marty meets his eccentric scientist friend, Emmett "Doc" Brown, in the Twin Pines mall parking lot. Doc unveils a time machine built from a modified DeLorean, powered by plutonium he swindled from Libyan terrorists. After Doc inputs a destination time of November 5, 1955 (the day he first conceived his time travel invention), the terrorists arrive unexpectedly and gun him down. Marty flees in the DeLorean, inadvertently activating time travel when he reaches 88 miles per hour (142 kilometers per hour).
Arriving in 1955, Marty discovers he has no plutonium to return. While exploring a burgeoning Hill Valley, Marty encounters his teenage father and discovers Biff was bullying George even then. George falls into the path of an oncoming car while spying on the teenage Lorraine changing clothes, and Marty is knocked unconscious while saving him. He wakes to find himself tended to by Lorraine, who becomes infatuated with him. Marty tracks down and convinces a younger Doc that he is from the future, but Doc explains the only source available in 1955 capable of generating the power required for time travel is a lightning bolt. Marty shows Doc a flyer from the future that documents an upcoming lightning strike at the town's courthouse. As Marty's siblings begin to fade from a photo he is carrying with him, Doc realizes Marty's actions are altering the future and jeopardizing his existence; Lorraine was supposed to tend to George instead of Marty after the car accident. Early attempts to get his parents acquainted fail, and Lorraine's infatuation with Marty deepens.
Lorraine asks Marty to the school dance, and he plots to feign inappropriate advances on her, allowing George to intervene and rescue her, but the plan goes awry when Biff's gang locks Marty in the trunk of the performing band's car, while Biff forces himself onto Lorraine. George arrives expecting to find Marty but is assaulted by Biff. After Biff hurts Lorraine, an enraged George knocks him unconscious and escorts the grateful Lorraine to the dance. The band frees Marty from their car, but the lead guitarist injures his hand in the process, so Marty takes his place, performing while George and Lorraine share their first kiss. With his future no longer in jeopardy, Marty heads to the courthouse to meet Doc.
Doc discovers a letter from Marty warning him about his future and rips it, worried about the consequences. To save Doc, Marty recalibrates the DeLorean to return ten minutes before he left the future. The lightning strikes, sending Marty back to 1985, but the DeLorean breaks down, forcing Marty to run back to the mall. He arrives as Doc is being shot. While Marty grieves at his side, Doc sits up, revealing he pieced Marty's note back together and wore a bulletproof vest. He takes Marty home and departs to 2015 in the DeLorean. Marty wakes the next morning to discover his father is now a confident and successful science fiction author, his mother is fit and happy, his siblings are successful, and Biff is a servile valet in George's employ. As Marty reunites with Jennifer, Doc suddenly reappears in the DeLorean, insisting they return with him to the future to save their children from terrible fates.
## Cast
- Michael J. Fox as Marty McFly, a high school student and aspiring musician
- Christopher Lloyd as Emmett "Doc" Brown, an eccentric scientist experimenting with time travel
- Lea Thompson as Lorraine Baines McFly, a 1955 teenager who grows into Marty's unhappy, alcoholic mother
- Crispin Glover as George McFly, a nerdy 1955 high schooler who grows into Marty's cowardly, submissive father
- Thomas F. Wilson as Biff Tannen, a 1955 high school bully turned George's 1985 boss
The 1985 portion of the film features a cast including Claudia Wells as Marty's girlfriend Jennifer Parker, and Marc McClure and Wendie Jo Sperber as Marty's siblings Dave McFly and Linda McFly. Elsa Raven plays the Clocktower Lady. Singer Huey Lewis has a cameo role as a judge for the Battle of the Bands contest. RichardL. Duran and Jeff O'Haco portray the Libyan terrorists.
Cast appearing in the 1955 portion includes George DiCenzo and Frances Lee McCain as Lorraine's parents, Sam and Stella Baines, and Jason Hervey as Lorraine's younger brother Milton. Biff's gang includes Jeffrey Jay Cohen as Skinhead, Casey Siemaszko as 3-D, and Billy Zane as Match. Norman Alden plays cafe owner Lou, and Donald Fullilove appears as his employee (and future mayor) Goldie Wilson. Harry Waters Jr. portrays Chuck Berry's cousin Marvin Berry; Will Hare appears as PaPeabody; and Courtney Gains portrays Dixon, the youth who interrupts George's and Lorraine's dance. James Tolkan portrays Hill Valley high school principal Strickland in both 1955 and 1985.
## Production
### Conception and writing
Long-time collaborators Bob Gale and Robert Zemeckis conceived Back to the Future in 1980. They wanted to develop a film about time travel but struggled to create a satisfying narrative, and were desperate for a successful project after the critical or commercial failures of their recent efforts in collaboration with Zemeckis's mentor, Steven Spielberg.
Following the release of their comedy Used Cars (1980), Gale visited his parents and came across his father's high school yearbook. He wondered if he and his father would have been friends had they attended school together. He did not think so, but realized he could test his theory if he could travel back to a time when he and his parents were a similar age. He shared the idea with Zemeckis, who recalled his mother's childhood stories were often contradictory.
Gale and Zemeckis began a draft in late 1980. They sketched and acted out each scene to help develop the dialogue and actions. They believed many time-travel films focused on the past being immutable and wanted to show the past being altered and the effect those changes would have on the future. In the draft, video pirate Professor Brown builds a time machine that sends his young friend Marty back to the 1950s where he interrupts his parents' first meeting. In September 1980, Gale and Zemeckis pitched their idea to Columbia Pictures president Frank Price, who had liked Used Cars and was keen to work with the pair. Gale recalled having to rein in Zemeckis's enthusiastic pitch before Price had time to change his mind. Gale and Zemeckis completed the first draft for Price on February21, 1981, but Price believed it needed significant refinement.
Some early concepts were abandoned. Originally, Marty's actions in 1955 had a more significant impact on the future, making 1985 more futuristic and advanced, but every person who read the script took issue with the idea. Marty's father also became a boxer, a result of his knockout punch on Biff. The time machine was a stationary object moved around on the back of a truck. Inspired by the documentary The Atomic Cafe, the drained time machine was written to be powered by Marty driving it into a nuclear explosion, combined with an additional ingredient: Coca-Cola. Gale and Zemeckis took inspiration from tales of legendary scientists, opting to make the time machine's creator an individual instead of a faceless corporation or government. The pair wanted the inciting time-travel incident to be an accident so that it would not appear that the hero was seeking personal gain.
Gale and Zemeckis drew humor from the cultural contrasts between 1955 and 1985, such as Marty entering a 1955 soda shop in 1985 clothing; the shop owner asks Marty if he is a sailor because his down vest resembles a life preserver. They also identified conveniences of 1985 that Marty had taken for granted, but would be denied in 1955. Gale and Zemeckis struggled with the writing, as they were in their 30s and did not particularly identify with either era. They were inspired by the All-American aesthetic of films by Frank Capra featuring white picket fences and exaggerated characters similar to Biff, The Twilight Zone, science-fiction films, and books by Robert Silverberg and Robert Heinlein. The romantic relationship between 1955 Lorraine and her future son was one of the more difficult writing challenges. Gale and Zemeckis attempted to take the concept as far as possible to keep the audience on edge. They believed it had to be Lorraine who stopped the relationship; she remarks that kissing Marty feels like kissing her brother. Gale jokingly said no one asked how she could make that comparison, but that audiences would accept it because they did not want the relationship to happen. The second draft was completed by April7, 1981.
### Development
Price opted not to green-light the second draft; although he liked it, he did not believe it would appeal to anyone else. The most successful comedies at the time, such as Animal House (1978), Porky's (1981), and Fast Times at Ridgemont High (1982), featured sexual and bawdy elements; Back to the Future was considered too tame in comparison. The project went into turnaround (a process allowing other studios to purchase the idea). The script was rejected some forty times, sometimes multiple times by the same studios. Reasons given included the concept being unappealing to contemporary rebellious youth and the failures of other time travel films, such as The Final Countdown (1980) and Time Bandits (1981). Walt Disney Productions turned it down because they considered Marty's fighting off his future mother's advances too risqué for their brand. The only supporter of the project was Spielberg, but with their previous collaborations considered relative failures, Gale and Zemeckis feared another misstep would suggest they could get work only through being friends with Spielberg.
Zemeckis accepted the next project offered to him, Romancing the Stone (1984). Against expectations, the film was a significant success and gave Zemeckis enough credibility to return to Back to the Future. Zemeckis held a grudge against the studios that had rejected the project and turned to Spielberg, who had set up his own production company, Amblin Entertainment, at Universal Studios, where Price now worked. Spielberg disliked Price because he had rejected E.T. the Extra-Terrestrial (1982) and demanded his involvement in Back to the Future be minimal. Sidney Sheinberg installed himself as chief executive to oversee the studio's investment in the project. Amblin executives Kathleen Kennedy and Frank Marshall joined Spielberg as the film's executive producers.
However, rights to Back to the Future remained with Columbia Pictures. Price's successor at Columbia Pictures, Guy McElwaine, was developing a satire of the Universal-owned noir film Double Indemnity (1944) called Big Trouble (1986). Its similarities to Double Indemnity meant the studio would violate Universal Pictures' copyright. With production imminent, McElwaine asked for the rights from Price; in exchange, Price obtained the rights to Back to the Future.
Sheinberg suggested modifications to the film, including changing the title to Space Man from Pluto, believing Back to the Future would not resonate with audiences. Gale and Zemeckis did not know how to reject Sheinberg's suggestions without risking his ire. Spielberg intervened, sending Sheinberg a memo reading: "Hi Sid, thanks for your most humorous memo, we all got a big laugh out of it, keep 'em coming." Spielberg knew Sheinberg would be too embarrassed to admit his memo was to be taken seriously. Sheinberg later claimed the story was "bullshit". Sheinberg also wanted to change the name of Marty's mother from Meg to Lorraine (a tribute to his wife Lorraine Gary), and rename Professor Brown to Doc Brown because he considered it more accessible. The third draft was completed by July 1984. The lengthy development allowed Gale and Zemeckis to refine the script's jokes, especially ones that had become dated since 1980. The joke about former actor Ronald Reagan becoming President of the United States remained following his re-election in 1984.
### Casting
Michael J. Fox was the first choice to portray Marty McFly. Gale and Zemeckis believed his acting timing in the sitcom Family Ties (1982–1989) as the sophisticated Alex Keaton could be translated to Marty's clumsiness. Spielberg asked the show's producer Gary David Goldberg to have Fox read the script. Concerned Fox's absence would damage Family Ties' success, especially with fellow star Meredith Baxter on maternity leave, Goldberg did not give Fox the script. Other young stars were considered, including: John Cusack, C. Thomas Howell, Johnny Depp, Ralph Macchio, Charlie Sheen, Jon Cryer, Ben Stiller, Peter DeLuise, Billy Zane, George Newbern, Robert Downey Jr., Christopher Collet, Matthew Modine, and Corey Hart (who declined to audition). Howell was the frontrunner, but Sheinberg preferred Eric Stoltz, who had impressed with his portrayal of Rocky Dennis in an early screening of the drama film Mask (1985). With the filming date approaching, Zemeckis opted for Stoltz. Sheinberg promised that if Stoltz did not work out they could reshoot the film. The character's name was derived from Used Cars production assistant Marty Casella. Zemeckis suggested McFly because it sounded "All-American".
Among others, Jeff Goldblum, John Lithgow, Dudley Moore, Ron Silver, Robin Williams, John Cleese, Mandy Patinkin, Gene Hackman, and James Woods were considered for the role of Doc Brown. Producer Neil Canton suggested Lithgow, having worked with him and Christopher Lloyd on Buckaroo Banzai (1984). Lithgow was unavailable, and the role was offered to Lloyd. He was reluctant to join the production until a friend encouraged him to take the part. Albert Einstein and conductor Leopold Stokowski inspired Lloyd's wild, white hair. Lloyd affected a hunched posture to lower his 6 feet 1 inch (1.85 meters) height closer to the 5 feet 5 inches (1.65 m) tall Fox.
The filmmakers became aware of Lea Thompson while researching Stoltz in the comedy-drama The Wild Life (1984). Crispin Glover used many of his mannerisms in portraying George McFly. Gale described his performance as "nuts", and Zemeckis was reportedly unhappy with Glover's performance choices, instructing him to be more restrained as the older George. Glover lost his voice during filming and later dubbed in some lines. Deluise, Zane, Tim Robbins, and J.J. Cohen were considered to play Biff Tannen. Cohen was not considered intimidating enough against Stoltz, and the role went to ThomasF. Wilson; his first feature starring role. Zane and Cohen were cast as Biff's minions Match and Skinhead instead. Tannen's name was taken from Universal Studios executive Ned Tanen, who had been unpleasant with Gale and Zemeckis.
Melora Hardin was cast as Jennifer Parker on a two-film contract. After Stoltz's replacement, the crew were polled about Hardin being taller than Fox; the female crew overwhelmingly voted Marty should not be shorter than his girlfriend. Hardin was replaced by Claudia Wells, who had previously declined the role because of her commitment to the short-lived television series Off the Rack (1984). Actresses Kyra Sedgwick and Jill Schoelen were also considered; Schoelen was told she looked too "exotic" and not sufficiently All-American. Doc Brown's pet, a dog named Einstein, was originally scripted as a chimpanzee named Shemp. Sheinberg insisted films featuring chimps never did well. James Tolkan was the first choice for Principal Strickland after Zemeckis saw him in the crime drama Prince of the City (1981). Singer and soundtrack contributor Huey Lewis cameos as a Battle of the Bands judge. Lewis agreed to appear as long as he was uncredited and could wear a disguise. Gale cameos as the hand in the radiation suit tapping the DeLorean time display.
### Filming with Stoltz
Principal photography began November26, 1984, on a 14-week schedule set to conclude on February28, 1985, with an estimated \$14million budget. Filming took place mainly at the Universal Studios lot and on location in California. Dean Cundey served as the cinematographer; he and Zemeckis had collaborated on Romancing the Stone. Editor Arthur Schmidt was hired after Zemeckis saw his work on Firstborn (1984); Schmidt recommended hiring Harry Keramidas as co-editor. Frank Marshall also served as a second unit director.
Owing to the tight schedule, editing occurred concurrently with filming. On December30, 1984, Zemeckis reviewed the existing scenes with Schmidt and Keramidas. Zemeckis was reluctant to review the footage because he would be self-critical, but he believed Stoltz's acting was not working and had already listed several scenes he wanted to reshoot. Zemeckis called in Gale and the producers to show them the footage; they agreed Stoltz was not right for the part. Stoltz was performing the role with an intense and serious tone, not the "screwball" energy they desired. Gale characterized Stoltz as a good actor in the wrong role.
Stoltz utilized method acting and stayed in character as Marty when not filming, refusing to answer to his own name. This resulted in feuding with some of the cast and crew, including Wilson. Stoltz put his full strength into pushing Wilson rather than imitating doing so, despite Wilson's protests. Spielberg said Zemeckis needed a replacement in place before firing Stoltz, or he risked the production being canceled. Zemeckis and the producers asked Sheinberg for permission to do whatever was necessary to accommodate Fox's participation; Spielberg made another call to Goldberg. On January3, 1985, Goldberg told Fox about withholding the Back to the Future script from him, and the filmmakers wanted to know if he was interested. Baxter had returned to the show, and they could be more flexible with Fox as long as Family Ties took priority. Fox agreed to join without reading the script. The transition could not take place immediately and filming continued with Stoltz in the lead role, unaware he was to be replaced.
On January 10, 1985, Zemeckis informed Stoltz that he was being fired. Zemeckis described it as "the hardest meeting I've ever had in my life and it was all my fault. I broke [Stoltz's] heart." Stoltz was reported to have told his make-up artist he was not a comedian and did not understand why he was cast. The producers informed the principal cast and the rest of the crew much of the film would be re-shot. Cundey said most of the crew saw Stoltz's removal as "good news". Crew members later said there were obvious signs Stoltz would be replaced; the set designers were told to not change the 1955 set, and a scene involving a discussion between Marty and Doc was filmed showing only Doc. Stoltz had shot numerous key scenes including Marty traveling to 1955 in the DeLorean, its breaking down as he prepares to return to 1985, and his final scene was Marty's return to 1985. Filming fell behind schedule, with 34days of filming lost and an additional cost of \$3.5–\$4.0million, including Stoltz receiving his salary in full. Universal Pictures' marketing team was tasked with mitigating the negative publicity from a project replacing its main star.
### Filming with Fox
Fox's first day on set was January15, 1985. He filmed Family Ties during the day before traveling to the Back to the Future filming location. Often, he would not return home until early the following morning, and on weekends, the schedule was pushed back further as Family Ties was filmed in front of a live audience. The teamsters dropping Fox at home regularly had to carry the actor to bed. This continued until April, when Family Ties finished filming. Gale said Fox's youth meant he could cope with less sleep than usual; Fox described it as exhausting, but worth the effort. Further into the filming schedule, Fox was energetic during his scenes but struggled to stay awake off set. He ad-libbed some lines when he forgot the intended dialog, and recalled looking for a camcorder on the Family Ties set, before realizing it was a prop on Back to the Future. He also had to learn to mimic playing the guitar and choreographed skateboarding routines taught by Per Welinder and Bob Schmelzer.
To compensate for his conflicting schedules and reduce production costs, some scenes involving Marty were shot without Fox, who filmed his part separately. Re-shooting scenes allowed the filmmakers to identify problems and implement new ideas. To avoid building an additional classroom set, the opening pan across the array of clocks in Doc Brown's laboratory replaced an opening scene where Marty sets off a fire alarm to get out of detention. The height differences between Stoltz and Fox necessitated other changes, such as a scene of Fox teaching George how to punch because Fox could not reach the necessary prop. According to Gale, once Fox replaced Stoltz, the atmosphere on set improved. Thompson anecdotally said while Stoltz ate lunch alone in his trailer, Fox ate lunch with the cast and crew.
The production used many locations in and around Los Angeles. The clock tower is a structure on the Universal Studios Lot in Universal City, California. When filmed from below, Lloyd was positioned on a recreation of the clock tower, but when filmed from above, Lloyd stood atop the tower itself. Production designer Lawrence G. Paull insisted on using the Universal backlot sets because of the difficulties and costs involved in making an on-location area look 1955-appropriate. Whittier High School in the city of Whittier is the Hill Valley high school. Marty's home and the surrounding Lyon estates are in Arleta, Los Angeles. Several of the residential locations were filmed in Pasadena: Lorraine's and George's 1955 homes, and Doc Brown's 1955 home. (Its exterior is the Gamble House; interiors were shot at the historic Blacker House.) Puente Hills Mall in Rowland Heights serves as the Twin Pines mall, which later becomes the Lone Pine mall after Marty knocks over one of the trees at Twin Pines ranch in 1955, which was filmed at the Walt Disney Studios-owned Golden Oak Ranch in Newhall, Santa Clarita, California. Other locations include the basement of the Hollywood United Methodist Church where the school dance was filmed, and Griffith Park, where Marty begins his drive to the courthouse to return to 1985, passing by a lamp post outside the Greek Theatre.
Filming concluded after 107 days on April26, 1985. The final day of filming included pick-up shots of Marty and Einstein the dog in the DeLorean.
### Post-production
Arthur F. Repola served as the post-production supervisor, but he became responsible for many aspects outside his role, including budgets, storyboarding, and general problem-solving. Those roles belonged to Kennedy and Marshall, but both were occupied on other films. Schmidt found editing the film difficult because he had to imagine where the special effects would later be added; there was no time or budget to re-edit afterward.
A rough version of the movie was cut together for a test screening at the Century 22 theater in San Jose, California, in mid-May 1985, just three weeks after filming concluded. The audience was seemingly uninterested at the exposition-heavy opening but became engaged after the DeLorean appeared. At a test screening in Long Beach, California, 94% of the audience responded they would recommend the film; 99% rated it very good or excellent. Gale said there was some concern when Doc's dog Einstein was sent through time, as the audience believed he had been killed. The film was re-cut and screened again at the Alfred Hitchcock theater at Universal Studios for executives, including Sheinberg. He was so impressed he moved the scheduled release date forward to July3, 1985, to give it more time in theaters during the peak summer season. The new date reduced the post-production schedule to just nine weeks for special effects and editing. Zemeckis spent much of June rushing to finish the film.
Deleted scenes include: Doc looking at an issue of Playboy, remarking the future looks better; a scene of 1985 George being coerced into buying a large amount of peanut brittle from a young girl; a scene of young George trapped in a phone booth by the man who interrupts his dance with Lorraine; and the scene of Marty pretending to be "Darth Vader", which was shortened. Zemeckis considered cutting the "JohnnyB. Goode" performance because it did not advance the story, but test audiences reacted well to it. There is a dispute if a shot of Stoltz's hand is in the finished film in the scene where Marty punches Biff. Gale noted it is impossible to tell without checking the original film negative, which would risk damaging it. The final 116minute cut was completed on June 23, 1985. Universal Studios took out a full-page advertisement in Variety magazine, thanking the post-production crew for completing their work on time. The final budget was \$19million.
### Music
Alan Silvestri composed the score for Back to the Future; he had worked with Zemeckis on Romancing the Stone. The only direction Zemeckis gave him was "it's got to be big". Silvestri used an orchestral score to create a sound that contrasted with the small-town setting and the significant time-changing events occurring within it. He wanted a heroic theme that would be instantly recognizable.
Huey Lewis was approached to write a theme song for the film; he was coming off the success of his recent album Sports. He met with Gale, Spielberg, and Zemeckis, who intended that Huey Lewis and the News be Marty's favorite band. Though flattered, Lewis did not want to participate because he did not know how to write film songs and did not want to write one called "Back to the Future". Zemeckis assured Lewis he could write any song he wanted. Lewis agreed to submit the next song he wrote, which was "The Power of Love". Lewis maintains "Power of Love" was his first submission, but Zemeckis recalled a different first song that was rejected. Lewis later acquiesced to Zemeckis's request for a second song, "Back in Time".
Musician Eddie Van Halen performed the guitar riff Marty (dressed as "Darth Vader") uses to wake George. The filmmakers wanted to use Van Halen's music, but the band refused to take part, so Eddie took part on his own. Mark Campbell provided Marty's singing voice, but did not receive credit, as the filmmakers wanted to pretend Fox was singing. When music supervisor Bones Howe learned of this, he secured Campbell a small percentage of the soundtrack revenue as compensation. Paul Hanson taught Fox how to use a guitar to play "Johnny B. Goode", and choreographer Brad Jeffries spent four weeks teaching Fox to replicate various rock star moves popularized by artists like Pete Townshend, Jimi Hendrix, and Chuck Berry. Berry withheld permission to use "Johnny B. Goode" until the day before filming, receiving \$50,000 for the rights. Harry WatersJr. provided the vocals on "Earth Angel".
## Design
### Special effects
Industrial Light & Magic (ILM) developed the film's special effects under the supervision of Ken Ralston and Kevin Pike. It contains approximately 27–32 special effects shots, compared to the 300 such shots typical in contemporaneous higher-budget films. Despite working simultaneously on The Goonies and Cocoon, Ralston took on the additional project because it required relatively few effects, and he wanted to realize the planned ending of Marty driving the time machine into a nuclear explosion. The team had a nine-and-a-half-week schedule, reduced to less than nine once Universal Pictures moved up the release date. ILM was working on Back to the Future up to the moment it had to be handed over to print the theatrical film reels.
The tight schedule affected the special effects' quality. Ralston was disappointed by the scene where Marty's hand fades away as his future is altered. Fox was filmed separately from his hand and the two were composited together; the hand was filmed with a wide-angle lens, making it appear too large, and it had to be scaled down. Zemeckis wanted a subtle fade, but it resulted in a small circle of the hand fading away and there was no time to fix it. In the same scene, Marty and his siblings fade away from a photo. ILM found it difficult to fade the photo's individual aspects, especially as it was moving on the neck of a guitar. A replica of the guitar neck was constructed at four times the normal size; the guitar strings were made of cable up to a quarter-inch thick. An 11-by-14 aluminum plate was attached to hold the enlarged photograph. ILM used a version of the photo without Marty or his siblings and individually pasted each character into the photo. When this failed, four different photos were used: one containing the background, and one for each McFly sibling. A mechanical camera cycled through each photo and printed it to the film. The enlarged guitar was moved around to add to the realism.
The original nuclear explosion ending was considered too complicated and expensive, with an estimated cost of \$1million. Art director Andrew Probert storyboarded the scene, which would have been created using sets and miniatures. With the ending moved to the clock tower, ILM researched storms to achieve the right aesthetic. Clouds were constructed from polyester fiberfill, suspended in a net, and filmed from above while Ralston shone a powerful light from below. He used a rheostat to rapidly change the lights' intensity to imitate lightning.
Developed by Wes Takahashi's animation department, the lightning bolt that strikes the clock tower was described as "the largest bolt of lightning in cinematic history". It was intended to originate in the distance and move closer, but the footage was filmed too close to the tower and there was insufficient space between it and the top of the frame. There was also an issue with showing the bolt onscreen for too long as it made it more obviously animated. The frame count was reduced, but the bolt did not look chaotic enough. Zemeckis picked out a single frame of the bolt in an "S"formation and asked that the effect focus on that shape and be reduced to twenty frames. The bolt was drawn in black ink on white paper; diffusion effects and a glow were added by the optical department.
### The DeLorean time machine
The DeLorean was developed under the supervision of Lawrence Paull, who designed it with artist Ron Cobb and illustrator Andrew Probert. They intended for the vehicle to look fixed together from common parts. The time machine was originally conceived as a stationary device; at one point it was a refrigerator. Spielberg vetoed the idea, concerned child viewers might attempt to climb into one. Zemeckis suggested the DeLorean because it offered mobility and a unique design; the gull-wing doors would appear like an alien UFO to a 1950s family. The Ford Motor Company offered \$75,000 to use a Ford Mustang instead; Gale responded, "Doc Brown doesn't drive a fucking Mustang". Michael Fink was hired as the art department liaison and tasked with realizing Cobb's sketches and overseeing the car's construction. He was recruited by Paull and Canton, who had worked with him on Blade Runner (1982) and Buckaroo Banzai, respectively. Fink had a project lined up but agreed to help in the free weeks he had remaining. Three DeLoreans used were purchased from a collector: one for stunts, one for special effects, and a more detailed hero version for close-up shots. They were unreliable and often broke down. 88 miles per hour (142 kilometers per hour) was chosen as the time travel speed because it was easy to remember and looked "cool" on the speedometer.
The flying DeLorean in the final scene used a combination of live-action footage, animation, and a 1:5 scale (approximately 33 inches (840 millimeters) long) model built by Steve Gawley and the model shop crew. The act of the DeLorean traveling through time was called the 'time slice' effect. Zemeckis knew only that he wanted the transition to be violent. He described it as a "Neanderthal sitting on the hood of the DeLorean and chipping away the fabric of time in front of him". The effect is so quick as to be imperceptible. Zemeckis preferred this, as he did not want the audience to think too much about how everything worked.
### Art direction and makeup
Actual brand names, such as Texaco, were used to make the sets more realistic, and the producers mandated the inclusion of certain brands that had paid to appear in the film. An unidentified gas company offered a large sum to be included, but Paull used Texaco because it reminded him of a joke from The Milton Berle Show. This choice led to some disputes, such as Pepsi parent company, PepsiCo, wanting to omit a joke about the Tab drink made by its rival Coca-Cola. Twenty clock wranglers were needed to synch up the many clocks in the opening scene, and pulleys were used to start them simultaneously. Drew Struzan produced the film's poster. The producers hoped his in-demand poster artwork would generate further interest in the film.
The film uses a stylized adaptation of the 1950s aesthetics, closer to television show interpretations than an exact recreation. Modern technologies such as contemporary fabrics were used because the designers believed the fashions of the time were not interesting. To represent characters across three decades, the filmmakers did not want to have older actors stand in for the younger ones, believing the change would be obvious and distracting. Special effects artist Ken Chase performed makeup tests on the young actors to age them; initial results were discouraging. He created a prosthetic neck and a bald cap with a receding hairline for Glover but considered them excessive. Chase found it difficult to balance aging the actors and retaining enough of their natural appearance to remain recognizable.
Casts were made of the actors' faces, from which plaster molds were made. Chase sculpted more subtle effects over the plaster molds using latex. For Lorraine, he crafted jowls and eye bags, plus body padding to reflect her increased weight and alcohol abuse. Instead of a receding hairline, Chase changed the style of George's hair; he used prosthetics only to give him a less-defined jawline. Biff's character changed more significantly because Chase wanted him to look "obnoxious"; he was fattened, given sideburns, and a comb over hairstyle to hide a growing bald spot. The prosthetics were combined with makeup and lighting to further age the characters.
Chase found the work frustrating compared to his experiences with more fantastical prostheses that made it easier to hide defects. The rubber latex did not reflect light the same way as natural skin, so Chase used a stippling process (creating a pattern with small dots) to variegate the actors' faces to better conceal where the skin and prosthetics met; close-up shots were avoided. Doc's appearance was not altered significantly. Chase painted latex on Lloyd which, when removed, caused crinkles in the skin, onto which other elements, such as liver spots and shadows, were painted.
## Release
### Context
By June 1985, the theatrical industry had experienced a 14% decline in ticket sales over the previous year's \$4billion record sales. The summer period (beginning the final week of May) had 45films scheduled for release, including Rambo: First Blood Part II, The Goonies, Brewster's Millions, Fletch, and the latest James Bond film A View to a Kill. This 25% increase over the previous year's releases led to concerns among industry professionals the competition would divide audiences and limit financial returns, at a time when the average cost of making and marketing a film had increased to \$14.5million and \$7million, respectively. A higher budget to secure a popular, and thus profitable, cast was considered a suitable risk. Most films scheduled for release were aimed at younger audiences, focusing on fantasy and the supernatural. Reflecting the times, these fantasy elements often employed a technological source instead of a magical one. Only a few films, like Cocoon and Prizzi's Honor, targeted adults.
Initially, Back to the Future was scheduled to be released in May 1985, but was pushed back to June21, the earliest Zemeckis could have the film ready. The delay caused by Stoltz's replacement pushed the release back to July19, and later to August. Sheinberg moved the release date forward to July3, giving it an extra sixteen days of theatrical screen time during the industry's most profitable period of the year. The move offered about 100,000 extra screenings, together worth an estimated \$40million. He said he also wanted to avoid the negative perception of films released later in the summer period; other blockbuster films were usually released early. The change required renegotiations with theater owners to secure screens in an already-crowded marketplace. In some cities, it was legally required that exhibitors be shown a film before purchase; an unfinished cut of the film was shown to theater owners and young test audiences. They described it as lesser than E.T.the Extra-Terrestrial or Ghostbusters, but still a guaranteed box office hit. Fox was unavailable for promotional work because he was filming Family Ties Vacation (1985) in London.
### Box office
In the United States (U.S.) and Canada, Back to the Future received a wide release on July3, 1985, ahead of the Independence Day holiday weekend. The film earned \$3.6million during the opening Wednesday and Thursday, and a further \$11.3million during its inaugural weekend from 1,420 theaters – an average of \$7,853 per theater. Back to the Future finished as the number one film of the weekend ahead of Western Pale Rider (\$7million), in its second weekend, and Rambo: First Blood PartII (\$6.4million) in its seventh. It retained the number one position in its second weekend with a further gross of \$10.6million, ahead of the debuting action film Mad Max Beyond Thunderdome (\$7.8million) and Cocoon (\$5million), and in its third weekend, ahead of the re-release of E.T.the Extra-Terrestrial (\$8.8million) and Mad Max Beyond Thunderdome (\$5.4million). Although it fell to number two in its fourth weekend, behind the debuting National Lampoon's European Vacation (\$12.3million), Back to the Future regained the number one position in its fifth weekend and remained there for the following eight weeks. Recalling the opening weeks, Gale said, "our second weekend was higher than our first weekend, which is indicative of great word of mouth."
The film remained a steady success, earning \$155million by October, surpassing Rambo: First Blood PartII's \$149million box office earnings to become the year's highest-grossing film. In total, Back to the Future was the number one film for eleven of its twelve first weeks and remained in the top ten highest-grossing films for a total of twenty-four. By the end of its theatrical run, Back to the Future earned an approximate box office gross of \$210.6million, making it the highest-grossing film of 1985, ahead of Rambo: First Blood PartII (\$150.4million), the sports drama Rocky IV (\$127.9million), and the drama The Color Purple (\$94.2million). Box Office Mojo estimated more than 59million tickets were sold. Industry experts suggest that as of 1997 the box office returns to the studio (minus the theaters' share) was \$105.5million.
The year was considered an unsuccessful one for film. Despite a record number of film releases, ticket sales were down 17% compared with 1984. Industry executives blamed the problem, in part, on a lack of originality, and a glut of youth-oriented films targeted at those under18. Only Back to the Future and Rambo: First Blood PartII were considered blockbusters, earning more than double the box office of Cocoon. Films offering escapism and pro-America themes also fared well. After years of poor performances, Back to the Future, alongside Fletch, Brewster's Millions, and Mask, reversed Universal Pictures' fortunes.
Outside the United States and Canada, the film earned a further estimated \$170.5million, making it the third-highest-grossing film of the year, behind the romantic drama Out of Africa (\$179.1million) and RockyIV (\$172.6million). Cumulatively, Back to the Future earned a worldwide gross of \$381.1million, making it the highest-grossing film of 1985, ahead of RockyIV (\$300.5million) and Rambo: First Blood PartII (\$300.4million). Back to the Future has received several theatrical re-releases to celebrate anniversaries, including a remastered version screened in 2010. These releases have raised the film's worldwide total to \$388.8million.
## Reception
### Critical response
Back to the Future received generally positive reviews from critics. Most reviewers agreed Back to the Future was among the year's most entertaining films, partly because of its focus on storytelling instead of pure spectacle. Attansio and Gene Siskel argued that while Back to the Future appeared to be "everything wrong" with youth-targeted films, it successfully subverted expectations by focusing on a relatable narrative with an emotional core, and employed irreverent, good-natured humor. They, alongside Richard Corliss, agreed that it would endure because it offered something for children and adults. Some reviewers, such as Corliss and Leonard Maltin agreed that the exposition-heavy opening was Back to the Future's weakest part, but led into a stronger half filled with "wit", "wonder", "comic epiphany", and original ideas.
Dave Kehr remarked that Gale and Zemeckis were among the first generation of filmmakers openly influenced by growing up on televised entertainment, and their inspirations are evident throughout. The Hollywood Reporter said that despite Spielberg's producer role, it was Zemeckis's vision, being more subtle, gentler, and "less noisy". Some reviewers compared it favorably to the 1946 fantasy drama It's a Wonderful Life, which offered a similar premise of a central character changing his future. Roger Ebert said the film offered humanity, charm, humor, and many surprises that were among its "greatest pleasures". Sheila Benson was more critical; she found Back to the Future to be overproduced and underdeveloped, featuring a hollow ending focused on materialistic rewards and lacking tension because Marty's success never seemed in doubt. Siskel countered that the tension came from defying the expectations of a typical time travel film by making the past mutable and the future uncertain. Paul Attanasio criticized some aspects that seemed to be "mechanically" designed to create the broadest audience appeal.
The cast performances were generally well received, particularly those of Fox, Lloyd, Thompson, and Glover. Reviewers consistently praised Fox's "appealing" performance, although some believed Lloyd's performance outshone the rest. Kehr and Attanasio considered his uncontrolled performance and unique "intensity" a tribute to mad scientist characters, portrayed by the likes of Sid Caesar and John Belushi, while creating the definitive scientist archetype for modern audiences. In contrast, Vincent Canby and Variety's review said that Thompson's "deceptively passionate" performance and Glover's bumbling-to-confident character provided Back to the Future's standout performances. Some reviewers considered the use of Libyan terrorists, an actual fear at the time, to be in poor taste.
### Accolades
Back to the Future received four nominations at the 43rd Golden Globe Awards, for Best Motion Picture (Musical or Comedy), Best Actor in a Motion Picture (Musical or Comedy) (Fox), Best Original Song ("The Power of Love"), and Best Screenplay (Gale and Zemeckis). The film was also named Favorite Motion Picture at the 12th People's Choice Awards. At the 1986 Academy Awards, Back to the Future received one award for Best Sound Effects Editing (CharlesL. Campbell and Robert Rutledge). It received a further three nominations: Best Original Screenplay (Gale and Zemeckis); Best Sound (Bill Varney, B. Tennyson Sebastian II, Robert Thirlwell, and William B. Kaplan); and Best Original Song ("The Power of Love").
At the 39th British Academy Film Awards, Back to the Future received five nominations, including Best Film, Best Original Screenplay (Gale and Zemeckis), Best Visual Effects (Pike and Ralston), Best Production Design (Paull), and Best Editing (Schmidt and Keramidas). At the 13th Saturn Awards, the film won three awards: Best Science Fiction Film, Best Actor (Fox), and Best Special Effects (Pike). It also won the Hugo Award for Best Dramatic Presentation. Back to the Future performed well internationally: it won Best Foreign Producer (Spielberg) and Best Foreign Screenplay at the David di Donatello awards (Italy), Outstanding Foreign Film from the Japan Academy, and the Goldene Leinwand (Germany) for selling more than three million tickets in its first eighteen months.
## Post-release
### Home media
Back to the Future was released on VHS on May 22, 1986, priced at \$79.95, becoming the first film to sell 450,000 units at that price point, and was also the most-rented cassette of the year. A sequel was not planned until after Back to the Future's theatrical release, and a "ToBe Continued..." graphic was appended to the end of the home release to promote awareness of future films. When Back to the Future was released on DVD in 2002, the graphic was removed because Gale and Zemeckis wanted it to be faithful to an in-theater experience. It debuted on Blu-ray in 2010 for the film's 25thanniversary. The release featured a six-part documentary including interviews with the cast and crew, behind-the-scenes footage, deleted scenes, and associated music videos from all three films. The release also included the public debut of footage of Stoltz portraying Marty McFly. For its 35thanniversary in 2020, a remastered 4K Ultra HD version was released on Blu-ray and Ultra HD Blu-ray. Along with extras included in previous releases, this edition included audition footage and an exploration of the film's props hosted by Gale. Limited edition steel bookcases and a display replicate of the levitating hoverboard from Back to the Future PartII were also available.
The Back to the Future soundtrack was released in July 1985 on cassette tape, LP record, and compact disc (CD). The soundtrack's lead single, "The Power of Love", peaked at number one on the U.S. Billboard Hot 100. Sales were initially slow, but it eventually peaked at number twelve on the Billboard 200, in part because of the success of "The Power of Love". Silvestri's score received a limited release in 2009 onCD, containing the film score and unreleased variations. The scores for all three Back to the Future films were first released on LPrecord in 2016, individually and as a collection. Silvestri supervised the remaster of the original master recordings, including previously unreleased tracks, and Gale contributed liner notes.
### Other media
In 1985, film merchandising was a relatively new concept, popularized by the original Star Wars film trilogy (1977–1983). As Back to the Future was not specifically aimed at children, there was no significant merchandising accompanying its release. Although a novelization by George Gipe was released in 1985, one of the earliest items for children, a rideable DeLorean, was not released until 1986. The film and its sequels have since been represented across a wide variety of merchandise including: Playmobil, playing cards, clothing, pottery, posters, board games, sculpted figures, plush toys, Funko POP! figures, action figures, Hot Wheels and die-cast vehicles, books, music albums, and Christmas ornaments.
Back to the Future received several video game adaptations. Back to the Future was released alongside the film for the Amstrad CPC, Commodore 64, and ZX Spectrum. An arcade-adventure game, Back to the Future, was released in 1989 for the Nintendo Entertainment System. Gale called it one of the worst games ever made and advised people against purchasing it. Back to the Future: The Pinball was released in 1990, although Fox refused permission for the game to use his likeness. An episodic graphic adventure game, Back to the Future: The Game, was released in 2010. Gale contributed to the game's narrative, which takes place after the events of the third film. An area in Lego Dimensions is based on Back to the Future and features voice work by Lloyd.
Back to the Future: The Ride, a simulator ride, ran from 1991 to 2007 at Universal Studios Hollywood and Universal Studios Florida. The ride's development was supervised by Spielberg and featured Doc Brown (Lloyd) chasing down Biff (Wilson) who has stolen the DeLorean. A version of the ride at Universal Studios Japan ran from 2001 to 2016. A Back to the Future-themed Monopoly board game was released in 2015. A Funko board game was released in 2020. It casts players as one of the main characters from the films to battle different Tannens across history.
There have been several books about the making of the film series. We Don't Need Roads: The Making of the Back to the Future Trilogy is an oral history by those involved in the production. Back to the Future: The Ultimate Visual History, a book chronicling the development of the entire Back to the Future franchise, was released in 2015. The British Film Institute released BFI Film Classics: Back to the Future about the film's background. The series also includes comic books detailing Doc's and Marty's adventures before and after the events depicted in the films. A crossover between the Back to the Future and Transformers franchises included a transforming DeLorean toy and associated comic books.
## Thematic analysis
### Parental relationships and fate
The main theme of Back to the Future concerns taking control and personal responsibility over one's destiny: A situation can be changed even if it seems otherwise impossible to overcome. Thompson said the film represents how one moment can have a significant and lasting impact on a person's life. Gale believed Doc provided the perfect summary of the series' running theme, when in Back to the Future Part III he said: "Your future is whatever you make it, so make it a good one."
At the start of the film, Marty is rejected at Battle of the Bands and admits he fears his ambitions will remain unrealized. He worries he will end up like his parents and sees direct evidence in 1955 of George, also afraid of rejection, and being unable to approach Lorraine; his fears risk Marty's future. Marty sets about manipulating the past to ensure his survival without concern for what impact his presence in 1955 is having on others. On his return to 1985, he is rewarded with wealthier parents and a nicer car, but he has simultaneously damaged Biff's future, reducing him to a valet for the McFlys. Glover criticized the morality of the film's ending, believing Marty's reward should be happy parents in love with each other, and considered it a result of the film serving corporate interests, promoting the accumulation of wealth and purchasing material objects. In 2015, Zemeckis said the ending was perfect for its time but would be different if he made it now, although Gale disagreed and said he did not apologize for the scene. American audiences generally had no issue with this ending, but it was criticized by some international audiences.
Despite rejection by film studios for not being raunchy enough, Back to the Future alludes to sexual assault, racism, and the Oedipus complex – a psychiatric theory suggesting a child holds an unconscious sexual desire for their opposite-sexed parent, as in the relationship between Marty and his future mother Lorraine in 1955. The relationships between parents and children are the basis of many elements of the film. Thompson believed the film had remained relevant to new generations because of its core idea that Marty's and the viewer's parents were once children and had the same dreams and ambitions they do.
### Reaganism and American anxieties
Critics Justin Chang and Mark Olsen suggest the film can be seen as promoting Reaganism – the political positions of president Ronald Reagan – which endorses older values of the American dream, initiative, and technological advancement. The Hill Valley of 1985 is depicted as run down and in decay, while in 1955 it is presented as a more simplistic and seemingly safer time, seen through a nostalgic lens. Marty's future is bettered because he goes back to 1955 and teaches George to be more assertive and self-reliant; his initiative leads to a more prosperous future for Marty with materialistic rewards. The film uses many brand names of the time, ostensibly to make the setting more realistic, e.g. Mountain Dew, Pepsi, and Texaco, but the filmmakers received financial compensation from the brand owners, making their inclusion promotional and commercialistic instead of artistic.
Film studies lecturer SorchaNí Fhlainn argues that many 1980s films resulted from the American public's desire for escapism from cultural anxieties and fears, including nuclear proliferation, unemployment, crime, growing inequality, and the AIDS crisis. In her view, films like those of the Star Wars series and Back to the Future offered a childlike reassurance of safety and comfort, emphasizing idealized American values and the positive effects of instilling power in a patriarchal figure like George McFly or Darth Vader. English professor Susan Jeffords considered Doc Brown to be an analog for Reagan, a man who embraces technological advancement, who conflicts with Libyan terrorists and provides the means for a failing family to better themselves.
The song "Johnny B. Goode" by Chuck Berry is used during the film's final act. Berry initially resisted allowing the song to be used in the film. NPR argued that while Berry's resistance may have been a matter of money, there are underlying racial issues involved in Marty, a white male, seemingly rewriting history to invent the rock and roll music genre, which was heavily influenced by African-American music. The 1955 segment also presents a distorted view of America, showing an African-American band playing at the high school dance, which would have been disallowed. Similarly, the African-American character Goldie Wilson is seemingly inspired to work towards becoming mayor by Marty's intervention, inspiring a Reagan-style initiative and self-reliance.
### Influences
As film fans, Gale and Zemeckis's influences are seen throughout Back to the Future. There are references to The Wizard of Oz (1939), The Shaggy Dog (1959), Dr. Strangelove (1964), Close Encounters of the Third Kind (1977), the Star Wars film series, and television shows including Mister Peabody, Star Trek: The Original Series, The Outer Limits, and The Twilight Zone. There are also allusions to 1960's The Time Machine (based on H. G. Wells's 1895 novella of the same name) and A Connecticut Yankee in King Arthur's Court by Mark Twain, in which the central character seemingly moves through time. The DeLorean dashboard chronometer uses the same color scheme as the time device of The Time Machine. Critic Ray Loynd opined that Doc can be seen as a King Arthur-type, with Marty serving as his knight.
## Legacy
### Cultural influence
Since its release, Back to the Future has remained an enduring popular culture touchstone, and in 2007, the United States Library of Congress selected the film for preservation in the National Film Registry for being culturally, historically, or aesthetically significant. The film elevated Fox from a financially struggling actor to one of the most in-demand and globally recognized stars in Hollywood, and Gale received fan mail for decades after its release. He said he understood the continuing appreciation for the original film as it was the "purest" and "most complete" in the series. Fox compared it to The Wizard ofOz (1939), saying it still appeals to children because they do not think of it as an old film. In 2012, Thompson called it the greatest role of her career. Dean Cundey believed it resonated with fans because it offers the fantasy of going back in time to change things and make the present better. Lloyd described being approached by fans from around the world, who have said the film inspired them to become a scientist.
Many of the principal cast have reunited since the film's release. Often these reunions are for charity, including The Michael J. Fox Foundation for Parkinson's disease (Fox was diagnosed with the disease at age29), and Project HOPE. A 2019 reunion for the TCM Classic Film Festival featured the 4Krestoration premiere of Back to the Future. During the 2020 COVID-19 pandemic, Josh Gad hosted a Back to the Future retrospective featuring many cast and crew. The cast has also appeared in advertisements only loosely related to Back to the Future, trading on their associated popularity.
The film has global popular appeal, particularly in the United States, the United Kingdom, France, Argentina, the Netherlands, and Japan. On October21, 2015 (the day Doc and Marty travel to at the end of Back to the Future, as depicted in Back to the FutureII) an estimated 27million social media users discussed the films; the most active users were in the United States, Mexico, the United Kingdom, Canada, and Brazil. Ronald Reagan was also a fan, referring to the film during his 1986 State of the Union Address to appeal to America's young voters, saying, "Never has there been a more exciting time to be alive, a time of rousing wonder and heroic achievement. As they said in the film Back to the Future, 'Where we're going, we don't need roads.'" Although Gale has said that Reagan, after enjoying the joke about Doc Brown's incredulous response to him becoming president, ordered the theater's projectionist to stop the film, roll it back, and run it again, this is disputed by Reagan's advisor, Mark Weinberg. Back to the Future is also seen as responsible for a resurgence of skateboarding in the 1980s. It made skateboarding a mainstream pastime acceptable for all, not just rebellious teenagers.
Back to the Future has been referred to in a variety of media, including television, films, and video games. Doc and Marty, respectively, inspired the eponymous characters of the 2013 animated television show Rick and Morty. The British pop rock band McFly are named for Marty McFly. The 2011 novel Ready Player One by Ernest Cline and the 2018 film adaptation (directed by Spielberg) both heavily refer to the film, including the central character using a DeLorean for transport. Filmmaker J. J. Abrams has also cited it as an inspiration.
The 2015 crowdfunded documentary Back in Time follows various fans of the series and details the impact it has had on their lives, interspersed with interviews from the crew including Fox and Lloyd. The DeLorean is considered one of the most iconic vehicles in film history. DeLorean's creator John DeLorean was a fan of the film and sent personal letters to Gale and Zemeckis, thanking them for using his vehicle. The DeLorean was not a popular vehicle before the film's release. However, in the years since it has become a popular collector's item, the DeLorean Motor Company issued kits enabling fans to make their vehicle look like the DeLorean time machine. Gale led a restoration of one of the original screen-used DeLoreans in 2011, documented in Out of Time: Saving the DeLorean Time Machine.
### Modern reception
Back to the Future is considered a landmark of American cinema, and one of the greatest films ever made. In 2004, The New York Times listed it as one of the 1,000 Best Movies Ever, and the following year its screenplay was listed as the 56th greatest screenplay of the preceding 75 years by the Writers Guild of America. Throughout the rest of the 2000s, it appeared on Film4's 50 Films to See Before You Die (number10), Empire's 500 Greatest Movies of All Time (number23), behind the 1977 space opera Star Wars, and the American Film Institute listed it as the number10 best science-fiction film, based on a poll of fifteen hundred people from the creative community. In 2010, Total Film named it one of the 100 greatest movies ever made, and the following year it was voted by BBC Radio 1 and BBC Radio 1Xtra listeners as their fourth favorite film of all time. It is also listed in the film reference book 1001 Movies You Must See Before You Die. A 2014 poll of 2,120 entertainment-industry members by The Hollywood Reporter ranked it as the 12th best film of all time, again behind Star Wars. In 2015, the screenplay was listed as the 67th funniest on the WGA's 101 Funniest Screenplays list, and Rotten Tomatoes also listed the film at number84 on its list of 200 essential movies to watch.
Several publications have named it as one of the best science-fiction films ever made, and one of the best films of the 1980s. Popular Mechanics and Rolling Stone listed it as the numberone and numberfour best time-travel film ever made respectively. Entertainment Weekly named it the 40th most essential film to be watched by pre-teens and the 28th best high-school movie. Marty McFly appeared at number39 on Empire's 2006 list of its "100 Greatest Movie Characters"; Doc Brown followed at number76.
Rotten Tomatoes assesses approval rating from the aggregated reviews of critics, with an average rating of . The site's consensus reads: "Inventive, funny, and breathlessly constructed, Back to the Future is a rousing time-travel adventure with an unforgettable spirit." Based on this score, Rotten Tomatoes also listed it as the 87th best Action and Adventure film. The film has a score of 87 out of 100 on Metacritic based on 15 critics, indicating "universal acclaim". In the United Kingdom, readers of Empire voted the film as 11th on their 2017 list of "The 100 Greatest Movies".
## Sequels and adaptations
A sequel was not initially planned, and the teaser ending of Doc, Marty, and Jennifer flying off in the DeLorean suggested their adventures would continue off-screen. Universal Pictures was eager to pursue a sequel based on the significant financial and critical success of Back to the Future. However, Zemeckis and Gale were reluctant to participate, believing sequels often retreaded the best elements of the original film. They were also concerned that a poor follow-up could alienate Back to the Future's passionate fan base, and undermine the pair after their first major joint success. Zemeckis and Gale acquiesced by 1987, once Universal Pictures clarified they would, if necessary, make a sequel without them. The pair's sequel script was so long it was split into two films, Back to the Future PartII (1989) and Back to the Future PartIII (1990); the films were shot back to back.
Part II depicts Marty and Doc traveling to 2015, inadvertently enabling the now-elderly Biff Tannen to steal the DeLorean and return to 1955, rewriting history in his favor. Wells and Glover did not return for the sequels. PartII was a financial success but was criticized for its complex, convoluted narrative. Zemeckis has said it is his least favorite film in the series. The final film, PartIII follows Marty as he travels to 1885 to rescue a time-stranded Doc. While the film fared less well financially than the two earlier films, it was more critically well-received than PartII. A 2018 poll by The Hollywood Reporter of 2,200 people found 71% wanted a Back to the Future sequel, ahead of another Toy Story or Indiana Jones film. Gale has said there will never be a fourth film, likening it to "selling your kids into prostitution". He added a Back to the Future film could never happen without Fox, who could not participate because of the effects of his Parkinson's disease.
An animated television series, Back to the Future, aired on CBS between 1991 and 1992. It follows Doc's and Marty's adventures through various historical periods, intercut with live-action segments featuring Doc (Lloyd), performing science experiments alongside Bill Nye. A short film, Doc Brown Saves the World (2015), celebrated the film's 30th anniversary. Lloyd reprised his role as Doc, who must travel to the future to prevent a nuclear holocaust in 2045. A musical theater production, Back to the Future, debuted in February 2020 at the Manchester Opera House, England, to positive reviews. The musical was written by Gale and Zemeckis, with music written by Silvestri and Glen Ballard. Gale described it as the best way to give fans more Back to the Future without adding to the film series. Overall, the Back to the Future franchise is considered one of the most successful film franchises in history. |
1,389,913 | Operation Barras | 1,161,406,406 | 2000 military operation in Sierra Leone led by the United Kingdom | [
"2000 in Sierra Leone",
"20th-century military history of the United Kingdom",
"Conflicts in 2000",
"Military operations involving the United Kingdom",
"Military raids",
"Parachute Regiment (United Kingdom)",
"Royal Irish Regiment (1992)",
"Sierra Leone Civil War",
"Sierra Leone–United Kingdom relations",
"Special Air Service",
"Special Air Service operations"
]
| Operation Barras was a British Army operation that took place in Sierra Leone on 10 September 2000, during the late stages of the nation's civil war. The operation aimed to release five British soldiers of the Royal Irish Regiment and their Sierra Leone Army (SLA) liaison officer, who were being held by a militia group known as the "West Side Boys". The soldiers were part of a patrol that was returning from a visit to Jordanian peacekeepers attached to the United Nations Mission in Sierra Leone (UNAMSIL) at Masiaka on 25 August 2000 when they turned off the main road and down a track towards the village of Magbeni. There the patrol of twelve men was overwhelmed by a large number of heavily armed rebels, taken prisoner, and transported to Gberi Bana on the opposite side of Rokel Creek.
Negotiators secured the release of six of the soldiers, but were unable to gain the freedom of the remaining five and their SLA liaison officer before the West Side Boys' demands became increasingly unrealistic. Negotiators concluded that these were delaying tactics rather than an effort to resolve the crisis. By 9 September, the soldiers had been held for over a fortnight. Fearing that the soldiers would be killed or moved to a location from which it would be more difficult to extract them, the British government authorised an assault on the West Side Boys' base, to take place at dawn the following day, 10 September.
The ground operation was conducted by D Squadron, 22 Regiment Special Air Service, reinforced with a Troop from C Squadron, Special Boat Service — who assaulted Gberi Bana in a bid to extract the Royal Irish—and elements of 1st Battalion, Parachute Regiment (1 PARA), who launched a diversionary assault on Magbeni. The operation freed the five soldiers and their SLA liaison officer, as well as twenty-one Sierra Leonean civilians who had been held prisoner by the West Side Boys. At least twenty-five West Side Boys were killed in the assault, as was one British soldier, while eighteen West Side Boys—including the gang's leader, Foday Kallay—were taken prisoner and later transferred to the custody of the Sierra Leone Police. Many West Side Boys fled the area during the assault, and over 300 surrendered to UNAMSIL forces within a fortnight.
The operation restored confidence in the British forces operating in Sierra Leone, which had been undermined by the capture of the Royal Irish patrol. After the operation, the British government increased its support of UNAMSIL and its efforts to bring the civil war to an end, both politically, through the United Nations Security Council, and through the provision of staff officers to support UNAMSIL. The successful use of 1 PARA in Operation Barras influenced the creation of the Special Forces Support Group—a permanent unit, initially built around 1 PARA, whose role is to act as a force multiplier for British special forces on large or complex operations.
## Background
Sierra Leone is a former British colony in West Africa, close to the equator, with an area of 71,740 square kilometres (27,700 square miles)—similar in size to South Carolina or Scotland, and a population of eight million. By 2000, the country had been consumed by a civil war which had begun in 1991. The West Side Boys were a militia group who had been involved in the civil war. They were initially loyal to the Revolutionary United Front (RUF), the rebel army opposing the government; they later fought for the government, against the RUF, and were involved in at least one operation directed by British officers in exchange for weapons and medical supplies. But the West Side Boys refused to integrate into the reconstituted Sierra Leone Army and began operating as bandits from the abandoned villages of Magbeni and Gberi Bana, on opposite sides of Rokel Creek.
British forces were deployed to Sierra Leone in May 2000, initially for a non-combatant evacuation operation under the codename Operation Palliser, in which they were tasked with evacuating foreign nationals—particularly those from the United Kingdom, other Commonwealth countries, and others for whom the British government had accepted consular responsibility. As part of the mission, British forces secured Sierra Leone's main airport, Lungi. Having secured Freetown and Lungi, and evacuated the foreign nationals who wished to leave, the initial forces left and were replaced by a "Short Term Training Team" (STTT), whose mission was to train and rebuild the Sierra Leone Army. The STTT was initially formed from a detachment from 2nd Battalion, The Royal Anglian Regiment, who were replaced in July 2000 by 1st Battalion, The Royal Irish Regiment (1 R IRISH).
The Special Air Service (SAS) is a corps of the British Army and part of the United Kingdom's special forces. It consists of three regiments, of which two are drawn from the Territorial Army and one regular regiment—22 Regiment, which was involved in Operation Barras. The SAS was formed by Colonel David Stirling in Africa in 1941, at the height of the Second World War's North African Campaign. Its original role was to penetrate enemy lines and strike at airfields and supply lines deep in enemy territory, first in North Africa and later around the Mediterranean and in occupied Europe. Stirling established the principle of using small teams—having realised that small, well-trained teams could sometimes prove much more effective than a unit of hundreds of soldiers. The SAS first entered the public eye after Operation Nimrod, the operation to end the Iranian Embassy siege in 1980.
The 1st Battalion, Parachute Regiment (1 PARA) is part of the British Army's infantry and, as in the SAS, applicants must undergo an additional level of scrutiny in order to be accepted. Unlike in the SAS, new recruits to the army can apply to join the Parachute Regiment directly from the Infantry Training Centre at Catterick in Yorkshire (in the case of soldiers) or the Royal Military Academy, Sandhurst (for officers). The regiment, whose personnel are commonly known as "paras", specialises in parachute and other types of airborne insertion, and has close ties to the SAS, providing more of its personnel than any other regiment.
## Capture of the Royal Irish patrol
On 25 August 2000, a patrol led by Major Allan Marshall consisting of 11 men from the 1 R IRISH and an official from the Sierra Leone Army acting as interpreter, Lieutenant Musa Bangura, left their base in Waterloo to visit Jordanian peacekeepers attached to the United Nations Mission in Sierra Leone (UNAMSIL) and based at Masiaka. Over lunch, they were informed that the West Side Boys had begun to disarm, despite their initial reluctance, and Marshall decided to take the patrol to investigate en route back to their base.
The patrol turned off the main road onto a dirt track that led to the village of Magbeni, where the West Side Boys were based. As they approached the base, they were surrounded by a large group of West Side Boys, who used an anti-aircraft gun mounted on a Bedford truck to block the patrol's route. Marshall dismounted his vehicle, then resisted an attempt to grab his rifle and was beaten. He and the rest of the patrol were then forced into canoes at the bank of Rokel Creek and transported to Gberi Bana, a village on the other side of the river, just upstream from the point of the initial confrontation.
British forces in Sierra Leone were operating on the authority of the Sierra Leone government, but President Ahmad Kabbah allowed British forces to negotiate for the soldiers' release themselves, as his government lacked the requisite expertise. The negotiations were led by Lieutenant Colonel Simon Fordham, commanding officer of 1 R IRISH, who was assisted by a small team which included hostage negotiators from the Metropolitan Police.
The West Side Boys would not allow negotiators any closer to the village of Magbeni than the end of the track from the main road, so Fordham met there with the self-styled "Brigadier" Foday Kallay, the gang's leader, to negotiate for the soldiers' release.
On 29 August, Fordham demanded proof that the captive soldiers were still alive, and Kallay brought with him to that day's meeting the two officers from the group—Marshall, the company commander, and Captain Ed Flaherty, the regimental signals officer. During the meeting, Flaherty shook hands with Fordham and covertly passed him a sketch map of Gberi Bana which detailed the layout of the village and the building in which the soldiers were being held.
Two days later, on 31 August, five of the eleven hostages were released in exchange for a satellite telephone and medical supplies. The OC of the captured soldiers had originally decided to release the youngest first, but this was changed to the married men last minute. However, out of the married men the West Side Boys wanted two of them to remain due to their signals experience. The released soldiers included the Sergeant Major, two corporals and two rangers. The West Side Boys told the British negotiators that the remaining captured soldiers which included the OC, a Captain, a Sergeant, a Lance Corporal and two Rangers that they would not be released until the gang's remaining demands were met. The released soldiers were flown for debriefing to RFA Sir Percivale, of the Royal Fleet Auxiliary, off the coast.
After the release of the soldiers, the West Side Boys' spokesman, the self-styled "Colonel Cambodia", used the satellite telephone to contact the British Broadcasting Corporation (BBC) for a lengthy interview in which they outlined a series of demands, including a re-negotiation of the Lomé Peace Accord and the release of prisoners held by the Sierra Leone authorities. The BBC had prior warning from the Foreign Office that the interview would take place. "Colonel Cambodia" quickly depleted the batteries in the telephone, but his call to the BBC enabled specialists from the Royal Corps of Signals to determine the exact position of the telephone.
## Deterioration
The West Side Boys were unstable, possibly due to use of cannabis and cocaine, and their behaviour during the crisis was erratic. After their release, the five soldiers described an incident in which Kallay, dissatisfied with their explanation, conducted a mock execution in which he threatened to shoot the soldiers unless they told him why they had entered the West Side Boys' territory. Media reported that the gang's drug habits also posed a problem for the British negotiators as their cannabis use allegedly caused them to forget previous discussions and the cocaine made them distrustful.
During the negotiations, the relatives of several of the West Side Boys were brought to the gang's camp to ask them to release the British soldiers. The gang responded that they had nothing against the soldiers, but that holding them had brought attention to their demands—which now included immunity from prosecution, safe passage to the UK to take up university courses, and guaranteed acceptance to the re-formed Sierra Leone Army.
### Military planning
Around the time that the five soldiers were released, two negotiators from the SAS joined Fordham's negotiating team. One of them joined Fordham in several meetings with the West Side Boys, posing as a Royal Irish major in order to provide reconnaissance and gather intelligence in case an assault was required. Shortly after the patrol's capture Surgeon Lieutenant Jon Carty RN, the medical officer on board HMS Argyll—which was operating off the coast—was brought ashore to assess the soldiers, should they be freed, or to provide immediate care in the event of an assault resulting in casualties. Argyll also served as a temporary base for two Army Air Corps Lynx attack helicopters from No. 657 Squadron which had been flown to Sierra Leone to support any direct action.
As planning for a potential military operation to release the captive soldiers progressed, it became clear that, given the number of West Side Boys and their separation between two locations (Gberi Bana as well as the village of Magbeni; see below), the operation could not be conducted by special forces alone. Thus, the headquarters of 1st Battalion The Parachute Regiment (1 PARA) was ordered to assemble an enhanced company group, which would support special forces if such an operation was launched. The battalion's commanding officer selected A Company, led by Major Matthew Lowe, which had been on exercise in Jamaica at the time of the initial British deployment to Sierra Leone.
Several members of A Company were new recruits who had only completed basic training two weeks prior. Lowe decided that replacing them with more experienced soldiers would risk undermining the cohesion and morale of the company, but several specialist units from elsewhere in 1 PARA were attached to A Company to bring the company group up to the required strength, including a signals group, snipers, heavy machine gun sections, and a mortar section. The additional firepower was included to maximise the options available to the planners, given that the West Side Boys had a numerical advantage and that additional resources would not be immediately available should the operation run into difficulties.
On 31 August, the company group was ordered to move to South Cerney in Gloucestershire, under the cover story that they were conducting a "readiness to move" exercise. It was only at this point, and after all mobile telephones had been confiscated to ensure operational security, that the entire company was briefed on the operation that was being planned. With the operation becoming more likely to be launched, Lowe and his planning group flew to Dakar, Senegal, on 3 September to continue planning and to study intelligence gathered from SAS patrols operating near the West Side Boys' camp.
The British government feared that deployment of forces to Sierra Leone might precipitate an adverse reaction by the West Side Boys against the captive soldiers. They calculated that it would take 14 hours to launch an assault from the United Kingdom should it be required in an emergency, so the remainder of the company group was also moved to Dakar in order to reduce the response time.
In order to further reduce the response time, political authority to launch the assault in an emergency was delegated to the British High Commissioner in Freetown, Alan Jones, while the military decision was delegated to Brigadier David Richards, commander of British forces in Sierra Leone. Two days later, a pair of SAS observation teams (one on each side of Rokel Creek) were inserted near the villages by assault boats manned by the Special Boat Service (SBS)—the Royal Navy's special forces unit. They began monitoring the West Side Boys' movements and gathering intelligence, such as details of weapons, as well as identifying viable landing sites for helicopters.
With the progression of the plans, the enhanced A Company was tasked with planning for an assault on the village of Magbeni, to the south of Rokel Creek, while the SAS would aim to release the captive Royal Irish soldiers by assaulting Gberi Bana, on the north bank. The Magbeni assault had several purposes: to neutralise weapons in the village which could disrupt the SAS operation, to distract the West Side Boys in Magbeni and prevent them from crossing Rokel Creek to interfere with the operation in Gberi Bana, to defeat the West Side Boys and destroy their military capabilities, and to recover the Royal Irish patrol's vehicles.
Several methods of insertion were considered, both for the paras and the special forces personnel, including an overland approach using four-wheel drive vehicles, and a water-borne insertion using the same method by which the SAS observation teams had arrived at their position. The planning group decided that the overland approach would not allow troops to enter the village undetected, largely due to the West Side Boys' roadblocks on the road into the village, and that insertion from Rokel Creek was not feasible for large numbers of troops due to the sandbanks and powerful currents in the river. Thus, it was decided that the insertions would be made from three Royal Air Force Special Forces Chinook helicopters from No. 7 Squadron, which had been in Sierra Leone since the beginning of Operation Palliser.
### Deployment to Sierra Leone
By 5 September, the British media was openly speculating on the possibility that an operation would be launched to free the remaining soldiers, having picked up on 1 PARA's heightened readiness. The following day, the media was reporting that British forces had arrived in Sierra Leone "as a contingency". The British special forces kept a low profile, as was traditional, and the media interest surrounding 1 PARA allowed D Squadron, 299 signal squadron, 22 SAS to enter Sierra Leone unnoticed.
The enhanced A Company group—approximately 130 troops in total—arrived in the country in several groups and joined the SAS, who had already established a base in Hastings, a village 30 miles (48 kilometres) south of Freetown, where several of the paras recognised former colleagues among the troopers from D Squadron. At Hastings, the paras focused on live firing exercises and rehearsed various scenarios in a scale replica of Magbeni which had been constructed at the camp.
As well as learning the layout of the village and refining battle technique, the rehearsals allowed the soldiers to acclimatise to the tropical heat, and led commanders to the decision that the paras would go into battle with minimal equipment to reduce the risk of heat exhaustion—excluding weapons and ammunition, they would carry only water and field dressings. Some officers feared that the weight of body armour would increase the risk of heat exhaustion, but commanders hoped that the cooler temperatures of the early morning (when the operation was planned to be launched) would mitigate the effects of the weight, and decided to order its use.
A day after the arrival of the paras, Director Special Forces (DSF), Brigadier John Holmes, arrived in Freetown with a headquarters staff which included the commanding officer of 22 SAS and the officer commanding D Squadron, as well as three personnel from the Royal Air Force's Tactical Communications Wing. Holmes based himself at Seaview House, the British military headquarters in Freetown, near the British High Commission. From there, his staff established contact with the SAS observation teams on either side of Rokel Creek and with COBRA, the British government's emergency committee in London. The DSF, who usually attends COBRA meetings during crises which may require the use of special forces, was represented by his chief of staff and by Lieutenant Colonel Tim Collins, operations officer at Headquarters Special Forces.
## The operation
### Decision to launch
On 9 September, "Colonel Cambodia" stated that the remaining six members of the Royal Irish patrol, who had now been held for over a fortnight, would be released only after a new government was formed in Sierra Leone. The negotiators concluded that the West Side Boys' increasingly unrealistic demands were stalling tactics rather than a serious attempt to conclude the crisis. At around the same time, the SAS teams near the West Side Boys' base reported that they had seen no sign of the captive soldiers during the four days they had been in position. There were also concerns that the West Side Boys might move further inland, and either kill the soldiers or move them to a location from which it would be more difficult for British forces to extract them. The combination of these factors led COBRA to order an assault.
The operation was to commence at first light the next day, 10 September. The intervening time was spent securing the political and legal basis for the raid. Final approval was gained from Sierra Leonean President Ahmad Kabbah, and British Prime Minister Tony Blair, while the Army Legal Corps secured approval from the Sierra Leonean Police. Fordham, who had been leading the negotiations, telephoned the West Side Boys and was able to establish that the captive soldiers were alive, and the final orders were issued in the evening of 9 September.
The two villages were to be assaulted simultaneously—Gberi Bana, where the Royal Irish were held, by the SAS and Magbeni by an SAS team and the paras. In addition to the remaining Royal Irish soldiers, the SAS were also tasked with extracting Lieutenant Musa Bangura—the patrol's SLA liaison, whose extraction was given the same priority as that of the Royal Irish—and a group of Sierra Leonean civilians who were being held by the West Side Boys.
### Assault
The task force left Hastings—approximately 15 minutes' flying time from the West Side Boys' camp—at approximately 06:15. Downstream from the villages—approximately 15 minutes' flying time, just out of the West Side Boys' visual and hearing range, the helicopters went into a holding pattern to allow the SAS observation teams time to get into position to prevent the West Side Boys from attacking any of the captives before the extraction teams were on the ground. Once the observation teams were in position, the helicopters proceeded up the line of Rokel Creek, the Chinooks flying low enough that the downdraft tore off the corrugated iron roofs of several huts in the villages, including the roof of the building in which the Royal Irish were being held.
As the helicopters approached, the SAS observation team at Gberi Bana engaged West Side Boys in the vicinity of the captives to prevent any gang members from attempting to kill them before the area was secured. Upon their arrival, the Chinooks opened fire using the M134 Miniguns mounted on the front doors whilst the two Lynx attack helicopters strafed the villages to make the landing zones as safe as possible, and destroy the heavy weapons that had been identified by the SAS observation teams.
#### Gberi Bana
After the first sweep by the attack helicopters, two Chinooks carried the SAS to Gberi Bana. The troopers fast-roped into the village and immediately came under fire from the West Side Boys. Early on in the confrontation, the British operation sustained its first casualty—a round entered Trooper Bradley Tinnion's flank, leaving him seriously injured. He was dragged back to the helicopter and flown to the medical team aboard the RFA Sir Percivale, dying despite intensive resuscitation attempts on board. The SAS proceeded to clear the village, engaging those West Side Boys who offered resistance and capturing those who surrendered, including Foday Kallay.
The SAS located the captive British soldiers from the latter's shouts of "British Army, British Army!", though Bangura had been held separately and proved more difficult to locate. He was found in a squalid open pit, which had been used by the West Side Boys as a lavatory, and had been starved and beaten during his captivity, and thus had to be carried to the helicopter. Less than 20 minutes after the arrival of the SAS, the remaining members of the Royal Irish patrol, including Bangura, had been evacuated from the area.
As the SAS operation concluded, the Chinooks ferried prisoners and bodies from Gberi Bana to the Jordanian battalion of UNAMSIL. From there, the bodies would be identified and buried, and those prisoners identified as West Side Boys would be handed over to the Sierra Leonean Police. Operation Barras also freed 22 Sierra Leonean civilians who had been held captive by the West Side Boys—the men were used as servants and put through crude military training by the West Side Boys, possibly with the intention of forcing them to fight in the future, while the women were used as sex slaves. Planners had been concerned that West Side Boys might try to conceal themselves among the civilians and so the civilians were also restrained and taken to the Jordanian peacekeepers' base to be identified. A 23rd civilian was caught in the crossfire and killed during the assault.
#### Magbeni
The third Chinook carried half of the enhanced A Company group from 1 PARA, and an SAS team to Magbeni. The helicopter hovered low above the landing zone that had been identified by the second SAS observation team and the troopers jumped from the rear ramp. The observation team had warned that the ground was wet but had been unable to determine the depth of the water, so the troopers were surprised to find themselves jumping into a chest-deep swamp. The majority of the first group immediately waded through the swamp to get to the nearby tree line and from there to the village, but a small party tasked with securing the landing zone had to wait in the swamp for the Chinook to pick up the remaining members of the company group and return to insert them at the landing zone.
The returning Chinook, carrying the remainder of the A Company group including second-in-command (2IC) Captain Danny Matthews, came under fire from a heavy machine gun in Magbeni. It then returned fire from it's door mounted M134 Miniguns before being promptly joined by one of the 657 Squadron Lynx helicopters which strafed the HMG until it ceased firing. The soldiers in Matthews' helicopter exited and joined the first half of the company group on the ground. As the company group moved forward, an explosion—possibly a mortar fired by the British fire support group—injured seven men, including company commander Major Matthew Lowe, one of the platoon commanders, a signaller, and two of Lowe's headquarters staff.
Another signaller radioed in a casualty report, and one of the Chinooks en route to Gberi Bana to extract the Royal Irish (who had just been freed by the SAS) landed on the track through the village. The casualties were loaded onto the helicopter, which then picked up the Royal Irish and flew to RFA Sir Percivale where all 13 men were assessed by medics.
The operation continued under the leadership of Matthews, the company 2IC, who had taken command almost immediately after the company commander was wounded. Under his command, each of the platoons assaulted a different cluster of buildings to which they had been assigned during training on the replica village at Hastings. The West Side Boys' ammunition store was found and secured and, once the rest of the buildings had been cleared, the paras took up defensive positions to block any potential counter-attack and patrols went into the immediate jungle in search of any West Side Boys hiding in the bushes.
The village was completely secure by 08:00 and the paras secured the approaches with Claymore mines and mortars positioned to prevent a counter-attack, while a detachment destroyed the remaining vehicles and heavy weapons including the Bedford lorry which had blocked the Royal Irish patrol. The paras also recovered the Royal Irish patrol's Land Rovers, which were slung under the Chinooks and removed. The last British soldiers left the area at approximately 14:00.
#### Conclusion of the assault
The remaining members of the captured patrol were flown to RFA Sir Percivale. Fordham visited the men shortly after the operation and stated "they looked remarkably well considering the ordeal they had been through" and described them as being "physically and mentally exhausted". After medical checks, the soldiers, who had been held for 17 days, were allowed to telephone their families and then rejoined their battalion in Freetown. The paras were flown to RFA Argus where they spent the night before being flown back to the United Kingdom the next day. D Squadron, 22 SAS also left Sierra Leone the day after the operation, along with Director Special Forces and his headquarters staff.
## Aftermath
The operation was the first time in its history that the SAS had been deployed to rescue other members of the British Army. One British soldier, Bradley Tinnion, died after being wounded during the operation, having been evacuated to HMS Argyll. Another twelve soldiers were injured, one seriously. The British Ministry of Defence (MoD) did not officially acknowledge the involvement of special forces, issuing a press release which made no mention of the SAS, but when it was made public that Tinnion was a Lance Bombardier originally from 29 Commando Regiment Royal Artillery, it became clear to experts that Tinnion had been serving with special forces. Operation Barras was Tinnion's first operational deployment as an SAS trooper.
Confirmed to have died in the operation were 25 West Side Boys, although the true figure is probably higher, possibly as many as 80. The gang's resistance was stronger than expected and there was speculation that more bodies lay undiscovered in the jungle. Several other West Side Boys were captured, while others fled into the jungle. Many of those who fled later surrendered to Jordanian peacekeepers. The Jordanians had received 30 by the end of the day, and 371—including 57 children—had surrendered within a fortnight of Operation Barras, to which Julius Spencer, Sierra Leone's Minister for Information, declared that the West Side boys were "finished as a military threat".
Some of those who surrendered went on to volunteer for the new Sierra Leone Army and those who were accepted went into the British-run training programme. Kallay, the gang's leader, recorded a message for broadcast on Sierra Leonean radio urging the remaining West Side Boys to surrender to UNAMSIL. He also identified the bodies of West Side Boys killed in Magbeni and Gberi Bana, which were subsequently buried in a mass grave.
The morning of the operation, General Sir Charles Guthrie, Chief of the Defence Staff (CDS)—the professional head of the British Armed Forces—was coincidentally due to appear on Breakfast with Frost, a Sunday morning political television programme hosted by Sir David Frost. The first public knowledge of Operation Barras came from Guthrie's interview with Frost, which took place while the operation was still concluding. Guthrie told Frost "[W]e didn't want to have to assault, because it's a very difficult operation, there are big risks in it but we have done it [...] because our negotiations were getting nowhere. The hostages had been there for three weeks, they [the West Side Boys] were threatening to kill them, or they were threatening to move them to other parts of Sierra Leone and once they'd done that we'd never be able to recover [the soldiers] with ease, which I hope we've done this morning". The MoD issued a press release with more details later in the day.
Several decorations were awarded to the personnel who took part in Operation Barras, including two Conspicuous Gallantry Crosses (Parachute Regiment Colour Sergeant John David Baycroft and Royal Air Force Squadron Leader Iain James McKechnie MacFarlane), five Military Crosses (Parachute Regiment Warrant Officer Class 2 Harry William Bartlett, Major James Robert Chiswell, Captain Evan John Jeaffreson Fuery, Sergeant Stephen Michael Christopher Heaney, and Acting Captain Daniel John Matthews), and five Distinguished Flying Crosses (Royal Air Force Flight Lieutenant Timothy James Burgess, Squadron Leader Iain James McKechnie MacFarlane, Flight Lieutenant Jonathan Priest, Flight Lieutenant Paul Graham Shepherd, and Army Air Corps Captain Allan Laughlan Moyes). Holmes (Director Special Forces) was awarded the Distinguished Service Order for his part in the operation. Tinnion received a posthumous Mention in Despatches.
Marshall was later transferred to another regiment at his own request, while two of the soldiers on the patrol subsequently left the army and another two transferred to "Home Service" units (those based permanently in Northern Ireland).
## Long-term impact
The capture of the Royal Irish patrol had undermined the confidence of the Sierra Leonean population in the British operation, which they hoped would help to bring an end to the country's civil war, and embarrassed the British government, which had been critical of similar previous incidents involving UNAMSIL personnel. Operation Barras restored confidence in the British forces, prompting military historian William Fowler to call the operation "a necessarily spectacular endorsement of the rule of law and the elected government of Sierra Leone".
The British media struck a celebratory note at the success of Operation Barras, but some suggested that Marshall had erred in diverting the patrol off the main road to visit the West Side Boys. Both Marshall and Bangura—the patrol's Sierra Leone Army liaison—were adamant that the patrol had been asked by the Jordanian peacekeepers serving with UNAMSIL to, in Bangura's words, "take a closer look". However, the commander of UNAMSIL—General Mohamed Garba of Nigeria—initially denied that the Royal Irish had met the Jordanians and both UNAMSIL HQ and the Jordanian commanding officer denied that the patrol were asked to investigate the West Side Boys' camp.
An investigation into the capture of the patrol was launched by Land Command and a senior officer was despatched to Freetown to debrief the members of the patrol. The report was critical of Marshall, stating that he "made an error of professional judgement in diverting from a planned and authorised journey to make an unauthorised visit to the village of Magbeni."
The risks of Operation Barras were acknowledged by the MoD and by officers involved in the planning and the assault. It was described by an SAS soldier as "not a clinical, black balaclava, Princes Gate type operation. It was a very grubby, green operation with lots of potential for things to go wrong". Richard Connaughton observed in the journal Small Wars & Insurgencies that the operation showed that Tony Blair's government was not averse to the possibility of casualties where they felt the cause was just.
Geoff Hoon, British Secretary of State for Defence, summed up the effect of the operation at a press conference, stating that "[Operation Barras] sends a number of powerful messages. Firstly, it is a yet further demonstration of the refusal of successive British governments to do deals with terrorists and hostage takers. Secondly, we hope the West Side Group [sic] and other rebel units in Sierra Leone will now [...] accept the rule of law and the authority of the democratically elected government of Sierra Leone. Thirdly, we hope all those who may in future consider taking similar actions against UK armed forces will think carefully about the possible consequences and realise there is nothing to be gained by such action".
Andrew M. Dorman of King's College London suggested that the fate of the wider British operation in Sierra Leone depended heavily on the success or failure of Operation Barras and that, had the British forces been defeated, the United Kingdom would have been forced to withdraw all its forces from Sierra Leone. Dorman also suggests that a defeat would have "raised questions" regarding Tony Blair's policy of using armed force for humanitarian intervention.
The success of Operation Barras was a factor in the decision to form the Special Forces Support Group (SFSG), a permanent unit whose role is to act as a force multiplier for British special forces on large or complex operations. The SFSG was formed in 2006 from an infantry battalion—originally 1 PARA, which was the first battalion to serve in the role—with supporting elements from the Royal Marines and Royal Air Force Regiment. The SFSG went on to support special forces operations in Afghanistan and Iraq.
The capture of the Royal Irish patrol and the effectiveness of the operation to free them prompted the British government to increase its support of UNAMSIL, both politically and through the provision of staff officers to assist UNAMSIL's operational headquarters (though not with a significant contribution of peacekeepers, despite considerable lobbying). The British also applied political pressure through the United Nations Security Council on the Revolutionary United Front (RUF)—the second main party to the civil war after the government—and on Sierra Leone's neighbour Liberia, which had provided support to the RUF. The new approach, combined with a larger and more powerful UNAMSIL, hastened the demobilisation of the RUF and thus the end of the Sierra Leone Civil War.
## See also
- Operation Khukri, similar operation to rescue two companies of Indian soldiers |
12,630,698 | Plunketts Creek (Loyalsock Creek tributary) | 1,138,897,950 | River in the US state of Pennsylvania | [
"Allegheny Plateau",
"Rivers of Lycoming County, Pennsylvania",
"Rivers of Pennsylvania",
"Rivers of Sullivan County, Pennsylvania",
"Tributaries of Loyalsock Creek"
]
| Plunketts Creek is an approximately 6.2-mile-long (10 km) tributary of Loyalsock Creek in Lycoming and Sullivan counties in the U.S. state of Pennsylvania. Two unincorporated villages and a hamlet are on the creek, and its watershed drains 23.6 square miles (61 km<sup>2</sup>) in parts of five townships. The creek is a part of the Chesapeake Bay drainage basin via Loyalsock Creek and the West Branch Susquehanna and Susquehanna Rivers.
Plunketts Creek's name comes from the first owner of the land including the creek's mouth, and the creek has given its name to two townships (although one has since changed its name). The creek flows southwest and then south through the dissected Allegheny Plateau, through rock from the Mississippian sub-period and Devonian period. Much of the Plunketts Creek valley is composed of various glacial deposits, chiefly alluvium.
Although the Plunketts Creek watershed was clear-cut and home to a tannery, sawmills, and a coal mine in the nineteenth century, today it is heavily wooded and known for its high water quality, fishing, and other recreational opportunities. The watershed now includes parts of the Loyalsock State Forest, Pennsylvania State Game Lands, and a State Game Farm for raising pheasant. Tourism, hunting, and fishing have long been important in the region, and the year-round population of Plunketts Creek Township is increasing much faster than that of either Lycoming or Sullivan County.
## Name
Plunketts Creek is named for Colonel William Plunkett, a physician, who was the first president judge of Northumberland County after it was formed in 1772. During conflicts with Native Americans, he treated wounded settlers and fought the natives. Plunkett led a Pennsylvania expedition in the Pennamite–Yankee War to forcibly remove settlers from Connecticut, who had claimed and settled on lands also claimed by Pennsylvania. For his services, Plunkett was granted six tracts of land totaling 1,978 acres (8.00 km<sup>2</sup>) on November 14, 1776, although the land was not actually surveyed until September 1783. Plunkett's land included the creek's mouth, so Plunketts Creek was given his name.
During the American Revolution, Plunkett did not actively support the revolution and thus was suspected of being sympathetic to the British Empire. He died in 1791, aged about 100, and was buried in Northumberland, without a grave marker or monument (except for the creek that bears his name). Lycoming County was formed from Northumberland County in 1795. When Plunketts Creek Township was formed in Lycoming County in 1838, the original name proposed was "Plunkett Township" but the lingering suspicions of his British sympathies led to that name being rejected. Naming the township for the creek was an acceptable compromise.
Plunketts Creek Township was originally much larger than it is now, and two other townships were formed from parts of it. When Sullivan County was formed from Lycoming County on March 15, 1847, Plunketts Creek Township was divided between the counties, with each having a township of the same name. This led to some confusion and in 1856 the citizens of Sullivan County petitioned the state legislature to change the name of their Plunketts Creek Township to Hillsgrove Township, for Hillsgrove, the main village and post office in the township. In 1866, Cascade Township was formed from parts of Hepburn and Plunketts Creek Townships in Lycoming County.
According to Meginness (1892), Colonel Plunkett actually spelled his last name "Plunket", but the current spelling was established "by custom and the courts". As of 2018, it is the only stream officially named "Plunketts Creek" on USGS maps of the United States and in the USGS Geographic Names Information System. (There is a "Plunkett Creek" in Tennessee which has "Plunketts Creek" as an official variant name). The possessive apostrophe is not part of the official name of the creek, although records from the 19th century often spell it as "Plunkett's Creek". No Native American name for Plunketts Creek is known. Two streams in the watershed have given their names to roads in Plunketts Creek Township: Engle Run Drive and Mock Run Road.
## Course
The source of Plunketts Creek is 1440 ft (439 m) above sea level, northwest of the unincorporated village of Hillsgrove and just south of the Loyalsock State Forest in Hillsgrove Township, Sullivan County. The source is a pond just north of Pennsylvania Route 4010 (the road between the villages of Proctor and Hillsgrove) and Plunketts Creek crosses the road twice, then receives two unnamed tributaries on the right bank as it flows generally southwest about 1.5 miles (2.4 km) to the Lycoming County line.
The creek continues southwest as it enters Plunketts Creek Township and receives Reibsan Run on the left bank, 4.70 miles (7.56 km<sup>2</sup>) upstream from the mouth. It next receives Mock Creek at the hamlet of Hoppestown (4.24 miles (6.82 km) from the mouth), then Wolf Run (2.72 miles (4.38 km) from the mouth), both on the right bank. At the village of Proctor, Plunketts Creek receives King Run (1.66 miles (2.67 km)) on the right bank, then turns south towards Loyalsock Creek. It flows through the Pennsylvania Game Commission's Northcentral Game Farm, then receives the unnamed tributary in Coal Mine Hollow on the right bank and Dry Run on the left bank (0.82 miles (1.32 km) and 0.17 miles (0.27 km), respectively). It finally enters the village of Barbours, where its mouth is on the right bank of Loyalsock Creek at 725 feet (221 m).
Lycoming County is about 130 miles (209 km) northwest of Philadelphia and 165 miles (266 km) east-northeast of Pittsburgh. Although Plunketts Creek is 6.2 miles (10.0 km) long,} the direct distance between the source and the mouth is only 4.1 miles (6.6 km). From the mouth of Plunketts Creek it is 19.50 miles (31.38 km<sup>2</sup>) along Loyalsock Creek to its confluence with the West Branch Susquehanna River at Montoursville. The elevation at the source is 1440 feet (439 m), while the mouth is at an elevation of 725 feet (221 m). The difference in elevation, 715 feet (218 m), divided by the length of the creek of 6.2 miles (10.0 km) gives the average drop in elevation per unit length of creek or relief ratio of 115.3 feet/mile (21.8 m/km). For comparison, the relief ratio of Wallis Run (the next watershed to the southwest) is 110.9 feet/mile (21.0 m/km), while Loyalsock Creek's is only 28.0 feet/mile (5.33 m/km).
### Floods
Plunketts Creek can vary greatly in depth, depending on the season and recent precipitation. Its water level is typically highest (perhaps 3 feet (1 m) deep) in spring or for a few days after a heavy rain, and lowest in late summer, when it can shrink to a trickle. While there is no stream gauge on Plunketts Creek, a rough estimate of the creek's water level may be found from the stream gauge on the Loyalsock Creek bridge in Barbours, just downstream of the mouth. Lycoming County operates this gauge as part of the county-wide flood warning system. It only measures the water height (not discharge), and measured a record gauge height of 34 feet (10 m) on September 7, 2011.
The September 2011 flood was caused by remnants of Tropical Storm Lee, which dumped 11.36 inches (289 mm) of rainfall in the nearby village of Shunk in Fox Township in Sullivan County (just north of the creek's source). The 2011 flooding caused widespread damage in Proctor and Barbours and destroyed a small stone bridge on Wallis Run Road in Proctor over King Run, a tributary of Plunketts Creek. The Barbours Fire Hall became an "emergency relief center offering food, shelter and supplies to victims of the flood". Further downstream on the Loyalsock, the flooding badly damaged the historic Hillsgrove Covered Bridge, washed out sections of Pennsylvania Route 87 along the creek, and destroyed the Pennsylvania Route 973 and Lycoming Valley Railroad bridges over the creek near and in Montoursville.
The previous record flood reached 24.9 feet (7.6 m) on the Loyalsock flood gauge at Barbours on January 19–20, 1996. This major flood resulted from heavy rain, snow melt, and ice dams, which caused millions of dollars of damage throughout Lycoming County, and six deaths on Lycoming Creek in and near Williamsport. On Plunketts Creek, the flood heavily damaged and later caused the demolition of Plunketts Creek Bridge No. 3, a mid-19th century stone arch bridge listed on the National Register of Historic Places. The flood waters were 4 feet (1.2 m) deep in Barbours and it was called the village's "worst flood in history" at the time.
## Geology
Plunketts Creek is in the southern edge of the dissected Allegheny Plateau, near the Allegheny Front. The underlying bedrock is sandstone and shale, mostly from the Mississippian sub-period, with rock from the Devonian period in the north of the watershed. The northern edge of the Plunketts Creek drainage basin is formed by Burnetts Ridge and Popple Ridge. Plunketts Creek flows along the north side of Camp Mountain and, on turning south at Proctor, forms a water gap between it and Cove Mountain (to the west).
The watershed has no oil or conventional natural gas fields. However, a potentially large source of natural gas is the Marcellus shale, which lies 1.5 to 2.0 miles (2.4 to 3.2 km) below the surface here and stretches from New York through Pennsylvania to Ohio and West Virginia. Estimates of the total natural gas in the black shale from the Devonian period range from 168 to 516 trillion cubic feet (4.76 to 14.6 trillion m<sup>3</sup>), with at least 10 percent considered recoverable.
The Pennsylvania Bureau of Topographic and Geologic Survey's "Distribution of Pennsylvania Coals" map shows no major deposits of coal in the Plunketts Creek watershed, and only one deposit nearby in the Loyalsock Creek watershed (in southern Plunketts Creek Township). However, Meginness (1892) refers to coal mines in Plunketts Creek Township, and there is an unnamed tributary of Plunketts Creek in "Coal Mine Hollow" on the right bank between Dry Run and King Run, so it seems a small coal mine operated there in the past.
Much of the Plunketts Creek valley (and those of its tributaries) is composed of various glacial deposits. Closer to the mouth, there are large deposits of alluvium, as well as alluvial fan and alluvial terraces. Many of the glacial deposits are associated with the Wisconsin glaciation, with stratified drift and till, as well as outwash present. The alluvium is "10 feet (3 m) or more thick in the lower reaches of the Plunketts Creek valley", but only "6 feet (2 m) thick in headward tributary valleys". The outwash is described as "stratified sand and gravel that form terrace remnants along the flanks of Loyalsock Creek and Plunketts Creek valleys".
## Watershed
The Plunketts Creek watershed drains parts of Cascade, McNett, and Plunketts Creek townships in Lycoming County, and Fox and Hillsgrove Townships in Sullivan County (with most of the watershed in Plunketts Creek Township). The drainage basin area is 23.6 square miles (61 km<sup>2</sup>), accounting for 4.78% of the 494 square miles (1,280 km<sup>2</sup>) Loyalsock Creek watershed. Bear Creek, whose mouth is also within the village of Barbours but on the opposite (left) bank, is the nearest major creek at 0.52 miles (0.84 km) downstream, as measured along Loyalsock Creek. (It is also known as "Big Bear Creek" as it is the watershed upstream of "Little Bear Creek".) The neighboring major watersheds on the same bank are Wallis Run (9.56 miles (15.39 km) downstream) and Mill Creek (at the village of Hillsgrove, 9.16 miles (14.74 km) upstream). Pleasant Stream, a tributary of Lycoming Creek, is the watershed to the north.
The named tributaries together account for 70.6% of the Plunketts Creek watershed. The largest tributary is Wolf Run, with an area of 7.39 square miles (19.1 km<sup>2</sup>), accounting for 31.3% of the total. The Wolf Run drainage basin includes both the Noon Branch (4.26 square miles (11.03 km<sup>2</sup>)) and the Brian Branch (1.60 square miles (4.14 km<sup>2</sup>)). The next largest tributary of Plunketts Creek is King Run with 5.56 square miles (14.4 km<sup>2</sup>) or 23.6% of the watershed. The King Run watershed includes Engle Run, with 2.90 square miles (7.5 km<sup>2</sup>). The third largest tributary is Dry Run with 1.79 square miles (4.6 km<sup>2</sup>) or 7.6%, followed by the unnamed tributary in Coal Mine Hollow with 1.08 square miles (2.8 km<sup>2</sup>) or 4.6%. All other named tributaries are less than 1.00 square mile (2.6 km<sup>2</sup>) and account for less than 5% of the drainage basin individually. Plunketts Creek does not have its own watershed association, but is part of the larger Loyalsock Creek Watershed Association.
### Water quality
The clear-cutting of forests in the 19th century adversely affected the ecology of the Plunketts Creek watershed and its water quality. Polluting industries on the creek and its tributaries then included a coal mine and tannery (which are long since departed). In the autumn of 1897, three men working with hides at the Proctor tannery were stricken with anthrax, two fatally. Another four deaths originally blamed on pneumonia were suspected of being due to pulmonary anthrax, and some cattle drinking from Plunketts Creek downstream from the tannery were also infected. As late as 1959, the sludge pile from the tannery was still visible in Proctor, but was not disturbed for fear of anthrax spores. No acid mine drainage is reported in the watershed.
As of 1984, the mean annual precipitation for the Loyalsock Creek watershed (which Plunketts Creek is part of) was 42 to 48 inches (1067 to 1219 mm). Pennsylvania receives the greatest amount of acid rain of any state in the United States. Because Plunketts Creek is in a sandstone and shale mountain region, it has a relatively low capacity to neutralize added acid. This makes it especially vulnerable to increased acidification from acid rain, which poses a threat to the long term health of the plants and animals in the creek. The total alkalinity (TA) is a measure of the capacity of water to neutralize acid, with a larger TA corresponding to a greater capacity. In 2007, the TA of two subtributaries was known: Engle Run, a 4.9-mile (7.9 km) tributary of King Run, had a TA of 5, and the Noon Branch, a 1.9-mile (3.1 km) tributary of Wolf Run, had a TA of 9.
The 2002 Pennsylvania Department of Conservation and Natural Resources (DCNR) report on "State Forest Waters with Special Protection" rated Plunketts Creek (from its source to mouth) and two of it tributaries, Wolf Run and Mock Creek (from the county line to the mouth), as "High Quality-Cold Water Fisheries". Two subtributaries were rated as "Exceptional Value" streams for fishing: Engle Run and the Noon Branch of Wolf Run.
### Recreation
Meginness (1892) wrote that "Plunkett's Creek township, on account of its dashing mountain streams of pure water, has always been a favorite place for trout fishing." In 2007, the Pennsylvania Fish and Boat Commission classified both Engle Run and the Noon Branch of Wolf Run as Class A Wild Trout Waters, defined as "streams which support a population of naturally produced trout of sufficient size and abundance to support a long-term and rewarding sport fishery." Barbours has been popular from early on with "anglers seeking trout in the 'Sock and its tributaries", as well as with hunters after black bear, white-tailed deer, and wild turkey in the surrounding forests.
Besides fishing, the Plunketts Creek watershed contains much of the 6,722 acres (27.20 km<sup>2</sup>) of Pennsylvania State Game Lands No. 134, in both Lycoming and Sullivan counties. Habitat is found there for deer, ruffed grouse, and wild turkey. Hunting, trapping, and fishing are possible with proper licenses on both the state forest and State Game Lands. Camping, hiking, mountain bike and horseback riding, snowmobiling, cross-country skiing, and bird watching are all possible on state forest lands. The southern end of the 27.1 mile (43.6 km) long Old Loggers Path, a loop hiking trail, runs through the watershed just north of Engle and Wolf Runs.
## History
### Early inhabitants
The first recorded inhabitants of the Susquehanna River valley were the Iroquoian speaking Susquehannocks. Their name meant "people of the muddy river" in Algonquian. Decimated by diseases and warfare, they had died out, moved away, or been assimilated into other tribes by the early 18th century. The lands of the West Branch Susquehanna River Valley were then chiefly occupied by the Munsee phratry of the Lenape (or Delaware), and were under the nominal control of the Five (later Six) Nations of the Iroquois.
On November 5, 1768, the British acquired the "New Purchase" from the Iroquois in the Treaty of Fort Stanwix, opening what are now Lycoming and Sullivan counties to settlement. Initial settlements were on or near the West Branch Susquehanna River, and, as noted, Plunkett did not receive the land including the creek until 1776, nor was it surveyed until 1783. It is not clear if Plunkett ever lived on his land: he resided in Northumberland at the time of his death. A squatter named Paulhamus was the first recorded inhabitant of what became Plunketts Creek Township, living there "some time between 1770 and 1776". He was reputed to be a deserter from the British Army and left only when he was captured by British soldiers.
### Lumber and tannery
Like all streams in Lycoming and Sullivan Counties, Plunketts Creek served as an area for settlers to establish homesteads, mills, and to a lesser extent, farms. Barbours, the first village on the creek, was founded in 1832, when John S. Barbour, a Scottish immigrant, built a sawmill opposite the mouth of Plunketts Creek on Loyalsock Creek. Originally known as "Barbour's Mills", the village is in a rare area of flat land in the narrow Loyalsock valley and contains the mouths of both Plunketts and Bear Creeks. Barbours became a lumber center which owed "its existence to those forested mountains and the creeks that flow out of them". John Scaife arrived in 1856 and became a prosperous lumberman and farmer. His family became prominent in Barbours, and in 1997, his 86-year-old granddaughter, Virdie Scaife Houser Landon, recalled that in her childhood "every family that had 15 cents to their name had a sawmill for cutting lumber." By 1878 the village had several blacksmiths, a temperance hotel, its own post office, many sawmills, a school, and a wagon maker. Barbours flourished throughout the rest of the nineteenth century.
In 1868, Proctor was built as a company town in the midst of the timber required for the tannery (Barbours had initially been considered for the site). The second village on Plunketts Creek was originally named "Proctorville" for Thomas E. Proctor of Boston, who produced leather for the soles of shoes there. Proctor was brought to the area by William Stone of Standing Stone Township in Bradford County, who knew the area was "one vast tract of hemlock timber". The Proctor tannery employed "several hundred" at wages between 50 cents and \$1.75 a day, the employees living in one hundred twenty company houses, each renting for \$2 a month. Hemlock bark, used in the tanning process, was hauled to the tannery from up to 8 miles (13 km) away in both summer and winter, using wagons and sleds. The hides which were tanned to make leather came from the United States, and as far away as Mexico, Argentina, and China. In 1892, Proctor had a barber shop, two blacksmiths, cigar stand, I.O.O.F hall, leather shop, news stand, a post office (established in 1885), a two-room school, two stores, and a wagon shop. Finished sole leather was hauled by horse-drawn wagon south about 8 miles (13 km) to Little Bear Creek, where it was exchanged for "green" hides and other supplies brought north from Montoursville.
Plunketts Creek was a source of power in the nineteenth century and "water-powered sawmills, woolen mills, and grist (grain) mills lined the 'Sock and Plunketts and Big Bear Creeks". Although hemlock logs were originally left to rot after their bark was peeled for tanning, with time their lumber was used, among other places in a sawmill on Engle Run north of Proctor. By 1892 there were two steam powered sawmills on Plunketts Creek: one 0.5 miles (0.8 km) above the mouth, and the other 4.0 miles (6.4 km) up the creek, near Hoppestown. An extension of the Susquehanna and Eagles Mere Railroad crossed an unnamed tributary of Plunketts Creek near its source in Sullivan County in 1906, running from the village of Hillsgrove northwest to the lumber boomtown of Masten in Cascade and McNett Townships in Lycoming County. A logging railroad was built by the Central Pennsylvania Lumber Company (CPL) in the far northern part of the watershed in the 1920s. It crossed Engle Run twice and ran parallel to Wolf Run, near both their sources. No other railroads crossed or ran along Plunketts Creek.
### Decline and renewal
The lumber boom on Plunketts Creek ended when the virgin timber ran out. By 1898, the old growth hemlock was exhausted and the Proctor tannery, then owned by the Elk Tanning Company, was closed and dismantled. Lumbering continued in the watershed, but the last logs were floated down Plunketts Creek to the Loyalsock in 1905. The Susquehanna and Eagles Mere Railroad was abandoned in sections between 1922 and 1930, as the lumber it was built to transport was depleted. The CPL logging railroad and their Masten sawmills were abandoned in 1930. Without timber, the populations of Proctor and Barbours declined. The Barbours post office closed in the 1930s and the Proctor post office closed on July 1, 1953. Both villages also lost their schools and almost all of their businesses. Proctor celebrated its centennial in 1968, and a 1970 newspaper article on its thirty-ninth annual "Proctor Homecoming" reunion called it a "near-deserted old tannery town". In the 1980s, the last store in Barbours closed, and the former hotel (which had become a hunting club) was torn down to make way for a new bridge across Loyalsock Creek.
Second growth forests have since covered most of the clear-cut land. The beginnings of today's protected areas were established in the late nineteenth and early twentieth centuries: Pennsylvania's state legislature authorized the acquisition of abandoned clear-cut land in 1897, creating the state forest system. The Game Commission began acquiring property for State Game Lands in 1920, and established the Northcentral State Game Farm on Plunketts Creek in 1945 to raise wild turkey. It was converted to Ringneck pheasant production in 1981, and, as of 2007, it is one of four Pennsylvania state game farms producing about 200,000 pheasants each year for release on land open to public hunting. The Northcentral State Game Farm is in the Plunketts Creek valley just south of Proctor, and a part of it is on the right bank of Loyalsock Creek downstream of the confluence. The Loyalsock State Game Farm is 13 miles (21 km) downstream on Loyalsock Creek, at the village of Loyalsockville. When a May 2007 fire destroyed a brooder house there just days before 18,000 pheasant chicks were due to hatch, the eggs were transferred to the nearby Northcentral State Game Farm without reduction in the production goal.
As of 2007, Proctor has two separate businesses: a general store (which also sells gasoline) and a bed and breakfast. The church which used to host the annual "Proctor Homecoming" reunions still stands, but is closed. Barbours has no store or gas station, but does have one church. Barbours is home to the Plunketts Creek Township Volunteer Fire Company and township municipal building (which houses a small branch library). Since 1967, Barbours has been home to Pneu-Dart, which makes tranquilizer darts and guns for livestock and wildlife capture and control. In 1997, Pneu-Dart had eight employees. Today much of Plunketts Creek's watershed is wooded and protected as part of Loyalsock State Forest or Pennsylvania State Game Lands No. 134. Pennsylvania's state forests and game lands are managed, and small-scale lumbering operations continue in the watershed today. Barbours has one sawmill, in 1997 it had thirty contract loggers and fifteen employees, with \$1.2 million in annual gross sales.
Plunketts Creek has been a place for lumber and tourism since its villages were founded. Before the advent of automobiles, the area was quite isolated and the 16 mile (26 km) trip to Montoursville took at least three hours (today it takes less than half an hour). Residents who used to work locally now commute to Williamsport. "Cabin people" have seasonally increased the population for years, but increasing numbers now live there year-round. From 1950 to 2000, the population of Plunketts Creek Township increased 80.6 percent from 427 to 771 (for comparison, in the same period Lycoming County's population increased by only 18.6 percent, while Sullivan County's declined by 2.9 percent). Tourists still come too: the opening weekend of the trout season brings more people into the village at the mouth of Plunketts Creek than any other time of the year.
## See also
- List of rivers of Pennsylvania |
26,304,346 | SMS Erzherzog Franz Ferdinand | 1,166,055,126 | Austro-Hungarian battleship | [
"1908 ships",
"Radetzky-class battleships",
"Ships built in Trieste",
"World War I battleships of Austria-Hungary"
]
| SMS Erzherzog Franz Ferdinand was an Austro-Hungarian Radetzky-class pre-dreadnought battleship commissioned into the Austro-Hungarian Navy on 5 June 1910. She was named after Archduke Franz Ferdinand. The first ship of her class to be built, she preceded Radetzky by more than six months. Her armament included four 30.5 cm (12 in) guns in two twin turrets, and eight 24 cm (9.4 in) guns in four twin turrets.
She participated in an international naval protest of the Balkan Wars in 1913, during which she helped enforce a blockade of Montenegro. She was also one of the first ships to deploy seaplanes for military use. During World War I, she saw limited service in the 2nd Division of the 1st Battle Squadron, including mobilization to assist the escape of the German ships SMS Goeben and SMS Breslau and the bombardment of Ancona in 1915. At the end of the war, she was ceded to Italy as a war prize and was eventually scrapped in 1926.
## Construction
Erzherzog Franz Ferdinand was built at the Stabilimento Tecnico Triestino dockyard in Trieste. She was laid down on 12 September 1907 and launched from the slipway on 8 September 1908. The teak used on her deck was the only material Austria-Hungary purchased abroad to build her. A month and a half after her launch, she was towed to the harbor in Muggia for completion. During a severe storm that night, she broke loose from her moorings; with no crewmen aboard, Erzherzog Franz Ferdinand drifted for several hours before running aground just off Izola. The following morning, the navy located her and started to refloat her. Completion was delayed by a welders' strike in 1908 and a riveters' strike in 1909. Erzherzog Franz Ferdinand was the first ship of the class to be completed, and she was commissioned into the Austro-Hungarian Navy on 5 June 1910.
At 137.5 m (451 ft 1 in) long, with a beam of 24.6 m (80 ft 9 in) and a draft of 8.1 m (26 ft 7 in), Erzherzog Franz Ferdinand normally displaced 14,508 long tons (14,741 t). With full combat load, she displaced up to 15,845.5 long tons (16,100 t). Erzherzog Franz Ferdinand, like the other ships of the Radetzky class, was smaller and not as well-armed as other battleships in contemporary navies. Despite these shortcomings, Erzherzog Franz Ferdinand was one of Austria-Hungary's first true deep-water fighting ships. She was powered by two 4-cylinder vertical triple expansion steam engines rated at 19,800 indicated horsepower and had a maximum speed of 20.5 knots (38.0 km/h; 23.6 mph). Erzherzog Franz Ferdinand was the first warship in the Austro-Hungarian Navy to use oil and coal-fired boilers. She had a maximum range of 4,000 nautical miles (7,408 km; 4,603 mi) at a cruising speed of 10 kn (19 km/h; 12 mph).
The ship's primary armament consisted of four 30.5 cm (12 in) 45-caliber guns in two twin gun turrets. Eight 24 cm (9.4 in) guns in four wing turrets formed the heavy secondary battery. The tertiary battery consisted of twenty 10 cm (3.9 in) L/50 guns in casemated single mounts and four 47 mm (1.9 in) L/44 guns. After 1916–17 refits four Škoda 7 cm K16 anti-aircraft guns were installed. Three 45 cm (17.7 in) torpedo tubes were also carried, two on the beam and one in the stern.
## Service history
The ship was assigned to the Austro-Hungarian fleet's 1st Battle Squadron after her 1910 commissioning. In 1912, Erzherzog Franz Ferdinand and her two sister ships conducted two training cruises into the eastern Mediterranean Sea. On the second cruise into the Aegean Sea, conducted from November to December, she was accompanied by the cruiser Admiral Spaun and a pair of destroyers. After returning to Pola, the entire fleet mobilized for possible hostilities, as tensions flared in the Balkans.
The following year, she participated in an international naval demonstration in the Ionian Sea to protest the Balkan Wars. Ships from other navies included the British pre-dreadnought HMS King Edward VII, the Italian pre-dreadnought Ammiraglio di Saint Bon, the French armoured cruiser Edgar Quinet, and the German light cruiser SMS Breslau. The most important action of the combined flotilla, which was under the command of British Admiral Cecil Burney, was to blockade the Montenegrin coast. The goal of the blockade was to prevent Serbian reinforcements from supporting the siege at Scutari, where Montenegro had besieged a combined force of Albanians and Ottomans. Pressured by the international blockade, Serbia withdrew its army from Scutari, which was subsequently occupied by a joint Allied ground force.
The first seaplanes used in combat, supplied by French manufacturer Donnet-Lévêque, were operated from Erzherzog Franz Ferdinand and her two sisters during the blockade. However, the Austro-Hungarian Navy was not satisfied with the operation, as the ships lacked enough deck space for the planes, as well as a lack of cranes with which they could easily hoist the planes onto the decks. The planes were later moved to a hangar at the navy yard in Teodo. By 1913, the four new dreadnoughts of the Tegetthoff class—the only dreadnoughts built for the fleet—were coming into active service. With the commissioning of these dreadnoughts, the navy shifted Erzherzog Franz Ferdinand and her sisters to the 2nd Division of the 1st Battle Squadron.
### World War I
The ship was named after Archduke Franz Ferdinand, whose assassination on 28 June 1914 triggered World War I. At that time, the battleships in the Austro-Hungarian Navy consisted of the Radetzky class, the Tegetthoff class, and the older Habsburg and Erzherzog Karl classes. Along with the remainder of the Austro-Hungarian Navy, Erzherzog Franz Ferdinand was mobilized in late July 1914 to support the flight of SMS Goeben and Breslau. The two German ships broke out of Messina, which was surrounded by the British navy, and reached their allies in Turkey. The flotilla had advanced as far south as Brindisi in southeastern Italy when news of the successful breakout reached Vienna. The Austro-Hungarian ships were recalled before seeing action.
On 23 May 1915, between two and four hours after the Italian declaration of war reached the main Austro-Hungarian naval base at Pola, Erzherzog Franz Ferdinand and the rest of the fleet departed to bombard the Italian coast. Their focus was on the important naval base at Ancona, and later the coast of Montenegro. The bombardment of Montenegro was part of the larger Austro-Hungarian campaign against the Kingdoms of Montenegro and Serbia, who were members of the Entente, during the first half of 1915. The attack on Ancona was an immense success, and the ships were unopposed during the operation. The bombardment of the province and the surrounding area resulted in the destruction of an Italian steamer in the port of Ancona itself, and an Italian destroyer, Turbine was severely damaged further south. On the shore, the infrastructure of the port of Ancona, as well as the surrounding towns, were severely damaged. The railroad yard in Ancona, as well as the port facilities in the town, were damaged or destroyed. The local shore batteries were also rendered inactive. Additional targets that were damaged or destroyed included wharves, warehouses, oil tanks, radio stations, and the local barracks. 63 Italians, both civilians and military personnel alike, were killed in the bombardment. By the time Italian ships from Taranto and Brindisi arrived at Ancona, the Austro-Hungarians were safely back in Pola.
The objective of the bombardment of Ancona was to delay the Italian Army from deploying its forces along the border with Austria-Hungary by destroying critical transportation systems. The surprise attack on Ancona succeeded in delaying the Italian deployment to the Alps for two weeks. This delay gave Austria-Hungary valuable time to strengthen its Italian border and re-deploy some of its troops from the Eastern and Balkan fronts.
The only damage in the ensuing days to Erzherzog Franz Ferdinand appears to have been after the battleships returned to Pola. A collision occurred between the ship and an unknown Austro-Hungarian destroyer on 30 May, while both were attempting to avoid an aerial bombardment from an Italian airship; the destroyer sank.
Aside from the attack on Ancona, the Austro-Hungarian battleships were confined to Pola for the duration of the war. Their operations were limited by Admiral Anton Haus, the commander of the Austro-Hungarian Navy, who believed that he would need to husband his ships to counter any Italian attempt to seize the Dalmatian coast. Since coal was diverted to the newer Tegetthoff-class battleships, the remainder of the war saw Erzherzog Franz Ferdinand and the rest of the Austro-Hungarian Navy acting as a fleet in being. This resulted in the Allied blockade of the Otranto Strait. With his fleet blockaded in the Adriatic Sea, and with a shortage of coal, Haus enacted a strategy based on mines and submarines designed to reduce the numerical superiority of the Allied navies.
### Postwar fate
According to the terms of the Armistice of Villa Giusti, which ended hostilities between Italy and Austro-Hungary, the latter was to transfer three battleships to Venice. Italy originally intended to seize the three remaining Tegetthoff-class ships, but Italian frogmen sank SMS Viribus Unitis three days before the Armistice took effect. Erzherzog Franz Ferdinand was substituted in her place. The pre-dreadnought served as a showpiece of the Italian victory parade held in March 1919. She was formally ceded to Italy under the terms of the Treaty of Saint-Germain-en-Laye, signed in September 1919, and was moved to Venice by sailors of the Regia Marina (Royal Italian Navy). Erzherzog Franz Ferdinand saw no further action while in Italian custody; she was scrapped in 1926. |
24,689,651 | 1999–2000 Gillingham F.C. season | 1,109,775,436 | null | [
"1999–2000 Football League Second Division by team",
"Gillingham F.C. seasons"
]
| During the 1999–2000 English football season, Gillingham F.C. competed in the Football League Second Division, the third tier of the English football league system. It was the 68th season in which Gillingham competed in the Football League, and the 50th since the club was voted back into the league in 1950. The team started the season in poor form, failing to win any of the first five league games, but then went on a much-improved run and began challenging for promotion to the Football League First Division. Robert Taylor scored 18 goals in 19 games by November, after which he was signed by Manchester City for £1.5 million, a new record fee for Gillingham. On the last day of the regular season, the team had a chance to gain automatic promotion, but lost and instead had to enter the play-offs. After defeating Stoke City in the semi-finals, Gillingham beat Wigan Athletic in the final to gain promotion to the second tier of the English football league system for the first time in the club's history.
Gillingham also had their best run to date in the FA Cup, beating two Premier League teams before being knocked out by a third, Chelsea, at the quarter-final stage. The team reached the second round of the Football League Cup but were eliminated in the first round of the Football League Trophy. The team played 62 competitive matches, winning 34, drawing 12, and losing 16. Despite leaving the club before the mid-point of the season, Taylor was the team's top goalscorer with 18 goals. Nicky Southall made the most appearances, playing 59 times. The highest attendance recorded at the club's home ground, Priestfield Stadium, was 10,386, for the home leg of the play-off semi-final against Stoke City. Having led the team to promotion, manager Peter Taylor left the club after a single season to become manager of Leicester City of the Premier League.
## Background and pre-season
The 1999–2000 season was Gillingham's 68th season playing in the Football League and the 50th since the club was elected back into the League in 1950 after being voted out in 1938. It was the club's fourth consecutive season in the Football League Second Division, the third tier of the English football league system. In the 1998–99 season, Gillingham had reached the Second Division play-off final but lost to Manchester City following a penalty shoot-out and thus missed out on promotion to the First Division. One month after the play-off final, Tony Pulis was dismissed from his job as the club's manager, amid accusations of gross misconduct on his part, a decision which led to a lengthy and acrimonious court case between Pulis and club owner Paul Scally. In early July, Scally appointed Peter Taylor as the club's new manager; Taylor had left his post as head coach of the England under-21 team the previous month. The new manager appointed Andy Hessenthaler, who had played for the club since 1996, to a player-coach role; Steve Butler, who had left the club a year earlier, returned from Peterborough United to take up a similar position.
The club signed several other new players before the start of the season. Taylor's first signing was Junior Lewis, a midfielder who joined from non-League club Hendon; he had previously played under Taylor's management at Dover Athletic. Barry Miller, a defender, also stepped up from non-League football, having last played for Farnborough, and former Port Vale defender Brian McGlinchey also joined the club; both players had been released by their previous clubs at the end of the preceding season but played for Gillingham on a trial basis during pre-season and performed well enough to be offered contracts. Andy Thomson and Christian Lee, both forwards, were signed from Oxford United and Northampton Town respectively; Gillingham paid transfer fees of £25,000 for Thomson and £35,000 for Lee. The club also signed Anthony Williams on loan from Blackburn Rovers to act as back-up for Vince Bartram, the club's first-choice goalkeeper. The team prepared for the upcoming season with a number of friendly matches against non-League teams. Writing in The Times, Nick Szczepanik did not tip Gillingham for a top-six finish, stating that the team had "missed their chance" following the previous season's play-off final defeat.
Significant redevelopment work took place at the club's Priestfield Stadium in the close season. The Rainham End terracing was demolished and a new stand of the same name built in its place over the summer. The main stand was also demolished, but the work to build its replacement encountered various delays. The new Medway Stand did not open to spectators until the latter stages of the season, and some of the facilities would not be completed until more than a year after work began. The project also caused financial problems for the club, as the work eventually cost significantly more than had been originally estimated. The team's first-choice kit, featuring blue and black striped shirts, was unchanged from the previous season with the exception of local newspaper the Medway News replacing dairy brand Kool as the shirt sponsor. A new change kit, to be worn in the event of a clash of colours with the opposition, was adopted, with yellow shirts replacing the previous season's black and red stripes.
## Second Division
### August–December
Gillingham began the season with an away game against Bury; Thomson scored on his debut but Gillingham lost 2–1. The first home game a week later against Bristol Rovers also resulted in a defeat. The team then gained three consecutive draws, and after five games were in 22nd position in the 24-team division. The match against Blackpool on 21 August included a controversial incident after Gillingham goalkeeper Bartram intentionally kicked the ball out of play so that an injured Blackpool player could receive medical treatment; when Blackpool took the throw-in they retained possession of the ball and scored the equalising goal. Manager Taylor was ejected from the technical area by the referee for entering the field of play and arguing with him over an unwritten rule that in such circumstances the player taking the throw-in returns the ball to the opposition.
Gillingham gained their first league win of the season at the sixth attempt on 4 September, defeating Oldham Athletic 2–1 after scoring two goals in the first six minutes of the match. The second was scored by Emmanuel Omoyinmi on his debut after joining on loan from West Ham United; the following week he scored again as Gillingham beat Oxford United 2–1 to move into the top half of the league table. The team then suffered another setback, losing to Preston North End. September ended with Gillingham in 15th place in the division.
On 9 October, Gillingham achieved their biggest win of the season, defeating Wrexham 5–1 at Priestfield; Robert Taylor scored a hat-trick inside the last half-hour of the game. Four games later, he repeated the feat, scoring all three goals in a 3–0 victory over Bristol City. That match marked Pulis's first appearance at Priestfield since his dismissal from the role of Gillingham manager, as he was now in charge of Bristol City; he received a standing ovation from the home fans. Taylor scored for the fifth consecutive game in a 4–1 win over Scunthorpe United on 23 November, taking his total to 15 goals in 15 Second Division games; two days later, he was signed by Manchester City for a transfer fee of £1.5 million, a new record for the highest fee received by Gillingham for a player. His initial replacement in the starting line-up was Rodney Rowe, a recent signing from York City. Despite losing their most prolific goalscorer, the team won their first three games without Taylor and were in fifth position in the league table after a 2–1 victory over Colchester United on 26 December. Gillingham's final match of 1999 resulted in a 2–0 defeat away to Wigan Athletic.
### January–May
Gillingham signed two new players on 2 January, making them the first club in English professional football to conclude transfer business in the year 2000. Striker Iffy Onuora and midfielder Ty Gooden both joined from Swindon Town for a combined transfer fee of £200,000. It marked the start of a second spell at the club for Onuora, who had played for Gillingham between 1996 and 1998; he was a regular starter for the remainder of the season, with Rowe largely used only as a substitute. The team's first match of 2000 resulted in a 2–2 draw at home to Reading; Thomson gave Gillingham the lead in the 90th minute, but their opponents then equalised in injury time. The next two games both ended in defeat, and a goalless draw away to Chesterfield in the first match of February meant that the team had gone five games without a win. This left the team in seventh position in the table, albeit having played fewer games than all the teams above them.
On 5 February, Gillingham won a Second Division match for the first time in 2000, defeating Stoke City 3–0. It was the start of a run of four consecutive victories, which also included a win away to Preston North End, who had been top of the division going into the match. In the match against Preston, striker Carl Asaba, the team's top goalscorer in the previous season, made his first Football League appearance for nine months following a lengthy absence due to a hernia which required three operations. In March, Gillingham inflicted Bristol City's first home league defeat of the season. Gillingham lost consecutive away games against Colchester United and Wycombe Wanderers over the Easter weekend, but then beat Chesterfield 1–0, beginning an eight-game unbeaten run. This run included victories within four days over two of the other teams chasing promotion, Wigan Athletic and Burnley; following the latter win, Stephen Wood of The Times noted that Gillingham were "entering their best form at the perfect moment".
In the penultimate game of the season, Asaba scored Gillingham's third hat-trick of the season as the team beat Cardiff City 4–1. The result left Gillingham second in the table going into the final game, ahead of Burnley on goal difference; Gillingham would finish in that position and gain automatic promotion to the First Division if their result away to Wrexham matched or bettered that achieved by Burnley away to Scunthorpe United. Gillingham, however, lost 1–0, while Burnley won and thus moved above Gillingham into second place. Finishing third meant that Gillingham entered the play-offs for the final promotion place along with the three teams that finished below them. After the match, manager Taylor told the press "We are a bit sore, but we will be fine. It's up to me to earn my money and lift them. But I've got no doubts; I've always said that the spirit is first-class. Now it's going to be tested".
### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
Results
### Partial league table
### Play-offs
In the play-off semi-finals, Gillingham played sixth-place finishers Stoke City. In the first match of the two-legged tie, Stoke scored two goals in the first eight minutes. Although Gooden scored after 18 minutes, Stoke extended their lead to 3–1 in the second half. In the fifth minute of injury time, Hessenthaler scored to make the final score 3–2. Before half-time of the second leg, Stoke's Clive Clarke was sent off. Graham Kavanagh was also dismissed early in the second half, leaving Stoke with just nine players, after which Barry Ashby scored a goal for Gillingham to bring the aggregate score level at 3–3. In extra time, Onuora and Paul Smith scored further goals for Gillingham, who thus secured victory by a final aggregate score of 5–3. The crowd of 10,386 was the season's largest attendance at Priestfield.
Gillingham played Wigan Athletic in the final at Wembley Stadium. Gillingham took the lead in the first half when Wigan defender Pat McGibbon scored an own goal under pressure from Onuora. Wigan equalised shortly after half-time, and believed they had taken the lead when Southall blocked a shot from Wigan's Arjan de Zeeuw on the goal-line; the Wigan players believed that the ball had in fact crossed the line, but the referee ruled otherwise. With no further goals being scored by either team, the match went into extra time, during which Wigan took a 2–1 lead when Stuart Barlow scored a penalty kick. Gillingham scored two goals in the last six minutes through Butler and Thomson, both of whom had come on as substitutes, to win 3–2. Gillingham thus gained promotion to the second tier of English football for the first time in the club's 107-year history.
### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- N = Match played at a neutral venue
- pen. = Penalty kick
- o.g. = Own goal
Results
## Cup matches
### FA Cup
As a Second Division team, Gillingham entered the 1999–2000 FA Cup in the first round and were drawn to play away to Cheltenham Town, newly-promoted into the Football League Third Division from the Football Conference. The match at Cheltenham's Whaddon Road ground ended 1–1, necessitating a replay at Priestfield, which Gillingham won 3–2. In the second round, Gillingham played Darlington of the Third Division and won 3–1. Darlington were reinstated into the competition, however, when they were randomly selected from all the teams defeated in the second round to fill the vacant slot in the third round left by Manchester United's decision to withdraw from the FA Cup to take part in the 2000 FIFA Club World Championship. In the third round, Gillingham played away to Walsall of the First Division and held them to a 1–1 draw. The replay also finished 1–1, but unlike in the initial match the rules of the competition meant that extra time was played and Gillingham scored again to win 2–1.
Gillingham's opponents in the fourth round were Bradford City of the Premier League. Gillingham took a two-goal lead and, although Bradford scored in the last 15 minutes, Gillingham scored a third moments later and defeated their higher-level opponents 3–1 to reach the last 16 of the FA Cup for only the second time in the club's history. It was also the first time that Gillingham had defeated a team from the highest division of English football in the FA Cup since 1908. In the fifth round, Gillingham played another Premier League team, Sheffield Wednesday. Wednesday scored in the first half and with 20 minutes of the match left, the score remained 1–0. Mark Saunders scored an equalising goal in the 70th minute and two minutes later Thomson scored to give Gillingham the lead. Southall added a third goal in the last 10 minutes and Gillingham won 3–1 to reach the quarter-finals of the FA Cup for the first time. For the third consecutive round, Gillingham faced Premier League opposition, this time Chelsea. Although Gillingham restricted their opponents to a single goal in the first half, the Premier League team scored a further four after the interval to make the final score 5–0.
#### Match results
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
Results
### Football League Cup
As a Second Division team, Gillingham entered the 1999–2000 Football League Cup in the first round and were drawn to play Brighton & Hove Albion of the Third Division. The first leg of the two-legged tie took place at the Withdean Stadium, Brighton's new home after a period spent sharing Priestfield Stadium, and resulted in a 2–0 win for Gillingham. The score was the same in the second leg, so Gillingham progressed to the second round with a 4–0 win on aggregate. In the next round Gillingham were paired with Bolton Wanderers of the First Division. The first leg at Priestfield ended in a 4–1 victory for the visitors and Bolton won the second leg 2–0 to secure a 6–1 aggregate victory and eliminate Gillingham from the competition.
Gillingham's participation in the League Cup had repercussions months after the team were eliminated from the competition. Omoyinmi, who was on loan from West Ham United, played in both matches against Bolton. When his loan ended, he returned to West Ham and played briefly as a substitute in their League Cup quarter-final victory over Aston Villa in December. As he had already played for a different team earlier in the competition, however, he was cup-tied and therefore not eligible to play for West Ham. Due to the presence on the pitch of an ineligible player, the teams were ordered to replay the match and West Ham lost the second game and were eliminated from the competition.
#### Match results
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
Results
### Football League Trophy
In the first round of the 1999–2000 Football League Trophy, a competition for Second and Third Division teams, Gillingham played Torquay United of the Third Division. With several regular players rested, Gillingham were defeated 3–0 by their lower-division opponents and were thus eliminated from the competition at the earliest stage. The attendance of 2,718 was the lowest of the season at Priestfield.
### Match results
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
Results
## Players
Southall made the most appearances for Gillingham during the season, playing in 59 of the team's 62 matches; he missed only one Second Division game, one FA Cup game, and one League Cup game. Six other players made over 50 appearances: Paul Smith played 58 times, Hessenthaler and Ashby 57 times each, Bartram 56 times, Lewis 55 times, and Butters 54 times. Two players, both goalkeepers, played only one game during the season. Charlie Mitten played in goal in the team's one match in the League Trophy, and Steve Mautone played in one league match when Bartram was unable to make it to the ground in time due to a traffic accident. In both cases it was the only appearance the player ever made for Gillingham.
Even though he left before the mid-point of the season, Taylor was the team's leading goalscorer, with 18 goals in 19 games before his move to Manchester City; his total was made up of 15 goals in the Second Division, 2 in the FA Cup and 1 in the League Cup. His two hat-tricks, scored within a little over three weeks of each other, made him only the 13th player in 68 seasons to score multiple Football League hat-tricks for Gillingham. Thomson scored 14 times across all competitions, and Southall was the only other player to reach double figures, with 13 goals.
a\. Gooden joined the club after Taylor left and was allocated the squad number which Taylor had previously worn. Mautone joined the club after Omoyinmi left and was allocated the squad number which Omoyinmi had previously worn.
## Aftermath
Following the play-off final, the Gillingham players and officials celebrated promotion with an open-top bus parade around the town of Gillingham. The club offered a new contract to Taylor to remain as manager for Gillingham's first season in the First Division, but he rejected it and left to take over as manager of Premier League team Leicester City. In his place, the club appointed Hessenthaler to a player-manager position, the first managerial appointment of his career. Gillingham secured a mid-table finish in the club's first season in the second tier of English football, ending the season in 13th position in the 24-team division. The team spent five seasons in the second tier, renamed the Football League Championship in 2004, before being relegated at the end of the 2004–05 season. |
35,999,637 | Hurricane Andrew | 1,167,159,183 | Category 5 Atlantic hurricane in 1992 | [
"1992 Atlantic hurricane season",
"1992 in the Bahamas",
"1992 natural disasters",
"1992 natural disasters in the United States",
"Cape Verde hurricanes",
"Category 5 Atlantic hurricanes",
"History of Florida",
"History of Louisiana",
"History of Mississippi",
"Hurricane Andrew",
"Retired Atlantic hurricanes"
]
| Hurricane Andrew was a very powerful and destructive Category 5 Atlantic hurricane that struck the Bahamas, Florida, and Louisiana in August 1992. It is the most destructive hurricane to ever hit Florida in terms of structures damaged or destroyed, and remained the costliest in financial terms until Hurricane Irma surpassed it 25 years later. Andrew was also the strongest landfalling hurricane in the United States in decades and the costliest hurricane to strike anywhere in the country, until it was surpassed by Katrina in 2005. In addition, Andrew is one of only four tropical cyclones to make landfall in the continental United States as a Category 5, alongside the 1935 Labor Day hurricane, 1969's Camille, and 2018's Michael. While the storm also caused major damage in the Bahamas and Louisiana, the greatest impact was felt in South Florida, where the storm made landfall as a Category 5 hurricane, with 1-minute sustained wind speeds as high as 165 mph (266 km/h) and a gust as high as 174 mph (280 km/h). Passing directly through the cities of Cutler Bay and Homestead in Dade County (now known as Miami-Dade County), the hurricane stripped many homes of all but their concrete foundations and caused catastrophic damage. In total, Andrew destroyed more than 63,500 houses, damaged more than 124,000 others, caused \$27.3 billion in damage (equivalent to \$ billion in ), and left 65 people dead.
Andrew began as a tropical depression over the eastern Atlantic Ocean on August 16. After spending a week without significantly strengthening itself in the central Atlantic, the storm rapidly intensified into a powerful Category 5 hurricane while moving westward towards the Bahamas on August 23. Though Andrew briefly weakened to Category 4 status while traversing the Bahamas, it regained Category 5 intensity before making landfall in Florida on Elliott Key and then Homestead on August 24. With a barometric pressure of 922 hPa (27.23 inHg) at the time of landfall in Florida, Andrew is the sixth most-intense hurricane to strike the United States. Several hours later, the hurricane emerged over the Gulf of Mexico at Category 4 strength, with the Gulf Coast of the United States in its dangerous path. After turning northwestward and weakening further, Andrew moved ashore near Morgan City, Louisiana, as a low-end Category 3 storm. The small hurricane curved northeastward after landfall and rapidly lost its intensity, becoming extratropical on August 28, and merging with the remnants of Hurricane Lester and a frontal system over the southern Appalachian Mountains on August 29.
Andrew first inflicted structural damage as it moved through the Bahamas, especially in Cat Cays, lashing the islands with storm surge, hurricane-force winds, and tornadoes. About 800 houses were destroyed in the archipelago, and there was substantial damage to the transport, water, sanitation, agriculture, and fishing sectors. Andrew left four dead and \$250 million in damage throughout the Bahamas. In parts of southern Florida, Andrew produced severe winds; a wind gust of 177 mph (285 km/h) was observed at a house in Perrine. The cities of Florida City, Homestead, Cutler Ridge, and parts of Kendall received the brunt of Andrew. As many as 1.4 million people lost power at the height of the storm; some for more than one month. In the Everglades, 70,000 acres (280 km<sup>2</sup>) of trees were downed, while invasive Burmese pythons began inhabiting the region after a nearby facility housing them was destroyed. Though Andrew was moving fast, rainfall in Florida was substantial in a few areas (less in others); the rainfall peaked at 13.98 inches (355 mm) in western Dade County. Andrew was considered a "dry hurricane" by multiple media networks. In Florida, Andrew killed 44 and left a then-record \$25 billion in damage.
Prior to making landfall in Louisiana on August 26, Andrew caused extensive damage to oil platforms in the Gulf of Mexico, leading to \$500 million in losses for oil companies. It produced hurricane-force winds along its path through Louisiana, damaging large stretches of power lines that left about 230,000 people without electricity. Over 80% of trees in the Atchafalaya River basin were downed, and the agriculture there was devastated. Throughout the basin and Bayou Lafourche, 187 million freshwater fish were killed in the hurricane. With 23,000 houses damaged, 985 others destroyed, and 1,951 mobile homes demolished, property losses in Louisiana exceeded \$1.5 billion. The hurricane caused the deaths of 17 people in the state, 6 of whom drowned offshore. Andrew spawned at least 28 tornadoes along the Gulf Coast, especially in Alabama, Georgia, and Mississippi. In total, Andrew left 65 dead and caused \$27.3 billion in damage. Andrew is currently the ninth-costliest Atlantic hurricane to hit the United States, behind only Katrina (2005), Ike (2008), Sandy (2012), Harvey (2017), Irma (2017), Maria (2017), Ida (2021), and Ian (2022) as well as the ninth-costliest Atlantic hurricane, behind the aforementioned systems. The storm is the third-strongest hurricane to hit the U.S. mainland by wind speed (165 mph (266 km/h).
## Meteorological history
A tropical wave moved off the west coast of Africa on August 14. A ridge of high pressure to its north caused the wave to move quickly westward. An area of convection developed along the wave axis to the south of the Cape Verde islands, and on August 15, meteorologists began classifying the system with the Dvorak technique. The thunderstorm activity became more concentrated, and narrow spiral rainbands began to develop around a center of circulation. It is estimated that Tropical Depression Three developed late on August 16, about 1,630 mi (2,620 km) east-southeast of Barbados. Embedded within the deep easterlies, the depression tracked west-northwestward at 20 mph (32 km/h). Initially, moderate wind shear prevented strengthening, until a decrease in shear allowed the depression to intensify into Tropical Storm Andrew at 12:00 UTC on August 17.
By early August 18, the storm maintained convection near the center with spiral bands to its west as the winds increased to 50 mph (80 km/h). Shortly thereafter, the storm began weakening because of increased southwesterly wind shear from an upper-level low. On August 19, a Hurricane Hunters flight into the storm failed to locate a well-defined center and on the following day, a flight found that the cyclone had degenerated to the extent that only a diffuse low-level circulation center remained; observations indicated the barometric pressure rose to an unusually high 1,015 mbar (29.97 inHg). The flight indicated that Andrew maintained a vigorous circulation aloft. After the upper-level low weakened and split into a trough, the wind shear decreased over the storm. A strong high pressure system then developed over the southeastern United States, which built eastward and caused Andrew to turn to the west. Convection became more organized as upper-level outflow became better established. An eye formed, and Andrew attained hurricane status early on August 22, about 650 mi (1,050 km) east-southeast of Nassau, Bahamas. In the forecast issued six hours after becoming a hurricane, the cyclone was predicted to make landfall near Jupiter, Florida, with winds of 105 mph (169 km/h) on August 25. This underestimated both the strength and the speed of the storm, which would eventually make landfall in South Florida.
The hurricane accelerated westward into an area of highly favorable conditions, and began to rapidly intensify late on August 22; in a 24‐hour period the atmospheric pressure dropped by 47 mbar (1.388 inHg) to a minimum of 922 mbar (27.23 inHg). On August 23, the storm attained Category 5 status on the Saffir–Simpson hurricane scale, reaching peak winds of 175 mph (282 km/h) a short distance off Eleuthera island in the Bahamas at 18:00 UTC. Despite its intensity, Andrew was a small tropical cyclone, with winds of 35 mph (56 km/h) extending out only about 90 mi (140 km) from the center. After reaching that intensity, the hurricane underwent an eyewall replacement cycle. At 21:00 UTC on August 23, Andrew made landfall on Eleuthera as a Category 5 hurricane, with winds of 160 mph (260 km/h). The cyclone weakened further while crossing the Bahama Banks, and at 01:00 UTC on August 24, Andrew hit the southern Berry Islands of the Bahamas as a Category 4 hurricane, with winds of 150 mph (240 km/h). As it crossed over the warm waters of the Gulf Stream, the hurricane rapidly re-intensified as the eye decreased in size and its eyewall convection deepened. At 08:40 UTC on August 24, Andrew struck Elliott Key as a Category 5 hurricane, with winds of 165 mph (266 km/h) and a pressure of 926 mbar (27.34 inHg). About 25 minutes after its first Florida landfall, Andrew made another landfall just northeast of Homestead, with a slightly lower pressure of 922 mbar (27.23 inHg). This barometric pressure made Andrew the most intense hurricane to strike the United States since Hurricane Camille in 1969 and the strongest tropical cyclone to make landfall in Florida since the Labor Day hurricane of 1935. The United States would not experience another landfall from a hurricane at Category 5 intensity until Hurricane Michael in 2018.
As the eye moved onshore in Florida, the convection in the eyewall strengthened due to increased convergence, and Hurricane Hunters reported a warmer eyewall temperature than two hours prior. However, Andrew weakened as it continued further inland, and after crossing southern Florida in four hours, the storm emerged into the Gulf of Mexico with winds of 130 mph (210 km/h). In the Gulf of Mexico, the eye remained well-defined as the hurricane turned to the west-northwest, a change due to the weakening of the ridge to its north. Andrew steadily re-intensified over the Gulf of Mexico, reaching winds of 145 mph (233 km/h) late on August 25. As the high pressure system to its north weakened, a strong mid-latitude trough approached the area from the northwest. This caused the hurricane to decelerate to the northwest, and winds decreased as Andrew approached the Gulf Coast of the United States.
At 08:30 UTC on August 26, the cyclone made landfall about 20 mi (32 km) west-southwest of Morgan City, Louisiana, with winds of 115 mph (185 km/h). Andrew weakened rapidly as it turned to the north and northeast, falling to tropical storm intensity within 10 hours. After entering Mississippi, the cyclone deteriorated to tropical depression status early on August 27. Accelerating northeastward, the depression began merging with the approaching frontal system, and by midday on August 28, Andrew had lost its tropical identity while located over the southern Appalachian Mountains. The storm's remnants continued moving towards the northeast, fully merging with the remnants of Hurricane Lester and the frontal zone over the Mid-Atlantic, in Pennsylvania, on August 29.
Post-analysis on Andrew revealed that the storm was often stronger than operationally reported between early on August 22 and early on August 26. In real time, the National Hurricane Center assessed its peak intensity as 150 mph (240 km/h), which was upgraded to 155 mph (249 km/h) in a post-storm analysis after the season ended. However, a 2004 paper by Christopher Landsea and others concluded that Andrew became a Category 5 hurricane near the Bahamas on August 23 and reached maximum sustained winds of 175 mph (282 km/h). The paper also indicated that Andrew briefly re-intensified into a Category 5 hurricane around the time of landfall in South Florida early on August 24. The storm was found to have been slightly stronger than originally assessed while approaching Louisiana, but the landfall winds were decreased from 120 to 115 mph (193 to 185 km/h).
## Preparations
### Bahamas
Bahamas Prime Minister Hubert Ingraham, who took office while the storm was active, urged residents to "take this hurricane seriously". Before the hurricane passed through the Bahamas, forecasters predicted a storm surge of up to 18 ft (5.5 m), as well as up to 8 in (200 mm) of rain. On August 22, hurricane watches were issued from Andros and Eleuthera islands northward through Grand Bahama and Great Abaco. They were upgraded to hurricane warnings later that day, and on August 23, additional warnings were issued for the central Bahamas, including Cat Island, Exuma, San Salvador Island, and Long Island, Bahamas. All watches and warnings were discontinued on August 24. Advance warning was credited for the low death toll in the country. A total of 58 shelters were opened at churches, government buildings, and schools.
### Florida
Initially, forecasters predicted tides up to 14 ft (4.3 m) above normal along the east coast of Florida, near the potential location of landfall. Rainfall was projected to be between 5 and 8 in (130 and 200 mm) along the path of the storm. In addition, the National Hurricane Center noted the likelihood of isolated tornadoes in Central and South Florida during the passage of Andrew on August 23 and 24. Several tropical storm and hurricane warnings were issued for much of Central and South Florida, from Titusville on the east coast to Venice on the west coast. Included in the warnings were Lake Okeechobee and all of the Florida Keys. By 18:00 UTC on August 24, all watches and warnings issued were discontinued after Andrew progressed into the Gulf of Mexico.
Governor Lawton Chiles declared a state of emergency and activated about one-third of the Florida National Guard. Many residents evacuated, most voluntarily, from Broward, Charlotte, Collier, Lee, Martin, Dade, Monroe, Palm Beach, and Sarasota counties. A total of 142 shelters opened in these counties and collectively housed at least 84,340 people. In Dade County alone, 515,670 people were ordered to evacuate. As Andrew was approaching, an estimated 20,000–30,000 tourists were in the Florida Keys (Monroe County). Overall, almost 1.2 million people evacuated, which contributed to the low number of fatalities, despite the intensity of the storm. Many evacuees also checked into hotels, with rooms completely booked as far north as Ocala. Ultimately, the sheer number of evacuees led to likely the largest traffic jam in the history of Florida, mostly along Interstate 95. United States Coast Guard vessels on or near the Florida coastline were either secured onshore or sent to ride out the storm at sea. Government offices and public and private schools were closed from Monroe County northward to St. Lucie County. Many colleges and universities in southeast Florida also closed. Major airports such as the Fort Lauderdale–Hollywood, Key West, Miami, and Palm Beach international airports closed.
### Gulf Coast of the United States
Shortly after the storm emerged into the Gulf of Mexico from southern Florida, the National Hurricane Center issued hurricane watches and warnings for the Gulf Coast of the United States beginning at 13:00 UTC on August 24. After the initial hurricane watch from Mobile, Alabama, to Sabine Pass, Texas, the watches and warnings were expanded to eventually include areas from Mobile, Alabama, to Freeport, Texas. All watches and warnings on the Gulf Coast were discontinued late on August 26 after the hurricane moved inland over Louisiana.
Due to the hurricane's threat, workers fled oil platforms in the Gulf of Mexico, while the Coast Guard moved their boats inland. Officials in Mississippi suggested that about 100,000 people evacuate the coastal counties. Shelters were opened in Hancock and Harrison counties, though only 68 people went to a shelter in the former. Gambling ships were moved into harbors and inland canals. Two run-offs for special legislative elections scheduled for August 25 were postponed.
In Louisiana, Governor Edwin Edwards declared a state of emergency. About 1.25 million people evacuated from the central and southeast Louisiana, while approximately 60,000 others fled parishes in southwest Louisiana. A mandatory evacuation from Grand Isle was ordered by Mayor Andy Valence and the city council. In New Orleans, Mayor Sidney Barthelemy ordered the evacuation of about 200,000 residents in the low-lying areas of the city. Nine shelters were opened in the city, which were occupied by thousands of people. In response to computer simulations showing that storm surge from a tropical cyclone like Hurricane Andrew could over-top the levees, workers closed 111 floodgates. The New Orleans International Airport closed, with jumbo jets being flown to other airports. A total of 250 members of the Louisiana National Guard patrolled the streets during the storm. The Red Cross assisted with opening a shelter at the University of Southwest Louisiana's Cajundome in Lafayette, equipped to handle about 2,000 people.
In Texas, about 250,000 people evacuated Orange and Jefferson counties. Galveston City Manager Doug Matthews advised residents to develop an evacuation plan in case the city chose to call for evacuations. The city later decided against ordering an evacuation. School was canceled on August 25 for Beaumont, Port Arthur, and other areas of central Jefferson County, while schools were closed in Dickinson, High Island, Hitchcock, La Marque, Santa Fe, and Texas City on August 26. College of the Mainland, Galveston College, and Texas A&M University at Galveston were also closed. Emergency management crews in Corpus Christi began testing emergency generators and severe weather gear. The Comal County chapter of the Red Cross placed their disaster alert teams on standby and ready to respond if the hurricane threatened the Corpus Christi area.
## Impact
Even though Andrew was a small tropical cyclone for most of its lifespan, it caused extreme damage, especially in the Bahamas, Florida, and Louisiana. The vast majority of the damage was as a result of extremely high winds, although a few tornadoes spawned by Andrew caused considerable damage in Louisiana. Throughout the areas affected, almost 177,000 people were left homeless. Outside of the Bahamas, Florida, and Louisiana, effects were widespread, although damage was minimal. Overall, \$27.3 billion in losses and 65 fatalities were attributed to Andrew, although many other estimates range as high as \$36 billion. Andrew was the costliest hurricane in U.S. history at the time, but is now ninth following hurricanes Katrina (2005), Ike (2008), Sandy (2012), Harvey (2017), Irma (2017), Maria (2017), Ida (2021), and Ian (2022).
### Bahamas
In the Bahamas, Andrew produced hurricane-force winds in North Eleuthera, New Providence, North Andros, Bimini, and the Berry Islands. The storm first struck North Eleuthera, where it produced a high storm surge. At a small village in the northwestern portion of the island, more than half of the houses were destroyed and the rest of the buildings sustained minor to major damage. One person drowned from the surge in Lower Bogue, Eleuthera, and two others died in The Bluff. On Current Island, the hurricane destroyed 24 of the 30 houses. Harbour Island, near Eleuthera, reported wind gusts of 138 mph (222 km/h) – the strongest gust speed observed in the Bahamas during Andrew's passage. News reports indicated severe damage to 36 houses on Harbor Island.
Andrew produced several tornadoes in the area. At the capital city of Nassau, sustained winds reached 92 mph (148 km/h), while gusts up to 115 mph (185 km/h) were reported. Only minor damage occurred in Nassau, according to the Bahamas Red Cross, but on the private island of Cat Cay, many expensive homes sustained heavy damage. Much of the northwestern Bahamas received damage, with estimated monetary losses reaching \$250 million. A total of 800 houses were destroyed, leaving 1,700 people homeless. Additionally, the storm caused severe damage to the sectors of transport, communications, water, sanitation, agriculture, and fishing. Four deaths in the country were attributed to the hurricane, of which three were direct; the indirect fatality was due to heart failure during the passage of the storm.
### Florida
Overall, Andrew caused about \$25.3 billion in damage in Florida, making it the costliest hurricane to hit the state at the time. Some estimates in Florida put the damage as high as \$34 billion (1992 USD, \$ 2023 USD). Almost all of the damage in Florida was caused by strong winds, rather than storm surge or flooding that is often associated with a major hurricane. Of the 44 deaths attributed to the storm, 15 were direct fatalities, while 29 were indirectly caused by the storm. It was later noted that if Andrew had been slightly larger or made landfall a few miles further north, it would have significantly affected Miami and Fort Lauderdale, which would have resulted in an even higher damage and death toll. An analysis by the American Meteorological Society indicated that unlike most hurricanes, wind damage from Andrew was mostly north of the geometric center and occurred primarily on the eastern edge of the storm. Some officials in Florida considered Andrew the worst storm in the state since the Labor Day hurricane in 1935. But most others (particularly the media, former National Hurricane Center director Max Mayfield) in retrospect stated that Andrew was hardly "The Big One", but still very devastating.
The storm surge from Andrew was very limited in its overall coverage due the compactness of the hurricane, although it caused between \$96 million and more than \$500 million in losses to boats and buildings, based on various sources. At the height of the storm, more than 1.4 million people lost electricity and another 150,000 were without telephone service. It is estimated that throughout Florida, the storm damaged 101,241 homes and destroyed approximately 63,000 others – the vast majority in Dade County – with about 175,000 people rendered homeless. Smaller tropical cyclones like Andrew or Charley tend to produce less overall coverages and damages from the storm surge, in contrast to hurricanes such as Hugo, Ike, Ivan, and Katrina. In addition to homes, the storm damaged or destroyed 82,000 businesses, 32,900 acres (13,300 ha) of farmland, 31 public schools, 59 health facilities/hospitals, 9,500 traffic signals, 3,300 mi (5,300 km) of power lines, and 3,000 watermains. Approximately 20 million cubic yards (15 million m<sup>3</sup>) of debris left by the storm were disposed of.
Tides were generally between 4 and 6 ft (1.2 and 1.8 m) above normal in the Biscayne Bay area, though near the Burger King International Headquarters, tides reached as high as 16.9 ft (5.2 m) above normal. Storm surge on the west coast was widespread but generally light, with a peak height of 6 ft (1.8 m) in Everglades City and Goodland. Strong winds from the storm were confined to a relatively small area, stretching from Key Largo to the Miami Beach area. A house near Perrine initially reported a wind gust of 212 mph (341 km/h) before the structure and instrument were destroyed; this measurement was reduced to 177 mph (285 km/h), after wind-tunnel testing at the Virginia Polytechnic Institute and State University of the same type of anemometer revealed a 16.5% error. Several other anemometers measuring the highest wind speeds on land were destroyed or failed. At the National Hurricane Center building in Coral Gables, sustained winds of 115 mph (185 km/h) and gusts to 164 mph (264 km/h) were measured before the anemometer failed. The highest sustained wind speed for the storm was 146 mph (235 km/h), recorded at the Turkey Point Nuclear Generating Station, before instruments also failed there. In Key Largo, a 13-minute wind speed of 114 mph (183 km/h) was reported. Tropical storm force winds reached as far north as West Palm Beach. On the west coast of Florida, sustained winds remained just below tropical storm force on Marco Island, though a wind gust of 100 mph (160 km/h) was reported in Collier County. Rainfall was generally light, possibly as a result of the storm's relatively fast movement. Overall, precipitation from Andrew peaked at nearly 14 in (360 mm) in western Dade County. Heavy rainfall in other areas was sporadic, with precipitation reported as far north as Central Florida.
Although effects from Andrew were catastrophic, the extent of damage was limited mainly from Kendall to Key Largo due to the small wind field of the storm. The hurricane destroyed 90% of mobile homes in the county, including 99% of mobile homes in Homestead. At the Homestead Air Force Base, most of the 2,000 buildings on the base were severely damaged or rendered unusable. Damage to the base was extensive enough that it was recommended for closure. Nearby, in the small town of Florida City, over 120 homes were demolished and 700 others were damaged, while a number of other buildings were damaged beyond repair, including City Hall. Further north, damage to poorly constructed homes in communities such as Country Walk and Saga Bay resembled that of an F3 tornado. Winds in the area were estimated to have ranged from 130 to 150 mph (210 to 240 km/h), slightly below the threshold for an F3 tornado. Four of the five condominiums at Naranja Lakes were destroyed. The Cutler Ridge Mall suffered severe wind and water damage; after the storm, significant looting was reported at that location. More than 50 streets were blocked by fallen trees and power lines. Agriculture suffered extensively as well, with an 85% loss to fruit crops such as avocados, limes, and mangoes. Crop damage in Dade County totaled about \$509 million. The county suffered the vast majority of the damage from the hurricane, totaling approximately \$25 billion. Andrew left at least 40 deaths in the county, 15 direct and 25 indirect.
Elsewhere, effects were relatively minimal, except in Broward, Monroe, and Collier counties. In Broward County, on the north side of the storm's path, damage in several municipalities was primarily limited to downed trees, several of which fell onto roads and power lines. In Pembroke Park, one of the worst affected cities in the county, approximately 260 mobile homes were damaged. Storm surge left coastal flooding in some areas, especially along state roads A1A and 858. Property damage reached about \$100 million and three fatalities were reported in Broward County. In Everglades National Park and Biscayne National Park, more than 25% of trees were damaged or destroyed, including one-fourth of the royal palms and one-third of the pine trees in the former. In addition to the damage at Everglades National Park, effects in Monroe County were significant, especially in the Upper Florida Keys. Strong winds damaged billboards, awnings, commercial signs, several boats, planes, trees, and 1,500 homes, with 300 of those becoming uninhabitable. Damage in that county was about \$131 million. In Collier County, to the north of the storm's path, sustained winds up to 98 mph (158 km/h) were observed in Chokoloskee. Storm surge flooded low-lying areas, particularly in Goodland, Everglades City, and Marco Island. Many boats were damaged or destroyed by the rough seas and strong winds. The storm destroyed 80 mobile homes and severely damaged 400 others. Property damage in the county reached about \$30 million.
### Louisiana
After hitting Florida, Andrew moved across the Gulf of Mexico and made landfall about 23 mi (37 km) west-southwest of Morgan City in south-central Louisiana; at landfall, the maximum sustained winds were 115 mph (185 km/h). The highest sustained wind speed observed was 96 mph (154 km/h), while a wind gust as strong as 120 mph (190 km/h) was recorded; both measurements were taken at the fire station in Berwick. As it moved ashore, the hurricane produced storm tides of at least 8 ft (2.4 m) above normal, causing flooding along the coast from Vermilion Bay to Lake Borgne. Offshore, a group of six fishermen from Alabama drowned. Heavy rains accompanied the storm's passage through the state, peaking at 11.02 in (280 mm) in Robert. River flooding was also reported, with the Tangipahoa River in Robert cresting at 3.8 ft (1.2 m) above flood stage. Before making landfall, Andrew spawned an F3 tornado in LaPlace, which killed two people and injured 32. The tornado was on the ground for about 10 minutes, during which it damaged or destroyed 163 structures, leaving 60 families homeless. Collectively, 14 tornadoes were reported in the parishes of Ascension, Iberville, Pointe Coupee, and Avoyelles, as well as in Baton Rouge.
Along the Louisiana coastline, damages largely resembled those of a Category 2 hurricane. Damage was heaviest in St. Mary Parish, about 32 mi (51 km) east of where Andrew made landfall. Twenty-six schools were affected, with damage totaling \$2.6 million. Berwick High School, sheltering about 2,000 people, was deroofed during the storm. Generally, single-family homes fared well, with most losing only roofing shingles, though others suffered severe damage after large trees fell on them. In Cypremort Point State Park, several mobile homes were destroyed. Houses in Berwick, Morgan City, and Patterson suffered major damage. Throughout the parish, 1,367 dwellings were destroyed, 2,028 were severely damaged, and 4,770 others were impacted to a minor degree. Property damage alone in St. Mary Parish reached approximately \$150 million. Iberia Parish was also among the most severely impacted parishes. Two schools collectively sheltering about 3,600 people in Jeanerette and New Iberia lost their roofs. One death occurred in the parish due to electrocution. A total of 407 residences were demolished, 2,528 others were extensively damaged, and 3,526 others were inflicted with minor damage. Overall, the parish suffered \$125 million in property damage, while an additional \$200 million in damage was inflicted on sugar crops.
Across the state, the hurricane damaged 23,000 homes and destroyed 985 homes and 1,951 mobile homes; private property damage was estimated at \$1 billion. The high winds destroyed large areas of sugar and soybean crops, estimated at \$289 million in damage. Strong winds also left at least 230,000 people without electricity. During the storm's passage, upwelling occurred in the Atchafalaya Basin and Bayou Lafourche, killing 187 million freshwater fish. Damage to the fishing industry was estimated at \$266 million. Overall, losses in the state of Louisiana reached approximately \$1.56 billion. A total of 17 deaths occurred in Louisiana, 8 directly and 9 from indirect causes. At least 75 injuries were reported.
### Remainder of the United States
While Andrew was entering the Gulf of Mexico, oil companies evacuated hundreds of employees from offshore drilling platforms. The storm damaged 241 oil and gas facilities and toppled 33 platforms off the coast of Louisiana, causing significant disruptions in production. Additionally, 83 pipeline segments suffered damage to some degree. The oil industry lost about \$12 million per day in the days following Andrew and \$4 million daily by three weeks later. Initially, a production loss of 240,000 to 270,000 barrels per day occurred – approximately one-third of production throughout the Gulf of Mexico. Overall, Hurricane Andrew caused about \$500 million in damage to oil facilities.
As Andrew moved ashore in Louisiana, its outer fringes produced a storm tide of about 1.3 ft (0.40 m) in Sabine Pass, Texas. Winds were generally light in the state, reaching 30 mph (48 km/h) in Port Arthur. As Andrew crossed into Mississippi, 3 severe thunderstorm warnings, 21 tornado warnings, and 16 flood warnings were issued. Funnel clouds were observed near the path of the storm, along with 26 tornadoes. Structural damage was generally minimal, occurring from the tornadoes and severe thunderstorms. One tornado in Kemper County destroyed a mobile home, while another twister in Lauderdale County demolished a mobile home, damaged five other dwellings, and injured four people. Additionally, a possible tornado damaged a home and two trailers in Lawrence County. Strong winds knocked down trees in the southwestern portion of the state. Much of Mississippi received 3 to 5 in (76 to 127 mm) of rain, while areas near the southwest corner of the state observed over 7 in (180 mm) of precipitation, with a peak of 9.30 in (236 mm) at Sumrall. Flooding was mostly limited to the inundation of minor roads and low-lying areas in several counties.
In Alabama, precipitation amounts in the state peaked at 4.71 in (120 mm) in Aliceville. The rainfall caused flooding in low-lying areas and creeks, covering a few county roads but not entering many houses or businesses. Along the coast, the storm produced flooding and high tides. Along Dauphin Island, high tides left severe beach erosion, with portions of the island losing up to 30 ft (9.1 m) of sand. Three damaging tornadoes occurred in the state. The most damaging tornado was spawned in Elmore County and moved from an area northeast of Montgomery to the south of Wetumpka and briefly lifted during its 0.5 mi (0.80 km) track. The tornado destroyed 2 homes and damaged 18 homes, 1 mobile home, 2 barns, and 1 vehicle. One person was injured by the twister. Sustained winds in the state were below tropical storm force, though a wind gust of 41 mph (66 km/h) was observed in Huntsville. Although 48 counties in Alabama reported wind damage, impact across the state was generally minor.
Tropical storm force wind gusts and damaging tornadoes extended eastward into Georgia. Several counties in the northwest and west-central portions of the state reported downed trees and tree limbs and fallen power lines, causing scattered power outages, but structural damage was generally minor. In Carroll County, several dwellings and barns were damaged, with one mobile home destroyed. At the Columbus Metropolitan Airport, buildings, billboards, and signs were damaged. Additionally, a tornado in Floyd County near Rome snapped and uprooted several trees, damaged several fences and homes, and flipped over a trailer, tossing it on top of four cars. Monetary losses in the state reached about \$100,000. In Tennessee, thunderstorm winds and tornadoes associated with Andrew downed trees and power lines, but caused little overall impact to homes and buildings. Similarly, in North Carolina, thunderstorm winds toppled trees and power lines at a number of locations in the mountainous areas of the state, especially in Avery County. Rainfall from Andrew spread across the southeastern United States along the Appalachian Mountains corridor; totals of over 5 in (130 mm) were reported where Georgia and South Carolina meet North Carolina. In West Virginia, the remnants of Andrew combined with a cold front to produce 1.5 to 2.5 in (38 to 64 mm) of rain over portions of the state, causing flooding in areas of Morgantown with poor drainage. The remnants of Andrew also spawned several tornadoes in Maryland. A tornado in Howard County damaged several homes, some extensively. The twister also tossed and wrecked a recreational vehicle and its trailer, downed trees, and flattened cornfields. Precipitation continued along the path of Andrew's remnants through the Mid-Atlantic and Ohio Valley, with precipitation measured as far north as Upstate New York.
## Aftermath
After the season had ended, the World Meteorological Organization's RA IV Hurricane Committee retired the name Andrew from the list of future names for Atlantic tropical cyclones due to its impact and damage and replaced it with Alex. The name Andrew will never again be used for another Atlantic hurricane.
### Bahamas
Initially, the Bahamas National Disaster Coordinator believed that foreign aid was not required, but shortly after the storm, the Government of the United Kingdom began distributing blankets, food, ice, and water. HMS Cardiff, a Royal Navy Type 42 destroyer, was the operational guard ship at the time and assisted in relief operations in and around the Gregorytown area. In addition, assistance came from Canada, Japan, and the United States, as well as the United Nations. The American Red Cross delivered 100 tents, 100 rolls of plastic sheeting, and 1,000 cots. Rebuilding began quickly on the hardest hit islands. However, trees and vegetation were expected to take years to recover. Despite reconstruction efforts and the small number of resort lodgings affected (around 2%), officials expected a 10–20% decline in tourism. The Bahamian Government, observing that their response mechanisms were not sufficient, reformed the National Emergency and Management Agency.
### United States
After assessing the devastation in Florida and Louisiana, U.S. President George H. W. Bush initially proposed a \$7.1 billion aid package to provide disaster benefits, small-business loans, agricultural recovery, food stamps, and public housing for victims of Hurricane Andrew. After the House of Representatives appropriated aid to victims of Hurricane Iniki in Hawaii and Typhoon Omar in Guam, the cost was later increased to \$11.1 billion. The bill, which was the most costly disaster aid package at the time, was passed by Congress as House Resolution 5620 on September 18, and signed into law by President Bush on September 23. The state of Florida alone received \$9 billion through the disaster relief bill.
The Federal Emergency Management Agency (FEMA) was criticized for its slow response in both Florida and Louisiana. Even a month prior to Andrew, the House Committee on Appropriations – which oversees the budget for FEMA – released a report calling the agency a "political dumping ground" and a "turkey farm" due to its "weak, inexperienced leaders". Congressman S. William Green of New York, a member of the Appropriations Committee, stated that he believed the agency learned little from its botched response to Hurricane Hugo in 1989. However, Green also criticized local officials for expecting "them [FEMA] to come and run the whole show". Some FEMA officials responded that it was impossible to respond as they had been requested while also continuing to provide aid for the Los Angeles riots. FEMA spokesman Grant Peterson stated, "24 hours is not reasonable to expect to have all the resources of the federal government landing in the middle of a disaster." Some responsibility for the slow response must rest with Florida Governor Lawton Chiles, who waited five days to submit the formal request for Federal assistance that FEMA officials believed was required before they were empowered to act.
#### Florida
In Florida, President Bush assessed damage in areas south of Miami with Florida Governor Lawton Chiles. The president quickly declared the region a disaster area, which provided public assistance to victims of the storm in Broward, Collier, Dade, and Monroe Counties. Lieutenant Governor Buddy MacKay flew over the impact area and described the scene as looking "like a war zone". Governor Chiles considered asking the Florida State Legislature to raise taxes, stating that "No matter how much Congress appropriates to repair damage from Hurricane Andrew, the state will face a substantial cleanup bill". Instead of raising taxes, Chiles signed a bill into law on December 17 that created a three-year reserve fund for losses to uninsured businesses and homes, as well as government and school buildings and functions. Additionally, the bill allowed South Floridians to keep an estimated \$500 million in sales tax generated by rebuilding efforts.
Crime, especially looting and theft, rose sharply in the areas south of Miami immediately after Andrew. Reports indicate that merchandise was stolen at damaged or destroyed shopping centers in southern Dade County. Additionally, looting occurred in neighborhoods severely affected by the storm, even in homes where few possessions remained. Initially, the slow response of federal aid prompted Dade County Emergency Management Director Kate Hale to famously exclaim at a nationally televised news conference, "Where in the hell is the cavalry on this one? They keep saying we're going to get supplies. For God's sake, where are they?" Almost immediately, President Bush promised, "Help is on the way," and mobile kitchens, food, and tents, along with over 20,000 units from the Florida Army National Guard (124th Infantry Regiment from Florida); the 24th Infantry Division from Fort Stewart, the 82nd Airborne Division and logistical support soldiers from the 1st Corps Support Command's 189th Maintenance Battalion from Fort Bragg, and the 10th Mountain Division from Fort Drum. In order to provide temporary housing for the homeless, military personnel initially set up a total of five tent cities in Florida City and Homestead, while a sixth tent city was opened at the Miccosukee Indian Reservation shortly after Labor Day weekend. The Government of Canada dispatched a team 90 military engineers to repair community centers, hospitals, and schools. Additionally, a crew of 300 military personnel were sent to Miami via HMCS Protecteur to assist American relief teams.
The storm struck Florida in the midst of 1992 presidential election campaign. A poll conducted by CBS News in September showed that 65% of Dade County residents approved of Bush's handling of the disaster, while 61% of residents approved statewide. Despite the support of Bush's response and his proposal to rebuild Homestead Air Force Base, he benefited little politically and trailed 48–42% against Bill Clinton in another poll taken in September. Additionally, 75% of voters in Dade County and 82% of Floridians overall stated that the president's actions in response to Andrew would not impact their vote in November. Bush went on to carry the state of Florida, but by a margin of only 1.89%. The hurricane also impacted Governor Chiles politically. The state's response to the storm was perceived as poor, sinking Chiles' approval rating to 22%, while his disapproval rating rose to 76%. However, Chiles was able to recover prior to the 1994 gubernatorial election.
In the aftermath of the storm, extensive psychological effects were documented. Difficulty during clean-up and recovery led to increased divorce rates and a spike in posttraumatic stress disorder (PTSD). The cases of PTSD primarily impacted children. A sampling of 378 adolescents by the University of South Carolina's Department of Epidemiology and Biostatistics indicated that 3% of males and 9% of females met the criteria for PTSD. Dozens of children in the area attempted suicide, while counselors reported that between 50 and 60 children discussed killing themselves between December 1992 and January 1993. A panel of psychiatrists and psychologists at the University of Miami agreed that as many as 90% of residents in the worst impacted areas would experience at least a few symptoms of PTSD. Within six months, the circumstances related to the aftermath of Andrew led to at least five suicides and four homicides.
Although proposals to rebuild Homestead Air Force Base were initially rejected, the United States Department of Defense eventually expended over \$100 million to begin repairs. Unsalvageable buildings were demolished. Reconstruction then began on a Florida Air National Guard tower, air traffic control tower, and maintenance hangars. Next, the rebuilding of communications, medical, security facility, vehicle maintenance, and wing headquarters buildings began. On March 5, 1994, the base reopened as Homestead Air Reserve Base. Prior to Andrew, the base employed approximately 6,500 military personnel and 1,000 civilians and annually added about \$450 million to the local economy. After its reopening, Major Bobby D'Angelo expected the base to annually contribute less than half of that – between \$180 million and \$200 million. The city of Homestead spent about \$6 million on rebuilding the Homestead Sports Complex. Despite this, the Cleveland Indians, fearing the relocation of their more affluent fans, moved their spring training location to Chain of Lakes Park in Winter Haven. As homes were being rebuilt, FEMA provided free temporary mobile homes for 3,501 families and financial assistance to more than 40,000 other families for staying in hotel rooms, paying rent, and repairing homes. Nearly two years after Andrew, about 70% of homes in Homestead that were damaged or destroyed were repaired or rebuilt. Additionally, of the homes destroyed or severely damaged throughout Dade County, 36,000 had been restored by July 1994.
More than 930,000 policyholders in South Florida lost coverage after 11 insurance companies went bankrupt, caused by more than 600,000 insurance claims filed. This led the Florida Legislature to create new entities, such as the Joint Underwriting Association, the Florida Windstorm Underwriting Association, and the Florida Hurricane Catastrophe Fund, in an effort to restore adequate insurance capacity. Stricter building codes were created in Florida in the aftermath of Hurricane Andrew. A survey by Tim Marshall and Richard Herzog of the Haag Engineer Company in Carrollton, Texas, highlighted several construction issues. On the roof of some homes, the concrete tiles were glued to felt paper, which could easily be ripped by straight line winds. At houses with shingled roofs, it was found that some of the shingles were stapled perpendicular to the long axis, also allowing them to be torn away. After the tiles or shingles were peeled off, the plywood and prefabricated trusses were exposed to the weather. Eventually, the plywood and the trusses suffered structural failure, leading to roof collapses.
In July 1996, Governor Chiles established the Florida Building Codes Study Commission, with the purpose of assessing the building codes at the time, as well as enacting improvements and reform to the system. The commission study indicated that building codes and regulations were developed, amended, and administered by over 400 local jurisdictions and state agencies. The Florida Building Code was established in 1998 and put into effect by 2002. It phased out local laws and regulations and replaced them with universal statewide building codes. After hurricanes Charley, Frances, Ivan, and Jeanne in 2004, a study conducted by the University of Florida in the following year noted that "Homes built under the new Florida Building Code that became effective in 2002 sustained less damage on average than those built between 1994 and 2001." A report by the Florida Legislature in 2006 after hurricanes Dennis, Katrina, and Wilma in 2005 came to a similar conclusion, indicating that "they added further evidence that the Florida Building Code is working."
The hurricane also transformed the demographics of Dade County. A migration of mostly White families northward to Broward and Palm Beach County was ongoing, but accelerated after Andrew. Many of these families had used the money they received from insurance claims to relocate. The population growth was especially noticeable in southwestern Broward County, where land development was pushed "years ahead of schedule". Similar migration occurred within the Jewish community. Although there are areas of Dade County that still have significant Jewish populations, many Jews resettled to Coral Springs, west Fort Lauderdale, Hallandale Beach, Plantation, and Tamarac in Broward County and Boca Raton and West Palm Beach in Palm Beach County. The county had a net loss of about 36,000 people in 1992, while Broward and Palm Beach counties gained about 17,000 and 2,300 Dade County residents, respectively. By 2001, 230,710 people had moved from Dade County to Broward County, while 29,125 Dade County residents had moved to Palm Beach County. However, as Broward County became more crowded, 100,871 people relocated from Broward County to Palm Beach County. Consequently, the Hispanic population in south Dade County climbed rapidly. In Homestead, for example, the Latino population increased from 30% to 45% between 1990 and 2000.
During the storm, a facility housing Burmese pythons was destroyed, allowing many of them to escape into the Everglades. Although Burmese pythons – native to Southeast Asia – had been sighted in Everglades National Park since the 1980s, the destruction of this facility contributed significantly to the establishment of breeding populations in Florida. Due to rapid reproduction and ability to prey on many species, the population of Burmese pythons exploded, with possibly as many as 300,000 in the Everglades alone. Efforts have been made to curb the thriving population of these invasive snakes, including a ban on importation of the species to the United States since January 2012 and increased regulations on ownership of a boa constrictor or python.
#### Louisiana
On August 26, George H. W. Bush toured devastated areas of Louisiana with Governor Edwin Edwards. President Bush remarked, "The destruction from this storm goes beyond anything we have known in recent years," but noted that damage was less severe than in Florida. After his visit to Louisiana, President Bush declared only Terrebonne Parish as a disaster area, but later included 34 other parishes under this declaration. FEMA initially opened five field offices throughout Louisiana. These centers allowed residents to submit applications for aid. After Franklin mayor Sam Jones and Congressman Billy Tauzin criticized FEMA for failing to open a field office in Franklin, FEMA promised to do so. In the first few days following the storm, Louisiana National Guard members and local residents worked to remove debris such as downed trees, roofing shingles, and torn aluminum siding. The state National Guard also dispatched water purification units and tanks with filled potable water. About 1,300 National Guardsmen were deployed to southern Louisiana.
In early September, officials announced that 1,400 mobile homes, homes, and apartments would become available to residents whose dwellings became uninhabitable. House Resolution 5620 also included disaster aid to the state of Louisiana. In early December, the Small Business Administration (SBA) approved \$33.2 million worth of low-interest loans for repairs to homes and businesses. By then, FEMA had received about 43,600 applications for aid, while approving \$35.9 million in grants to over 18,000 households that were ineligible for loans from the SBA or were uninsured. In addition to the mobile homes already provided, FEMA spent \$22.6 million on disaster housing.
## See also
- List of Category 5 Atlantic hurricanes
- List of Florida hurricanes (1975–1999)
- 1926 Miami hurricane – A Category 4 hurricane that caused catastrophic damage when it moved directly over Miami
- 1947 Fort Lauderdale hurricane – Another destructive Category 4 hurricane that took a similar track
- Hurricane Betsy (1965) – Another devastating Category 4 storm that took a similar track in August–September 1965 in the Bahamas, southern Florida and eastern Louisiana
- Hurricane Georges (1998) – Another Category 4 hurricane that caused major damage in Florida and Louisiana
- Hurricane Katrina (2005) - A Category 5 hurricane that took a similar track and devastated New Orleans and parts of Florida
- Hurricane Michael (2018) - Also made a very destructive impact in Florida as a Category 5 hurricane
- Hurricane Dorian (2019) – A Category 5 hurricane that devastated the Northern Bahamas when it stalled over it at peak intensity |
25,790,661 | Daisy Jugadai Napaltjarri | 1,167,599,958 | Australian artist (c. 1955–2008) | [
"1955 births",
"2008 deaths",
"20th-century Australian painters",
"20th-century Australian women artists",
"Australian Aboriginal artists",
"Australian women painters"
]
| Daisy Jugadai Napaltjarri (c. 1955–2008) was a Pintupi-Luritja-speaking Indigenous artist from Australia's Western Desert region, and sister of artist Molly Jugadai Napaltjarri. Daisy Jugadai lived and painted at Haasts Bluff, Northern Territory. There she played a significant role in the establishment of Ikuntji Women's Centre, where many artists of the region have worked.
Influenced by the Hermannsburg School, Jugadai's paintings reflect her Tjuukurrpa, the complex spiritual knowledge and relationships between her and her landscape. The paintings also reflect fine observation of the structures of the vegetation and environment. Jugadai's works were selected for exhibition at the National Aboriginal & Torres Strait Islander Art Awards five times between 1993 and 2001, and she was a section winner in 2000. Her paintings are held in major collections including the National Gallery of Victoria, National Gallery of Australia and the Museum and Art Gallery of the Northern Territory.
## Life
Daisy Jugadai was born circa 1955 at Haasts Bluff, Northern Territory, daughter of artists Narputta Nangala and Timmy Jugadai Tjungurrayi. The ambiguity around the year of birth is in part because Indigenous people operate using a different conception of time from non-Indigenous Australians, often estimating dates through comparisons with the occurrence of other events.
The people of Papunya and Haasts Bluff, such as Daisy, speak a variety of the Pintupi language referred to as Pintupi-Luritja, a Western Desert dialect. Napaltjarri (in Western Desert dialects) or Napaljarri (in Warlpiri) is a skin name, one of sixteen used to denote the subsections or subgroups in the kinship system of central Australian Indigenous people. These names define kinship relationships that influence preferred marriage partners and may be associated with particular totems. Although they may be used as terms of address, they are not surnames in the sense used by Europeans. Thus "Daisy Jugadai" is the element of the artist's name that is specifically hers.
Jugadai's childhood was spent at both Haasts Bluff and a nearby camp, Five Mile, while she was schooled at Papunya. She married Kelly Multa, and they had a daughter, Agnes. They lived on an outstation, Kungkayunti, but Daisy moved back to Haasts Bluff when Kelly died. It was not until the 1990s that she was remarried, to an Elcho Islander, after which she travelled regularly between Arnhem Land and Haasts Bluff. Jugadai died in 2008, her funeral held at Haasts Bluff, where she was born. Daisy Jugadai had an older sister, artist Molly Jugadai Napaltjarri, and another sister, Ester, who predeceased her.
## Art
### Background
The contemporary Indigenous Australian art movement began in the western desert in 1971, when Indigenous men at Papunya took up painting, led by elders such as Kaapa Tjampitjinpa, and assisted by teacher Geoffrey Bardon. This initiative, which used acrylic paints to create designs representing body painting and ground sculptures, rapidly spread across Indigenous communities of central Australia, particularly following the commencement of a government-sanctioned art program in central Australia in 1983. By the 1980s and 1990s, such work was being exhibited internationally. The first artists, including all of the founders of the Papunya Tula artists' company, had been men, and there was resistance amongst the Pintupi men of central Australia to women painting. However, many women in the communities wished to participate, and in the 1990s many began to create paintings. In the western desert communities such as Kintore, Yuendumu, Balgo, and on the outstations, people were beginning to create art works expressly for exhibition and sale.
Daisy Jugadai came from a family of painters, including her uncle Uta Uta Tjangala and her mother. She learned to draw during her schooling at Papunya and Haasts Bluff, but her first experience as a painter came working on backgrounds for the pictures created by her father. From the Pintupi/Luritja language group, Daisy Jugadai was one of a range of artists who came to painting through the Ikuntji Women's Centre (later Ikuntji Artists) in the early 1990s. She is credited with a significant role in the centre's establishment. She began with screen printing and linocut printmaking, but quickly shifted to acrylic painting, producing many of her best works during the mid-1990s. Western Desert artists such as Daisy Jugadai will frequently paint particular 'dreamings' or Tjukurrpa for which they have personal responsibility or rights. A complex concept, Tjukurrpa refers to the spiritual knowledge of the landscape and custodianship of it; it also refers to laws, rules or stories that people must maintain and re-produce in their communities. Daisy Jugadai portrayed in her art both those for which she had personal responsibility, and those of her late husband and late father. These included honey ant, spinifex and emu dreamings; geographical locations that were the settings for these paintings included Muruntji waterhole and Talabarrdi, and other locations around Kungkayunti, where her family had lived for many years.
### Career
Throughout the 1990s, Daisy Jugadai was a regular exhibitor at the Araluen Art Centre in Alice Springs, and well as other major exhibitions such as the Australian Heritage Art Awards in Canberra in 1994. Recognition came in 1993, in two forms: an award of a Northern Territory Women's Fellowship; and the purchase by the Araluen Arts Centre of a work exhibited in its annual art award. Within her community she was an administrator as well as an artist. A member of the Ikuntji Women's Centre and a representative on Ikuntji Community Council, Daisy was one of those who successfully lobbied to have artist Marina Strocchi appointed as an art centre coordinator in the early 1990s. The respect between the two women was mutual: Daisy was one of a group of artists whose work was selected for an exhibition that toured regional Australian public galleries in 1999–2000, Ikuntji tjuta – touring, which was curated by Marina Strocchi, the art centre coordinator who had first helped develop the Ikuntji centre in Haasts Bluff some years earlier.
Works by Daisy Jugadai are held by the National Gallery of Victoria, National Gallery of Australia and the Museum and Art Gallery of the Northern Territory. They are also held in major private collections, such as Nangara (also known as the Ebes Collection), as well as by Edith Cowan University. First exhibiting in the National Aboriginal & Torres Strait Islander Art Awards in 1993, she was a finalist on several occasions including 1995, 1998 and 2001, and a section winner in 2000. Her 1994 entry in the award, Karu kapingku pungu (Creek after rain), belongs to the Museum and Art Gallery of the Northern Territory. Her work is also featured alongside other Indigenous artists such as Gloria Petyarre in the Melbourne international airport terminal, completed in 1996. Antiti, near Five Mile, a 1998 painting, has appeared as cover art on an issue of the Medical Journal of Australia.
### Style
Alone amongst the Ikuntji artists, Daisy Jugadai worked at an easel. She cited the Hermannsburg School, a group of Indigenous artists including Albert Namatjira who began painting at Hermannsburg Mission in the 1930s, as an influence on her work. Memory and Five Mile Creek (1995) represents the country of her childhood. It shows the hills of the region in elevation rather than in plan, and represents the range of vegetation typical of that country. Curator Marina Strocchi notes how Daisy Jugadai's painting reflects close observation of the complex structures of the vegetation and environment, its features "obsessively detailed", with the artist "devotedly [including] all the bush tucker of that area", as well as choosing "a time of year in which to depict her country". Vegetation would be carefully painted with a trimmed brush, while even finer detail, such as pollen, would be rendered using a matchstick. Clouds were always the final features to be included. Despite this devotion to detail, Daisy preferred to paint large canvasses. Memory and Five Mile Creek was included in the National Gallery of Victoria's 2004–05 exhibition "Aboriginal Art Post 1984" and reviewer Miriam Cosic, while noting its "naive charm", also drew attention to the work's title and the implication that, like other more explicitly political painters of her era, "she too is talking of violent dispossession".
Artist Mandy Martin, who participated in a 2005 collaboration with several painters from the Haasts Bluff region, thought that Daisy's rendering of bush tucker was achieved with a "stylised but dazzling personal language". Writer and critic Morag Fraser described Daisy's work as "extraordinary", observing that in Daisy's paintings "nature is so wholly internalised, and its rendering so uninhibited." A distinguished artist in her community, her death coincided with a vigorous renewal of artistic expression amongst her successors. |
59,274,221 | A History of the Birds of Europe | 1,093,046,493 | Nine-volume, late 19th century book about the history of European birds | [
"1896 non-fiction books",
"Birds of Europe",
"Natural history books",
"Ornithological handbooks",
"Series of non-fiction books"
]
| A History of the Birds of Europe, Including all the Species Inhabiting the Western Palearctic Region is a nine-volume ornithological book published in parts between 1871 and 1896. It was mainly written by Henry Eeles Dresser, although Richard Bowdler Sharpe co-authored the earlier volumes. It describes all the bird species reliably recorded in the wild in Europe and adjacent geographical areas with similar fauna, giving their worldwide distribution, variations in appearance and migratory movements.
The pioneering ornithological work of John Ray and Francis Willughby in the seventeenth century had introduced an effective classification system based on anatomical features, and a dichotomous key to help readers identify birds. This was followed by other English-language ornithologies, notably John Gould's five-volume Birds of Europe published between 1832 and 1837. Sharpe, then librarian of the Zoological Society of London, had worked closely with Gould and wanted to expand on his work by including all species reliably recorded in Europe, North Africa, parts of the Middle East and the Atlantic archipelagos of Madeira, the Canary Islands and the Azores. He lacked the resources to undertake this task on his own, so he proposed to Dresser that they work together on this encyclopaedia, using Dresser's extensive collection of birds and their eggs and network of contacts.
The Birds of Europe was published as 84 quarto parts, each typically containing 56 pages of text and eight plates of illustrations, the latter mainly by the Dutch artist John Gerrard Keulemans, and bound into volumes when all the parts were published. 339 copies were made, at a cost to each subscriber of £52 10s. Sharpe did not contribute after part 13, and was not listed as an author after part 17. Birds of Europe was well received by its contemporary reviewers, although a commentator in 2018 considered that Dresser's outdated views and the cost of his books meant that in the long run his works had limited influence. The Birds of Europe continued a tradition dating from the seventeenth century whereby the study and classification of specimens operated largely independently of those field observers who studied behaviour and ecology, a rift that continued until the 1920s, when the German naturalist Erwin Stresemann integrated the two strands as part of modern zoology.
## Background
Early ornithologies, such as those of Conrad Gessner, Ulisse Aldrovandi and Pierre Belon, relied for much of their content on the authority of Aristotle and the teachings of the church, and included much extraneous material relating to the species, such as proverbs, references in history and literature, or its use as an emblem. The arrangement of the species was by alphabetical order in Gessner's Historia animalium, and by arbitrary criteria in most other early works. In the late sixteenth and early seventeenth centuries, Francis Bacon had advocated the advancement of knowledge through observation and experiment, and the English Royal Society and its members such as John Ray, John Wilkins and Francis Willughby sought to put the empirical method into practice, including travelling widely to collect specimens and information.
The first modern ornithology, intended to describe all the then-known birds worldwide, was produced by Ray and Willughby and published in Latin as Ornithologiae Libri Tres (Three Books of Ornithology) in 1676, and in English, as The Ornithology of Francis Willughby of Middleton, in 1678. Its innovative features were an effective classification system based on anatomical features, including the bird's beak, feet and overall size, and a dichotomous key, which helped readers to identify birds by guiding them to the page describing that group. The authors also placed an asterisk against species of which they had no first-hand knowledge, and were therefore unable to verify. The commercial success of the Ornithology is unknown, but it was historically significant, influencing writers including René Réamur, Mathurin Jacques Brisson, Georges Cuvier and Carl Linnaeus in compiling their own works.
During the early nineteenth century, a number of ornithologies were written in English, including John Gould's five-volume Birds of Europe, which was published between 1832 and 1837. Richard Bowdler Sharpe, then librarian of the Zoological Society of London, had worked closely with Gould and completed some of his books that were still unfinished when he died. He wished to build on Gould's work to include all species reliably recorded in the wild in Europe, expand the geographical range to include North Africa, parts of the Middle East and the Atlantic archipelagos of Madeira, the Canary Islands and the Azores (this extended area constitutes the Western Palaearctic realm) and to describe the worldwide distribution, variation and movements of each of the species. He lacked the resources to undertake this task on his own, so he proposed to businessman and amateur ornithologist Henry Eeles Dresser that they work together on this great encyclopaedia. Dresser had an extensive collection of European birds and their eggs, and a network of contacts who would allow him to acquire or borrow new specimens. He also had the linguistic skills to translate texts from several European languages.
## Dresser and bird collecting
In an age before modern cameras and binoculars, nineteenth century ornithology was dominated by the collection of eggs taken from the nest and birds obtained through shooting. The corpses were skinned, preserved with arsenical soap, and sometimes stuffed for display. Ornithologists acquired birds and eggs through their own shooting and collecting activities, by purchases from bird markets, auctions and commercial dealers, and through exchanges with other collectors.
Henry Dresser's father, also named Henry, was a successful timber merchant, and sent his son to a school in Ahrensburg near Hamburg to learn German, and another in Gefle (now Gävle) to study Swedish. Henry junior also acquired fluency in Danish, Finnish, French and Norwegian. Between 1856 and 1862, the younger Dresser's work sent him to Finland on three occasions and to New Brunswick twice, giving him the opportunity to add birds and eggs from these regions to his collection. On his second trip to Finland he became the first person to find a nest and eggs of the waxwing, which helped to establish his reputation as a serious ornithologist.
In 1863 and 1864, during the American Civil War, Dresser travelled to North America, setting up shop in the Mexican border town of Matamoros, Tamaulipas, to sell goods that had evaded the Union blockade to the Confederacy. He made the most of the opportunity to add to his bird collection while there, as he did later when he relocated to San Antonio, Texas, where he met the prominent American ornithologist Adolphus Lewis Heermann.
Dresser's contacts for acquiring and exchanging specimens included Robert Swinhoe in China, who had 4,000 skins of 600 species, Thomas Blakiston in Japan, Allan Octavian Hume in India, whose 80,000 skins and 20,000 eggs were the world's largest private collection at the time, and William Blandford, a naturalist and geologist working in Persia and Central Asia. He also collaborated with prominent Russians including Nikolay Przhevalsky, Nikolai Severtzov and Sergei Buturlin. African specimens came from a variety of sources, including colonial administrators and the collections of the Germans Wilhelm Friedrich Hemprich and Christian Gottfried Ehrenberg. Alfred Newton gave his friend Dresser access to a collection of birds from Lapland. By 1868, Dresser owned 1,200 skins and several thousand eggs. His final collection, including about 10,000 skins, is now kept at Manchester Museum, and includes the only known egg of the now-extinct slender-billed curlew.
## Production
The Birds of Europe was published as 84 quarto parts between 1871 and 1896. Each part on average contained 56 pages of text and eight plates of illustrations, and took about seven weeks to produce. This meant that for the 11-year duration of the project, Dresser was writing around a page of text a day on top of his commercial employment, and the main illustrator, John Gerrard Keulemans, was drawing a plate every six days. The publication was financed by subscription, and a year's set of 12 issues cost £6 6s; it was promoted by a prospectus containing sample articles that was sent to potential buyers using the authors' contacts in the scientific societies, including the Zoological Society of London and the British Ornithologists' Union (BOU). By the end of the first year, there were 237 subscribers, including King Victor Emmanuel II of Italy, Alfred, Duke of Saxe-Coburg and Gotha (by then also Duke of Edinburgh), and the Sikh Maharaja Duleep Singh.
The text and illustrations for the main text and supplement were self-published and printed by Taylor & Francis of Fleet Street, London. The twelve parts issued each year were bound into temporary volumes, and when all the parts were finally published they were permanently bound into seven volumes using Morocco leather with gold tooling. Parts 83 and 84, containing an introduction, index, references and list of subscribers, were bound as a slim Volume 1, and the 1895–1896 supplement to the main text eventually became a ninth volume.
The complete set's final cost was £52 10s, equivalent to about £5,000 at 2018 values. Of the 339 copies, 69 were bought by naturalists, 31 by aristocrats, 229 by other private individuals, 67 by dealers and the rest by museums and other institutions. Overseas subscribers accounted for 61 of the purchased sets. Dresser gave 20 further sets, printed on thinner paper and without the plates of illustrations, to those who had contributed information.
### Text
Each part of the book contained birds from different families to prevent subscribers attempting to collect only a particularly popular group, such as birds of prey or ducks, the different families coming together only when the articles and plates were reorganised in the final binding. The first part released therefore included birds as diverse as the Eurasian teal, red-footed falcon, marsh sandpiper and woodchat shrike. Articles for each species included alternative binomial names, a detailed description of both sexes and the juveniles, the bird's range, habitat and habits, and the specimens that had been examined during preparation of the text.
The taxonomy used by Dresser was based on a scheme created by Thomas Henry Huxley and developed by Philip Sclater which used a hierarchical classification using orders and families rather than the arbitrary division into bird groups used by earlier writers. His book started with the passerines, rather than the traditional birds of prey.
When choosing binomial names for his species, Dresser kept strictly to chronological priority. Since the first mention might be in an obscure or foreign language journal, this led to changes in the established Latin names of some species, "causing great consternation among his colleagues". The situation was made worse in that many early descriptions were so vague it was impossible to be sure of the species. Dresser introduced five new names. Parus grisescens (Siberian tit), Calandrella baetica (Mediterranean short-toed lark), Serinus canonicus (Syrian serin) and Anthus seebohmi (Pechora pipit) are now considered to be junior synonyms for the species, and Otocorys brandti is now Eremophila alpestris brandti, a subspecies of the horned lark.
Dresser and Sharpe initially co-authored the articles, both struggling to keep up to schedule since they were also working full-time. Sharpe resigned as librarian of the Zoological Society late in 1871 to give himself more opportunity to write, but then accepted a post as bird curator at the British Museum in May 1872. His contract meant he was not allowed to have a personal collection, so he sold his skins of African birds to the Museum. Relations between the two authors soon became strained, Sharpe considering that his colleague was too interested in the commercial aspects of the project, rather than the science, and their partnership was dissolved in December 1872. Sharpe did not contribute after part 13, and was not listed as an author after part 17.
A supplement to the Birds of Europe was published in nine parts in 1895 and 1896, giving a final count of more than 5,100 pages and 723 plates. The Supplement covered 114 further species, including 14 discovered since the earlier publication, 22 rare vagrants to Europe and 26 that had been elevated to full species status in the interim. Dresser had also extended the area covered beyond Europe and the Middle East to include neighbouring Persia and western Central Asia, which added many birds from that region.
### Illustrations
The principal illustrator was the Dutch artist John Gerrard Keulemans, who had previously illustrated Sharpe's study of kingfishers, A Monograph of the Alcdinidae. Keulemans mostly worked from skins rather than life, but attempted to depict the birds realistically. Artists normally painted a picture and then copied it onto a fine limestone slab using a special waxy crayon. The slab was then wetted before adding an oil-based ink, which would be held only by the greasy crayon lines, and copies were printed from the slab. This process was known as lithography.
To reduce costs, Keulemans drew directly on to the limestone instead of first making a painting. Although this was more technically difficult, drawing directly could give a livelier feel to the final illustration, and was also favoured by other contemporary bird artists such as Edward Lear. The printed plates were hand-coloured, mainly by young women.
Keulemans was also working on other projects, so Dresser had to commission Edward Neale and Joseph Wolfe to draw 28 and 15 plates respectively. Each of the 339 copies produced contained 633 plates, so nearly 215,000 plates were individually coloured. In addition to the colour plates, there were also monochrome engravings to illustrate interesting features, one example being a drawing of a skull of a Tengmalm's owl to show its asymmetry.
## Reception
When he came to review Birds of Europe in 1872, Dresser's old friend Alfred Russel Wallace recommended the work both to general readers and to amateurs, using the latter word in its original sense as a lover of the subject. In a second review in 1875, he said "this beautiful and important work ... The energy with which the author has laboured to ensure punctuality in the issue is beyond all praise; and now that about half the work is completed, and we find that the last twelve parts, with figures of nearly 120 species of birds, have appeared within the year, subscribers have every assurance that they will, in due course, possess a finished work."
An outspoken critic of the book was Dresser's former friend, the ornithologist Henry Seebohm, who criticised the errors in the text and the conservatism of the authors, including their failure to use trinomial nomenclature. Seebohm was a much more committed supporter of evolutionary theory than Dresser, and believed every local variation of a species should have its own scientific name to demonstrate relationships. His comments on Dresser and Sharpe include:
> ... the writer of the extraordinary article in question was absolutely ignorant of everything connected with the Greenshank except the information which a series of skins might afford ... Articles of this kind are very amusing, but they must sorely puzzle the young student – though in most cases his bird-stuffer, even if he be only a country barber, will be quite capable of correcting such childish blunders.
and
> ... as acts of ignorance and folly on the part of two juvenile ornithologists who had nothing new to say on the birds of which they wrote, and consequently made a desperate effort to achieve notoriety by introducing novelties into nomenclature ... I think we all owe a debt of gratitude to these two gentlemen who thus heroically sacrificed their reputation for common sense and sound judgment for the good of the science they loved.
Overall, Birds of Europe was very well received by its contemporary reviewers, as was the Supplement when it was published. When Dresser died in 1915 aged 77 his obituary in Ibis, an avian science journal, after summarising his life and his major role in scientific societies, went on to say his "most important work is undoubtedly the well-known 'History of the Birds of Europe' ... the whole forms a monument of the industry and accuracy of the author." His obituarist, though, added a caveat that "his views on the limits of specific variation and nomenclature would not perhaps commend themselves to present-day workers."
## Legacy
The Birds of Europe continued a tradition dating from Ray's time whereby the study and classification of specimens operated largely independently of those observers who studied behaviour and ecology. The rift between the "museum men" and field ornithologists continued until the 1920s, when the German naturalist Erwin Stresemann integrated the two traditions as part of modern zoology.
The ornithologist Alan Knox commented in 2018 that Dresser's outdated classification scheme and the cost of his books meant that, in the long run, his works were less influential than William Yarrell's 1843 A History of British Birds. Eventually Dresser's "old guard" views fell out of favour, particularly after World War I, although his book still attracts the interest of collectors, with first-edition full sets being offered in late 2019 for \$27,500 in the US and £19,642 in the UK.
Although Sharpe's contribution to the Birds of Europe was limited, his involvement facilitated his move to the British Museum and his main work was in classifying and cataloguing the bird collections. He also used his contacts to acquire the egg and skin collections of wealthy collectors and travellers for his museum. When he was appointed in 1872 the museum had 35,000 bird specimens, but had grown to half a million items by the time of his death.
## Related works
Throughout his adult life Dresser regularly wrote articles for journals, most frequently The Zoologist and Proceedings of the Zoological Society of London, although the History of the Birds of Europe was his first book. He wrote several other ornithological works, namely A Monograph of the Meropidae, or Family of the Bee-eaters (1884–1886), A Monograph of the Coraciidae, or Family of the Rollers (1893), the two-volume A Manual of Palaearctic Birds (1902–1903) and the two-volume Eggs of the Birds of Europe (1910), which was issued in 24 parts beginning in 1905.
He had started on the bee-eater monograph in 1882, using his own collection of 200 skins of these birds as one of his sources, and by 1883 he was also working on the rollers, adding Birds of Europe to his workload in the following year. The 1881 A List of European Birds, including all species found in the western palaearctic region was based on the History of the Birds of Europe, and may have been a response to criticism from Sclater that the earlier publication was too large.
The Manual of Palaearctic Birds was largely traditional in its taxonomy, as with its predecessor, but in his treatment of dippers he showed a partial acceptance that subspecies could share a common ancestor, as proposed by Charles Darwin in The Origin of Species. In The Eggs of the Birds of Europe, Dresser used a then-new photographic technique, the three-colour process, to illustrate the subtleties of bird egg markings with colour photographs rather than paintings.
## Selected bibliography
- volume 1; volume 2; volume 3 volume 4; volume 5; volume 6; volume 7; volume 8; volume 9
- Volume 1, Volume 2
- volume 1 (text), volume 2 (plates and their keys) (issued in 24 parts beginning in 1905)
[1896 non-fiction books](Category:1896_non-fiction_books "wikilink") [ ](Category:Birds_of_Europe "wikilink") [Natural history books](Category:Natural_history_books "wikilink") [Ornithological handbooks](Category:Ornithological_handbooks "wikilink") [Series of non-fiction books](Category:Series_of_non-fiction_books "wikilink") |
18,276,506 | History of the National Hockey League (1942–1967) | 1,171,357,246 | History of the Canadian league | [
"National Hockey League history"
]
| The Original Six era of the National Hockey League (NHL) began in 1942 with the demise of the Brooklyn Americans, reducing the league to six teams: Boston Bruins, Chicago Black Hawks, Detroit Red Wings, Montreal Canadiens, New York Rangers, and Toronto Maple Leafs. This structure remained stable for a quarter century; the era ended in 1967 when the NHL doubled in size adding six expansion teams.
The Stanley Cup, having been the de facto championship since 1926, became the de jure championship in 1947, when the NHL completed a deal with the Stanley Cup trustees to gain control of the Cup. Toronto and Montreal evidenced dynasties, as the Maple Leafs won the Stanley Cup nine times from 1942 onwards, while the Canadiens won ten times, including five consecutive titles between 1956 and 1960. The 1967 championship is the last Maple Leafs title to date.
Maurice Richard became the first player to score 50 goals in a season in 1944–45. In 1955, Richard was suspended for assaulting a linesman, leading to the Richard Riot. Gordie Howe made his debut in 1946, retiring 32 years later as the NHL's all-time leader in both goals and points. Willie O'Ree broke the NHL's colour barrier when he dressed for the Bruins in 1958.
The NHL continued to develop throughout the era. In 1943, in an attempt to 'open up' the game, the league introduced the centre-ice red line allowing players for the first time to pass out of their defensive zone. In 1959, Jacques Plante became the first goaltender to regularly wear a face mask for protection. Off the ice, the business of hockey was changing as well. The first amateur draft was held in 1963 as part of efforts to balance talent distribution within the league. The National Hockey League Players Association was formed in 1967, ten years after Ted Lindsay's attempts at unionization failed.
## Background
In the 1930s and early 1940s, both the Great Depression and World War II were detrimental to the NHL. Although the league peaked at ten teams between 1926 and 1931, financial pressures led to the demise of several of these. In 1930, the Pittsburgh Pirates relocated to become the Philadelphia Quakers before folding in 1931. In 1934, the Ottawa Senators became the St. Louis Eagles, and likewise ceased operations after one year in their new market. The Montreal Maroons suspended operations in 1937 as the Montreal market was unable to support two teams. The New York Americans, renamed the Brooklyn Americans, suspended operations in 1942, citing financial difficulty, and a lack of players due to the war. By the 1942–43 season, the league was reduced to six teams. Those six teams are now known, somewhat misleadingly, as the "Original Six."There was no more expansion or contraction until 1967.
There was also change at the top; in February 1943, league President Frank Calder collapsed during a meeting, dying shortly after. After receiving assurances from the league the Brooklyn franchise he operated would resume play after the war, Red Dutton agreed to take over as president. When the other team owners reneged on this promise in 1946, Dutton resigned as league president. In 1946, with Dutton's recommendation, Clarence Campbell was named president of the NHL. Campbell remained until retirement in 1977. Campbell's tenure matched the league's stability. For the first 21 years of his presidency, the same six teams competed for the Stanley Cup; that period has been called the "golden age of hockey". The NHL featured increasingly intense rivalries coupled with rule innovations that opened up the game.
## Post-war period
World War II extensively ravaged the rosters of many teams; by the 1943–44 season teams battled each other for players. In need of a goaltender, the Bruins won a fight with the Canadiens over the services of Bert Gardiner. Meanwhile, the Rangers were forced to lend forward Phil Watson to the Canadiens in exchange for two players, as Watson was required in Montreal for a war job, and refused permission to play in New York.
With only five returning players from the previous season, Rangers general manager Lester Patrick suggested suspension of his team's play for the duration of the war.Patrick was otherwise persuaded; however, the Rangers managed only six wins in a 50-game schedule, giving up 310 goals that year. The Rangers were so desperate for players that 42-year-old coach Frank Boucher made a brief comeback, recording four goals and ten assists in 15 games. That year the Canadiens dominated the league, finishing with a 38–5–7 record. Five losses remains a league record for the fewest in one season; the Canadiens did not lose a game on home ice. Their 1944 Stanley Cup victory was the team's first in 14 seasons. The Canadiens again dominated the 1944–45, finishing with a 38–8–4 record. They were defeated in the playoffs by the underdog Maple Leafs, who eventually won the Cup.
NHL teams exclusively competed for the Stanley Cup following the 1926 demise of the Western Hockey League. Though rejected by Cup trustees for various reasons, in the intervening years other teams, and leagues, attempted to challenge for the Cup. In 1947, the NHL reached an agreement with trustees P. D. Ross and Cooper Smeaton to grant Cup control to the NHL, thereby allowing the league to reject challenges from other leagues. The last such challenge came in 1953, from the Cleveland Barons of the American Hockey League; it was rejected, as the AHL was not considered of equivalent calibre to the NHL, which was a condition of the NHL's 'deal' with trustees.
The Hockey Hall of Fame was established in 1943 under the leadership of James T. Sutherland, a former President of the Canadian Amateur Hockey Association (CAHA). The Hall of Fame was established as a joint venture between the NHL and the CAHA, in Kingston, Ontario, considered by Sutherland the birthplace of hockey. Originally called the "International Hockey Hall of Fame", its mandate was to honor great hockey players and to raise funds for a permanent location. The first eleven honored members were inducted on April 30, 1945. Not until 1961 did the Hockey Hall of Fame establish a permanent home at Exhibition Place in Toronto.
On October 13, 1947, to raise money for the newly created NHL Pension Society, the first official All-Star Game took place at Toronto's Maple Leaf Gardens. The NHL All-Stars defeated the Toronto Maple Leafs 4–3 and raised C\$25,000 for the pension fund. The All-Star Game remains an annual tradition.
### "Rocket" Richard
The 1940s Canadiens were led by the "Punch line" of Elmer Lach, Toe Blake and Maurice "Rocket" Richard. In 1944–45, Lach, Richard and Blake finished first, second and third in the NHL's scoring race with 80, 73 and 67 points, respectively. Richard became a media and fan focus with attempts to score 50 goals in a 50-game season, a feat no other player had accomplished in league history. During that season, in a 9–1 victory over Detroit on December 28, 1944, Richard set a single-game scoring record, scoring five goals and three assists. Later scoring his 45th goal in his 42nd game, he broke Joe Malone's goal scoring record. Opposing teams did all they could to prevent him from reaching the 50-goal mark: he was slashed, elbowed and held, as no team wanted to be known for giving up the 50th goal. Despite the opposition's efforts, in Boston at 17:45 of the third period of Montreal's final game of the season, Richard scored his 50th goal. Until Mike Bossy in 1980–81, no other player scored 50 goals in 50 games.
In March 1955, Richard was suspended for the remainder of the season, including the playoffs, after receiving a match penalty for slashing Boston's Hal Laycoe then punching a linesman who attempted to intervene. The suspension created a wave of anger towards Campbell, who was warned not to attend a scheduled game in Montreal after receiving numerous death threats, mainly from French-Canadians accusing him of anti-French bias. Dismissing the warnings, Campbell attended the March 17 game, as planned. His presence was interpreted by many fans as provocation; he was booed, and pelted with eggs and fruit; an hour into the game, a fan lobbed a tear-gas bomb in Campbell's direction; firefighters decided to clear the building. A riot ensued outside the Forum as disenchanted fans leaving the Forum were met by a growing mob of angry demonstrators; the hostile crowd overwhelmed 250 police officers on the scene. Seventy people were arrested, another 37 people were injured; fifty stores were looted, and \$100,000 in property damage was reported, in what became known as l'affaire Richard, or the Richard Riot.
The following day, Richard went on Montreal radio to ask fans to cease rioting, and instead support the Canadiens in the playoffs; he offered to take his punishment then come back the following year to win the Cup. While the Canadiens were eliminated in the 1955 Stanley Cup Finals, Richard led Montreal to the 1956 Stanley Cup. The incident highlighted the growing cultural gap between French Quebec and English Canada; the riot is often characterized as an early manifestation of Quebec's Quiet Revolution. Campbell's decision to suspend Richard was widely supported by fans outside of Quebec. Some, including Detroit's Ted Lindsay, said the suspension did not go far enough and argued Richard, a man who had paid more fines than any other player in league history, should have been banned for life.
On October 19, 1957, Richard became the first player to score 500 career goals. He retired in 1960, as an eight-time Stanley Cup champion, as well as the NHL's all-time leading scorer, with 544 goals. In 1961, the league waived the customary three-year waiting period; Richard was elected to the Hockey Hall of Fame.
### Hockey Night in Canada
In the fall of 1951, in an attempt to determine whether it was a suitable medium for broadcasting hockey games, Conn Smythe watched special television feeds of Maple Leaf games. Television already had detractors within the NHL, especially Campbell who declared it "the greatest menace of the entertainment world". In 1952, even though only 10% of Canadians owned a television set, the Canadian Broadcasting Corporation (CBC) began televising games. On November 1, 1952, Hockey Night in Canada was first broadcast on television, with Foster Hewitt calling the action between the Leafs and Bruins at Maple Leaf Gardens. The broadcasts quickly became the highest-rated show on Canadian television. The broadcast came three weeks after Montreal radio host René Lecavalier presented a French-language telecast of the Montreal Canadiens' opener against Chicago, marking the beginning of La Soirée du hockey, which Radio-Canada, the French arm of the CBC, broadcast until 2004. On that same night, Danny Gallivan made his debut as the English language play-by-play announcer for the Canadiens.
While Campbell feared televised hockey would cause people to stop attending games in person, Smythe felt the opposite. "There'll be thousands of people seeing hockey as played by the pros for the first time. They'll be sold on it because it's a great game, and they won't be satisfied to stay [at home] but will turn out to the rinks." As an experiment in the 1956–57 season, CBS first broadcast hockey games in the United States. Amazed with the initial popularity of the broadcasts, it inaugurated a 21-game package of games the following year. The NHL itself adapted to become viewer-friendly. In 1949, to make the puck easier to see, the league mandated the ice surface painted white. In 1951, so each team was distinguishable on black and white television, the League required home teams wear colored jerseys, and the road teams wear white. For the same reason, teams painted the centre red line in a checkered pattern to set it apart from the solid blue lines.
## Dynasties
### Toronto Maple Leafs
In the 1951 Stanley Cup Finals, in the only final in NHL history when all games were decided in overtime, the Maple Leafs defeated the Canadiens four games to one. After dashing from his defensive position, despite an earlier warning from Smythe not to take unnecessary chances, Leafs' defenceman Bill Barilko hammered the Cup-winning goal past Montreal goaltender Gerry McNeil. The goal completed Toronto's fourth Stanley Cup championship in five seasons, making Barilko a national hero. Four months later, Barilko and a friend disappeared in Northern Ontario, where they had flown on a fishing trip. Barilko's disappearance became front-page news across Canada; a massive search failed to locate the missing plane. Barilko's remains were not found until 1962, the first year the Maple Leafs won the Cup since Barilko's overtime winner eleven years previous. Barilko's disappearance was immortalized 40 years later by Canadian rock band The Tragically Hip in their 1992 song "Fifty Mission Cap".
By 1962, the disappearance of Bill Barilko and the Maple Leafs' subsequent failure to win the Stanley Cup led Toronto fans to believe a curse was upon the team. The Leafs won the 1962 championship shortly before Barilko's remains were discovered. In 1963, they repeated as champions. In 1964, the Leafs again played for the Stanley Cup against the Red Wings. In the third period of game six, trailing the series 3–2, Maple Leafs' defenceman Bobby Baun suffered a broken ankle from a Gordie Howe slap shot. Despite the injury, Baun returned with his ankle taped up to score the winning goal in overtime. Baun also played the seventh game as the Maple Leafs defeated the Red Wings to win their third consecutive title.
### Detroit Red Wings
Beginning in 1948–49, the Red Wings went on to win seven consecutive regular season titles - a feat no other team has accomplished. During that time, the Wings won four Stanley Cups. During the 1952 Stanley Cup Finals the Legend of the Octopus was created. For the fourth game of the finals, brothers Pete and Jerry Cusimano brought a dead octopus to the Detroit Olympia. At the time, they reasoned the eight tentacles of an octopus represented the eight wins required to win the Stanley Cup. The Wings had won seven consecutive playoff games, and the brothers hoped the octopus would inspire Detroit to an eighth victory. The tradition was born, as Detroit handily defeated Montreal 3–0.
During this time, the Wings were led by Gordie Howe. In 1943, at the age of 15, Howe was invited to the Rangers player camp in Winnipeg; but quickly became homesick and failed to favorably impress the Rangers coaches. The next season the Red Wings invited him to their camp, where coach Jack Adams called him "the best prospect I've seen in 20 years." Two years later, at the age of 18, Howe debuted in the NHL for Detroit. On March 28, 1950, during a playoff game against the Leafs, Howe was nearly killed as he mistimed an attempted check on Toronto's Ted Kennedy, causing him to slam head first into the boards. Rushed to hospital, doctors drilled a hole into Howe's skull to relieve pressure on his brain. Despite fears he would never play again, "Mr. Hockey" recovered to start the following season, then won his first of four consecutive scoring titles in 1950–51. Howe was 52 years old when he retired from professional hockey.
### Montreal Canadiens
In three consecutive seasons between 1954 and 1956, the Red Wings faced the Canadiens in the Stanley Cup Finals. Detroit won the first two match-ups, however, Montreal captured the 1956 Stanley Cup, ending one dynasty and starting another. Subsequently, the Canadiens won five consecutive championships between 1956 and 1960, a feat no other team has duplicated.
In 1953, the Canadiens signed Jean Beliveau; a well-anticipated prospect in the NHL for years. Because his Quebec Senior Hockey League team, the Quebec Aces, matched any contract offer the Canadiens made, Beliveau repeatedly refused to turn professional with Montreal. Ultimately, Montreal bought the entire league outright, along with the rights to all players, and turned it professional. Beliveau finally signed with Montreal for \$105,000 over five years and a \$20,000 bonus, an unprecedented contract for a rookie. Playing for Montreal, Beliveau went on to win ten Stanley Cups.
Led by Richard and Beliveau, the 1950s Canadiens had overwhelming offensive ability; to slow their offence the NHL amended its rules. To illustrate, the 1955–56 Canadiens frequently scored multiple goals during the same two-minute powerplay. In one game against Boston, during a penalty, Beliveau scored three goals in 44 seconds. For the following season, the league instituted a rule permitting a player serving a minor penalty to return to the ice when a goal was scored against his team.
## Breaking the colour barrier
On January 18, 1958, by joining the Bruins as an 'injury call-up' for a game in Montreal, Willie O'Ree became the first black player in the NHL. Playing only two games with the Bruins in the 1957–58 season, O'Ree returned in 1960–61, playing another 43 games with Boston. Although he only played 45 NHL games, scoring four goals, he earned the label the "Jackie Robinson of hockey".
Throughout the season, O'Ree faced blatant racism from opponents, remarking "people just wanted a piece of me, maybe because they thought I was different, so I had to defend myself. I wasn't going to be run out of any rink." He endured racial slurs from fans in each of Chicago, Detroit and New York, though the taunts were largely absent in Montreal and Toronto. O'Ree was supported by his teammates and Boston fans. He stated "they were mean to me in places like Detroit and New York, too. But never in Boston. I'll never forget how my teammates there took care of me — men like Johnny Bucyk, Doug Mohns, Charlie Burns and Don McKenney. They accepted me totally. All of them had class." In 1961, O'Ree was traded to Montreal but was unable to crack the Canadiens' line-up. Playing over 20 minor league seasons, O'Ree twice won the Western Hockey League's scoring title: in 1964, with the Los Angeles Blades, and in 1969, with the San Diego Gulls.
O'Ree's breakthrough came several years after another black player, Herb Carnegie was denied the same opportunity. In 1938–39, playing junior hockey with the Ontario Hockey Association's Toronto Rangers, during a practice Carnegie was pulled aside by his coach and told "See that man sitting in the blues? That's Conn Smythe, owner of the Toronto Maple Leafs. He says he'd take you tomorrow if he could turn you white." Stung by the comments, Carnegie resolved to excel at the game. He was offered a tryout with the Rangers in 1950, then a spot on their lowest minor league team. "They told me that if I signed with the Rangers and went to New Haven, I would make international headlines. I told them my family couldn't eat headlines. That was probably when the Rangers decided to forget about me."
## "Norris House League"
During the 1960s, it was often joked "NHL" stood for "Norris House League" because the Norris family held interests in several league teams. James D. Norris was co-owner of the Black Hawks along with Arthur Wirtz; his brother Bruce inherited ownership of the Red Wings. James D. Norris was also the largest shareholder in Madison Square Garden, giving him control over the Rangers.
The Black Hawks qualified for the playoffs only once between 1949 and 1957. The team's fortunes turned in 1958–59, following the acquisition of Ted Lindsay and Glenn Hall from Detroit. Making the playoffs, the Black Hawks lost to Montreal in the semi-finals in 1959 and 1960, before capturing their first championship in 23 years, in the 1961 Stanley Cup Finals. Chicago next won the Cup 49 years later in the 2009-10 season.
The Hawks' resurgence in the 1960s led Norris and Wirtz to take advantage of their customers. Dubbed the "Chicken Wings" by fans, the Hawks were famous for fleecing fans. Ticket sellers were arrested for scalping; the team charged \$9 for playoff tickets in 1965, \$3 more than Detroit, Toronto or Montreal.The Hawks also refused to broadcast road playoff games in Chicago, preferring to charge fans to watch the games via closed-circuit television at Chicago Stadium. Fans responded by littering the ice and passing out leaflets urging a boycott of the team during Chicago's last regular season game in 1964–65.
## Expansion
In 1963, Rangers governor William Jennings introduced to his peers the idea of expanding the league to the American West Coast by adding two new teams for the 1964–65 season. His argument was based around concerns the Western Hockey League intended to operate in the near future as a major league. Jennings also hoped inclusion of teams on the west coast would make the league truly national, and thereby, improve the chances of returning to television in the United States as the NHL had lost its deal with CBS. While the governors did not agree to the proposal, the topic of expansion surfaced every time the owners met subsequently. In 1965, there was agreement to expand by six teams, doubling the size of the NHL. San Francisco–Oakland and Vancouver were declared "acceptable cities" with Los Angeles and St. Louis as potential sites. Fourteen applications were received from across Canada and the United States, including four from Los Angeles.
In February 1966, the governors met and awarded franchises to Los Angeles, Minnesota, Philadelphia, Pittsburgh, San Francisco and St. Louis. The league rejected bids from Baltimore, Buffalo and Vancouver. The six winning bids each paid \$2 million for their franchises. St. Louis was awarded a franchise with no bid received. The league's decision to grant a franchise was contingent on a potential owner stepping forward - a decision influenced by the Norris and Wirtz families, who owned the St. Louis Arena.
Canadians were outraged no expansion teams were awarded to Canada. Prime Minister Lester B. Pearson stated: "the NHL decision to expand only in the U.S. impinges on the sacred principles of all Canadians." Maple Leafs coach Punch Imlach stated Vancouver was "sold out" and Toronto and Montreal did not want to share television revenue with another Canadian team.
Leafs co-owner Stafford Smythe rejected accusations that he opposed expansion to Vancouver, pointing out that he had offered to build and operate an \$8 million facility in the city's downtown area, a proposal that he contended made little sense unless Vancouver had an NHL team. However, Smythe's proposal was contingent on him acquiring the parcel of land required from the city, then valued at \$2.5 million, for \$1. The proposed transaction was defeated in a municipal referendum. Smythe therefore placed the blame for Vancouver's failed bid on the city: "Vancouver lost its chance the day it turned down the referendum on our arena proposal", Smythe said. "That proved to me that the people out there aren't interested in going major league."
The Original Six era ended with the 1967 Stanley Cup Finals between the two-time defending champion Canadiens, and the Maple Leafs. The oldest team in the league, the third place Leafs were led in goal by 37-year-old Terry Sawchuk and 42-year-old Johnny Bower. Known as the "over the hill gang", in six games, Toronto became the oldest team to win the Cup, defeating the favored Canadiens. The Maple Leafs have not appeared in the Stanley Cup finals since.
## Rules and innovations
In 1942, due to World War II related travel restrictions, league president Frank Calder abolished the 10-minute overtime for regular season games so teams could catch their trains without delay. With the war's conclusion, regular season overtime did not return, although playoff games continued until a winner was decided. Overtime was re-introduced in the regular 1983–84 season.
In 1943, to make it more entertaining, the rules committee looked to increase the game's speed. Rangers coach Frank Boucher proposed the neutral zone divided by a centre red line, so teams could pass the puck out of the defensive zone into their half of the neutral zone. Previously, the league required defensive players carry the puck from the defensive zone, not permitting a pass across the blue line. Introduced in 1943–44, the new rule changed the game. Formerly, strong fore-checking pinned opponents in their own zone for minutes at a time; subsequently, teams rushed up the ice with defencemen passing to forwards beyond the blue line. Scoring increased 10% league-wide; four of six teams topped 200 goals, the first time teams did so. In the early 1960s, Stan Mikita inadvertently introduced the curved blade to a hockey stick. Cracking his blade during a practice and not wanting to retrieve another, Mikita shot the puck in anger. He noticed the curve in the cracked blade caused the puck to behave differently. Both Mikita and Bobby Hull experimented with heating and bending their stick blade to create different curves. Using a curved blade, Mikita went on to win four Art Ross Trophies as the NHL's leading scorer. He later said he regretted the idea: "It's one of the worst inventions in hockey, because it eliminated the use of the backhand."
The NHL Amateur Draft was first held on June 5, 1963, at the Queen Elizabeth Hotel in Montreal, Quebec. Created by Campbell, it was meant to more evenly distribute talent. To that point, teams directly sponsored junior clubs, buying a player's rights. A 16-year-old with the St. Michaels Juveniles, Garry Monahan, was the first player selected in the 1963 draft. Monahan remains the youngest player ever selected in an NHL draft. The Entry Draft system did not fully replace the sponsorship system until 1969.
### Goaltending
Goaltender Clint Benedict was the first to wear facial protection, donning it in 1930 to protect a broken nose. Because its design interfered with his vision, Benedict quickly abandoned the mask. Twenty-nine years later, Jacques Plante made the goalie mask a permanent fixture in hockey. In 1956, Plante began wearing a mask in practice after shots from teammates twice broke cheekbones. Montreal coach Toe Blake refused to allow Plante to wear his mask in games. On November 1, 1959, in a game at Madison Square Garden, that changed, when Plante was struck in the face. Teams did not dress backup goaltenders; the game was delayed 20 minutes, while doctors frantically stitched up Plante. When Blake asked Plante if he was 'ready to return', Plante refused unless allowed to wear his mask. Livid, Blake agreed only if Plante removed the mask when his face was healed. Wearing the mask, Plante led the Canadiens on an 18-game unbeaten streak, to finally remove the mask at Blake's urging; promptly the team lost their first game. Defeated, Blake relented. Plante's mask became a permanent fixture as he led the Canadiens to their fifth consecutive Stanley Cup. Soon after, other goalies followed Plante's lead.
Remarkably, Terry Sawchuk played goal for most of his career not wearing a mask; he crouched very low such that his shoulders nearly touched his knees. This stance became known as the "gorilla crouch". During his career, Sawchuk relied on his ability to see the puck under the players' bodies, his outstanding mobility, and reflexes, to win four Vezina Trophies. By 1955, he was regarded as the greatest goaltender to ever play the game. Sawchuk's career was cut short when he died in 1970 from injuries suffered in a drunken incident with teammate Ron Stewart. The Hall of Fame waived its waiting period, immediately inducting Sawchuk as the NHL's all-time record holder in wins (447) and shutouts (103). Sawchuk's style of play was a precursor to the modern goaltending butterfly style.
The butterfly style - used by most all modern goaltenders - was invented by Glenn Hall. Considered both unique and foolish, Hall's style of dropping to his knees and kicking his pads out in a V formation forced shooters to aim for the top half of the net. Hall adopted the technique as a youth when he lacked the arm strength to stop shots with his stick. An eight-time All-Star, Hall became an NHL regular at the start of the 1955–1956 season to begin a sequence of 502 consecutive games as goaltender for Detroit and Chicago. This record is hailed as one of the NHL's most unbreakable.
## Unionization
The first players' union was formed February 12, 1957 by Red Wings player Ted Lindsay, who had sat on the board of the NHL's Pension Society since 1952. Lindsay and his fellow players were upset by the league's refusal to let them view the books related to the pension fund. The league claimed that it was barely breaking even financially, and so could not contribute more than it did. Players on the Pension Committee suspected otherwise, leading Lindsay and Doug Harvey of the Canadiens to discussions on forming a union in 1956. The idea quickly gained popularity and when the union's founding was announced publicly, every NHL player had signed up with the exception of Ted Kennedy, who was retiring.
The owners immediately worked to crush the union. Toronto owner Conn Smythe compared the players association to communism: "I feel that anything spawned in secrecy as this association was certainly has to have some odour to it." Red Wings president Bruce Norris responded by trading Lindsay to his brother's team, the Black Hawks. The move was widely seen as punitive, as the Hawks had finished last in the NHL every season, save one, from 1949 until 1957. Lindsay was not the only player sent to Chicago as punishment; Glenn Hall was included as he refused to distance himself from Lindsay. In Toronto, Smythe repeatedly benched Jim Thomson, who was the union's secretary, before also dealing him to the Black Hawks. The Players' Association responded by filing a \$3 million antitrust lawsuit against the NHL. Persuaded by teammates Gordie Howe and Red Kelly, the Red Wings players voted to withdraw from the association in November 1957. Other teams quickly followed, and the union capitulated. Union leadership ultimately agreed to drop the lawsuit in exchange for small concessions, which included a minimum annual salary of \$7,000, increases to the pension contributions and moving expenses for traded players.
Led by Alan Eagleson, the National Hockey League Players' Association (NHLPA) was formed in 1967. Eagleson became the sport's first player agent in 1966 when he negotiated a deal on behalf of Bobby Orr with the Bruins that saw the 18-year-old rookie become the highest paid player in the NHL. At its peak, Eagleson's practice represented 150 professional athletes. Eagleson had also helped settle an American Hockey League players strike sparked by mistreatment of players. In June 1967, the NHLPA was announced, and quickly received acceptance from the owners.
## Timeline
Notes
- "SC" denotes won Stanley Cup
## See also
- Original Six
- History of the National Hockey League
- History of the National Hockey League (1917–1942)
- History of the National Hockey League (1967–1992)
- History of the National Hockey League (1992–present) |
566,188 | Indian roller | 1,167,490,070 | Species of bird | [
"Articles containing video clips",
"Birds described in 1758",
"Birds of South Asia",
"Birds of the Maldives",
"Birds of the Middle East",
"Coraciidae",
"Taxa named by Carl Linnaeus"
]
| The Indian roller (Coracias benghalensis) is a bird of the family Coraciidae. It is 30–34 cm (12–13 in) long with a wingspan of 65–74 cm (26–29 in) and weighs 166–176 g (5.9–6.2 oz). The face and throat are pinkish, the head and back are brown, with blue on the rump and contrasting light and dark blue on the wings and tail. The bright blue markings on the wing are prominent in flight. The sexes are similar in appearance. Two subspecies are recognised.
The Indian roller occurs widely from West Asia to the Indian subcontinent. Often found perched on roadside trees and wires, it is common in open grassland and scrub forest habitats, and has adapted well to human-modified landscapes. It mainly feeds on insects, especially beetles. The species is best known for the aerobatic displays of males during the breeding season. Adult males and females form pair bonds and raise the young together. The female lays 3–5 eggs in a cavity or crevice, which is lined with a thin mat of straw or feathers. The roller is the state bird of three Indian states. It is listed as a species of least concern on the IUCN Red List.
## Taxonomy
The Indian roller was one of the many bird species originally described by Carl Linnaeus in the 1758 10th edition of Systema Naturae, where he coined the binomial name Corvus benghalensis. Linnaeus based his description on the "Jay from Bengal" described and illustrated in 1731 by the English naturalist Eleazar Albin, derived from a drawing by illustrator Joseph Dandridge.
In 1766, Linnaeus described an Indian roller under the name Coracias indica, based on a description by George Edwards in 1764 of a specimen collected in Sri Lanka. The latter name was used for many years; Indian ornithologist Biswamoy Biswas suspected it was because Linnaeus' 12th edition of Systema Naturae was preferred as the starting point for formal descriptions. German ornithologist Ernst Hartert determined there were distinct northern and southern subspecies and allocated benghalensis to the former and indicus to the latter. However, Biswas noted that the type locality (where the specimen was originally found) for benghalensis was Madras Presidency, which lies within the range of the southern subspecies, and proposed a neotype be selected from Bengal, where Linnaeus had assumed the taxon had come from. This was accepted by the International Commission on Zoological Nomenclature in 1962.
Two subspecies are recognized:
- C. b. benghalensis (Linnaeus, 1758) occurs from western Asia to India north of the Vindhya Range.
- C. b. indicus Linnaeus, 1766 occurs in central and southern India and in Sri Lanka. It is distinguished by its slightly shorter wing and tail, darker blue crown and upper wing coverts, more brownish mantle and shoulder, and more pronounced red-brown collar on hindneck.
The Indochinese roller (C. affinis) was often treated as a subspecies due to some hybridisation between the two taxa over an area from central Nepal to western Assam. However, a 2018 molecular study of nuclear and mitochondrial DNA showed that the latter taxon was actually most closely related to the purple-winged roller (C. temminckii) while the Indian roller was their next closest relative, diverging from a lineage that gave rise to those two species.
The phylogenetic relationships among Coracias species were determined in a molecular study published in 2018.
The International Ornithologists' Union has designated "Indian roller" the official common name for the species. In British India, it was also colloquially termed 'blue jay'. The Indian roller is called 'Little King' by villagers in Khuzestan Province in Iran.
## Description
The Indian roller is a bulky and broad-winged bird with a large head and short neck and legs. It has a body length of 30–34 cm (12–13 in) with a wingspan of 65–74 cm (26–29 in) and weighs 166–176 g (5.9–6.2 oz). The bare skin around the eyes is dull orange, the legs and feet are yellow-brown. The bill is tinged with brown at the base. The iris is grey-brown.
### Plumage
The plumage on the forehead, chin and lores are pinkish buff, the ear coverts are darker red-brown with pale cream or pinkish streaks, while the throat is a dull wine-red with narrow cream streaks. The crown and nape are a darker dull turquoise. The back and rump are a bright turquoise, and the belly is pale blue. The tail coverts are dark purple-blue with turquoise tips. The middle two tail feathers are greyish blue-olive with black shafts, while the surrounding tail feathers are an intense purple-blue with a broad pale blue band and greenish tinge towards the tips. The flight feathers on the wings have the same purple-blue colour of those on the tail, with a similar pale blue band across the most distal five or six primaries. The underwing coverts and are pale blue, while the upperwing coverts are a dull green-blue. The primary coverts are pale blue with olive or purple-blue tips, and the lesser coverts are purple-blue along the leading edge of the wing. The colours look dull when the bird is perched but become vibrant in flight. Moulting commences anywhere from mid-June to mid-August and concludes between November and the beginning of March.
The blue colours of the flight feathers are structural and are formed by microstructures in the barbs that produce blue through scattering, which C.V. Raman noted in the 1930s as being more complex than can be explained by the Tyndall effect. Studies in 2010 found the feather barbs structured like a channel with β-keratin rods 100 nm (3.9×10<sup>−6</sup> in) in diameter with airspaces between them.
Adult males and females are similar in appearance and there are no seasonal changes. Juvenile birds are duller, paler and browner in colour, with a dull green crown and dull green-blue belly tinged with buff. The bill is brown with a yellowish base rather than black.
### Voice
The Indian roller has a monosyllabic contact call which varies from a short chack to a longer, harsher tschow. Kaarsch calls are made during rolling displays, and increase in frequency and volume as the bird flies towards an intruder. When perched side by side, rollers make staccato chattering. In the nest, young produce a loud, "distressing" sound when calling for food, while young fledglings make a loud "screaming gobble" after eating. Newly independent rollers make cat-like mews while foraging.
### Differences from other species
At a distance the species can be mistaken for the European roller, which is a migrant through parts of the Indian roller's range. The European roller has a longer neck and tail in flight, as well as black primaries and an all-blue head. The Indochinese roller is darker, larger and has a purplish brown and unstreaked face and breast, and blue-green forehead. The underwing coverts are a deeper shade of blue. Its call is higher-pitched and has a more nasal sound.
## Distribution and habitat
The Indian roller is distributed from Iraq and United Arab Emirates through the Indian subcontinent, including Sri Lanka. In Pakistan, it is resident in the wetlands around Chotiari Dam in Sindh, in Jiwani Coastal Wetland in Balochistan, and in Punjab along the Taunsa Barrage and Chenab River. It has been recorded as a summer visitor to Jalalabad in northeastern Afghanistan. It has been recorded as a vagrant in Syria,Saudi Arabia, Masirah Island, Qatar, Yemen, Socotra, Bahrain, where it was sighted in 1996 and in 2008, Lakshadweep islands, the Maldive Islands, and Turkey. In Kuwait, it is a common winter visitor at Green Island and farmlands near Al Jahra. In the 1970s, it was reported as a common winter visitor to the marshes and mudflats of Shadegan County in Iran. However, it is listed as resident in Iran.
The species is common, and often found in open woodland dominated by trees of the genera Acacia and Prosopis, and has adapted well to human-modified landscapes such as parks and gardens, fields, date and coconut palm plantations. It has been nicknamed "roundabout bird" in northern Oman, where pairs live in vegetation at roundabouts. In Oman, it is common in the Al Batinah Region and in cultivated areas east of the Sharqiya Sands below elevations of 1,000 m (3,300 ft). In India, it was sighted at elevations ranging from sea level in the Bhitarkanika Mangroves and the Gulf of Mannar to about 2,100 m (6,900 ft) in the Nilgiri Mountains.
## Behaviour and ecology
The Indian roller is generally not very gregarious and is usually found alone or in pairs. It is often territorial, though migrants may forage in flocks with no aggression. They patrol their territory by flying at treetop height or three-stories high and when an intruder is spotted, they drive it away by a fast rolling flight. Its migration patterns are not well understood; in Oman they are present year-round but appear to be more common in winter than summer.
The Indian roller spends a few minutes preening followed by flying around its roosting site. It favours electric or telegraph wires as perches. It has been observed perching in trees and shrubs at a height of 3–9 m (10–30 ft) from where it flies down to forage for ground insects. It also uses higher perches in the upper canopy of trees. The display of the Indian roller is aerobatic with twists and turns. It is attracted by wildfires and darts into hot smoke in pursuit of insects. It has been observed following tractors for disturbed invertebrates. In agricultural habitats in southern India, it has been found at densities of about 50 birds per km<sup>2</sup>.
Nesting Indian rollers act aggressively towards potential predators. They drive away Indian jungle crows (Corvus culminatus) from nests and have even been recorded repeatedly divebombing an Egyptian vulture (Neophron percnopterus), and flying at humans.
Haemoproteus coraciae live inside the red-blood cells and Leucocytozoon blood parasites have been recorded in the lung tissues. Parasitic helminth worms Hadjelia srivastavai, Cyrnea graphophasiani, Habronema thapari and Synhimantus spiralis have been recorded from the gizzards of Indian rollers.
### Breeding
The breeding season is March to June, slightly earlier in southern India, when adult males and females form pair bonds. During courtship, mates perform aerial displays which include steep, undulating flights, somersaults, nose-drives, hovering and lateral rolling. This is accompanied by vocalizations. The pair then perch and display to each other with bows, dropped wings and fanned tails and may engage in allopreening. The nest site is usually an existing hole in a tree, a dead palm or building but may also be a hole in a mud bank. The hole may be excavated completely in soft material such as rotten wood. A thin mat of feathers, straw or grass is placed at the bottom of the cavity. In Bandhavgarh National Park, nests have been recorded at heights of 3 m (10 ft) in Shorea robusta trees and 7.5 m (25 ft) above the ground in Syzygium cumini trees.
The clutch consists of 3–5 eggs, which are white and oval with an average size of 33 mm × 27 mm (1.3 in × 1.1 in). The eggs are incubated mainly by the female beginning as soon as the first egg is laid and hatch asynchronously after 17 to 19 days. The young are naked when first hatched and are fed and cared for by both parents. The fledging period lasts 30 to 35 days.
### Food and feeding
The Indian roller descends to the ground to capture insects and to a lesser extent amphibians, reptiles, birds, and small mammals. It is attracted to swarms of winged termites; as many as 40 birds have been seen to perch on a 70 m (230 ft) stretch of electric wire to hunt them. Beetles make up around 45% of its diet, followed by grasshoppers and crickets at around 25%.
The Indian roller often associates with the great Indian bustard (Ardeotis nigriceps), catching insects flushed out by the latter species. In Tamil Nadu, it was observed to forage mainly by gleaning (catching prey on a surface), followed by feeding on the ground and in the air. It occasionally dives into water to take frogs and fish, much like a kingfisher. It may make use of opportunities such as insects attracted to lights, feeding even late after dusk.
In March 2019, an Indian roller was observed feeding on an Indian wolf snake (Lycodon aulicus) in Sathyamangalam Wildlife Sanctuary.
## Conservation
In India, the Indian roller received legal protection in 1887, when hunting it was banned under the Wild Birds Protection Act of 1887 and later under the Wild Birds and Animals Protection Act of 1912. In Iran, the Indian roller is protected by the Islamic code, but not listed as protected by law.
As of 2016, the Indian roller was listed as a species of least concern on the IUCN Red List, due to its wide range and apparent increasing population. The total population size is unknown, but it appears to be common in most of its range. As of 2015, about 2,500 breeding pairs were estimated to live in Iraq and 15,000 breeding pairs in the Arabian Peninsula; the population was thought to have increased in particular in the United Arab Emirates.
### Threats
The numbers of Indian roller sighted along the highway between Aligarh and New Delhi decreased between the mid 1960s and mid 1980s, as traffic increased during that time. Its habit of feeding near roadsides sometimes results in collisions with traffic. Its habit of utilizing powerlines puts it at risk of electrocution. In Rajasthan, it was found to be the second most commonly electrocuted bird after the house crow (Corvus splendens).
## In culture
The Indian roller is associated with Hindu legends and said to be sacred to Vishnu; it used to be caught and released during festivals such as Dussera or the last day of Durga Puja. Adding its chopped feathers to fodder for cows was believed to increase the latter's milk yield, giving it the Telugu name of "paala-pitta" (పాలపిట్ట, pālapiṭṭa), meaning 'milk bird'. A Hindustani name is "neelkanth" (Hindi: नीलकंठ; Urdu: نیل کنٹھ, romanized: nīlkaṇṭh), meaning 'blue throat', a name associated with the deity Shiva due to a legend that he drank the Halahala poison emerging from Samudra Manthana to save the world but stopped it from going past his throat, turning it blue.
The Kol people traditionally considered a sighting of an Indian roller as a good omen as did people in Bengal who, upon seeing the bird, would chant a couplet showing devotion to Vishnu and seeking a vision of the bird at the time of their death. A nomadic tribe of fortune-tellers from the Vishakapatnam area wore feathers of the Indian roller on their head utilizing the folk belief that the bird could foretell events. The Indian roller is the state bird of the Indian states of Odisha, Telangana, and Karnataka.
At the height of the plume trade in the early 20th century, the Indian roller was sought for export of its colourful feathers, and was among the most widely killed bird species in India. |
531,505 | Horseshoe bat | 1,170,204,028 | Family of mammals | [
"Rhinolophidae"
]
| Horseshoe bats are bats in the family Rhinolophidae. In addition to the single living genus, Rhinolophus, which has about 106 species, the extinct genus Palaeonycteris has been recognized. Horseshoe bats are closely related to the Old World leaf-nosed bats, family Hipposideridae, which have sometimes been included in Rhinolophidae. The horseshoe bats are divided into six subgenera and many species groups. The most recent common ancestor of all horseshoe bats lived 34–40 million years ago, though it is unclear where the geographic roots of the family are, and attempts to determine its biogeography have been indecisive. Their taxonomy is complex, as genetic evidence shows the likely existence of many cryptic species, as well as species recognized as distinct that may have little genetic divergence from previously recognized taxa. They are found in the Old World, mostly in tropical or subtropical areas, including Africa, Asia, Europe, and Oceania.
Horseshoe bats are considered small or medium-sized microbats, weighing 4–28 g (0.14–0.99 oz), with forearm lengths of 30–75 mm (1.2–3.0 in) and combined lengths of head and body of 35–110 mm (1.4–4.3 in). The fur, long and smooth in most species, can be reddish-brown, blackish, or bright orange-red. They get their common name from their large nose-leafs, which are shaped like horseshoes. The nose-leafs aid in echolocation; horseshoe bats have highly sophisticated echolocation, using constant frequency calls at high-duty cycles to detect prey in areas of high environmental clutters. They hunt insects and spiders, swooping down on prey from a perch, or gleaning from foliage. Little is known about their mating systems, but at least one species is monogamous, while another is polygynous. Gestation is approximately seven weeks and one offspring is produced at a time. A typical lifespan is six or seven years, but one greater horseshoe bat lived more than thirty years.
Horseshoe bats are relevant to humans in some regions as a source of disease, as food, and for traditional medicine. Several species are the natural reservoirs of various SARS-related coronaviruses, and data strongly suggests they are a reservoir of SARS-CoV, though humans may face more exposure risk from intermediate hosts such as masked palm civets.
They are hunted for food in several regions, particularly sub-Saharan Africa, but also Southeast Asia. Some species or their guano are used in traditional medicine in Nepal, India, Vietnam, and Senegal.
## Taxonomy and evolution
### Taxonomic history
Rhinolophus was first described as a genus in 1799 by French naturalist Bernard Germain de Lacépède. Initially, all extant horseshoe bats were in Rhinolophus, as well as the species now in Hipposideros (roundleaf bats). At first, Rhinolophus was within the family Vespertilionidae. In 1825, British zoologist John Edward Gray subdivided Vespertilionidae into subfamilies, including what he called Rhinolophina. English zoologist Thomas Bell is credited as the first to recognize horseshoe bats as a separate family, using Rhinolophidae in 1836. While Bell is sometimes recognized as the authority for Rhinolophidae, the authority is more often given as Gray, 1825. Horseshoe bats are in the superfamily Rhinolophoidea, along with Craseonycteridae, Hipposideridae Megadermatidae, Rhinonycteridae, and Rhinopomatidae.
Attempts were made to divide Rhinolophus into other genera. In 1816, English zoologist William Elford Leach proposed the genus name Phyllorhina; Gray proposed Aquias in 1847 and Phyllotis in 1866; and German naturalist Wilhelm Peters proposed Coelophyllus in 1867. In 1876, Irish zoologist George Edward Dobson returned all Asiatic horseshoe bats to Rhinolophus, additionally proposing the subfamilies Phyllorhininae (for the hipposiderids) and Rhinolophinae. American zoologist Gerrit Smith Miller Jr. further divided the hipposiderids from the horseshoe bats in 1907, recognizing Hipposideridae as a distinct family. Some authors have considered Hipposideros and associated genera as part of Rhinolophidae as recently as the early 2000s, though they are now most often recognized as a separate family. After the split into Rhinolophidae and Hipposideridae, further divisions were proposed for Rhinolophus, with Rhinolphyllotis in 1934 and Rhinomegalophus in 1951, though both additional genera were returned to Rhinolophus.
Danish mammalogist Knud Andersen was the first to propose species groups for Rhinolophus, doing so in 1905. Species groups are a way of clustering species to reflect evolutionary relationships. He recognized six species groups: R. simplex (now R. megaphyllus), R. lepidus, R. midas (now R. hipposideros), R. philippinensis, R. macrotis, and R. arcuatus. The species have been frequently rearranged among the groups as new groups are added, new species are described, and relationships among species are revised. Fifteen species groups were given by Csorba and colleagues in 2003. Various subgenera have been proposed as well, with six listed by Csorba et al. in 2003: Aquias, Phyllorhina, Rhinolophus, Indorhinolophus, Coelophyllus, and Rhinophyllotis. Informally, the rhinolophids can be split into two major clades: the mostly African clade, and the mostly Oriental clade.
### Evolutionary history
The most recent common ancestor of Rhinolophus lived an estimated 34–40 million years ago, splitting from the hipposiderid lineage during the Eocene. Fossilized horseshoe bats are known from Europe (early to mid-Miocene, early Oligocene), Australia (Miocene), and Africa (Miocene and late Pliocene). The biogeography of horseshoe bats is poorly understood. Various studies have proposed that the family originated in Europe, Asia, or Africa. A 2010 study supported an Asian or Oriental origin of the family, with rapid evolutionary radiations of the African and Oriental clades during the Oligocene. A 2019 study found that R. xinanzhongguoensis and R. nippon, both Eurasian species, are more closely related to African species than to other Eurasian species, suggesting that rhinolophids may have a complex biogeographical relationship with Asia and the Afrotropics.
A 2016 study using mitochondrial and nuclear DNA placed the horseshoe bats within the Yinpterochiroptera as sister to Hipposideridae.
Rhinolophidae is represented by one extant genus, Rhinolophus. Both the family and the genus are confirmed as monophyletic (containing all descendants of a common ancestor). As of 2019, there were 106 described species in Rhinolophus, making it the second-most speciose genus of bat after Myotis. Rhinolophus may be undersampled in the Afrotropical realm, with one genetic study estimating that there could be up to twelve cryptic species in the region. Additionally, some taxa recognized as full species have been found to have little genetic divergence. Rhinolophus kahuzi may be a synonym for the Ruwenzori horseshoe bat (R. ruwenzorii), and R. gorongosae or R. rhodesiae may be synonyms of the Bushveld horseshoe bat (R. simulator). Additionally, Smithers's horseshoe bat (R. smithersi), Cohen's horseshoe bat (R. cohenae), and the Mount Mabu horseshoe bat (R. mabuensis) all have little genetic divergence from Hildebrandt's horseshoe bat (R. hildebrandtii). Recognizing the former three as full species leaves Hildebrandt's horseshoe bat paraphyletic.
The second genus in Rhinolophidae is the extinct Palaeonycteris, with the type species Palaeonycteris robustus. Palaeonycteris robustus lived during the Lower Miocene and its fossilized remains were found in Saint-Gérand-le-Puy, France.
## Description
### Appearance
Horseshoe bats are considered small or medium microbats. Individuals have a head and body length ranging 35–110 mm (1.4–4.3 in) and have forearm lengths of 30–75 mm (1.2–3.0 in). One of the smaller species, the lesser horseshoe bat (R. hipposideros), weighs 4–10 g (0.14–0.35 oz), while one of the larger species, the greater horseshoe bat (R. ferrumequinum), weighs 16.5–28 g (0.58–0.99 oz). Fur color is highly variable among species, ranging from blackish to reddish brown to bright orange-red. The underparts are paler than the back fur. The majority of species have long, soft fur, but the woolly and lesser woolly horseshoe bats (R. luctus and R. beddomei) are unusual in their very long, woolly fur.
Like most bats, horseshoe bats have two mammary glands on their chests. Adult females additionally have two teat-like projections on their abdomens, called pubic nipples or false nipples, which are not connected to mammary glands. Only a few other bat families have pubic nipples, including Hipposideridae, Craseonycteridae, Megadermatidae, and Rhinopomatidae; they serve as attachment points for their offspring. In a few horseshoe bat species, males have a false nipple in each armpit.
### Head and teeth
All horseshoe bats have large, leaf-like protuberances on their noses, which are called nose-leafs. The nose-leafs are important in species identification, and are composed of several parts. The front of the nose-leaf resembles and is called a horseshoe, earning them the common name of "horseshoe bats". The horseshoe is above the upper lip and is thin and flat. The lancet is triangular, pointed, and pocketed, and points up between the bats' eyes. The sella is a flat, ridge-like structure at the center of the nose. It rises from behind the nostrils and points out perpendicular from the head. Their ears are large and leaf-shaped, nearly as broad as they are long, and lack tragi. The antitragi of the ears are conspicuous. Their eyes are very small. The skull always has a rostral inflation, or bony protrusion on the snout. The typical dental formula of a horseshoe bat is , but the middle lower premolars are often missing, as well as the anterior upper premolars (premolars towards the front of the mouth). The young lose their milk teeth while still in utero, with the teeth resorbed into the body. They are born with the four permanent canine teeth erupted, which enables them to cling to their mothers. This is atypical among bat families, as most newborns have at least some milk teeth at birth, which are quickly replaced by the permanent set.
### Postcrania
Several bones in its thorax are fused—the presternum, first rib, partial second rib, seventh cervical vertebra, first thoracic vertebra—making a solid ring. This fusion is associated with the ability to echolocate while stationary. Except for the first digit, which has two phalanges, all of their toes have three phalanges. This distinguishes them from hipposiderids, which have two phalanges in all toes. The tail is completely enclosed in the uropatagium (tail membrane), and the trailing edge of the uropatagium has calcars (cartilaginous spurs).
## Biology and ecology
### Echolocation and hearing
Horeshoe bats have very small eyes and their field of vision is limited by their large nose-leafs; thus, vision is unlikely to be a very important sense. Instead, they use echolocation to navigate, employing some of the most sophisticated echolocation of any bat group. To echolocate, they produce sound through their nostrils. While some bats use frequency-modulated echolocation, horseshoe bats use constant-frequency echolocation (also known as single-frequency echolocation). They have high duty cycles, meaning that when individuals are calling, they are producing sound more than 30% of the time. The use of high duty, constant-frequency echolocation aids in distinguishing prey items based on size. These echolocation characteristics are typical of bats that search for moving prey items in cluttered environments full of foliage. They echolocate at particularly high frequencies for bats, though not as high as hipposiderids relative to their body sizes, and the majority concentrate most of the echolocation energy into the second harmonic. The king horseshoe bat (R. rex) and the large-eared horseshoe bat (R. philippensis) are examples of outlier species that concentrate energy into the first harmonic rather than the second. Their highly furrowed nose-leafs likely assist in focusing the emission of sound, reducing the effect of environmental clutter. The nose-leaf in general acts like a parabolic reflector, aiming the produced sound while simultaneously shielding the ear from some of it.
Horseshoe bats have sophisticated senses of hearing due to their well-developed cochlea, and are able to detect Doppler-shifted echoes. This allows them to produce and receive sounds simultaneously. Within horseshoe bats, there is a negative relationship between ear length and echolocation frequency: Species with higher echolocation frequencies tend to have shorter ear lengths. During echolocation, the ears can move independently of each other in a "flickering" motion characteristic of the family, while the head simultaneously moves up and down or side to side.
### Diet and foraging
Horseshoe bats are insectivorous, though consume other arthropods such as spiders, and employ two main foraging strategies. The first strategy is flying slow and low over the ground, hunting among trees and bushes. Some species who use this strategy are able to hover over prey and glean them from the substrate. The other strategy is known as perch feeding: Individuals roost on feeding perches and wait for prey to fly past, then fly out to capture it. Foraging usually occurs 5.0–5.9 m (16.5–19.5 ft) above the ground. While vesper bats may catch prey in their uropatagia and transfer it to their mouths, horseshoe bats do not use their uropatagia to catch prey. At least one species, the greater horseshoe bat, has been documented catching prey in the tip of its wing by bending the phalanges around it, then transferring it to its mouth. While a majority of horseshoe bats are nocturnal and hunt at night, Blyth's horseshoe bat (R. lepidus) is known to forage during the daytime on Tioman Island. This is hypothesized as a response to a lack of diurnal avian (day-active bird) predators on the island.
They have especially small and rounded wingtips, low wing loading (meaning they lave large wings relative to body mass), and high camber. These factors give them increased agility, and they are capable of making quick, tight turns at slow speeds. Relative to all bats, horseshoe bat wingspans are typical for their body sizes, and their aspect ratios, which relate wingspan to wing area, are average or lower than average. Some species, like Rüppell's horseshoe bat (R. fumigatus), Hildebrandt's horseshoe bat, Lander's horseshoe bat (R. landeri), and Swinny's horseshoe bat (R. swinnyi), have particularly large total wing area, though most horseshoe bat species have average wing area.
### Reproduction and life cycle
The mating systems of horseshoe bats are poorly understood. A review in 2000 noted that only about 4% of species had published information about their mating systems; along with the free-tailed bats (Molossidae), they had received the least attention of any bat family relative to their species diversity. At least one species, the greater horseshoe bat, appears to have a polygynous mating system where males attempt to establish and defend territories, attracting multiple females. Rhinolophus sedulus, however, is among the few species of bat that are believed to be monogamous (only 17 bat species are recognized as such as of 2000). Some species, particularly temperate species, have an annual breeding season in the fall, while other species mate in the spring. Many horseshoe bat species have the adaptation of delayed fertilization through female sperm storage. This is especially common in temperate species. In hibernating species, the sperm storage timing coincides with hibernation. Other species like Lander's horseshoe bat have embryonic diapause, meaning that while fertilization occurs directly following copulation, the zygote does not implant into the uterine wall for an extended period of time. The greater horseshoe bat has the adaptation of delayed embryonic development, meaning that growth of the embryo is conditionally delayed if the female enters torpor. This causes the interval between fertilization and birth to vary between two and three months. Gestation takes approximately seven weeks before a single offspring is born, called a pup. Individuals reach sexual maturity by age two. While lifespans typically do not exceed six or seven years, some individuals may have extraordinarily long lives. A greater horseshoe bat individual was once banded and then rediscovered thirty years later.
### Behavior and social systems
Various levels of sociality are seen in horseshoe bats. Some species are solitary, with individuals roosting alone, while others are highly colonial, forming aggregations of thousands of individuals. The majority of species are moderately social. In some species, the sexes segregate annually when females form maternity colonies, though the sexes remain together all year in others. Individuals hunt solitarily. Because their hind limbs are poorly developed, they cannot scuttle on flat surfaces nor climb adeptly like other bats.
Horseshoe bats enter torpor to conserve energy. During torpor, their body temperature drops to as low as 16 °C (61 °F) and their metabolic rates slow. Torpor is employed by horseshoe bats in temperate, sub-tropical, and tropical regions. Torpor has a short duration; when torpor is employed consistently for days, weeks, or months, it is known as hibernation. Hibernation is used by horseshoe bats in temperate regions during the winter months.
### Predators and parasites
Overall, bats have few natural predators. Horseshoe bat predators include birds in the order Accipitriformes (hawks, eagles, and kites), as well as falcons and owls. Snakes may also prey on some species while they roost in caves, and domestic cats may hunt them as well. A 2019 study near a colony of bats in central Italy found that 30% of examined cat feces contained the remains of greater horseshoe bats.
Horseshoe bats have a variety of internal and external parasites. External parasites (ectoparasites) include mites in the genus Eyndhovenia, "bat flies" of the families Streblidae and Nycteribiidae, ticks of the genus Ixodes, and fleas of the genus Rhinolophopsylla. They are also affected by a variety of internal parasites (endoparasites), including trematodes of the genera Lecithodendrium, Plagiorchis, Prosthodendrium, and cestodes of the genus Potorolepsis.
## Range and habitat
Horseshoe bats have a mostly Paleotropical distribution, though some species are in the southern Palearctic realm. They are found in the Old World, including Africa, Australia, Asia, Europe, and Oceania. The greater horseshoe bat has the greatest geographic range of any horseshoe bat, occurring across Europe, North Africa, Japan, China, and southern Asia. Other species are much more restricted, like the Andaman horseshoe bat (R. cognatus), which is only found on the Andaman Islands. They roost in a variety of places, including buildings, caves, tree hollows, and foliage. They occur in both forested and unforested habitat, with the majority of species occurring in tropical or subtropical areas. For the species that hibernate, they select caves with an ambient temperature of approximately 11 °C (52 °F).
## Relationship to humans
### As disease reservoirs
#### Coronaviruses
Horseshoe bats are of particular interest to public health and zoonosis as a source of coronaviruses.
Following the 2002–2004 SARS outbreak, several animal species were examined as possible natural reservoirs of the causative coronavirus, SARS-CoV. From 2003 to 2018, forty-seven SARS-related coronaviruses were detected in horseshoe bats. In 2019, a wet market in Wuhan, China, was linked to the outbreak of SARS-CoV-2. Genetic analyses of SARS-CoV-2 showed that it was highly similar to viruses found in horseshoe bats.
After the SARS outbreak, the least horseshoe bat (R. pusillus) was seropositive, the greater horseshoe bat tested positive for the virus only, and the big-eared horseshoe bat (R. macrotis), Chinese rufous horseshoe bat (R. sinicus), and Pearson's horseshoe bat (R. pearsoni) were both seropositive and tested positive for the virus. The bats' viruses were highly similar to SARS-CoV, with 88–92% similarity. Intraspecies diversity of SARS-like coronaviruses appears to have arisen in Rhinolophus sinicus by homologous recombination. R. sinicus likely harbored the direct ancestor of SARS-CoV in humans. Though horseshoe bats appeared to be the natural reservoir of SARS-related coronaviruses, humans likely became sick through contact with infected masked palm civets, which were identified as intermediate hosts of the virus.
During the period from 2003 to 2018, forty-seven SARS-related coronaviruses were detected in bats, forty-five in horseshoe bats. Thirty SARS-related coronaviruses were from Chinese rufous horseshoe bats, nine from greater horseshoe bats, two from big-eared horseshoe bats, two from the least horseshoe bat, and one each from the intermediate horseshoe bat (R. affinis), Blasius's horseshoe bat (R. blasii), Stoliczka's trident bat (Aselliscus stoliczkanus), and the wrinkle-lipped free-tailed bat (Chaerephon plicata).
In the market in Wuhan where the SARS-CoV-2 was detected, 96% had a similarity to a virus isolated from the intermediate horseshoe bat. Research on the evolutionary origins of SARS-CoV-2 indicates that bats were the natural reservoirs of SARS-CoV-2. It is yet unclear how the virus was transmitted to humans, though an intermediate host may have been involved. It was once believed to be the Sunda pangolin, but a July 2020 publication found no evidence of transmission from pangolins to humans.
Early in 2023, the possibility that Covid originated from a laboratory leak gained prominence. The likely lab would be the Wuhan Institute of Virology, which was researching coronaviruses with low biosafety measures, as the risk was believed to be small.
#### Other viruses
They are also associated with viruses like orthoreoviruses, flaviviruses, and hantaviruses. They have tested positive for Mammalian orthoreovirus (MRV), including a type 1 MRV isolated from the lesser horseshoe bat and a type 2 MRV isolated from the least horseshoe bat. The specific MRVs found in horseshoe bats have not been linked to human infection, though humans can become ill through exposure to other MRVs. The rufous horseshoe bat (R. rouxii) has tested seropositive for Kyasanur Forest disease, which is a tick-borne viral hemorrhagic fever known from southern India. Kyasanur Forest disease is transmitted to humans through the bite of infected ticks, and has a mortality rate of 2–10%. Longquan virus, a kind of hantavirus, has been detected in the intermediate horseshoe bat, Chinese rufous horseshoe bat, and the little Japanese horseshoe bat (R. cornutus).
### As food and medicine
Microbats are not hunted nearly as intensely as megabats: only 8% of insectivorous species are hunted for food, compared to half of all megabat species in the Old World tropics. Horseshoe bats are hunted for food, particularly in sub-Saharan Africa. Species hunted in Africa include the halcyon horseshoe bat (R. alcyone), Guinean horseshoe bat (R. guineensis), Hill's horseshoe bat (R. hilli), Hills' horseshoe bat (R. hillorum), Maclaud's horseshoe bat (R. maclaudi), the Ruwenzori horseshoe bat, the forest horseshoe bat (R. silvestris), and the Ziama horseshoe bat (R. ziama). In Southeast Asia, Marshall's horseshoe bat (R. marshalli) is consumed in Myanmar and the large rufous horseshoe bat (R. rufus) is consumed in the Philippines.
The Ao Naga people of Northeast India are reported to use the flesh of horseshoe bats to treat asthma. Ecological anthropologist Will Tuladhar-Douglas stated that the Newar people of Nepal "almost certainly" use horseshoe bats, among other species, to prepare Cikā Lāpa Wasa ("bat oil"). Dead bats are rolled up and placed in tightly sealed jars of mustard oil; the oil is ready when it gives off a distinct and unpleasant smell. Traditional medicinal uses of the bat oil include removing "earbugs", reported to be millipedes that crawl into one's ears and gnaw at the brain, possibly a traditional explanation of migraines. It is also used as a purported treatment for baldness and partial paralysis. In Senegal, there are anecdotal reports of horseshoe bats being used in potions to treat mental illness; in Vietnam, a pharmaceutical company reported using 50 t (50,000 kg) of horseshoe bat guano each year for medicinal uses.
## Conservation
As of 2020, the IUCN had evaluated 92 species of horseshoe bat. They have the following IUCN statuses:
- Critically endangered: 1 species (Hill's horseshoe bat)
- Endangered: 13 species
- Vulnerable: 4 species
- Near threatened: 9 species
- Least concern: 51 species
- Data deficient: 14 species
Like all cave-roosting bats, cave-roosting horseshoe bats are vulnerable to disturbance of their cave habitats. Disturbance can include mining bat guano, quarrying limestone, and cave tourism. |
662,281 | Germany women's national football team | 1,173,435,563 | Women's national association football team representing Germany | [
"European women's national association football teams",
"FIFA Women's World Cup-winning countries",
"Germany women's national football team",
"Recipients of the Silver Laurel Leaf",
"UEFA Women's Championship-winning countries"
]
| The Germany women's national football team (German: Deutsche Fußballnationalmannschaft der Frauen) represents Germany in international women's football. The team is governed by the German Football Association (DFB).
The Germany national team is one of the most successful in women's football. They are two-time world champions, having won the 2003 and 2007 tournaments. The team has won eight of the thirteen UEFA European Championships, claiming six consecutive titles between 1995 and 2013. They, along with the Netherlands, are one of the two nations that have won both the women's and men's European tournament. Germany has won Olympic gold in 2016, after three consecutive bronze medals at the Women's Olympic Football Tournament, finishing third in 2000, 2004 and 2008. Birgit Prinz holds the record for most appearances and is the team's all-time leading goalscorer. Prinz has also set international records; she has received the FIFA World Player of the Year award three times and is the joint second overall top goalscorer at the Women's World Cup.
Women's football was long met with skepticism in Germany, and official matches were banned by the DFB until 1970. However, the women's national team has grown in popularity since winning the World Cup in 2003, as it was chosen as Germany's Sports Team of the Year. As of August 2023, Germany is ranked 6th in the FIFA Women's World Rankings.
## History
### Early history
In 1955, the DFB decided to forbid women's football in all its clubs in West Germany. In its explanation, the DFB cited that "this combative sport is fundamentally foreign to the nature of women" and that "body and soul would inevitably suffer damage". Further, the "display of the body violates etiquette and decency". In spite of this ban, more than 150 unofficial international matches were played in the 1950s and 1960s. On 30 October 1970, the ban on women's football was lifted at the DFB annual convention.
Other football associations had already formed official women's national teams in the 1970s, the DFB long remained uninvolved in women's football. In 1981, DFB official Horst R. Schmidt was invited to send a team to the unofficial women's football world championship. Schmidt accepted the invitation but hid the fact that West Germany had no women's national team at the time. To avoid humiliation, the DFB sent the German club champions Bergisch Gladbach 09, who went on to win the tournament and repeat the same feat three years later in 1984. Seeing a need, the DFB established the women's national team in 1982. DFB president Hermann Neuberger appointed Gero Bisanz, an instructor at the Cologne Sports College, to set up the team.
### 1982–1994: Difficult beginnings and first European titles
In September 1982, Bisanz organised two scouting training courses from which he selected a squad of 16 players. The team's first international match took place on 10 November 1982 in Koblenz. Following the tradition of the men's team, Switzerland was chosen as West Germany's first opponent. Doris Kresimon scored the first international goal in the 25th minute. In the second half, 18-year-old Silvia Neid contributed two goals to the 5–1 victory; Neid later became the assistant coach in 1996 and the head coach in 2005.
With five draws and one defeat, West Germany failed to qualify for the inaugural 1984 European Championship, finishing third in the qualifying group. In the beginning, Bisanz's primary objective was to close the gap to the Scandinavian countries and Italy – then the strongest teams in Europe. He emphasized training in basic skills and the need for an effective youth programme. Starting in 1985, Bisanz increasingly called-up younger players, but at first had little success with this concept, as West Germany again failed to qualify for the 1987 European Championship finals.
Undefeated and without conceding a goal, the German team qualified for the European Championship for the first time in 1989; the tournament was played on home soil in West Germany. The semi-final against Italy was the first international women's football match shown live on German television. The game was decided by a penalty shootout, in which goalkeeper Marion Isbert saved three penalty kicks and scored the winning penalty herself. On 2 July 1989 in Osnabrück, West Germany played Norway in the final. Before a crowd of 22,000, they beat favourites Norway and won 4–1 with goals from Ursula Lohn, Heidi Mohr and Angelika Fehrmann. This victory marked the team's first international title.
After the German reunification, the East German football association joined the DFB. The East German women's national football team had played only one official international match, losing 0–3 to Czechoslovakia in a friendly match on 9 May 1990. The unified German team defended their title successfully at the 1991 European Championship. After winning all games in the qualifying group, Germany again met Italy in the semi-final, this time winning 3–0. On 14 July 1991, the German team once more faced Norway in the final. The game went to extra time, during which Heidi Mohr and Silvia Neid scored for Germany and secured the 3–1 victory.
In November 1991, Germany participated in the first Women's World Cup in China. Following victories over Nigeria, Taiwan and Italy, the German team reached the quarter-final without conceding a single goal. Silvia Neid scored the first German World Cup goal on 17 November 1991 against Nigeria. Germany won the quarter-final against Denmark 2–1 after extra time, but lost 2–5 in the semi-final to the United States, who went on to win the tournament. Following a 0–4 defeat in the third-place match against Sweden, Germany finished fourth in the tournament.
The German team failed to defend their title at the 1993 European Championship, suffering a semi-final defeat to Italy in a penalty shootout, and later losing 1–3 against Denmark in the third-place playoff. Despite the disappointing result, new talents such as Steffi Jones, Maren Meinert and Silke Rottenberg made their tournament debut and later became key players for the German team.
### 1995–2002: Olympic and World Cup disappointments
Birgit Prinz scored in a major tournament for the first time in 1995. In 1995, Germany won its third European Championship. After winning all qualification matches, scoring 55 goals, the German team defeated England 6–2 over two legs in the semi-final. Germany met Sweden in the final, which was played at the Fritz Walter Stadion in Kaiserslautern, Germany, on 26 March 1995. The Swedish team managed to score early, but Germany came back to win 3–2 with goals from Maren Meinert, Birgit Prinz and Bettina Wiegmann.
At the 1995 Women's World Cup in Sweden, the German team lost against the Scandinavian hosts, but still succeeded in winning their group by beating Japan and Brazil. Germany won the quarter-final against England 3–0, and defeated China 1–0 with a late goal by Bettina Wiegmann in the semi-final. On 18 June 1995 in Stockholm, the German team appeared in their first Women's World Cup final. Facing Norway, they lost the match 0–2, but as runners-up achieved their best World Cup result until then.
Women's football was first played as an Olympic sport at the 1996 Summer Olympics. Bettina Wiegmann scored the first Olympic goal in the opening match against Japan, which Germany won 3–2. After losing their second group game against Norway 2–3, and drawing with Brazil 1–1, Germany was eliminated, finishing third in the group with four points from three matches. Head coach Gero Bisanz resigned after the tournament and his assistant since 1983, Tina Theune, took over as the new national coach. Silvia Neid ended her playing career and was appointed the new assistant coach.
The 1997 European Championship was the first test for new coach Theune. Following a defeat against Norway, Germany finished second in the qualifying group and only secured qualification by beating Iceland in a relegation play-off. After drawing with Italy and Norway, a victory over Denmark in the last group game saw the German team go through to the knockout stage. They beat Sweden 1–0 in the semi-final, and on 12 July 1997, claimed their fourth European championship with a 2–0 win over Italy, with goals from Sandra Minnert and Birgit Prinz.
At the 1999 Women's World Cup in the United States, the German team also failed to qualify directly, but managed to beat Ukraine in a qualifying play-off. Germany started their World Cup campaign by drawing with Italy and winning 6–0 over Mexico. In the last group game, Germany drew 3–3 against Brazil; by conceding a last minute equalizer, Germany failed to win the group and subsequently had to face the hosts in the quarter-final. With 54,642 people in attendance, among them U.S. President Bill Clinton, the crowd at the Jack Kent Cooke Stadium was the biggest the German team had ever played in front of. Despite leading twice, they lost 2–3 to the eventual World Cup winners.
Germany competed at the 2000 Summer Olympics, winning all three group games against Australia, Brazil and Sweden. The German team dominated the semi-final against Norway, but lost the game 0–1 after an own goal by Tina Wunderlich in the 80th minute. They beat Brazil 2–0 in the third place match with goals from Birgit Prinz and Renate Lingor, and won the bronze medal. It was the first Olympic medal for the German Football Associations since 1988 when the men's team also won bronze.
In 2001, Germany hosted the European Championship. Following victories over Sweden, Russia and England in the group stage, the German team beat Norway 1–0 in the semi-final courtesy of a diving header by Sandra Smisek. On 7 July 2001 in Ulm, they met Sweden in the final, which was played in heavy rain. The game was scoreless after 90 minutes and went to extra time, where Claudia Müller scored a golden goal and secured the fifth European title for Germany.
### 2003–present: Two consecutive World Cup titles
At the 2003 Women's World Cup in the United States, Germany was drawn in a group with Canada, Japan and Argentina. After winning all three group games, the German team defeated Russia 7–1 in the quarter-final, which set up another clash with the United States. Germany's Kerstin Garefrekes scored after 15 minutes and goalkeeper Silke Rottenberg made several key saves. In the dying minutes of the semi-final, Maren Meinert and Birgit Prinz sealed the 3–0 win. On 12 October 2003, Germany met Sweden in the World Cup final in Los Angeles. The Scandinavians went ahead before half time, but Maren Meinert equalized shortly after the break. The game went to extra time, where Nia Künzer headed the winning golden goal in the 98th minute to claim Germany's first Women's World Cup title. Birgit Prinz was honoured as the tournament's best player and top goalscorer.
With wins over China and Mexico, the German team finished first in their group at the 2004 Summer Olympics. They beat Nigeria 2–1 in the quarter-final, but suffered a 1–2 semi-final loss to the United States after extra time. In the third place match, Germany defeated Sweden 1–0 with a goal by Renate Lingor, winning the team's second Olympic bronze medal.
The 2005 European Championship was held in England. With wins over Norway, Italy and France in Round 1, the German team advanced to the semi-final, where they defeated Finland 4–1. On 19 June 2005, they met Norway for the third time in the European championship final. Germany won 3–1 with goals from Inka Grings, Renate Lingor and Birgit Prinz and added a sixth European title. Head coach Tina Theune stepped down after the tournament and her assistant Silvia Neid took over as national coach. In 2006, Germany won the annual Algarve Cup for the first time.
As reigning world champion, Germany played the opening game at the 2007 Women's World Cup in China, outclassing Argentina 11–0. After a goalless draw against England and a 2–0 win over Japan, the German team defeated North Korea 3–0 in the quarter-final. They beat Norway by the same result in the semi-final, with goals from Kerstin Stegemann, Martina Müller and a Norwegian own goal. On 30 September 2007, Germany faced Brazil in the World Cup final in Shanghai. Birgit Prinz put Germany in front after half time and goalkeeper Nadine Angerer saved a penalty by Brazilian Marta. Simone Laudehr scored a second goal after 86 minutes, which sealed the German 2–0 victory. Germany was the first team (men's and women's game) to win the World Cup without conceding a goal and the first to successfully defend the Women's World Cup title. With 14 goals, Prinz became the tournament's overall top goalscorer.
In a replay of the 2007 World Cup final, the German team drew 0–0 with Brazil in the opening game at the 2008 Summer Olympics. They then beat both Nigeria and North Korea to advance to the quarter-final, where they defeated Sweden 2–0 after extra time. In the semi-final, Germany again met Brazil. Birgit Prinz scored in the 10th minute, but the German team lost 1–4 after conceding three goals to Brazilian counter-attacks in the second half. They beat Japan 2–0 for the bronze medal, with Fatmire Bajramaj scoring both goals. The third consecutive semi-final loss at the Olympics was seen as a disappointment by both the players and the German press. The team's overall performance and head coach Silvia Neid were harshly criticised in the media.
Germany qualified for the 2009 European Championship in Finland winning all eight games and scoring 34 goals. They beat Norway, France and Iceland in the group stage to advance to the quarter-final, where they won 2–1 against Italy. After trailing Norway at half-time in the semi-final, the German team fought back to a 3–1 victory. On 10 September 2009, they defeated England 6–2 for their seventh European trophy. Birgit Prinz and Inka Grings scored twice, with Melanie Behringer and Kim Kulig also scoring. Grings retained her award as the tournament's top scorer from 2005, while Germany extended their winning streak at the European Championship finals to a 19-match run dating back to 1997.
Germany hosted the 2011 FIFA Women's World Cup and won the three games on the group stage, over Canada, France and Nigeria. On the quarterfinals, the team suffered an upset by Japan, who won on overtime with a goal by Karina Maruyama. The defeat broke the Germans' streak of sixteen undefeated games at the World Cup. By failing to finish among the top two UEFA teams, Germany was unable to qualify for the 2012 Summer Olympics.
At the 2013 European Championship in Sweden, the Germans won their sixth straight continental title, with the decisive game being a 1–0 victory over Norway. Goalkeeper Nadine Angerer, who stopped two penalties during the final, was chosen as the tournament's best player. The 2015 FIFA Women's World Cup had Germany again reaching the top four. In the semi-final against the United States, Célia Šašić, who wound up as the tournament's top scorer, missed a penalty, and afterwards goals by Carli Lloyd and Kelley O'Hara lead to an American victory. The third place match saw the Germans lose their first ever match to England after 21 contests, due to a penalty kick by Fara Williams during extra time.
At the 2019 Women's World Cup Germany were in Group B with China PR, South Africa, and Spain. They topped the group with three wins and defeated Nigeria in the Round of 16. Germany was eliminated by Sweden in the quarter-finals, losing to them for the first time in 24 years and conceding their only goals of the tournament and so failed to qualify for the Olympic football tournament of Tokyo 2020.
At the 2022 European Championship, Germany reached the final, where the team lost 1–2 after extra time against the host of the tournament, England. For Germany, the record winners of the competition, this was their ninth appearance in a Euro final and the first in which they were defeated.
Germany entered the 2023 FIFA Women's World Cup as one of the title favourites, being second in the FIFA Rankings at the time. Drawn into Group H alongside Morocco, Colombia, and South Korea, they seemed to have a strong start after defeating Morocco 6–0. However, they would lose to Colombia 2–1. After tying with South Korea 1–1 alongside Morocco's 1–0 victory against Colombia, they were eliminated and missed the knockout stage for the first time in their history. This was widely described as one of the biggest upsets in the history of the Women's World Cup.
## Team image
### Nicknames
The Germany women's national football team has been known or nicknamed as "Die Nationalelf (The National Eleven)".
### Kits and crest
The German women's national football team wears white shirts with black shorts and white socks, following the tradition of the German men's team – black and white are the colours of Prussia. The current change kit is all dark green. In the past, Germany also used green shirts with white shorts and green socks as the away kit, as well as a red and black kit, with black shorts and red socks.
The women's national team originally played with the emblem of the German men's team, a variation of the DFB logo with the Federal Eagle of Germany (Bundesadler) and three stars at the top for the men's 1954, 1974 and 1990 World Cup titles. Since their first Women's World Cup win in 2003, the team displays its own World Cup titles; initially with one star, and since 2007, with two stars at the top of the emblem. While being reigning world champions, Germany also displayed the newly created "FIFA Women's World Champions Badge" on their shirts from 2009 until 2011 when they were succeeded by Japan.
For the 2019 FIFA Women's World Cup, the team kit featured white socks, black shorts, and a primarily white jersey with a distorted version of a waving German flag rendered in black, red, and gold.
The current kit features a white crewneck jersey with a black horizontal pinstripe and the colors of the German flag at the sleeves.
In accordance with the rules of the International Olympic Committee, Germany does not wear its official uniform with the logo of the German Football Association while competing at the Summer Olympics. Instead, the DFB badge is replaced by the coat of arms of Germany. Like all DFB squads, the women's national team is supplied by Adidas, which had provided a specifically designed female football jersey since 1999. The team's main sponsor is the German insurance company Allianz.
### Home stadium
The Germany national football team has no national stadium. Like the men, the women's team play their home matches in different stadiums throughout the country. As of June 2011, they have played in 87 different German cities. Most home games have been held in Osnabrück with six matches, followed by Ulm (five games), and Bochum, Kaiserslautern, Koblenz, Lüdenscheid, Rheine, Siegen and Weil am Rhein (three games each). The first home match in former East Germany was played in Aue in May 1991.
In the 1980s and 1990s, home matches were mostly played in smaller towns with no professional football clubs. As the team became more successful, especially after the World Cup win in 2003, the number of spectators rose accordingly. Today, the team usually plays in stadiums with 10,000 to 25,000 seats. The ten largest German cities have only hosted five international matches. The team have played twice in Frankfurt and Berlin, and once Hamburg. Bremen, Dortmund, Düsseldorf, Essen, Cologne, Munich and Stuttgart have never hosted an international match of the women's team.
Outside Germany, they have played the most games in Faro, Portugal (10 matches), and Guangzhou, China (six matches), the host cities of the annual Algarve Cup and the Four Nations Tournament respectively. They have also played five games in Albufeira, Portugal (also an Algarve Cup venue), and four times in Minneapolis in the United States.
The record attendance for Germany was 73,680 in the 2011 Women's World Cup opening game against Canada at the Olympic Stadium in Berlin. That game also set a new European record in women's football. Away from home, the team's crowd record was 54,642 in the 1999 Women's World Cup quarter-final against the United States at the Jack Kent Cooke Stadium in Landover.
### Acceptance and popularity
For most of the 20th century, women's football was a niche sport in Germany and was frowned upon. When the DFB appointed Gero Bisanz to coach the newly founded women's national team, he was initially very reluctant about his assignment and feared it would harm his reputation. Winning the 1989 European Championship was the team's first international success, but it had little lasting effect on their popularity. As a gift for the first European trophy, every player received a tea set, which is often cited as an example of male chauvinism and general lack of interest in the women's national team at that time. This attitude within the German Football Association has changed considerably in the last two decades, in particular during the term of Theo Zwanziger as DFB president, an outspoken supporter of women's football. Each member of the 2003 Women's World Cup squad received a prearranged bonus of 15,000 euros for winning the tournament; four years later the players received 50,000 euros for their successful title defense. In 2009, one million of the 6.7 million DFB members were female.
The 2003 World Cup title marked the breakthrough for the women's national football team in Germany. The final was watched by 10.48 million viewers on German television (a 33.2 percent market share) and the German team was welcomed home by almost 10,000 fans at Frankfurt's city hall. Later that year, they were honoured as the 2003 German Sports Team of the Year. Nia Künzer's World Cup winning golden goal was voted Germany's 2003 Goal of the Year, the first time the award was won by a female player. Since 2005, almost all of the women's national football team's matches have been shown live on German television.
The final of the 2007 Women's World Cup was seen by 9.05 million television viewers (a 50.5 percent market share). After the team returned to Germany, they were celebrated by a crowd of 20,000 in Frankfurt. In December 2007, all players of the World Cup squad received the Silberne Lorbeerblatt (Silver Laurel Leaf), the highest state decoration for athletes in Germany. National coach Silvia Neid was awarded the Federal Cross of Merit on ribbon by German president Horst Köhler.
In 2009, the team's six home matches had an average attendance of 22,753. In a survey of German football fans, 65 percent of the male and 62 percent of the female respondents said they were interested in women's football. However, this popularity is mostly limited to international matches. Although the number of spectators in the women's Bundesliga has more than doubled since 2003, the average attendance in the 2007–08 season (887) was still less than three percent of that of the men's Bundesliga (38,612).
Women's football is socially accepted in Germany, although one of the main points of criticism remains the alleged lack of quality compared to the men's game. The German women's national team has played several exhibition matches against male teams, most notably losing 0–3 to the VfB Stuttgart Under-17 squad in preparation for the 2003 World Cup. Most German players dismiss comparisons between the quality of men's and women's football; Renate Lingor has said they are "two entirely different sports". Players such as Simone Laudehr, Ariane Hingst and Melanie Behringer have stated that men's football is played at a slightly higher pace, but also has more interruptions and tackling than the women's game. Linda Bresonik has said she generally prefers to watch men's football.
## Results and fixtures
The following is a list of match results in the last 12 months, as well as any future matches that have been scheduled.
Legend
### 2022
### 2023
## Coaching staff
### Current technical staff
### Manager history
Birgit Prinz, a former team captain who retired after the 2011 World Cup, holds the record for Germany for appearances, having played 214 times from 1994 to 2011. She is one of 21 German players to have reached 100 caps. Kerstin Stegemann is second, having played 191 times. Bettina Wiegmann, Germany's team captain during the 2003 World Cup win, comes fourth with 154 games. Prinz exceeded Wiegmann's record as the most capped player in November 2006. Prinz also held the record for most appearances by a European player until 15 June 2021, when she was surpassed by Sweden's Caroline Seger
Wiegmann and Prinz have successively been awarded the title of honorary captain of the German women's national football team.
The title of Germany's highest goalscorer is also held by Prinz. She scored her first goal in July 1994 against Canada and finished her career with 128 goals (averaging 0.60 goals per game). Heidi Mohr, as well as being the second-highest scorer, is also the most prolific with 83 goals coming from 104 games (averaging 0.80 goals per game). Two players share the record for goals scored in one match: Conny Pohlers scored five goals in October 2001 against Portugal, and Inka Grings scored five times in February 2004, again facing Portugal. Silvia Neid, the former Germany national coach, is the sixth highest goalscorer with 48 goals in 111 games.
The largest margin of victory achieved by Germany is 17–0 against Kazakhstan during a European Championship qualifying game in November 2011. The record defeat, a 0–6 deficit against the United States, occurred during a friendly match in March 1996.
Former goalkeeper Nadine Angerer has the most appearances for a goalkeeper, with 145 games as goal keeper (89 without conceding a goal) and one game as a substitute as defender. Silke Rottenberg is second with 126 caps and 68 games without conceding a goal. Bettina Wiegmann holds the record of 14 goals from penalty kicks; Renate Lingor comes in second with 8 goals. Tina Wunderlich scored the team's only own goal in the semi-final of the 2000 Summer Olympics against Norway; it was the game's only goal.
The German team also holds several international records. In 2007, they were the first to win two consecutive Women's World Cup titles and they achieved the then-biggest win in tournament history by beating Argentina 11–0, Germany is also the only team to win the women's World Cup without conceding a goal and the only country to win both World Cups. With 14 goals, Prinz became the overall top goalscorer at the Women's World Cup in 2007, and she and Brazilian Marta are the only women to have received the FIFA World Player of the Year award at least three times.
## Competitive record
### FIFA Women's World Cup
Germany is one of the most successful nations at the FIFA Women's World Cup, having won the tournament twice and finishing runner-up once. The German team won the World Cup in 2003 and 2007. At the first World Cup in 1991, they finished in fourth place. In 1995, Germany reached the World Cup final, but were defeated by Norway. The team's worst result was a Group stage exit in 2023. Overall, the German team has appeared in three Women's World Cup finals, and is a five-time semi-finalist. They have participated in every Women's World Cup and have a 31–6–10 win–draw–loss record.
\*Denotes draws including knockout matches decided on penalty kicks.
\*\*Gold background colour indicates that the tournament was won.
\*\*\*Red border color indicates tournament was held on home soil.
### Olympic Games
Women's football debuted at the 1996 Summer Olympics and Bettina Wiegmann scored the first Olympic goal in the opening game of the tournament. However, Germany failed to progress to the knockout stage and was eliminated after Round 1. Four years later the German team won the bronze medal at the 2000 Summer Olympics. They again finished third at both the 2004 and the 2008 Summer Olympics.
The German team has qualified for all Women's Olympic Football Tournaments until 2008. However, they failed to qualify for the 2012 tournament as UEFA used the 2011 World Cup for qualification, and Germany ended below France and Sweden. The German team beat Sweden in the Olympics final in Rio in 2016 to obtain their first Olympic gold medal.
### UEFA Women's Championship
Germany failed to qualify for the first two UEFA European Championships in 1984 and 1987. Since 1989, the German team has participated in every tournament and is the record European champion with eight titles. Germany has won six consecutive championships from 1995 to 2013 and has an overall 31–6–3 win–draw–loss record. The worst German result at the European championship finals was finishing fifth in 2017.
\*Denotes draws including knockout matches decided on penalty kicks.
\*\*Gold background colour indicates that the tournament was won.
\*\*\*Red border color indicates tournament was held on home soil.
\*\*\*\*Missing flag indicates no host country; tournament was played in two-leg knockout rounds (with the exception of the 1995 final).
## Honours
### Major competitions
FIFA Women's World Cup
- Champions: 2003, 2007
- Runners-up: 1995
- Fourth place: 1991, 2015
UEFA Women's Championship
- Champions: 1989, 1991, 1995, 1997, 2001, 2005, 2009, 2013
- Runners-up: 2022
- Fourth place: 1993
Summer Olympic Games
- Gold Medal: 2016
- Bronze Medal: 2000, 2004, 2008
### Minor competitions
Algarve Cup
- Champions: 2006, 2012, 2014, 2020
- Runners-up: 2005, 2010, 2013
- Third place: 2015
- Fourth place: 2002, 2008, 2009
Women's World Invitational Tournament
- Champions: 1981, 1984
- Third place: 1987
SheBelieves Cup
- Runners-up: 2016, 2017
- Fourth place: 2018
Four Nations Tournament
- Runners-up: 2002
- Third place: 2003, 2005, 2007
Mundialito Cup
- Runners-up: 1984
Arnold Clark Cup
- Fourth place: 2022
### Awards
FIFA Women's World Cup Fair Play Trophy
- Winners: 1991
FIFA Women's World Cup Most Entertaining Team
- Winners: 2003
## Titles
## See also
- Sport in Germany
- Football in Germany
- Women's football in Germany
- Germany women's national football team
- Germany women's national football team results
- List of Germany women's international footballers
- Germany women's national youth football team
- Germany women's national under-23 football team
- Germany women's national under-21 football team
- Germany women's national under-20 football team
- Germany women's national under-19 football team
- Germany women's national under-17 football team |
365,730 | Don Valley Parkway | 1,163,404,260 | Toronto municipal expressway | [
"Don River (Ontario)",
"Expressways in Canada",
"Toronto highways"
]
| The Don Valley Parkway (DVP) is a municipal expressway in Toronto, Ontario, Canada, which connects the Gardiner Expressway in downtown Toronto with Highway 401. North of Highway 401, it continues as Highway 404. The parkway runs through the parklands of the Don River valley, after which it is named. It has a maximum speed limit of 90 km/h (56 mph) for its entire length of 15.0 km (9.3 mi). It is six lanes for most of its length, with eight lanes north of York Mills Road and four lanes south of Eastern Avenue. As a municipal road, it is patrolled by the Toronto Police Service.
The parkway was the second expressway to be built by Metropolitan Toronto (Metro). Planning began in 1954, the year of Metro's formation. The first section opened during 1961 and the entire route was completed by the end of 1966. South of Bloor Street, the expressway was constructed over existing roadways. North of Bloor Street, it was built on a new alignment through the valley, requiring the removal of several hills, diversion of the Don River and the clearing of woodland. North of Eglinton Avenue, the expressway follows the former Woodbine Avenue right-of-way north to Highway 401.
Traffic conditions on the parkway often exceed its intended capacity of 60,000 vehicles per day. Today, some sections carry an average of 100,000 vehicles a day and have bumper-to-bumper traffic conditions during commuting hours. The parkway was planned to be one of two north–south expressways into downtown Toronto. The other was cancelled due to public opposition, leaving the DVP as the sole north–south expressway into downtown. The parkway is also used by regional transit buses which can access designated lanes to pass slow-moving traffic. Locals refer to the parkway as the "Don Valley Parking Lot" due to the bumper-to-bumper traffic.
## Route description
The Don Valley Parkway begins at an interchange with the Gardiner Expressway near the mouth of the Don River in downtown Toronto. From there, it runs northwards on the eastern bank of the valley, between the river and the developed city to the east. Beyond the southern, older section of the city, the valley widens and the expressway continues northwards through the parklands along the river to Don Mills Road. The route leaves the valley, rises to meet Eglinton Avenue, descends into the valley again and goes through the park lands of Milne Hollow to Lawrence Avenue. It ascends to meet York Mills Road and ends at Highway 401.
### South of the Forks
At its southern end near the mouth of the Don River, the parkway begins in a multiple-level interchange with the ground-level Lake Shore Boulevard and the elevated Gardiner Expressway directly above the boulevard. The Gardiner–Don Valley ramps provide access to the section of the Gardiner Expressway west of the parkway. There is no access either from or to the Gardiner east of the parkway. To travel east from the southbound lanes of the parkway, motorists must exit via the off-ramp to Lake Shore Boulevard, which meets the Lake Shore at a signalized intersection.
Less than 500 metres (1,600 ft) north of the Gardiner, the Canadian National Railway (CNR)/GO Toronto railway viaduct passes over the parkway. The interchange is constrained by that distance for the Gardiner—Don Valley two-lane ramps bridge the difference in height from ground-level under the viaduct with the height of the Gardiner. Acceleration and deceleration lanes for the Lake Shore—Don Valley ramps connect under the viaduct.
From the viaduct, the parkway proceeds north as a four-lane highway on a straight course along the east bank of the channelized Don River, passing beneath Eastern Avenue and veering slightly to the east as it passes below Queen Street East. On- and off-ramps project northward from Eastern Avenue, each adding a lane to both carriageways. The expressway continues northward, with the Don River sandwiched between the highway and Bayview Avenue. The Parkway passes beneath Dundas and Gerrard Streets and rises onto the 'Don Flats' plateau at Riverdale Park. In this section, the elevation of the highway is close to the level of the river and is liable to flood after heavy rains, as occurred in June 2010, for example.
North from Riverdale Park, the valley widens considerably. The expressway rises from the floor of the valley and passes beneath the towering Prince Edward Viaduct bridge, which connects Bloor Street with Danforth Avenue and carries a subway line. The highway runs along the eastern wall of the valley for the next several kilometres, rising and dipping repeatedly.
The expressway curves eastward into a cut in the hillside as it passes the 'Half-mile' railway bridge. Immediately to the north, it meets the Bayview Avenue–Bloor Street interchange. The long off-ramp to these roads was the original southern terminus of the parkway in 1961. The off-ramp was later proposed as the eastern terminus of the proposed Crosstown Expressway. This expressway, opposed by the City of Toronto, was never built: it was intended for construction only after the completion of the Spadina Expressway, which itself was cancelled in 1971.
Just north of the Bayview–Bloor interchange, the expressway passes over Pottery Road. To the east is Todmorden Mills, a collection of historic buildings and a former industrial site, the original "Don Mills". The nearby pond was a section of the Don River cut off by the parkway construction. Further north, to the west where the highway crosses Beechwood Avenue, is Crothers Woods, a restoration site.
The expressway continues east along the southern edge of the valley. The opposing lanes split as the expressway passes beneath the Leaside Bridge, the southbound lanes at a lower level. The lanes rejoin as they approach the Don Mills Road interchange at the "forks of the Don". Just east of the Don Mills Road interchange, several large white sculptures resembling human teeth are installed on both sides of the road. The sculptures, called The Elevated Wetlands, are examples of "eco-art" and have become a landmark. The sculptures resemble concrete but are made of plastic and filled with waste plastic and wetland plants. The sculptures function as a water filter, removing pollutants from the Don River. A solar-powered pump lifts water to the top of the sculpture and it is returned to the Don after filtration. The sculptures were installed in 1998 and the wetland plants added in 1999.
### North to Highway 401
The expressway crosses Taylor-Massey Creek and the East Don River, and climbs out of the valley, swinging northwards toward Eglinton Avenue. In this section, the DVP passes around the apartment buildings of Flemingdon Park. The lanes split again before the underpass at Spanbridge Road, the road that connects a three-tower complex of apartments to the east of the parkway with Flemingdon Park to the west. The lanes pass beneath the Gatineau Hydro Corridor and reconnect south of the Eglinton interchange.
As it crosses Eglinton, the expressway passes a business park to the west and the Concorde Place commercial and condominium development to the east. The expressway begins to descend back into the East Don Valley. It passes beneath Wynford Drive and two railways (the CPR Midtown line and the CNR/Richmond Hill GO line) before reaching Lawrence Avenue East, one of the few remaining cloverleaf interchanges in Ontario. This area, known as Milne Hollow, is partially forested, some of the land being conservation reserve. Passing beneath Lawrence and back over the East Don River, the expressway begins climbing out of the valley once more. It reaches the top of the valley and curves along a plateau before passing over York Mills Road. Residential sub-divisions are present along both sides of the road, isolated from the expressway by noise barriers, from north of Lawrence to the Highway 401 interchange. After rising to meet the interchange, it widens to four lanes and splits into two branches: two lanes continuing north as Highway 404, and the three others as Highway 401.
The entire length of the parkway uses the RESCU Traffic Management System, which was installed in 1994. Like the similar COMPASS system on provincial freeways, RESCU combines in-pavement sensors with traffic cameras and changeable message signs (6 fixed and 10 portable) to alert drivers of accidents, traffic conditions and upcoming closures. The system is used as a means of managing traffic flow along the parkway. The message signs also frequently display non-urgent messages to motorists, such as notices for future construction, safety messages and smog alerts.
The RESCU Traffic Cameras are located at regular intervals along the parkway. The cameras, which are operated by the City of Toronto, can be viewed on television and online. The cameras are located on poles and are fixed in direction. There are 16 camera locations on the parkway. Most have one camera for northbound and one for southbound traffic. RESCU operators monitor the cameras for emergency purposes; local radio and television media use the service for traffic reports.
### Traffic congestion
The Don Valley Parkway, along with the Gardiner Expressway, is one of Toronto's busiest municipal routes. It is the sole north–south expressway into Toronto's downtown, a role it was not designed to support. The parkway was planned as one of a series of expressways to provide commuter routes to downtown from the expanding suburbs. Two other un-built expressways were planned: the Scarborough Expressway, expected to handle traffic between downtown and the eastern suburbs, and the Spadina Expressway, expected to serve traffic from the north-west. By the early 1980s, traffic volumes on the parkway exceeded capacity, and today, the parkway has significant traffic congestion on most days. During the morning commute, commuters fill the southbound lanes as far south as Bloor Street. In the afternoon/evening commute, commuters fill the northbound lanes from Bloor Street, and often the full length of the highway in event of a collision or other hazard. The daily congestion has earned the highway the quasi-affectionate nickname of the "Don Valley Parking Lot".
The section immediately south of Highway 401 is often congested at all hours. Traffic studies have attributed congestion in the southbound lanes to the number of lanes merging from Highways 401 and 404 into the parkway and the lane changing that results from merging traffic from Highway 401 clashing with exiting traffic to the nearby York Mills exit. Congestion in the northbound lanes is attributed to truck traffic coping with the steep grade of the valley, lane changing, and insufficient advanced signage for Highway 401. Most traffic in this section travels north on Highway 404, but only two of the five lanes lead to it.
## History
The construction of the Don Valley Parkway was a major undertaking that changed much of the Don valley. While industrial areas existed both near the mouth of the Don River and the area of today's Leaside Bridge, several natural areas remained in those places where the steep sides of the valley had dissuaded large-scale urban development. The post-war growth period of Toronto provided an impetus to build a new automobile route into central Toronto, and the route through the valley was chosen to avoid expropriation of existing development and provide access for new development in the Metropolitan Toronto region. The construction of the six-lane highway modified the valley through the removal of hills, other earth works and the rerouting of the Don River. Since completion, the parkway has not been changed significantly, other than adding one partial interchange at Wynford Drive and updating its infrastructure to current standards.
### Conditions before construction
The Don River valley, formed during the last ice age, has played an important role in the development of Toronto from its beginning as the Town of York. Using the power of the river, the first sawmill was erected at today's Todmorden Mills by 1795 and other industry was founded soon after, including a grist mill, paper mill and brewery (Helliwell or Don Brewery) by 1828. Railways were introduced into the valley after 1850 with the building of tracks into Toronto (Ontario, Simcoe and Huron Union Railroad had trackage at mouth of the Don after 1850 and Canadian Pacific Railway Toronto branch along the lower river after 1880s). By 1900, the Don River south of today's Bloor Street was straightened into a channel for boating purposes, with roadways and industry built on both banks. North of Bloor Street, the wide valley floor became dominated by industrial concerns of the Taylor family, including the Don Valley Brick Works. The area from the Forks of the Don and north along the river valleys had been lumbered and farmed, such as at Milne Hollow, but several natural areas remained by the 1950s. The forests of the Don valley had been where Canadian naturalist Ernest Thompson Seton spent much of his youth in the 1870s studying animal life.
The Don Valley Parkway was not the first highway planned through the valley. In the 1930s, a "speedway" through the lower valley was promoted as possible depression relief. Unlike today's parkway, this road would have curved northwest near the Don Valley Brick Works and connected to Mount Pleasant at Davisville. The city did not have the money and appealed to 'civic-minded citizens' to donate the land on which the highway would be built. None came forward. In 1939, city transportation planner Norman Wilson proposed a boulevard that would follow the valley into the northeast. On January 1, 1946, Toronto voters approved the building of a 'Don Valley Traffic Artery' following the same route as the "speedway" by a vote of 31,882 to 12,328. This was the same plebiscite where Toronto voters approved the construction of the Yonge segment of Line 1. The City then borrowed \$1.5 million to finance the project. In 1949, the Official Plan of the City of Toronto updated the Don Valley Roadway plan to include two branches—one to the north-west which would eventually become the Crosstown Expressway proposal, and one to the north-east leading to O'Connor Drive. The original plan to connect to St. Clair remained. East York Township opposed construction of the north-east roadway. The City started the first section of this route from Eastern Avenue south to Keating Street in 1949, but had to suspend work in 1951 due to a lack of steel.
Recognizing the value of the natural spaces of the valley, conservationists such as Charles Sauriol founded the Don Valley Conservation Association, in 1948 to assist the provincial Don Valley Conservation Authority (DVCA) itself founded in 1946. The Association promoted conservation of the valley with rail tours and public events. In 1951, the Ontario Department of Planning and Development released its "Don Valley Conservation Report", which recommended the preservation of the valley, including an artificial reservoir where Lawrence Avenue crossed the Don River. It also proposed that the valley not be used for any new major transportation routes. The DVCA adopted the report and budgeted to buy lands in the valley, but the City of Toronto withheld funding to the DVCA for land purchases.
In April 1953, the Metropolitan Toronto (Metro) federation was approved and Fred Gardiner was named as its first chairman. Its mission from the start was to build the infrastructure needed to support the rapidly growing suburbs, whose governments could not afford the projects and often disagreed on joint projects. One of its first priorities was to build the Lakeshore Expressway, and its second road priority was an expressway through the Don River valley. Gardiner was a major proponent of building a highway through the valley, since his days in the 1940s with the Toronto and York Planning Board. At the time, engineers felt that building a six-lane roadway was unfeasible due to the two large hills and a narrow valley. Gardiner and T&Y Board (and later Metro Planning Board) chairman James Maher personally walked the route through the valley, determining the works that would be needed to put the highway through. "We'll move the railway over a piece. We'll tear down the hill. We'll shift the river over a piece, then we can have the highway through there." Gardiner toured New York City in June 1954 to study the city's expressways and municipal parking lots. Gardiner compared the proposed Don Valley expressway to the scenic Grand Central Parkway, and was quoted as claiming that valleys like the Don are not spoiled by arterial highways, but beautified by them. The first Metro staff survey and feasibility study of the parkway's route was approved in late 1953, before the Metro government itself came into being in 1954.
In October 1954, flooding caused by Hurricane Hazel caused the destruction of bridges and buildings in the valley. As a consequence of the destruction on the Don and other rivers, the provincial government of Ontario banned development on river floodplains. In 1957, the Metropolitan Toronto and Region Conservation Authority (MTRCA) was formed, merging all conservation authorities responsible for Toronto watersheds (including the DVCA), with greater powers to manage valley lands. The MTRCA began expropriating privately owned land in the valley for flood control, often creating or conserving open space uses. Sauriol, who was by then an employee of the MTRCA, was one of the few to speak out against the parkway project. Sauriol's cottage at the Forks of the Don would be expropriated by Metro Toronto for the parkway, although much of his land is now part of the Charles Sauriol Conservation Reserve, which extends from the Forks of the Don, along the East Don to Milne Hollow at Lawrence Avenue, visible from the parkway. By contrast, Metro chairman Gardiner had an opposite opinion of the Don Valley and was quoted "I'll tell you what the Don Valley was. It was a place to murder little boys, that's what it was."
### Construction
The design of the project was contracted to the engineering consortium of Fenco-Harris, which completed the plans in the fall of 1955. The project included extending Bayview Avenue south along the Lower Don valley, which replaced the 'north' arm of the previous Don Valley roadway project, and the realignment of Lawrence Avenue over the East Don River. The design for the section north of the Don River mouth incorporated the existing river-side Don Roadway on the east side of the River. The design also incorporated a section of the old Don Mills Road leading up from the River, north of Gerrard, to Broadview Avenue and Danforth Avenue into the highway as a northbound on-ramp from Danforth. The project was designed to carry 60,000 vehicles per day. Fenco-Harris designed the route to be "located on public lands as much as possible, thus minimizing the expropriation of private property. Greenbelt land has been used for right-of-way in preference to acreage which can be commercially developed." The route required the expropriation of less than 25 properties.
The first planned route of the parkway was to follow the lower Don Valley before turning north and continuing along the Don Mills Road right-of-way north to the Toronto Bypass (today's Highway 401). Edward P. Taylor, developer of the Don Mills subdivision, situated at Don Mills Road and Lawrence Avenue, protested the plan heavily and the path was rerouted along the CPR railway from Don Mills Road and Eglinton Avenue north-east to meet the Woodbine Avenue right-of-way at Lawrence Avenue, and proceeded north to the Toronto Bypass. To facilitate the Flemingdon Park development, located south-east of Don Mills Road and Eglinton, the entire planned route south of Lawrence to the present interchange at Don Mills Road was moved east to its current alignment.
The plan, estimated to cost C\$28.674 million, was approved by Metro Council in early 1956. Formal approval to build came in 1958 and construction of the parkway began. A stumbling block to construction was resolved by a deal between Metro and the City of Toronto over City-owned parklands needed for the parkway. North of Bloor Street, 30 acres (12 ha) of City-owned land would be transferred to Metro and any lands not needed for the parkway would be developed as parks by Metro. South of Bloor Street, Metro agreed to replace any recreation facilities lost in Riverdale Park due to the parkway construction. The City had threatened to not allow construction through City-owned land.
The first section of the parkway, from Bloor Street to Eglinton Avenue, was opened on August 31, 1961, by Ontario Premier Leslie Frost and Metro chairman Gardiner, who presented Frost with a silver plate. It opened initially without an interchange at Don Mills Road and had its first traffic jam that day at the Eglinton Avenue exit. The interchange at Don Mills was approved by Metro council on November 2, 1964. Building the section within the valley required significant civil engineering, including the rerouting of 3.2 km (2.0 mi) of the Don River, installation of 1.6 km (0.99 mi) of reinforced retaining wall and the removal of two hills. Tumper's Hill, located near the Don Mills Road interchange, stood 36 metres (118 ft) higher than it does today. Sugar Loaf Hill, shaped like a cone, which stood alone in the shadow of the Prince Edward Viaduct where Bayview Avenue passes today, was removed completely. The 1,250,000 m<sup>3</sup> (1,630,000 cu yd) of earth was used as fill for the parkway and a total of 4,600,000 m<sup>3</sup> (6,000,000 cu yd) of earth was excavated and moved.
Besides modification of the natural landscape, the route required relocation and demolition of utilities and residences. Metro relocated 1.2 km (0.75 mi) of CNR and CPR railway tracks in the section from Bloor Street to Chester Hill Road to make way for the parkway. The Todmorden sewage treatment plant, built in 1926, was also demolished. The route required the removal of five homes on Minton Place located above the valley to facilitate the cut of the valley hillside. Four were demolished and one moved to Scarborough.
Construction of the section from Eglinton Avenue to Lawrence Avenue began on July 1, 1961, and it was opened to traffic in the evening of October 30, 1963, without any ceremony. The segment connected to Woodbine Avenue north of Lawrence Avenue, cutting off access to Woodbine from Lawrence Avenue. Northbound parkway traffic could continue north on Woodbine Avenue, then a two-lane road, from the parkway up to Highway 401. The 2 km (1.2 mi) section cost \$2.723 million to complete.
The third section to open was from Bloor Street to the Gardiner Expressway. This section involved the removal of CPR rail sidings on the eastern bank of the Don from Eastern Avenue north. Royal Drive, which was a two-way road that connected with Bloor Street between Broadview Avenue and the Viaduct was re-purposed into a one-way north-bound on-ramp. A pedestrian overpass bridge was constructed to connect the east and west sections of Riverdale Park. The section opened in conjunction with the section of the expressway from the parkway to York Street on November 6, 1964. It was opened ceremonially by Ontario Premier John Robarts.
The final section, from Lawrence Avenue to Sheppard Avenue was opened chaotically to traffic in the afternoon on November 17, 1966, but forced drivers to exit onto Highway 401; construction inspectors were not aware that the parkway was scheduled to open until they arrived on site that morning. The section north of Highway 401 remained unopened until March 1, 1967, due to ongoing construction of the Sheppard Avenue bridge. The final cost of the project was \$40 million (\$ in dollars).
### Since completion
In 1965, Metro Toronto Chief Coroner Morton Shulman released a report criticizing the lack of safety in the design of the parkway. In the first five months of 1965, there were 136 accidents on the parkway, with four deaths and 86 injuries. Among the "death-dealing" deficiencies that had to be corrected were inadequate guardrails, exposed steep slopes and light standards that were exposed to collision from passing high-speed traffic. Call boxes with emergency telephones were installed on the parkway in 1966. The boxes, attached to street lighting on the right shoulder, provided a direct line for help from the Ontario Motor League, now part of the Canadian Automobile Association (CAA). Today, the RESCU Traffic Management System monitors the highway and can call for emergency help.
On April 18, 1969, the slope behind Davies Crescent (just west of Don Mills Road) gave way after heavy rain, covering the northbound lanes and part of the southbound lanes with up to 90 centimetres (3 ft) of mud. There were only minor injuries. The slope, which had had its trees removed for the building of the expressway, was covered with sod and stakes to hold the soil.
In the late 1980s, a new partial-access interchange was built at Wynford Drive to provide access between the parkway and the Concorde Place development. The new partial-access interchange was paid for by the developers. The ramp connecting Wynford with the northbound parkway required a tunnel under the Canadian Pacific Railway (CPR) Midtown railway lines. To avoid delaying trains on the vital freight line, a prefabricated concrete arch was jacked into the embankment, 2 feet (0.61 m) at a time, over 12 days. This was the first North American use of such a technique.
From 1986 to 1988, the City studied traffic congestion in the 'Don Valley Corridor', an area from Leslie Street east to Victoria Park Avenue. To improve traffic in the area, the proposed solutions were extending Leslie Street south of Eglinton Avenue and south-west to Bayview Avenue; widening Don Mills Road; and expanding the parkway. Two proposals were put forward for approval: the Leslie Street extension and widening of Don Mills Road. Don Mills Road was widened from four to six lanes with the new lanes to be high occupancy/bus lanes. The Leslie Street extension was approved by East York and North York, but was abandoned by Metro Council in 1993, after the provincial government refused to subsidize its construction.
In 1989, a public meeting was held on the future of the Don River, which was widely known for its pollution, and the Don Valley, considered an "industrial wasteland" and which had seen its last industrial use (the Taylor, later Domtar, Paper Mill) close in 1982. The Toronto City Council formed the "Task Force to Bring Back the Don", an organization of volunteers to work on conservation efforts in the Don Valley. Since that time, the task force has planted some 40,000 trees in the valley, planted thousands of wildflowers and overseen the creation of wetlands along the river. Efforts continue to ameliorate the water quality of the river and improve the environment of the surrounding valley lands. These efforts can be seen in the "Crother's Woods" north of Bloor Street and the Chester Marsh just south of Bloor Street, alongside the parkway.
In 1994, the overpass bridge over Pottery Road, north of the Bayview/Bloor interchange was rebuilt. It was over 30 years old and it required the replacement of columns and a restructuring of the deck. It was worn down due to the cumulative effect of heavy traffic and weather. The replacement necessitated the closure of several lanes of the parkway from April until the autumn that year.
In 2001, Toronto City Councillor Paul Sutherland proposed to add two toll lanes in each direction along the parkway, from Highway 401 to Eglinton Avenue. From Eglinton Avenue south, one lane in each direction would be added. The proposal was criticized by transportation experts such as Transport 2000 for encouraging driving to downtown. Sutherland estimated the cost of the proposal at \$200 million.
On May 11, 2007, GO Transit announced a plan to put dedicated bus lanes on the centre median of the parkway, to allow its buses to bypass traffic congestion and promote buses as an alternative to automobiles. The \$12 million plan would be paid for by GO. The plan would require testing of soil conditions and an environmental assessment. GO Transit was taken over by the provincial Metrolinx transit agency, and the plan did not appear in the 2008 "Big Move" Regional Transportation Plan of Metrolinx. A second proposal, to allow GO Transit buses to use the left shoulder to pass slow traffic was approved in June 2010 by Toronto City Council. The centre median shoulders, starting with the section between Lawrence Avenue and a point 458 metres (1,500 ft) north of York Mills Road, are opened to GO Transit buses to pass other traffic, at no more than 20 km/h (12 mph) faster, when the other traffic is going at 60 km/h (37 mph) or less. These lanes opened to buses beginning September 7, 2010. City Council directed the General Manager of Transportation Services to report on the feasibility of future bus bypass lanes in the segments from Pottery Road to Don Mills Road and between Don Mills Road and Eglinton Avenue East.
On June 7, 2010, a section of the expressway was dedicated by former Toronto mayor David Miller as part of the Route of Heroes. Similar to the Highway of Heroes designation of part of Highway 401, the designation serves to honour fallen Canadian soldiers. The designation applies to the portion of the parkway between Highway 401 and Bloor Street by which repatriation processions travel when transporting the remains of Canadian soldiers from CFB Trenton to the Office of the Coroner in downtown Toronto (but since September 27, 2013 all future repatriation travels to the new Centre of Forensic Sciences at Keele Street near Wilson Avenue)
The lower section of the roadway from the Gardiner Expressway to south of Gerrard Street East has been flooded by overflowing water from the Don River on more than one occasion. This section of the Parkway was closed in 1986, in 2010 and twice in 2013 due to flooding. The elevation of the highway had been designed to 1955 estimates for maximum flood levels.
The Don Valley Parkway is closed annually on the first Sunday in June for the Ride for Heart.
## Future
During the 2010 municipal election, mayoral candidate Sarah Thomson proposed a road toll for the Gardiner Expressway and Don Valley Parkway, drawing comments from critics and supporters across the city.
Two projects are underway that may change the parkway's southern end. Waterfront Toronto is conducting an environmental assessment to evaluate replacing, modifying or removing the Gardiner Expressway east of Jarvis Street. The parkway would then end at Lake Shore Boulevard. The City of Toronto eventually decided to keep the Gardiner–Don Valley Parkway connection, with revised ramps. A second proposal, known as the Don Mouth Naturalization and Port Lands Flood Protection project, seeks to recreate the natural mouth of the Don River into Toronto Harbour with the surrounding parkland. The project is managed by the Toronto and Region Conservation Authority and Waterfront Toronto. The ramps between the parkway and the Gardiner Expressway pass directly over the Don River channel.
A third project, the "Don River Valley Park" to link all of the open space from the Toronto Brick Works south to the harbour, has proposed changes that will impact the highway. The first is the replacement of the current Bayview–Bloor interchange roadways to free up green space. The second is the relocation of rail lines on the west bank of the Don River to the east bank. A third is a new land bridge over the highway joining the two sections of Riverdale Park.
In late 2016, the City of Toronto and mayor John Tory considered imposing a toll to use the highway, along with the Gardiner Expressway, to cover the maintenance costs of the highway and support public transit construction. However, the plan was rejected by the Ontario government.
## Exit list
## In popular culture
The music video for the song "Subdivisions" by Canadian rock group Rush features scenes of the DVP. The song "DVP" by punk rock group PUP is named after the Don Valley Parkway, and its lyrics include references to the parkway.
## See also
- Ride for Heart |
7,054,910 | Donald Hardman | 1,162,380,617 | Royal Australian Air Force chief | [
"1899 births",
"1982 deaths",
"Alumni of Hertford College, Oxford",
"British Army personnel of World War I",
"British World War I flying aces",
"Graduates of the Staff College, Camberley",
"Knights Commander of the Order of the Bath",
"Knights Grand Cross of the Order of the British Empire",
"Military personnel from Lancashire",
"People educated at Malvern College",
"People from Oldham",
"Recipients of the Distinguished Flying Cross (United Kingdom)",
"Royal Air Force air marshals",
"Royal Air Force personnel of World War I",
"Royal Air Force personnel of World War II",
"Royal Flying Corps officers"
]
| Air Chief Marshal Sir James Donald Innes Hardman, (21 February 1899 – 2 March 1982), known as Donald Hardman, was a senior Royal Air Force commander. He began his flying career as a fighter pilot in World War I, achieving nine victories to become an ace. During World War II, Hardman held senior staff and operational posts. He was Chief of the Air Staff (CAS) of the Royal Australian Air Force (RAAF) from 1952 to 1954, after which he served as a member of the British Air Council until retiring in 1958.
Born in Lancashire, Hardman joined the Royal Flying Corps in 1917 and was posted to France the following year. He flew Sopwith Dolphins with No. 19 Squadron, earning the Distinguished Flying Cross for his fighting skills. Between the wars he served with No. 31 Squadron in India and No. 216 Squadron in Egypt. A wing commander at the outbreak of World War II, Hardman was attached to the Air Ministry for several years before being posted in 1944 to South East Asia, where he commanded No. 232 (Transport) Group during the Burma campaign. He was appointed an Officer of the Order of the British Empire in 1940 and a Companion of the Order of the Bath in 1945, and was also mentioned in despatches.
Finishing the war an air commodore, Hardman served successively as Assistant Chief of the Air Staff, Commandant of RAF Staff College, Bracknell, and Air Officer Commanding-in-Chief of Home Command, before becoming RAAF CAS in January 1952. He was appointed a Knight Commander of the Order of the Bath the same year. As CAS he was responsible for reorganising the RAAF's geographically based command-and-control system into a functional structure. Returning to Britain, he became Air Member for Supply and Organisation in May 1954, and was promoted to air chief marshal the following year. He was raised to Knight Grand Cross of the Order of the British Empire in January 1958, shortly before his retirement.
## Early life and World War I
Born on 21 February 1899 in Oldham, Lancashire, James Donald Innes Hardman was the son of a master cotton-spinner, also named James, and his wife Wilhelmina Innes. The younger James, known as Donald, attended Malvern College. Hardman began his military career in 1916 as a seventeen-year-old private in the Artists Rifles—part of the London Regiment—and joined the Royal Flying Corps (RFC) early the following year. He was commissioned a temporary second lieutenant on 10 May 1917 and confirmed in his rank on 21 July.
Prevented initially from seeing combat because of his youth, Hardman was eventually posted to No. 19 Squadron on the Western Front in February 1918, just as the unit was completing its conversion from SPAD S.VIIs to Sopwith Dolphins. He achieved his first aerial victory in May 1918. On 28 September, Hardman was promoted from lieutenant to temporary captain, and appointed as one of No. 19 Squadron's flight commanders. He scored two victories in one sortie on 30 October 1918, when he led twelve Dolphins escorting DH.9 bombers of No. 98 Squadron to Mons; in a dogfight that resulted in the loss of ten British aircraft, Hardman sent two German Fokker D.VIIs down in flames. His "cool judgment and skill in leading" during this action earned him the Distinguished Flying Cross; the award was promulgated on 11 February 1919. Hardman's final wartime tally was nine victories. The life expectancy for even an experienced RFC pilot on the Western Front was as little as three weeks; years later, Hardman admitted that he was still surprised he had survived.
## Inter-war years
Hardman's commission was terminated on 8 March 1919; the following year he commenced an economics degree at Hertford College, Oxford. On 18 October 1921, he joined the Royal Air Force (RAF) with a short-service commission as a flying officer, and was posted to India's North-West Frontier in 1922. He served with No. 31 Squadron, an army cooperation unit that flew Bristol Fighters during the Waziristan campaign. Hardman's commission was made permanent on 30 September 1925. Returning to Britain, he joined No. 16 Squadron, which operated Bristol Fighters out of Old Sarum, in September 1926. Hardman was promoted to flight lieutenant on 1 July 1927, and attended the Armament and Gunnery School, Eastchurch, in 1928. He was then posted to the headquarters staff of No. 22 (Army Co-operation) Group, South Farnborough.
On 8 July 1930, Hardman married Dorothy Ursula Ashcroft Thompson at St George's, Hanover Square, in London; the couple had two sons and a daughter. In September 1931, he was posted to Heliopolis, Egypt, to serve with No. 216 Squadron. Tasked with bombing and transport duties, the squadron operated Vickers Victorias and pioneered the air route from Lagos to Khartoum in 1934. Returning to Britain, Hardman entered the RAF Staff College, Andover, in January 1935. He was promoted to squadron leader on 1 February 1936. Hardman served for the next two years as Staff Officer for Armament at No. 23 (Training) Group in Grantham. He entered the British Army's Staff College, Camberley, in January 1938, and was promoted to wing commander on 1 January 1939.
## World War II
At the onset of World War II, Hardman was sent to France with the RAF element of the British Expeditionary Force. After the Fall of France in 1940, he served on the headquarters staff of No. 22 Group and was liaison officer with the British Army's Eastern Command, before taking charge of the Directorate of Military Co-operation—later the Directorate of Operations (Tactical)—at the Air Ministry. He was appointed an Officer of the Order of the British Empire on 11 July 1940 for "distinguished services rendered in recent operations", and mentioned in despatches on 1 January 1941. On 1 March 1941, he was promoted temporary group captain.
Hardman was promoted temporary air commodore on 1 October 1944, and substantive group captain on 1 December. He was assigned to Air Command South East Asia (ACSEA) as the deputy commander—and RAF component commander—of the Combat Cargo Task Force (CCTF). Comprising RAF, Royal Canadian Air Force, and United States Army Air Forces elements, CCTF was responsible for supplying the Fourteenth Army in Burma. Hardman's final wartime posting, commencing in February 1945, was as Air Officer Commanding No. 232 (Transport) Group in Comilla, India (now Bangladesh). The group comprised the squadrons that formerly made up the RAF component of CCTF. Hardman described the Burma campaign as "a striking illustration of a fact new in warfare—namely that air power can be used to transport, supply and support ground troops entirely independent of ground channels. This has been South-East Asia's contribution to the art of war." He was appointed a Companion of the Order of the Bath on 5 July 1945 for "gallant and distinguished services in connection with the operations in Burma". The US government awarded him the Bronze Star; permission to wear the decoration was gazetted on 15 March 1946.
## Post-war career
Hardman was promoted to acting air vice-marshal on 1 October 1945. He remained in South-East Asia following the cessation of hostilities, taking over as Air Officer in Charge of Administration for ACSEA (later Air Command Far East) in January 1946. After his return to Britain he was appointed to several senior posts in the RAF including, successively, Assistant Chief of the Air Staff (Operations) in May 1947, Commandant of RAF Staff College, Bracknell, in January 1949, and Air Officer Commanding-in-Chief of Home Command in September 1951. Hardman's wartime rank of air commodore became substantive on 1 October 1946, and this was followed by substantive promotion to air vice-marshal on 1 July 1948. He was raised to acting air marshal on 1 October 1951.
On 14 January 1952, Hardman was appointed Chief of the Air Staff (CAS) of the Royal Australian Air Force (RAAF), succeeding Air Marshal George Jones, who had served ten years in the position. The decision by Australia's Prime Minister, Robert Menzies, to appoint an RAF officer caused resentment in the RAAF. This was compounded when Menzies stated his reason as being that there was "no RAAF officer of sufficient age, or operational experience, to take the post of Chief of the Air Staff", which appeared to ignore the wartime records of such figures as John McCauley and Frederick Scherger. The Daily Mirror in Sydney was one of several media outlets to voice a "stern protest" over the matter. Menzies also felt he could justify the appointment of an outsider on the grounds that the RAAF's geographically based command-and-control system needed reorganisation along functional lines, a system with which a senior RAF member would be familiar. Britain's CAS, Marshal of the Royal Air Force Sir John Slessor, was, somewhat reluctantly, responsible for fulfilling the Australian Government's request for a suitable officer. In putting forward Hardman as the "outstanding candidate" for the Australian post, Slessor tried to avoid what he called "the follies of some years ago", referring to Air Chief Marshal Sir Charles Burnett's controversial tenure as CAS on secondment from the RAF early in World War II.
Hardman made two major changes to the structure of the Air Force to streamline command and control: integrating RAAF Headquarters, Melbourne, with the Department of Air, and supplanting the geographical area commands with three functional organisations, namely Home (operational), Training, and Maintenance Commands. The functional command system has been described by historian Alan Stephens as Hardman's "major legacy to the RAAF". While doing away with the area command structure that had been favoured by Jones, Hardman carried on his predecessor's support for the local aircraft industry. He also formed a policy agreement with the Chief of the Naval Staff, Vice Admiral Sir John Collins, covering joint responsibility and cooperation for maritime warfare. During Hardman's term as CAS, No. 78 (Fighter) Wing was re-equipped with RAF de Havilland Vampire jet fighters to garrison Malta and support British operations in the Mediterranean. He was appointed a Knight Commander of the Order of the Bath in the Queen's Birthday Honours promulgated on 5 June 1952, and raised to substantive air marshal on 1 July.
As a protege of Slessor, Hardman proclaimed: "An air force without bombers isn't an air force." He maintained that the only way to attain "true and enduring air superiority" was by attacking the enemy's vital centres, which included its means of producing fighters. He recommended that the RAAF purchase one of Britain's nuclear-capable "V bombers"—the Vickers Valiant, Handley Page Victor, or Avro Vulcan—though this never eventuated, and Australia's jet bomber remained the English Electric Canberra until the long-delayed introduction of the General Dynamics F-111C in 1973. Towards the end of his tenure as CAS, Hardman gave an interview in which he criticised Army and Navy operations against a backdrop of continuing interservice rivalry for the defence budget. He was quoted as saying: "The Air Force in this country, for either defence or offence, is the only force worth while. It can be sent anywhere in the world to the point where it can do most good and be rapidly switched to any other point." In contrast to the initial disquiet at his appointment, upon his departure from Australia Hardman was described by The Age as "the outstanding CAS in the RAAF's history", a "brilliant organiser", and a "master of the theory of air power". He was succeeded by McCauley on 18 January 1954.
Hardman returned to Britain on the SS Himalaya, and joined the British Air Council as Air Member for Supply and Organisation on 1 May 1954, succeeding Air Chief Marshal Sir John Whitworth-Jones. In December, he represented the Air Council at No. 78 Wing's farewell parade in Malta, reminding the personnel gathered that he had been present at the wing's march through Sydney in July 1952, prior to its departure for the Mediterranean. He was promoted to air chief marshal on 1 April 1955. In July 1956, he presented a Squadron Standard to his old unit, No. 19 Squadron. That October, he presided over the inquiry into the fatal crash of Vulcan XA897 at Heathrow Airport after its maiden round-the-world flight, the only survivors of the six crew members being the pilot and Air Marshal Sir Harry Broadhurst. Hardman was succeeded as Air Member for Supply and Organisation by Air Chief Marshal Sir Walter Dawson on 1 January 1958, and was raised to Knight Grand Cross of the Order of the British Empire the same day. He retired from the RAF on 29 January.
## Later life
Hardman joined the board of New Electronic Products Ltd in May 1959. In February 1963, he succeeded Air Chief Marshal Sir Douglas Evill as the RAF Benevolent Fund's honorary county representative for Hampshire. Sir Donald Hardman died on 2 March 1982, while holidaying in Estoril, Portugal, and was survived by his wife and children. |
36,208,516 | 1898 United States Senate elections in Ohio | 1,173,749,151 | Legislative election to choose a US senator | [
"1898 Ohio elections",
"1898 United States Senate elections",
"January 1898 events",
"Ohio special elections",
"Special elections to the 55th United States Congress",
"United States Senate elections in Ohio",
"United States Senate special elections"
]
| On January 12, 1898, the Ohio General Assembly met in joint convention to elect a United States Senator. The incumbent, Mark Hanna, had been appointed by Governor Asa Bushnell on March 5, 1897, to fill the vacancy caused by the resignation of John Sherman to become Secretary of State to President (and former Ohio governor) William McKinley. Hanna's appointment was only good until the legislature met and made its own choice. The legislature elected Hanna over his fellow Republican, Cleveland Mayor Robert McKisson, both for the remainder of Sherman's original term (expiring in 1899) and for a full six-year term to conclude in 1905.
Hanna, a wealthy industrialist, had successfully managed McKinley's 1896 presidential campaign. The Ohio Republican Party was bitterly divided between the faction led by McKinley, Hanna and Sherman, and one led by Ohio's other senator, Joseph B. Foraker. Bushnell was a Foraker ally, and it was only under pressure from McKinley and others that he agreed to appoint Hanna to fill Sherman's Senate seat. After Hanna gained the appointment, Republican legislators kept their majority in the November 1897 election, apparently ensuring Hanna's election once the new body met in January 1898. However, before the legislative session, the Democrats allied with a number of Republicans, mostly from the Foraker faction, hoping to take control of the legislature and defeat Hanna.
The coalition was successful in taking control of both houses of the legislature; with the Senate election to be held just over a week later, intense politicking took place. Some lawmakers went into hiding for fear they would be pressured by the other side. The coalition decided on McKisson as their candidate the day before the balloting began. Three Republican state representatives who had voted with the Democrats to organize the legislature switched sides and voted for Hanna, who triumphed with a bare majority in both the short and long term elections. Bribery was alleged; legislative leaders complained to the United States Senate, which took no action against Hanna. McKisson lost a re-election bid as mayor in 1899; Hanna remained a powerful figure in the Senate until his death in 1904.
## Background and appointment of Hanna
The members of the Constitutional Convention of 1787, in drafting the Constitution, empowered state legislatures, not the people, to choose United States Senators. Federal law prescribed that the senatorial election was to take place beginning on the second Tuesday after the legislature which would be in place when the senatorial term expired first met and chose officers. On the designated day, balloting for senator would take place in each of the two chambers of the legislature. If a majority of each house voted for the same candidate, then at the joint convention held the following day at noon, the candidate would be declared elected. Otherwise, there would be a roll-call vote of all legislators, with a majority of those present needed to elect. If a vacancy occurred when the legislature was not in session, the governor could make a temporary appointment to serve until lawmakers convened.
Beginning in about 1888, there were rival factions seeking control of the Republican Party of Ohio. In 1896, one faction was led by Senator John Sherman, former governor William McKinley, and McKinley's political manager, Cleveland industrialist Mark Hanna. The other grouping was led by former governor Joseph Foraker, who had the support of Ohio's current governor, Asa S. Bushnell. A truce was reached for the 1896 election campaign whereby McKinley's supporters would vote for Foraker in the Ohio Legislature's January 1896 senatorial election, while Foraker would support McKinley's presidential ambitions. Foraker was elected and in June, the senator-elect placed McKinley's name in nomination at the 1896 Republican National Convention. In the November election, McKinley defeated Democrat William Jennings Bryan to win the presidency; Hanna served as his campaign manager and chief fundraiser. The industrialist raised millions for McKinley's campaign but was bitterly attacked by Democratic newspapers for allegedly trying to buy the presidency, with McKinley as his easily dominated agent. In the 1896 election, the issue of the nation's monetary standard was a major issue, with McKinley advocating the gold standard, while Bryan favored "free silver", that is, to inflate the money supply by accepting all silver presented to the government and returning the bullion to the depositor in the form of coin, even though the silver in a dollar coin was worth only about half that.
After the election, McKinley offered Hanna the post of Postmaster General, which he turned down, hoping to become a senator if Sherman (whose term was to expire in 1899) was appointed to the Cabinet. McKinley did not believe the rumors, which proved accurate, that the 73-year-old Sherman's mental faculties were failing, and offered him the position of Secretary of State on January 4, 1897. Sherman's acceptance meant that, once he resigned, one of Ohio's Senate seats would be in the gift of Bushnell, with the appointee to serve until the legislature reconvened in January 1898.
Foraker was astonished when he learned that Hanna was seeking the Senate seat, not knowing that the industrialist had political ambitions. He felt that Hanna's campaign activities did not qualify him for legislative service. Hanna and his allies applied considerable pressure on the governor, though initially McKinley did not participate.
Bushnell did not want to appoint Hanna, and offered the seat to Congressman Theodore Burton, a member of neither faction, who turned it down. Historian Wilbur Jones speculates that the seat was refused because of Burton's unwillingness to alienate Hanna's supporters, an action which might sacrifice a career in the House of Representatives for the sake of a few months in the Senate. The governor considered other options, such as arranging to get the position himself or calling a special session of the legislature and have them elect a new senator. However, Bushnell eventually decided that appointing someone else was not worth risking the wrath of the new presidential administration, and of Hanna (who was chairman of the Republican National Committee). In late February 1897, McKinley sent a personal emissary, his old friend Judge William R. Day, to Bushnell, and the governor yielded. Hanna was given his commission by Governor Bushnell in the lobby of Washington's Arlington Hotel on the morning of March 5, 1897.
Hanna's associates alleged that Bushnell had delayed the appointment of Hanna so that Foraker could be Ohio's senior senator. Herbert Croly, in his biography of Hanna, agreed, and McKinley biographer H. Wayne Morgan also states that Bushnell delayed Hanna's commission for this reason. Hanna biographer William Horner considers this motive possible. In his memoirs, Foraker denied this, stating that Sherman had not resigned from the Senate until the afternoon of March 4, 1897 (the date on which the president and Congress were sworn in) so that Sherman could formally introduce Foraker to the Senate. Sherman, according to Foraker, was also unwilling to resign until he had been confirmed as Secretary of State, which took place on the afternoon of March 4. Foraker noted that he had been senator-elect since his selection by the legislature in January 1896 "and there was no vacancy for which Mr. Hanna could be qualified, except only that to be created by the retirement of Mr. Sherman, and Mr. Sherman refused to retire until I was sworn and in my seat".
## 1897 state legislative campaign
Hanna obtained endorsement for election as senator by the 1897 Republican state convention during June in Toledo, and by local conventions in 84 of Ohio's 88 counties. Republicans expressed little opposition to Hanna's candidacy for senator prior to the November state elections, at which Ohioans elected a governor, other statewide officials, and a legislature. There was much national interest in the legislative campaign, which was seen as a rematch of 1896 and a forerunner of the 1900 presidential campaign, and as a referendum on Mark Hanna. President McKinley both campaigned on Hanna's behalf in Ohio and recruited speakers for him; for the Democrats, Bryan was the leading orator. Democrats hoped that by gaining a majority in the legislature and frustrating Hanna's election bid, they could claim a reversal of the voters' verdict in the 1896 presidential race, and exact revenge on the man who had helped orchestrate their defeat. While the question of whether Hanna should continue in the Senate was central to the campaign, also discussed was whether McKinley's policies, including the Dingley Tariff, had brought prosperity, as well as the issue of free silver versus the gold standard. The Democrats, as was their custom, did not endorse a specific candidate for Senate, but Cincinnati publisher John R. McLean was widely spoken of as the party's rival for Hanna's seat until strategists decided that his wealth and business background did not provide adequate contrast to Hanna, and McLean was forced into the background.
During the campaign, William Randolph Hearst's New York Journal renewed the savage attacks on Hanna which had marked the 1896 presidential campaign; Hanna was depicted as a bloated plutocrat, frequently trampling a skull marked "Labor" and dominating a shrunken, childlike McKinley. Foraker was not prominent in support of Hanna; he did endorse his junior colleague in mid-September, and made several speeches soon after the announcement, but thereafter maintained a public silence which would continue until after the vote for senator by the newly elected legislature in January 1898.
Hanna made speeches across the state, much to the curiosity of Ohioans, who had heard a great deal about him for his activities on behalf of McKinley, but who did not know him well. He had rarely been called upon to make public addresses. McKinley recommended his personal technique of thoroughly laying out a speech in advance, but Hanna found it did not work well for him. Instead, he preferred to compose a brief introduction and then speak extemporaneously, not always even being certain of what topics he would address. According to his biographer, Herbert Croly, the informality of Hanna's speeches won over many in his audience, and he became known as a very effective public speaker. According to Philip Warken in his thesis on the 1898 Senate election, "The campaign probably worked to Hanna's advantage. The shadowy figure in the background took on shape and form, the candidate's public appearances tending to break down [Davenport's] popular but distorted image of him." When Democrats attacked Hanna, who had considerable financial interests in industry, as a "labor crusher", he gave speeches inviting listeners to ask his workers whether they were well treated. Subsequently, several union leaders and workmen's committees confirmed that they had no complaint against Hanna.
In the November election, 62 Republicans and 47 Democrats were elected to the Ohio House of Representatives, while in the Ohio Senate there were 18 Democrats, 17 Republicans, and 1 Independent Republican elected. This meant a majority of 15 for the Republicans on joint ballot, ample, it was thought, to secure Hanna's election.
## Senate election
### Political turmoil
The first public inkling that there might still be a serious contest for Hanna's Senate seat came the day after the November vote, when Governor Bushnell declared that the party's majority in the legislature was sufficient to elect a Republican as senator, but refrained from mentioning Hanna by name. Newspapers took note of the fact that while Bushnell had won a second term by 28,000 votes in the election, the balloting for the legislature had gone Republican by only 9,000. Soon after the election, a number of Republicans announced that they intended to ally with the Democrats and defeat Hanna.
Croly lists Bushnell, Cleveland Mayor Robert McKisson, and former Republican state chairman Charles L. Kurtz as among those involved in what he called a conspiracy against Hanna. Kurtz had been defeated in his re-election bid to the chairmanship by Hanna forces at the 1897 Republican state convention, while McKisson had unsuccessfully sought Hanna's support in his first election run in 1895, and according to Hanna biographer William T. Horner, held a grudge as a result. Hanna had also opposed his re-election in the municipal elections held in early 1897, speaking highly of McKisson's opponent to a reporter, and asking the reporter whether it was true that McKisson had secured renomination as mayor through fraud. Despite poor treatment by the Hanna campaign—McKisson had been relegated to obscure rallies, except when called upon to introduce the candidate at a huge Cleveland event, and the Hanna supporters had sought to remove McKisson men from election positions—McKisson had publicly supported Hanna for senator, making several speeches on the night before election day urging Republicans to vote the straight party ticket. Nevertheless, sample ballots were sent to Cleveland voters, telling them how best to cast their ballots so as to minimize Hanna's chances, and Warken speculated that these had to come from McKisson, as the only person with motive and opportunity.
Charles Dick, then Hanna's aide and later his successor as senator, recounted, "The opposition developed immediately after the election. I might say the plotting, so far as the bolters were concerned, began before the election ... The fifteen majority melted away." According to Horner, "as men elected to the Ohio legislature who were pledged to support Hanna continued to turn up opposing him ... the chances of Hanna retaining his seat began to look rather grim". Kurtz disavowed the Toledo convention's endorsement of Hanna, describing the gathering as controlled by the senator's paid agents. He stated his case against Hanna: "The returns of the recent election show that he is not wanted by the party. The days of Mr. Hanna's bossism are over. The people here are against him, and that settles it."
Several of the men who opposed Hanna came from Cleveland and elsewhere in Cuyahoga County, where Mayor McKisson was influential. The situation in Cincinnati's Hamilton County (home to Foraker) was complicated by the fact that the Republican legislators from there had run on a fusion ticket with the Democrats in order to defeat the local Republican bosses. These men were "Silver Republicans", as was the Independent Republican elected from Cincinnati, supporting "free silver" in opposition to McKinley, and had not pledged during the campaign to vote for Hanna if elected.
Foraker was not actively involved in the controversy, and in the sole interview he gave, said he was doing his best to keep out of it. Nevertheless, most of Hanna's Republican opponents were from Foraker's wing of the party. Ohio's senior senator did, however, state his belief that Hanna would have a difficult time being elected. When asked by Hanna supporters to intercede with the insurgents, Foraker responded, "I will not antagonize lifetime friends for Hanna," and that Hanna was "not honorable enough" to go to Bushnell and Kurtz and work out a solution.
The new legislature convened in Columbus on Monday, January 3, 1898. In the state House of Representatives, nine anti-Hanna Republicans aligned with the Democrats, electing one of the nine as Speaker. In the state Senate, an anti-Hanna Republican did not initially attend, allowing the Democrats to organize the chamber and elect one of their own as president of the body. The various legislative offices were divided between the Democrats and the insurgent Republicans. Democratic forces in the Ohio Senate were boosted when the absent Republican appeared and voted with them. A margin of three in the House and two in the Senate translated into a likely margin of five against Hanna on the senatorial vote, meaning that three legislators would have to switch sides for him to retain his position.
### Contest in Columbus
After the combine's success in the legislature, the Hanna-controlled Republican state committee called on local activists to come to Columbus. A rally took place on the day of Governor Bushnell's second inauguration, and many in the streets booed him. Much of the indignation focused on Bushnell as the only statewide official linked with the insurgents. Meetings were held across the state and petitions circulated, for the most part supporting Hanna and denouncing Bushnell, Kurtz, and McKisson. Croly described the scene in the days leading up to the vote for senator:
> Columbus came to resemble a mediaeval city given over to an angry feud between armed partisans. Everybody was worked up to a high pitch of excitement and resentment. Blows were exchanged in the hotels and on the streets. There were threats of assassination. Timid men feared to go out after dark. Certain members of the Legislature were supplied with body-guards. Many of them never left their rooms. Detectives and spies, who were trying to track down various stories of bribery and corruption, were scattered everywhere.
Hanna's forces went to great lengths to pick up the votes he needed for his election. According to Croly, they received word that state Representative John Griffith of Union County was under constant guard at the Great Southern Hotel, but was considering switching to Hanna's side. Hanna operatives aided his escape, and he was kept with his wife at Hanna headquarters at the Neil House until the vote. However, Warken related that Griffith "seemed to align himself with the group that talked to him last", repeatedly changing his position and eventually supporting Hanna. Hanna supporters sought to persuade other coalition Republicans to return to the fold—by one account, a Cleveland Republican tearfully refused, stating that if he voted for Hanna, McKisson would cut him off as a supplier of brick pavers to the city. President McKinley did his best to help Hanna, sending a letter to one Republican whose vote was doubtful, delivered by a soldier.
On January 9, newspapers printed allegations that Hanna had arranged to bribe John Otis, one of the Silver Republicans from Cincinnati. Otis alleged that he was offered \$10,000 and was actually paid \$1,750. The individual said to have offered the money, a New Yorker named Henry H. Boyce, had met with Hanna adviser Estes Rathbone at least twice. Boyce denied trying to bribe Otis, though he did admit to giving a retainer payment to Otis's lawyer, and fled the state when the matter became public. Hanna denied any involvement. His opponents hoped that the incident would preface his defeat, while his supporters feared the story would prompt a public outcry. Croly and Horner agree that the allegations had little impact on public opinion.
The legislative leaders had not settled on a candidate to stand against Hanna, and discussions continued until January 10, a day before the houses would vote. Democrats had tentatively agreed to vote for a Republican for senator, but were unwilling to consider a supporter of the gold standard. They considered giving a "complimentary" vote (that is, to honor the recipient) to Cincinnati publisher John R. McLean, a Democrat, before switching to a Republican. There being no requirement that the same person be elected for both the short and long Senate terms, Democrats also tried to negotiate for one of their party to be elected at least for the short term expiring in 1899. Under the latter scenario, Governor Bushnell was proposed in the long term election, but Bushnell was unwilling to support silver. At last, McKisson was decided on by the insurgents for both the short and long terms. The plan was announced on January 10, together with a statement from McKisson, which he soon disavowed: that though he would if elected remain in name a Republican, he would support the 1896 pro-silver "Chicago Platform" of Bryan and his Democrats.
Ultimately, the contest came down to the votes of two Cincinnati Silver Republicans. The Hanna campaign at last secured the votes of both men; Croly related that one of them, Charles F. Droste, had initially sought to advance the candidacy of a free silver Republican, Col. Jeptha Garrard of Cincinnati, and when it was clear that no one else supported Garrard, agreed to give Hanna his vote. Warken deemed the combine's failure to support Garrard "the greatest blunder of the anti-Hanna coalition. If they had pushed the Colonel's candidacy they might have secured the support of the free silver men among the Cincinnati fusionists". After the vote, McKisson rejected such criticisms: the combine would never have held together to vote for a silver-supporting candidate. A contemporary account calls the men's decision to support Hanna "unexplained", and that "each of these Cincinnati members had been offered the Senatorship if he would withdraw from Mr. Hanna. Whether this offer could have been made good or not is doubtful".
The balloting in the separate chambers of the legislature took place on January 11, 1898. In the Ohio House, Hanna received 56 votes to 49 for McKisson, with Columbus Congressman John J. Lentz, state Representative Aquila Wiley and former congressman Adoniram J. Warner receiving one each. The vote was the same for the short and the long term. Hanna's 56 votes were all from Republicans; McKisson received the ballots of 43 Democrats and six Republicans. The other three votes were cast by Democrats unwilling to support a Republican. One Democratic representative was absent due to illness on both days of the voting. In the Senate, there were identical votes for short and long term. McKisson received the votes of 18 Democrats and one Republican, while Hanna won the vote of 16 Republicans and the one Independent Republican. The split between the two houses meant that there would be a roll-call vote of the two houses in joint convention the following day. Nevertheless, if Hanna held all 73 votes cast for him, he would be elected.
According to Alfred Henry Lewis of Hearst's Journal, writing on January 12, "The opposition to Hanna was utterly disorganized by the history of yesterday, and practically speaking, went into joint session today somewhat like a routed army might take up some battle it could not avoid." The 73 men pledged to Hanna went to the State House together under the protection of Hanna adherents. Croly related: "Armed guards were stationed at every important point. The State House was filled with desperate and determined men." In the joint convention, held in the House Chamber, the journals of the two houses were read, detailing the tallies from the previous day. The clerks of the two houses then called the rolls. The only votes to change were those which had gone to Warner and Wiley; both were switched to McKisson. Representative Aquila Wiley was the last person to vote; with Hanna having already received the 73 ballots he needed for election, Wiley maintained his vote for Lentz. The final tally, both for the short and long term was Hanna 73, McKisson 70, and Lentz 1. Before the joint convention adjourned, Hanna appeared before it, thanking the legislators for his election. He stated, "I doubly thank you because under the circumstances it comes to me as an assurance of your confidence".
## Aftermath
Newspaper reaction to the result was generally along partisan lines. The Cincinnati Commercial Tribune, a Republican paper, stated of Hanna, "And this is the man against whom has been waged a war than which political history furnishes none more venomous, vicious, and relentlessly vituperative. It is a disgraceful story, known of all men." The Blade, another Republican paper, agreed, writing, "The fight against Mr. Hanna was the most malignantly traitorous contest ever waged in the political annals of Ohio." The Cincinnati Enquirer, a Silver Democratic paper, argued, "The Republican contingent which stuck to the last against Hanna has made a record which the victorious faction might well envy ... Their fight was ... against the chairman of the national committee and all its forces and resources; against the president of the United States, with his tremendous party influence and more influential patronage. Against all this they have cut down the man who a year ago was, next to the president, the leading Republican of the United States, to a pitiful majority of one in his ambition to be elected to the Senate, and that obtained under circumstances not creditable to him. They chased him so hard that he dare not stop to have the gravest charges investigated." Hearst's New York Journal noted, "And so it is to be 'Senator Hanna' for seven years. Well, the senatorship can add nothing to its holder's power for evil. As long as Hanna has his money he can control senatorships, whether he occupies them or not. Perhaps it is best to have him in the open."
McKisson "had recognized that to lose the fight meant political death". In June 1898, McKisson and his Cuyahoga County delegation were excluded from the Republican state convention in favor of a Hanna-backed delegation. Hanna forces had lost at the county level, but, alleging irregularities, had met and sent a rival delegation. McKisson ran for a third term as mayor in 1899. He survived a bitter battle in the Republican primary, but was defeated in the general election, leading to a decade of dominance by the Democrats in Cleveland. McKisson returned to his career as an attorney, continuing to practice law in Cleveland until his death in 1915 at age 52.
Both houses of the legislature voted to form committees to investigate alleged bribery in the result, though most Republicans abstained from voting on the resolutions. The House committee investigation ended inconclusively. The Ohio Senate committee declined to allow Hanna's attorney to participate in the proceedings. Relying on legal advice, Hanna refused to testify and asked supporters not to cooperate. The state Senate committee reported that an attempt to bribe Otis had been made by an unknown agent of Hanna; three Hanna aides, including Charles Dick, were implicated. The report was sent to the US Senate in May 1898, which referred it to the Committee on Privileges and Elections. The Republican majority of the committee reported in February 1899 that while it accepted that an attempt had been made to bribe Otis, the matter had been known before the vote, Otis had voted for McKisson anyway, and that there was no evidence linking Hanna to the attempt. The report did mildly admonish Hanna and his associates for not cooperating with the Ohio Senate committee. Democrats on the Privileges and Elections Committee urged further investigation, but the US Senate ordered the committee's report to be printed, and took no further action. Hanna remained a power in the Senate until his death in 1904.
The extent to which money or patronage affected the outcome of the election is unclear. Congressman Burton stated, "I never saw any evidence of the use of money in Columbus and don't believe that any money was used corruptly." In an interview after Hanna's death, James Rudolph Garfield, son of the late president and floor leader of the Hanna forces in the Ohio Senate, recalled that the senator "had been asked to shut his eyes to some things. But he declined to do it." However, Garfield also noted, "I have never been sure as to what some of the men who called themselves Senator Hanna's friends really did do." Croly believed that Hanna did not personally authorize bribes of legislators, but concedes that Hanna's supporters "may have been willing to spend money in Mr. Hanna's interest and without his knowledge." The biographer suggested, "If Mr. Hanna had himself planned to purchase the vote of John C. Otis, it is reasonable to believe that the business would have been better managed." Horner believes it impossible to ascertain if corruption took place, but if Hanna bribed legislators, it was because it was a common practice on both sides. He notes of Hanna, "his career as a senator continued, but accusations of wrongdoing remain a part of his legacy well over a century later." Public dismay at what was seen as a corrupt means of choosing federal lawmakers was a major factor in the ratification of the Seventeenth Amendment to the United States Constitution in 1913, which took the privilege of electing senators out of state legislators' hands and gave it to the people.
## See also
- United States Senate elections, 1898 and 1899 |
49,339,199 | HMS Pearl (1762) | 1,168,424,351 | Royal Navy frigate, in service 1762–1832 | [
"1762 ships",
"Fifth-rate frigates of the Royal Navy",
"Frigates of the Royal Navy",
"Ships built in Kent"
]
| HMS Pearl was a fifth-rate, 32-gun British Royal Navy frigate of the Niger-class. Launched at Chatham Dockyard in 1762, she served in British North America until January 1773, when she sailed to England for repairs. Returning to North America in March 1776, to fight in the American Revolutionary War, Pearl escorted the transports which landed troops in Kip's Bay that September. Much of the following year was spent on the Delaware River where she took part in the Battle of Red Bank in October. Towards the end of 1777, Pearl joined Vice-Admiral Richard Howe's fleet in Narragansett Bay and was still there when the French fleet arrived and began an attack on British positions. Both fleets were forced to retire due to bad weather and the action was inconclusive. Pearl was then despatched to keep an eye on the French fleet, which had been driven into Boston.
Pearl was part of the British fleet that captured the island of St Lucia from the French in December 1778, and was chosen to carry news of the victory to England, capturing the 28-gun Spanish frigate Santa Monica off the Azores on her return journey. She joined Vice-Admiral Marriot Arbuthnot's squadron in July 1780, capturing the 28-gun French frigate Esperance while stationed off Bermuda in September; the following March she took part in the First Battle of Virginia Capes, where she had responsibility for relaying signals. Pearl returned to England in 1783, where she underwent extensive repairs and did not serve again until 1786, when she was recommissioned for the Mediterranean.
Taken out of service in 1792, she was recalled in February 1793, when hostilities resumed between Britain and France. On her return to the American continent, she narrowly escaped capture by a French squadron anchored between the Îles de Los and was forced to put into Sierra Leone for repairs following the engagement. In 1799, Pearl joined Vice-Admiral George Elphinstone's fleet in the Mediterranean where she took part in the Battle of Alexandria in 1801. In 1802, she sailed to Portsmouth where she served as a storeship for sailors' clothes and then a receiving ship. She was renamed Protheé in March 1825 and eventually sold in 1832.
## Construction and armament
Pearl was a British fifth-rate, 32-gun, Niger-class frigate designed for the Royal Navy by naval architect, Thomas Slade. Eleven were eventually built, all requested during the Seven Years' War, and Pearl was the seventh ship in her class to be finished. She was ordered, with HMS Emerald, on 24 March 1761, and her keel was laid down at Chatham Dockyard on 6 May. When launched on 27 March 1762, Pearl was 125 feet 0+1⁄2 inch (38.1 m) along the gun deck, 103 ft 4+3⁄8 in (31.5 m) at the keel, had a beam of 35 ft 3 in (10.7 m) and a depth in the hold of 12 ft (3.7 m). She was 683 16⁄94 tons burthen and by the time she had been completed, on 14 May 1762, she had cost the Admiralty £16,573.5.4d. Niger-class frigates, were full-rigged ships, carrying 32 guns: a main battery of twenty-six 12-pounder (5.4 kg) guns on the upper deck, four 6-pounder (2.7 kg) guns on the quarterdeck and two on the forecastle. When fully manned, they carried a complement of 220.
## Service
Pearl was first commissioned in April 1762, under Captain Joseph Deane, who took her to the Downs, to be fitted-out. In March 1763 she was recommissioned under Captain Charles Saxton and on 22 May 1764, she left for Newfoundland in British America. Pearl served there under captains Patrick Drummond and, subsequently, John Elphinston, until she was paid off in December 1768. She was recommissioned the following month under John Leveson-Gower, who was succeeded by Sir Basil Keith in November.
From April 1770, Pearl spent time on and off the Newfoundland station, under first John Ruthven and then James Bremer. Towards the end of 1772, she sailed for Portsmouth where she underwent repairs and a refit, at a total cost of £9,008.15.11d. The combined works took until February 1776. John O'Hara, who had been in command since November 1775, was replaced by Thomas Wilkinson in March 1776, shortly after completion.
### American Revolutionary War
Wilkinson returned Pearl to North America in April to fight in the American Revolutionary War, bringing a convoy of troopships from Ireland to Quebec, with the sixth-rate frigate HMS Carysfort, before escorting transports along the Hudson River to take part in the landings at Kip's Bay, New York, in September. On the evening of 13 September, the British began moving into position. Six troopships with three fifth-rates, HMS Roebuck, HMS Phoenix and HMS Orpheus, and the smaller Carysfort, moved up the East River and anchored in Bushwick Creek, opposite Kip's Bay. At the same time, Pearl, the fourth-rate, 50-gun HMS Renown and fifth-rate, 32-gun HMS Repulse, were sent up the North River as a diversion. On the day of the landings, 15 September, the small squadron passed the enemy batteries without incident and anchored at Bloomingdale, 6 miles (9.7 km) upstream of New York. The following night the Americans sent fireships but these caused no damage other than the inconvenience to the British of having to move their ships.
Towards the end of the year, Pearl joined a small squadron under Captain Andrew Snape Hamond on a cruise along the coast to South Carolina and, on 20 December, captured the USS Lexington, a 16-gun sloop of war of the Continental Navy. A strong gale prevented the removal of prisoners and the allocation of an adequate prize crew, and with only eight British sailors on board, she was retaken that night. Sometime later, Pearl detained a French vessel, carrying arms and ammunition. Wilkinson saw this as proof that the French were aiding the Americans but as there had been no formal declaration of war at that point, he was obliged to let her go.
From South Carolina Pearl sailed to Antigua where she arrived on 27 January 1777 to await careening and refitting. While this was being carried out, on 13 February, Wilkinson died from disease and was replaced by George Elphinstone. Work was completed in mid-March, after long delays caused by a shortage of skilled labour, and she returned to the American coast, leaving English Harbour on 18 March, in the company of Roebuck and the two 20-gun post ships HMS Perseus and HMS Camilla.
Despite the time spent in port, Pearl managed more than a dozen captures between January and May 1777, including Batchelor on 21 March (suspected of piracy because of its armament) and a whaleboat from Lewes, Delaware, on 29 May that was thought to be spying. Another change in command occurred in 1777 when John Linzee was appointed as captain and on 6 July, boats from Pearl and Camilla captured and burnt the schooner, USS Mosquito in a cutting out expedition. The American vessel of six cannon and four swivel guns was moored in a tributary of the Delaware River when, at 03:00, the British sailors boarded without opposition. The only two people guarding her, the master and the gunner, were taken off and she was set alight.
Pearl was anchored off Bombay Hook, Delaware, on 21 July. At 15:00, a fleet of twelve Continental Navy vessels, under the command of Charles Alexander in the frigate USS Delaware, came in sight. A signal gun was fired to warn her tender, which was ashore collecting supplies, then the ship weighed anchor and sailed off but ran aground on Cross Ledge. The tender was captured along with a fortnight's worth of provisions but Pearl managed to get free and escape downriver. At 11:00 the following morning she spotted Camilla some 6 nautical miles (11 km; 6.9 mi) away. Pearl requested she join her and the two ships anchored to await the enemy fleet. On the morning of 23 July, an American vessel came under a flag of truce but by this time the sixth-rate, HMS Liverpool, had sailed into view. At 06:00 the next day, the American fleet arrived and made a second attempt to discuss terms but were dismissed. The three British frigates cleared for action, the Americans scattered and were pursued up the river but not caught; the British losing sight of their quarry and giving up the chase the next day.
#### Assault on Philadelphia
When American land forces were defeated at the Battle of Brandywine near Chadds Ford, Pennsylvania, and retreated to Philadelphia that September, Pearl was part of a squadron tasked with opening up the Delaware River, which had been heavily protected with redoubts and sunken obstructions to prevent its navigation. Led by Vice-Admiral Richard Howe in Roebuck, the small force worked its way upstream to Billingsport, New Jersey, where a large earthworks and gun battery protected a channel, blocked with a submerged cheval de frise – large wooden frames, filled with stones and fronting iron-tipped spears. Stationed along the river were floating batteries and gunboats, and 3 miles (4.8 km) further upstream, another set of obstacles had been sunk between Fort Mifflin and Fort Mercer. On 22 September, Pearl, Roebuck, Liverpool and the third-rate, 64-gun HMS Augusta, forced a passage in order to support an attack on Red Bank by British troops. Joined later by the fourth-rate, 50-gun HMS Isis and the 16-gun sloop HMS Merlin, the British vessels were subjected to heavy fire when they engaged the American flotilla and batteries. Augusta ran aground and caught fire, and Merlin blew up; Pearl and the remaining force broke off the attack and returned to Billingsport.
British troops entered Philadelphia on 26 September but a supply route was needed and control of the river was therefore crucial. In November, Province Island was captured and Howe began erecting batteries. A hulk was converted to a floating gun platform and with the assistance of Pearl, Roebuck and Liverpool, a six-day bombardment of Fort Mifflin forced the Americans out. Two days later Fort Mercer fell and the British vessels pushed upriver in pursuit of the American fleet which was later scuttled at Gloucester, Massachusetts.
At the end of the year, Howe's fleet removed to Narragansett Bay where Pearl and her compatriots patrolled the coast and preyed on enemy shipping. At dawn on 25 July 1778, a large vessel was seen off Sandy Hook in Lower New York Bay and Pearl, anchored nearby, was sent in pursuit. The stranger turned out to be the Industry, an American frigate of 26 guns operating under a letter of marque. Pearl came up with her at 09:00 and the privateer fought for an hour and a half before striking her colours.
Pearl was present when the French fleet from Toulon arrived at the end of July, and was at the ensuing engagement in August. The French force, under Comte d'Estaing, entered the bay on 29 July and attacked British positions on Conanicut and Goat Island the following day. On 8 August, 4,000 French soldiers and sailors were landed to reinforce the 10,000 American troops who had just crossed from the mainland to lay siege to the British garrison on Rhode Island.
Howe positioned his fleet off Point Judith on 9 August. D'Estaing had superior numbers and guns, so sailed out the next morning, fearing that the British might soon be reinforced. A violent gale scattered the fleets and ended several days of manoeuvring, during which both commanders sought the weather gage. When the British were eventually reunited, it was evident that repairs were required and they sailed for New York City on 15 August. D'Estaing's ships had fared even worse and were forced to retire to Boston. Howe left for England in September 1778, and Pearl joined a squadron under Rear-Admiral John Byron, watching the French fleet in Boston harbour.
#### Operations in the West Indies
D'Estaing's fleet of 15 ships-of-the-line left Boston on 3 November 1778, two days after Byron's squadron had been blown off station and driven into Newport, Rhode Island by more bad weather. Pearl was despatched to carry news of the escape to the Commander-in-Chief of the Leeward Islands Station, Rear-Admiral Samuel Barrington; Byron was to follow two to three days later if he was unable to locate the French. Not knowing Barrington's precise whereabouts, Pearl at first sailed to Antigua, arriving on 4 December, before immediately heading for Barbados. En route, she stopped a Dutch vessel which had encountered a French warship out of Boston on the previous night. From the information received, Linzee deduced that d'Estaing's fleet was somewhere near Barbados and arrived there himself on 13 December.
With the arrival of winter and the associated impracticalities of keeping a fleet at sea during bad weather, the British switched their attention to the Leeward Islands, where the French had already been active; capturing the Island of Dominica in September. On 10 December, Commodore William Hotham with a convoy of 5,000 troops and a small escort, arrived at Barbados, giving the British numerical superiority in the area. Joining with Barrington's ships, the escort squadron comprised two 64-gun and three 50-gun ships-of-the-line, a bomb vessel, and two frigates, Pearl and the 36-gun HMS Venus. On 13 December, the convoy landed troops on the French colony of St Lucia. The troops quickly captured the batteries on the west side of the island, and with the support of these batteries, Barrington's much smaller fleet was twice able to repulse d'Estaing's when it arrived the following day. Although the French were able to land 7,000 troops of their own, British command of the high ground meant they were beaten off. The French troops were re-embarked, and when d'Estaing's fleet left on 29 December, the island surrendered.
News of the capture of St Lucia was carried back to England in Pearl. Captain Alexander Graeme took command of the ship on 9 January 1779 and she left Antigua on 16 February in the company of the 74-gun third-rate, HMS Sultan with despatches from both Byron and Barrington, and arrived at Spithead on 22 March. She was then paid off, sheathed in copper, and refitted at Plymouth. Graeme left Pearl on 13 April. She served for a short while in the Channel before returning to the North American Station under Captain George Montagu.
On her return to the American continent in September, Pearl spent two days resupplying at Fayal in the Azores, leaving on 13 September. At 06:00 the following morning, a Spanish frigate was spotted to the north-west and was brought to action after a three-and-half-hour chase. The 28-gun Santa Monica surrendered after a two-hour engagement, having 38 men killed and 45 wounded. Pearl had 12 killed and 19 wounded. The Santa Monica was the larger vessel at 956 tons burthen, but not as well armed; she was re-rated as a 36-gun when taken into British service.
On 8 January 1780, Pearl took part in an attack on a Spanish convoy from Caracas comprising 22 ships, including seven men of war; the entire convoy was taken. A portion of the captured ships were carrying naval supplies and these were despatched to England with Pearl and 64-gun third-rate, HMS America as escorts, while the remaining prizes were sent to Gibraltar. The ship later returned to North America, spending some time at Halifax, Nova Scotia before leaving, with the 74-gun third-rate, HMS Robust, to join Vice-Admiral Marriot Arbuthnot's squadron off Sandy Hook on 3 July 1780, where preparations were being made to repel an expected attack by the French fleet.
Arbuthnot set sail on 13 July, after being reinforced with six ships-of-the-line under Rear-Admiral Thomas Graves. Hearing that the French fleet had put into Narragansett Bay on 17 July, Arbuthnot's squadron arrived on 22 July to find the French encamped on Rose Island and their ships strung out between there and Conanicut Island. Arbuthnot sent orders for transports from New York, in case the British Army thought an attack on the island necessary, then anchored his squadron off Block Island. After re-provisioning on 6 August, the British squadron stationed itself off Newport, then retired to Gardiner's Island on 9 August, leaving on 17 August for an eight-day cruise between the Nantucket Shoals and the east end of Long Island, returning to lie off Martha's Vineyard.
Pearl fell in with the 28-gun French frigate, Esperance off Bermuda on 30 September 1780. After a two-hour fight, Esperance broke off but was pursued and the two ships engaged in a running battle for a further two and a half hours, after which the French ship was forced to capitulate. She had 20 men killed and 24 wounded; Pearl had 6 men killed and 10 wounded.
#### Battle of Virginia Capes
In January 1781, Arbuthnot had a French squadron blockaded in Newport. On 23 January, his ships were caught in a squall off the east end of Long Island which resulted in the loss of one 74-gun third-rate ship, HMS Culloden, and the dismasting of another, HMS Bedford. America was blown out to sea but turned up two weeks later undamaged. Pearl escaped relatively unharmed. The French, however, now had a numerical advantage; they broke out on 8 February and captured the British fifth-rate, HMS Romulus. The British brought Bedford back into service by salvaging the masts from the wreck of the Culloden and set sail to look for the French on 9 March. The two forces discovered each other at 06:00 on 16 March in a thick fog some 40 nautical miles (74 km; 46 mi) off Cape Henry. The British caught up by 13:00 and found themselves to windward of the French after some manoeuvring, where the increasingly strong winds and high seas prevented them from opening their lower gunports. The French, downwind, leaned away from their opponents; they were not so disadvantaged and could bring more and larger guns to bear. The fleets engaged by 14:30 with the heaviest action upon the leading three ships of the British vanguard. The three ships were so badly damaged that the British were unable to pursue when the French broke off and turned towards Newport, so they put into Chesapeake Bay. The British casualties were 30 killed, 73 wounded, while the French had 72 killed and 112 wounded. Pearl was too small to be in the line of battle and had stood off with the other frigates, incurring no loss or damage. She had responsibility for relaying signals during the battle.
Arbuthnot's ships were seaworthy by 24 March and he set sail for Delaware, where he assumed that the French fleet had gone, but contrary winds forced him to return. Two days later, Pearl was sent out with the 28-gun sixth-rate, HMS Iris to search for the French but again was unable to locate them.
Pearl remained in American waters until July 1782. She continued to harass enemy shipping, taking the French privateer Singe, a large polacca, on 10 July 1781 and the 8-gun American Senegal of 50 tons burthen, on 19 August, plus three merchant vessels before the year was out. Two schooners and three brigs were captured in 1782, before Pearl paid off and returned to England for substantial repairs. The cost of repairs amounted to £19,267.13.8d and took until June 1784, after which she was laid up at Deptford.
#### Prizes taken during the American Revolutionary War
### Mediterranean service and the outbreak of war
Between July and December 1786, Pearl underwent a refit. She sailed to the Mediterranean on 22 March 1787, returning home in 1789 to be recommissioned under Captain George Courtnay. She rejoined the Mediterranean fleet in May 1790. Sometime in 1792, the ship was taken out of service but was recalled the following year when France declared war on Britain once more. She was fitted out at Plymouth between June and August at a cost of £7,615, before sailing to the Irish Station under Captain Michael de Courcy where she served until November 1795. Following a small repair at Plymouth, costing £9,686, Captain Samuel James Ballard took command in February 1796.
Aided by the 36-gun fifth-rate, HMS Flora, Pearl captured the 24-gun privateer, Incroyable, on 14 April 1797. Reputed to be a very fast sailing vessel, Incroyable left her home port of Bordeaux on 2 April. She had yet to take a prize, when, on the morning of 11 April, she was seen and chased by Pearl. The next day, the two ships were some 200 nmi (370 km; 230 mi) off the west coast of Spain, when Flora appeared, forcing Incroyable to haul to windward. On 13 April, Incroyable became becalmed, allowing the British frigates to catch up, which they did at 23:45. After receiving a single broadside, the French privateer surrendered.
In March 1798, Pearl sailed for the Leeward Islands via West Africa, where, on 24 April, she escaped from two French frigates. While passing through the Îles de Los, an archipelago off the coast of Guinea, she discovered an enemy squadron comprising four large ships at anchor and a brig under sail. As she approached, one of the ships hoisted a French flag and opened fire. Forced to run between two frigates, Pearl engaged both as she passed then hove to, continuing to fire for a further hour before making off with one, or possibly both frigates in pursuit. The chase continued through the night and all through the following day before Pearl managed to escape, arriving at Sierra Leone on 27 April, where she was inspected for damage. She had been holed in several places, although all were above the waterline; her fore-topgallant yard and foreyard had been shot away and a number of lower shrouds and other rigging had been cut through. In addition, two of her carronades had been dismounted, causing the death of one man. Pearl eventually arrived in the West Indies, capturing the 10-gun privateer, Scocvola, in October and the 12-gun privateer, Independence, in December, both off the coast of Antigua.
On 22 October 1799, Pearl was sent to the Mediterranean where she spent much of the following 12 months attempting to disrupt enemy trade by attacking the numerous merchant vessels along the European coast. Spain had re-entered the war as an ally of France in 1796 and in January 1800, the British frigate took both a Spanish brig, and a French brig with accompanying settee. Then on 9 February, near Narbonne, she drove ashore and destroyed a large Genoese polacca of 14 guns. The crew escaped as did the small convoy of settees that were being escorted. While off Marseilles, Pearl captured a Genoese brig and settee on 28 April, two more Genoese settees on 2 and 3 May and, with the fourth-rate HMS Hindostan, a Ragusan brig on 20 May.
Cruising off Alicante in June and July, Pearl captured three more Ragusan ships, a French settee, two Spanish settees and a xebec. Then, on 20 July, the crew of Pearl took part in a cutting out expedition which resulted in the capture of two xebecs and six settees. Shortly after the action a storm blew up and three of the prizes had to be scuttled though their cargo was removed first. She captured four more settees on 31 August, destroyed a further two on 11 October and on the same day, she took a French ketch on its way to Nice. Two Genoese ships were taken on 14 October and three French settees the following day while a fourth was burnt.
Pearl received a share of the prize money for a transport, wrecked off Minorca and salvaged on 20 October with the aid of the 18-gun sloop HMS Lutine, the 8-gun bomb vessel HMS Strombolo, and the 6-gun tender HMS Alexander. On 31 October, with Lutine, Strombolo, the 20-gun corvette HMS Bonne Citoyenne and the 12-gun polacca, Transfer, she took another transport from Port Mahon.
#### Alexandria
In January 1801, a large force of 16,000 troops and more than 100 vessels was assembled in Malta in preparation for an invasion of French-occupied Ottoman Egypt. The escorting fleet, to which Pearl was attached, was commanded by her former captain, Elphinstone, by this time a vice-admiral. The expedition arrived in Aboukir Bay on 1 February 1801. The subsequent Battle of Alexandria was brought to a successful conclusion when the French surrendered on 2 September, following a protracted siege. In 1850, a general service medal with the clasp "Egypt" was retrospectively awarded to the surviving members of Pearl's crew, for their part in the campaign.
While cruising with the 32-gun fifth-rate HMS Santa Teresa on 28 February, Pearl took a Genoese merchant ship on its way home, laden with goods from Marseilles. The two British frigates later managed to save some cargo from a sinking Genoese tartan and a French tartan that had been scuttled. Both ships were out of Marseilles. On 20 March, a French ship bound for Alexandria was intercepted and captured by Pearl, Santa Teresa and the 40-gun heavy frigate, HMS Minerve. With the 16-gun sloop HMS Peterel and 14-gun brig HMS Victorieuese, Pearl seized a Genoese ship carrying arms to Alexandria on 29 April. The three British ships took a French aviso, also going to Alexandria, on the same day. On 1 July, Pearl took a small privateer.
#### Siege of Porto Ferrajo
Pearl was in Commodore John Borlase Warren's squadron when, on 1 August, it was called to the island of Elba to relieve the British garrison at Porto Ferrajo, which had been under siege since the beginning of May. The arrival of the British ships caused the two French frigates guarding the port to retreat to Leghorn in the Kingdom of Etruria, a French client state. Warren then initiated a blockade of the island. The two escaped frigates were later brought to action on 2 September when the fifth rates, HMS Pomone, HMS Phoenix and Minerve recaptured Succès and destroyed Bravoure after she had run aground.
The next day at 14:30, Phoenix, Pomone and Pearl were cruising off the west side of Elba, when they spotted the 40-gun Carrère, on her passage from Porto-Ercole to Porto-Longone with a convoy of small vessels. Pearl sailed to cut off the frigate's destination but only Pomone got close enough to engage. Carrère surrendered to her after a 10-minute action but the convoy managed to escape.
His majesty's ships Pearl, Pomone, the ships-of-the-line Renown, Gibraltar, Dragon, Alexander, Généreux and Stately, and the brig Vincejo, supplied nearly 700 seamen and marines for an attack on the French batteries investing the town. The action took place on 14 September but was only partially successful, and eight days later the British ships left Elba, though Porto Ferrajo remained in British hands until the end of the war.
#### Prizes taken during the French Revolutionary War
## Fate
After the Treaty of Amiens had brought the French Revolutionary War to an end, Pearl remained in the Mediterranean under Ballard until May 1802. She then returned to England and was laid up in ordinary at Portsmouth. In April 1804, she was fitted out as a slop ship, a vessel for the storage and distribution of sailor's clothing. She was laid up again in 1812, then fitted as a receiving ship in April 1814. In March 1825, Pearl was renamed Protheé and put up for sale on 13 April 1831 but was not purchased. The Admiralty eventually disposed of her on 4 January 1832, when she sold for £1,230.0.00d. |
647,287 | Horseshoe Curve (Pennsylvania) | 1,163,871,275 | Rail curve in Altoona, Pennsylvania | [
"1854 establishments in Pennsylvania",
"Altoona, Pennsylvania",
"Historic Civil Engineering Landmarks",
"Museums in Blair County, Pennsylvania",
"National Historic Landmarks in Pennsylvania",
"National Register of Historic Places in Blair County, Pennsylvania",
"Norfolk Southern Railway",
"Pennsylvania Railroad",
"Rail infrastructure in Pennsylvania",
"Rail infrastructure on the National Register of Historic Places in Pennsylvania",
"Railroad museums in Pennsylvania",
"Railroad-related National Historic Landmarks",
"Railway lines opened in 1854",
"Tourist attractions in Blair County, Pennsylvania",
"Transportation buildings and structures in Blair County, Pennsylvania"
]
| The Horseshoe Curve is a three-track railroad curve on Norfolk Southern Railway's Pittsburgh Line in Blair County, Pennsylvania. The curve is roughly 2,375 feet (700 m) long and 1,300 feet (400 m) in diameter. Completed in 1854 by the Pennsylvania Railroad as a way to reduce the westbound grade to the summit of the Allegheny Mountains, it replaced the time-consuming Allegheny Portage Railroad, which was the only other route across the mountains for large vehicles. The curve was later owned and used by three Pennsylvania Railroad successors: Penn Central, Conrail, and Norfolk Southern.
Horseshoe Curve has long been a tourist attraction. A trackside observation park was completed in 1879. The park was renovated and a visitor center built in the early 1990s. The Railroaders Memorial Museum in Altoona manages the center, which has exhibits pertaining to the curve. The Horseshoe Curve was added to the National Register of Historic Places and designated as a National Historic Landmark in 1966. It became a National Historic Civil Engineering Landmark in 2004.
## Location and design
Horseshoe Curve is 5 miles (8 km) west of Altoona, in Logan Township, Blair County. It sits at railroad milepost 242 on the Pittsburgh Line, which is the Norfolk Southern Railway Pittsburgh Division main line between Pittsburgh and Harrisburg, Pennsylvania. Horseshoe Curve bends around a dam and lake, the highest of three Altoona Water Authority reservoirs that supply water from the valley to the city. It spans two ravines formed by creeks: Kittanning Run, on the north side of the valley, and Glenwhite Run, on the south. The Blair County Veterans Memorial Highway (SR 4008) follows the valley west from Altoona and tunnels under the curve.
Westbound trains climb a maximum grade of 1.85 percent for 12 miles (19 km) from Altoona to Gallitzin. Just west of the Gallitzin Tunnels, trains pass the summit of the Allegheny Mountains, then descend for 25 miles (40 km) to Johnstown on a grade of 1.1 percent or less. The overall grade of the curve was listed by the Pennsylvania Railroad as 1.45 percent; it is listed as 1.34 percent by Norfolk Southern. The curve is 2,375 feet (724 m) long and, at its widest, about 1,300 feet (400 m) across. For every 100 feet (30 m), the tracks at the Horseshoe Curve bend 9 degrees 15 minutes, with the entire curve totaling 220 degrees.
The rise of a westbound train through the curve can be described in several ways. One measurement is from the point where the rails north of the curve start to bow out to a point on the line directly south, across the original Kittanning Reservoir: across this north–south distance of 1,119 feet (340 m), a train rises from 1,601 feet (490 m) above sea level to 1,660 feet (510 m). Another measurement is from the point at which the rails coming west out of Altoona make their first detour north to the curve, to a point across Lake Altoona where the rails are on their one mile straight run south before turning westward to the Gallitzin Tunnels; this measurement encompasses the entire Curve structure, including both reservoirs built in its bounds to protect the curve from flooding: across this north–south distance of 1,006 feet (310 m), a westbound train rises from 1,473 feet (450 m) to 1,706 feet (520 m). This latter rise—133 vertical feet in 1,006 linear feet—is a 13.2% grade, completely unascendable by conventional railroads, which usually stick to grades of 2.2% or less.
Each track consists of 136 pounds per yard (67.5 kg/m), welded rail. Before dieselization and the introduction of dynamic braking and rail oilers, the rails along the curve were transposed—left to right and vice versa—to equalize the wear on each rail from the flanges of passing steam locomotives and rail cars, thereby extending their life.
## History
### Origin
In 1834 the Commonwealth of Pennsylvania built the Allegheny Portage Railroad across the Allegheny Mountains to connect Philadelphia and Pittsburgh, as part of the Main Line of Public Works. The Portage Railroad was a series of canals and inclined planes and remained in use until the mid-19th century. The Pennsylvania Railroad was incorporated in 1847 to build a railroad from Harrisburg to Pittsburgh, replacing the cumbersome Portage Railroad.
Using surveys completed in 1842, the state's engineers recommended an 84-mile (135 km) route west from Lewistown that followed the ridges with a maximum grade of 0.852 percent. But the Chief Engineer for the Pennsylvania Railroad, John Edgar Thomson, chose a route on lower, flatter terrain along the Juniata River and accepted a steeper grade west of Altoona. The valley west of Altoona was split into two ravines by a mountain; surveys had already found a route with an acceptable grade east from Gallitzin to the south side of the valley, and the proposed Horseshoe Curve would allow the same grade to continue to Altoona.
### Construction
Work on Horseshoe Curve began in 1850. It was done without heavy equipment, only men "with picks and shovels, horses and drags". Engineers built an earth fill over the first ravine encountered while ascending, formed by Kittanning Run, cut the point of the mountain between the ravines, and filled in the second ravine, formed by Glenwhite Run. The 31.1-mile (50.1 km) line between Altoona and Johnstown, including Horseshoe Curve, opened on February 15, 1854. The total cost was \$2,495,000 or \$80,225 per mile (\$49,850 /km).
In 1879, the remaining part of the mountain inside the curve was leveled to allow the construction of a park and observation area—the first built for viewing trains. As demand for train travel increased, a third track was added to the curve in 1898 and a fourth was added two years later.
From around the 1860s to just before World War II passengers could ride to the PRR's Kittanning Point station near the curve. Two branch railroads connected to the main line at Horseshoe Curve in the early 20th century; the Kittanning Run Railroad and the railroad owned by the Glen White Coal and Lumber Company followed their respective creeks to nearby coal mines. The Pennsylvania Railroad delivered empty hopper cars to the Kittanning Point station which the two railroads returned loaded with coal. In the early 1900s, locomotives could take on fuel and water at a coal trestle on a spur track across from the station.
A reservoir was built at the apex of the Horseshoe Curve in 1887 for the city of Altoona; a second reservoir, below the first, was finished in 1896. The third reservoir, Lake Altoona, was completed by 1913. A macadam road to the curve was opened in 1932 allowing access for visitors, and a gift shop was built in 1940.
Horseshoe Curve was depicted in brochures, calendars and other promotional material; Pennsylvania Railroad stock certificates were printed with a vignette of it. The Pennsylvania pitted the scenery of Horseshoe Curve against rival New York Central Railroad's "Water Level Route" during the 1890s. A raised-relief, scale model of the curve was included as part of the Pennsylvania Railroad's exhibit at the 1893 World's Columbian Exposition in Chicago. Pennsylvania Railroad conductors were told to announce the Horseshoe Curve to daytime passengers—a tradition that continues aboard Amtrak trains.
### World War II and post-war
During World War II, the PRR carried troops and materiel for the Allied war effort, and the curve was under armed guard. The military intelligence arm of Nazi Germany, the Abwehr, plotted to sabotage important industrial assets in the United States in a project code-named Operation Pastorius. In June 1942, four men were brought by submarine and landed on Long Island, planning to destroy such sites as the curve, Hell Gate Bridge, Alcoa aluminum factories and locks on the Ohio River. The would-be saboteurs were quickly apprehended by the Federal Bureau of Investigation after one, George John Dasch, turned himself in. All but Dasch and one other would-be saboteur were executed as spies and saboteurs.
Train count peaked in the 1940s with over 50 passenger trains per day, along with many freight and military trains. Demand for train travel dropped greatly after World War II, as highway and air travel became popular.
During the 1954 celebration of the centennial of the opening of Horseshoe Curve, a night photo was arranged by Sylvania Electric Products using 6,000 flashbulbs and 31 miles (50 km) of wiring to illuminate the area. The event also commemorated the 75th anniversary of the incandescent light bulb. Pennsylvania steam locomotive 1361 was placed at the park inside the Horseshoe Curve on June 8, 1957. It is one of 425 K4s-class engines: the principal passenger locomotives on the Pennsylvania Railroad that regularly plied the curve. The Horseshoe Curve was listed on the National Register of Historic Places and was designated a National Historic Landmark on November 13, 1966. The operation of the observation park was transferred to the city of Altoona the same year. The Pennsylvania Railroad was combined with the New York Central Railroad in 1968. The merger created Penn Central, which went bankrupt in 1970 and was taken over by the federal government in 1976, as part of the merger that created Conrail. The second track from the inside at the Horseshoe Curve was removed by Conrail in 1981. The K4s 1361 was removed from the curve for a restoration to working order in September 1985 and was replaced with the ex-Conrail EMD GP9 diesel-electric locomotive 7048 that was repainted into a Pennsylvania Railroad scheme.
Starting in June 1990, the park at the Horseshoe Curve underwent a \$5.8 million renovation funded by the Pennsylvania Department of Transportation and by the National Park Service through its "America's Industrial Heritage Project". The renovations were completed in April 1992 with the dedication of a new visitor center. In 1999, Conrail was divided between CSX Transportation and Norfolk Southern, with the Horseshoe Curve being acquired by the latter. The Horseshoe Curve was lit up again with fireworks and rail-borne searchlights during its sesquicentennial in 2004 in homage to the 1954 celebrations. It was designated a National Historic Civil Engineering Landmark by the American Society of Civil Engineers in 2004.
## Current operations
The curve remains busy as part of Norfolk Southern's Pittsburgh Line: as of 2008, it was passed by 51 scheduled freight trains each day, not including locals and helper engines, which can double the number. Coupled to the rear of long trains, helper engines add power going up and help to brake coming down. For some years before 2020, Norfolk Southern used SD40Es as helpers; since then, 4,300-horsepower (3,200 kW) EMD SD70ACU locomotives are used. In 2012, Norfolk Southern said annual traffic passing Horseshoe Curve was 111.8 million short tons (101.4 Mt), including locomotives. Amtrak's Pennsylvanian between Pittsburgh and New York City rounds the curve once each way daily. Maximum speeds for trains at Horseshoe Curve are 30 miles per hour (48 km/h) for freight and about 35 miles per hour (56 km/h) for passenger trains.
## Trackside attractions
The Railroaders Memorial Museum in Altoona manages a visitor center next to the curve. The 6,800-square-foot (632 m<sup>2</sup>) center has historical artifacts and memorabilia relating to the curve and a raised-relief map of the Altoona–Johnstown area. Access to the curve is by a 288-foot (88 m) funicular or a 194-step stairway. The funicular is single-tracked, with the cars passing each other halfway up the slope; the cars are painted to resemble Pennsylvania Railroad passenger cars. A former "watchman's shanty" is in the park. Horseshoe Curve is popular with railfans; watchers can sometimes see three trains passing at once. In August 2012, the former Nickel Plate Road (NKP) steam locomotive No. 765 traversed Horseshoe Curve: the first steam locomotive to do so since 1977, while deadheading to and from Harrisburg as part of Norfolk Southern's 21st Century Steam program. NKP 765 returned to the curve in May 2013 with public excursion trains from Lewistown to Gallitzin.
## See also
- Altoona Curve, a local baseball team named after the railroad curve.
- List of funicular railways
- List of Historic Civil Engineering Landmarks
- List of National Historic Landmarks in Pennsylvania
- National Register of Historic Places listings in Blair County, Pennsylvania
- Raurimu Spiral
- Tehachapi Loop |
1,203,061 | Mercury dime | 1,112,757,719 | 10 cent coin minted in the USA between 1916 and 1945 | [
"1916 establishments in the United States",
"1945 disestablishments in the United States",
"Currencies introduced in 1916",
"Goddess of Liberty on coins",
"Ten-cent coins of the United States",
"Works by Adolph Weinman"
]
| The Mercury dime is a ten-cent coin struck by the United States Mint from late 1916 to 1945. Designed by Adolph Weinman and also referred to as the Winged Liberty Head dime, it gained its common name because the obverse depiction of a young Liberty, identifiable by her winged Phrygian cap, was confused with the Roman god Mercury. Weinman is believed to have used Elsie Stevens, the wife of lawyer and poet Wallace Stevens, as a model. The coin's reverse depicts a fasces, symbolizing unity and strength, and an olive branch, signifying peace.
By 1916, the dime, quarter, and half dollar designed by Mint Chief Engraver Charles E. Barber had been struck for 25 years, and could be replaced by the Treasury, of which the Mint is a part, without Congressional authorization. Mint officials were under the misapprehension that the designs had to be changed, and held a competition among three sculptors, in which Barber, who had been in his position for 36 years, also took part. Weinman's designs for the dime and half dollar were selected.
Although the new coin's design was admired for its beauty, the Mint made modifications to it upon learning that vending machine manufacturers were having difficulties making the new dime work in their devices. The coin continued to be minted until 1945, when the Treasury ordered that a new design, featuring recently deceased president Franklin Roosevelt, take its place. The Mercury dime was minted again but in gold for its centenary in 2016.
## Inception
On September 26, 1890, the United States Congress passed an act providing:
> The Director of the Mint shall have power, with the approval of the Secretary of the Treasury, to cause new designs ... to be prepared and adopted ... But no change in the design or die of any coin shall be made oftener than once in twenty-five years from and including the year of the first adoption of the design ... But the Director of the Mint shall nevertheless have power, with the approval of the Secretary of the Treasury, to engage temporarily the services of one or more artists, distinguished in their respective departments of art, who shall be paid for such service from the contingent appropriation for the mint at Philadelphia.
The Barber coinage had been introduced in 1892; similar dimes, quarter dollars, and half dollars, all designed by Mint Chief Engraver Charles E. Barber. The introduction had followed a design competition to replace the Seated Liberty coinage, which had been struck since the 1830s. The Mint had offered only a small prize to the winner, and all invited artists refused to submit entries. The competition was open to the public, and the judging committee found no entry suitable. Mint Director Edward Leech responded to the failed competition by directing Barber to prepare new designs for the dime, quarter, and half dollar. The Barber coinage, after its release, attracted considerable public dissatisfaction.
Beginning in 1905, successive presidential administrations had attempted to bring modern, beautiful designs to United States coins. Following the redesign of the double eagle, eagle, half eagle and quarter eagle in 1907 and 1908, as well as the penny and nickel redesigns of 1909 and 1913 respectively, advocates of replacing the Barber coins began to push for the change when the coins' minimum term expired in 1916. As early as 1914, Victor David Brenner, designer of the Lincoln cent, submitted unsolicited designs for the silver coins. He was told in response that Secretary of the Treasury William G. McAdoo was completely occupied with other matters.
On January 2, 1915, an interview with Philadelphia Mint Superintendent Adam M. Joyce appeared in the Michigan Manufacturer and Financial Record:
> So far as I know ... there is no thought of issuing new coins of the 50-cent, 25-cent, and 10-cent values. If, however, a change is made we all hope that more serviceable and satisfactory coins are produced than the recent Saint-Gaudens double eagle and eagle and the Pratt half and quarter eagle. The buffalo nickel and the Lincoln penny are also faulty from a practical standpoint. All resulted from the desire by the government to mint coins to the satisfaction of artists and not practical coiners.
In January 1915, Assistant Secretary of the Treasury William P. Malburn sent McAdoo a memorandum about the silver subsidiary coinage, noting that "the present silver half dollar, quarter, and dime were changed in 1892, and a new design may, therefore, be adopted in 1916. This can be done any time in the year." In reply, McAdoo wrote "[l]et the mint submit designs before we try anyone else." on the memorandum.
In April 1915, Robert W. Woolley took office as Mint Director. On April 14, he asked Superintendent Joyce to request Chief Engraver Barber, then in his 36th year in office, to prepare new designs. The same day, Malburn requested the opinion of the Treasury Department's Solicitor concerning the Mint view that it could strike new designs for the three denominations in 1916. On April 17, the Solicitor's Office responded that the Mint could change the designs. At the time, the Mint was intensely busy producing the Panama-Pacific commemorative coin issue, and immediate action was not taken. In October, Barber was summoned to Washington to discuss coin designs with Woolley, though it is uncertain whether or not he had already prepared sketches for the new coinage.
On December 3, Woolley met with the Commission of Fine Arts. Woolley asked the Commission to view sketches produced by the Mint's engraving department. Barber was present to explain the coinage process to the Commission members. Woolley suggested to the members that if they did not like the Mint's work, they should select sculptors to submit designs for the new pieces. It was Woolley's intent to have distinct designs for the dime, quarter and half dollar—previously, the three pieces had been near-identical. The director informed the Commission that as the existing coinage had been in use for 25 years, it would have to be changed—something which numismatic historian David Lange calls a "misinterpretation of the coinage laws".
The Commission disliked the sketches from the Mint (submitted by Barber) and selected sculptors Adolph Weinman, Hermon MacNeil and Albin Polasek to submit proposals for the new coins. The sculptors could submit multiple sketches. Although the Mint could decide to use a design on a denomination not intended by its sculptor, the designs were not fully interchangeable—by statute, an eagle had to appear on the reverse of the quarter and half dollar, but could not appear on the dime. Woolley hoped that each sculptor would be successful with one piece.
The three sculptors submitted design sketches in mid-February, and on February 23 met with Woolley in New York so the artists could make presentations of the work to him and answer his questions. After discussions between Woolley and McAdoo, Weinman was notified on February 28 that five of his sketches had been selected—for the dime and half dollar, and the reverse of the quarter. The same day, Woolley wrote to MacNeil to tell him he would sculpt the quarter's obverse, and to Polasek to inform him of his lack of success. Members of the Commission persuaded Woolley that so much should not be entrusted to a single artist, and MacNeil was allowed to design both sides of the quarter, subject to his making modifications to his submission.
On March 3, the new coins were publicly announced, with the Treasury noting, "[d]esigns of these coins must be changed by law every 25 years and the present 25 year period ends with 1916." The press release indicated that the Treasury hoped production of the new coins would begin in about two months, once the designs were finalized. The same day, Woolley wrote to Mint Engraver Barber, telling him that his sketches were rejected, and that models from Weinman and MacNeil would arrive at the Philadelphia Mint no later than May 1. According to numismatic historian Walter Breen, Barber became "sullen and totally uncooperative". Lange notes that "numerous delays were encountered as the artists fine-tuned their models while simultaneously avoiding obstacles thrown in their path by Barber. While his observations regarding many aspects of practical coinage were quite accurate, they clearly could have been presented in a more constructive manner." In his book on Mercury dimes, Lange notes that Barber, by then aged 75, had been "compelled over the past ten years to participate in the systematic undoing of a lifetime's achievements"; he had to participate in the process which resulted in coins designed by others replacing ones designed by him.
With the new pieces, all American coins would have had a recent change of design (the Morgan dollar was not then being struck). According to a column in The Art World magazine later in 1916,
> Since that day [the 19th century] much artistic progress has taken place in our coinage. Sculptors of reputation have been employed with admirable results ...And now we are to have a new half dollar and a new dime by Weinman and a new quarter by McNeill [sic]. Altogether, in the retrospect, it seems an incredible achievement.
## Design
Weinman never disclosed the name of the model for the obverse, and no person ever claimed to have been her. The winged Liberty is widely believed, however, to have been based on a 1913 bust Weinman sculpted of Elsie Stevens, wife of Wallace Stevens. A lawyer and insurance executive, Wallace Stevens later became famous as a poet; Wallace and Elsie Stevens rented an apartment from Weinman from 1909 to 1916. In a draft of his unpublished autobiography, Woolley wrote that Weinman refused to name the model, but told him it was the wife of a lawyer who lived above his Manhattan apartment (Woolley, in a later version, omitted the location, saying only that Weinman said it was the wife of a lawyer friend). Woolley recorded that he was told that the model wore the top of an old pair of stockings to simulate the cap. In 1966, Holly Stevens, Wallace and Elsie's daughter, noted in her edition of her father's letters that Elsie had been the model for Weinman's dime and half dollar. Liberty's features also bear a resemblance to the face of Victory in Weinman's 1909 statuary group erected in Baltimore, the Union Soldiers and Sailors' Monument.
Weinman's dime depicts Liberty with a wreath of tight curls, and wearing a traditional pileus, or Liberty cap. His depiction of the pileus as a winged cap has provoked comparisons with Roman Republic denarii, which art historian Cornelius Vermeule considered superficial. Weinman wrote that he considered the winged cap to symbolize "liberty of thought". Vermeule suggests that one reason for the use of wings was that Weinman, in common with many in the tradition of Augustus Saint-Gaudens, under whom Weinman had studied, liked the effect of feathers done in relief. The reverse depicts a fasces, the object carried by lictors, who accompanied Roman magistrates; on the coin it represents war and justice. It is contrasted with a large olive branch symbolizing peace. According to Breen, "Weinman's symbolic message in this design ... was clearly an updated 'Don't tread on me'". The fasces is bound both horizontally and diagonally by a leather strap, with the loose ends at the bottom. The lettering is in Roman style, and is made as discreet as possible. Weinman's monogram, AW, appears on the obverse, midway between the date and the letter Y in "LIBERTY". The mintmark is located on the reverse, to the right of the first E in "ONE DIME".
Woolley described the design in his 1916 report to the Secretary of the Treasury:
> The design of the dime, owing to the smallness of the coin, has been held quite simple. The obverse shows a head of Liberty with winged cap. The head is simple and firm in form, the profile forceful. The reverse shows a design of the bundle of rods, with battle-ax, known as "Fasces", and symbolical of unity, wherein lies the nation's strength. Surrounding the fasces is a full-foliaged branch of olive, symbolical of peace.
## Preparation
After Weinman's success in the competition, he visited the Mint to discuss conversion of his models to finished dies. The first time, he found Barber absent, but had a productive talk with long-time Assistant Engraver George T. Morgan. Other visits followed, and on March 29, Woolley wrote to Superintendent Joyce, "confidentially, the sculptors designing the new coins felt that on their last trip Mr. Morgan was much more cordial and cooperative than Mr. Barber was. I realize I am dealing with artistic temperaments at both ends." A severe case of tonsillitis delayed Weinman's work, and caused him to request an extension of the May 1 deadline. On May 29, Woolley wrote Weinman that the designs, both for the dime and half dollar, were accepted by the Mint.
As no Barber pieces of any of the three denominations had been struck in 1916, the pent-up demand was high. On June 24, Woolley wrote to Joyce:
> The dime is all right. Please see that working dies for the three mints are made as rapidly as possible, in order that the coinage of the new dimes may be begun quickly. The demand for these coins is exceedingly great. Everyone to whom the coins have been shown here thinks they are beautiful. I beg to enjoin you not to pay out any of the new dimes until you have received special instructions from this office.
Two days later, work on dies was stopped when it was decided that the lettering was insufficiently distinct. The delay, however, did not prevent the Mint from authorizing payment to Weinman for his designs. On July 15, Woolley resigned as Mint director to work as publicity chairman of the Wilson reelection campaign. As the new director, Friedrich Johannes Hugo von Engelken, did not take office until September 1, 1916, Fred H. Chaffin became acting director. With none of the new designs ready for production, and small change in great demand, the Mint had no alternative other than to strike Barber dimes and quarters by the million.
After the lettering problems were addressed, Acting Director Chaffin halted production of Barber dimes on August 29, and ordered production of the Mercury dime to begin the following day at the Philadelphia Mint. Barber had prepared dies for the Denver and San Francisco mints, but they were still in transit. Small quantities of the new dime had been sent to vending machine and pay phone manufacturers; on September 6, two companies reported problems with the coins. AT&T complained that the new dimes were too thick and would not work in their phones. American Sales Machines (owned by Clarence W. Hobbs, whose complaints had delayed the Buffalo nickel) requested design changes so that its counterfeit detector could work. Von Engelken ordered production of the dimes halted. In reality, the dime was not too thick, but the rim of the coin struck too high, a defect known as a "fin". This had been an ongoing problem as Weinman's design was produced, but was thought to have been corrected. No dimes had yet been struck at the two western mints. Minting of Barber dimes resumed. After an article quoting Joyce appeared in the press, Von Engelken instructed his staff not to speak to reporters.
The problems with the dime were a potential embarrassment with a presidential campaign underway. McAdoo enquired how much time would be required for another design to be struck; he was informed it would take months. Instead, Weinman prepared modified designs, separating the letters of "LIBERTY" slightly from the rim, and lowering the relief. McAdoo approved the revised design on September 28. These changes assuaged the concerns of both firms. Von Engelken authorized Joyce to produce coinage dies on October 6, and the new coins were put into production. The earlier strikes, including those reclaimed from the testing companies, were melted, though one specimen is currently known to exist.
## Release and production; name controversy
The Mercury dime was released into circulation on October 30, 1916, the same day that production of the Barber dime ceased. Several newspapers complained that Weinman's monogram was too prominent on the obverse; according to The New York Times, the Treasury was considering removal. On November 4, Weinman enquired of Joyce whether any removal was contemplated; he received in reply compliments on his design and Joyce's statement that the Mint was not responsible for what appeared in print. Weinman wrote again, hoping to make changes to the dime, but was told that only an act of Congress could change the design.
Of the three circulating coins first struck in 1916, the Mercury dime was particularly praised. On the first day of circulation, quantities sold were limited at banks. One Minneapolis newspaper dubbed it the "battle ax" or "golf" dime, reflecting a lack of knowledge concerning the fasces. A letter to the editor in the January 1917 The Numismatist appears to be the first numismatic reference to the coin by the nickname "Mercury". Lange traced the history of this misnomer,
> This misattribution appeared almost immediately in the popular press, as writers imagined that the obviously female Liberty was actually a representation of Mercury, messenger to the Roman gods of mythology and quite certainly a male. It is popularly known as the Mercury Dime even today, despite noble but ill-fated attempts by some publications to reverse this error.
Chief Engraver Barber died on February 18, 1917, having served 37 years in office. His successor was the 72-year-old Morgan, who had served under Barber for his entire tenure.
The dime was struck in substantial numbers until 1930, with the notable exception of the 1916-D issue and from 1921 to 1923, when an economic downturn caused the need for coins to diminish. No dimes were struck for 1922, the first time since 1826 that this had occurred. With the onset of the Great Depression, mintages dropped again in 1930 and 1931; coinage of dimes was suspended entirely in 1932 and 1933. The low-mintage dates are not rare today as many were hoarded, and 1930- and 1931-dated dimes proved readily available from the banks once the economy improved. With the economy beginning to pick up again, coinage resumed in 1934, and the dime was struck in large numbers each year through the end of the series.
The death of President Franklin Roosevelt in April 1945 brought immediate calls for a coin to be issued with his image. As Roosevelt had been closely associated with the March of Dimes, and as the dime's design could be replaced without the need for congressional action as it had been struck for more than 25 years, the Treasury chose that denomination to honor Roosevelt. Mint Chief Engraver John R. Sinnock, Morgan's successor, executed the design featuring Roosevelt, which replaced the Mercury dime in 1946, making 1945 the last year in which it was produced. According to Mint Director Nellie Tayloe Ross, a total of 2,677,232,488 Mercury dimes were struck.
## Collecting
The 1916-D Mercury dime, struck at the Denver Mint, is the key date of the series, with a mintage of 264,000 pieces. The low mintage is because in November 1916, von Engelken informed the three mint superintendents of a large order for quarters, and instructed that Denver strike only quarters until it was filled. Striking of dimes at Denver did not resume until well into 1917, making the 1917-D relatively rare as well.
Few varieties are known in the Mercury dime series. The 1942/41 is generally termed an overdate; it is actually a doubled die error—the obverse die from which the coins were struck took one impression from a 1942-dated hub and one from a 1941-dated hub (until the 1990s, dies required two strikes from a hub for the design to be fully impressed). Sinnock stated that the pieces were most likely struck in late 1941, when preparation of the 1942 dies was under way. Also produced at that time, though less apparent to the naked eye, was the 1942/1-D. Another popular variety is the 1945-S "Micro S", with a smaller-than-normal mintmark. This variety was caused by the Mint's wartime use of a puncheon (used to impress mintmarks on dies and hubs) which had been made for use with early 20th century Philippine coinage struck at San Francisco, which had only a small space for the mintmark. Beginning in 1928, coin albums were issued by private publishers, mostly in folder form, which were widely used to collect the pieces. This led to a great increase in interest in collecting current coinage by date and mintmark.
Many Mercury dimes were not fully struck, meaning that design detail was lost even before the coins entered circulation. Exceptionally well-struck dimes display "full bands", that is, the horizontal bands on the fasces show full detail. In circulation, the reverse tended to more readily display wear due to a lower rim in relation to the relief of the design. Most well-circulated dimes show more wear to the reverse.
Although no 1923 or 1930 dimes were struck at Denver, specimens appearing to be 1923-D or 1930-D dimes may be encountered. These counterfeits are struck in good silver, allowing the coiner to profit on the difference between the cost of production and the face value. They did not appear until after World War II, are invariably found in worn condition, and are believed to have been struck in the Soviet Union, a country known to have counterfeited US coins during World War II.
### Project Mercury
Several Mercury dimes were flown into space on July 21, 1961, on the Mercury-Redstone 4 sub-orbital mission, the second manned flight of Project Mercury and the second human space flight by the United States. The coins sank with the capsule in the Atlantic Ocean, but were later recovered with the capsule from a depth of nearly 16,000 ft (4,900 m) in 1999.
## 2016 centennial gold version
The Mint released a centennial version, in gold, of the Mercury dime on April 21, 2016, sold through the Mint's official website. Demand was so high that orders were no longer able to be placed within 45 minutes of the coin becoming available. On April 26, the Mint reported that it had sold 122,510 units, just 2,490 pieces away from the item's maximum allowable mintage. The remainder, which included about as many as 8,000 to 9,000 coins that were unsold or returned to the mint from prior sales, were offered for sale on December 15, 2016, with a limit of one per customer, and sold out within 90 minutes. |
5,693,206 | Russian battleship Peresvet | 1,136,854,945 | Russian late 19th century pre-dreadnought battleship | [
"1898 ships",
"Battleships of Russia",
"Battleships of the Imperial Japanese Navy",
"Captured ships",
"Maritime incidents in 1904",
"Maritime incidents in 1916",
"Maritime incidents in 1917",
"Naval ships captured by Japan during the Russo-Japanese War",
"Peresvet-class battleships",
"Russo-Japanese War battleships of Russia",
"Scuttled vessels",
"Ships built at the Baltic Shipyard",
"Ships sunk by mines",
"Shipwrecks of China",
"Shipwrecks of the Russo-Japanese War",
"World War I battleships of Russia",
"World War I shipwrecks in the Mediterranean Sea"
]
| Peresvet (Russian: Пересвет) was the lead ship of the three Peresvet-class pre-dreadnought battleships built for the Imperial Russian Navy at the end of the nineteenth century. The ship was transferred to the Pacific Squadron upon completion and based at Port Arthur from 1903. During the Russo-Japanese War of 1904–1905, she participated in the Battle of Port Arthur and was seriously damaged during the Battle of the Yellow Sea and again in the siege of Port Arthur. The ship was scuttled before the Russians surrendered, then salvaged by the Japanese and placed into service with the name Sagami (相模).
Partially rearmed, Sagami was reclassified by the Imperial Japanese Navy (IJN) as a coastal defense ship in 1912. In 1916, the Japanese sold her to the Russians, their allies since the beginning of World War I. En route to the White Sea in early 1917, she sank off Port Said, Egypt, after striking mines laid by a German submarine.
## Design and description
The design of the Peresvet class was inspired by the British second-class battleships of the Centurion class. The British ships were intended to defeat commerce-raiding armored cruisers like the Russian ships Rossia and Rurik, and the Peresvet class was designed to support their armored cruisers. This role placed a premium on high speed and long range at the expense of heavy armament and armor.
Peresvet was 434 feet 5 inches (132.4 m) long overall, and had a beam of 71 feet 6 inches (21.8 m) and a draft of 26 feet 3 inches (8 m). Designed to displace 12,674 long tons (12,877 t), she was almost 1,200 long tons (1,219 t) overweight and displaced 13,810 long tons (14,030 t). Her crew consisted of 27 officers and 744 enlisted men. The ship was powered by three vertical triple-expansion steam engines using steam generated by 30 Belleville boilers. The engines were rated at 14,500 indicated horsepower (10,800 kW) and designed to reach a top speed of 18 knots (33 km/h; 21 mph). Peresvet, however, reached a top speed of 18.44 knots (34.15 km/h; 21.22 mph) from 14,532 indicated horsepower (10,837 kW) during her sea trials in November 1899. She carried a maximum of 2,060 long tons (2,090 t) of coal, which allowed her to steam for 6,200 nautical miles (11,500 km; 7,100 mi) at a speed of 10 knots (19 km/h; 12 mph).
The ship's main battery consisted of four 10-inch (254 mm) guns mounted in two twin-gun turrets, one forward and one aft of the superstructure. The secondary armament consisted of eleven Canet 6-inch (152 mm) quick-firing (QF) guns, mounted in casemates on the sides of the hull and in the bow, underneath the forecastle. Several smaller guns were carried for defense against torpedo boats. These included twenty 75-millimeter (3 in) QF guns, twenty 47-millimeter (1.9 in) Hotchkiss guns and eight 37-millimeter (1.5 in) guns. She was also armed with five 15-inch (381 mm) torpedo tubes, three above water and two submerged. The ship carried 45 mines to be used to protect her anchorage. Peresvet's waterline armor belt consisted of Harvey armor and was 4–9 inches (102–229 mm) thick. The Krupp cemented armor of her gun turrets had a maximum thickness of nine inches and her deck ranged from 2 to 3 inches (51 to 76 mm) in thickness.
## Construction and career
Peresvet was named after Alexander Peresvet, a Russian Orthodox monk who fought and died at the Battle of Kulikovo in 1380, against a Mongolian army. Her keel was laid down on 21 November 1895 by the Baltic Works in Saint Petersburg and she launched on 19 May 1898. She was not completed, however, until July 1901, at the cost of 10,540,000 rubles. Peresvet entered service in August, and was sent to Port Arthur in October 1901. En route, she ran aground on the tip of Langeland Island while passing through the Danish Great Belt on 1 November, but was apparently not seriously damaged. Upon arrival she was assigned to the Pacific Squadron and became the flagship of the squadron's second-in-command, Rear Admiral Prince Pavel Ukhtomsky.
### Battle of Port Arthur
After the Japanese victory in the First Sino-Japanese War of 1894–95, tensions had arisen between Russia and Japan over their ambitions to control both Manchuria and Korea. A further issue was the Russian failure to withdraw its troops from Manchuria in October 1903 as promised. Japan had begun negotiations to ease the situation in 1901, but the Russian government was slow and uncertain in its replies because it had not yet decided exactly how to resolve the problems. Japan interpreted these as deliberate prevarications designed to buy time to complete the Russian armament programs. The final straws were news of Russian timber concessions in northern Korea and the Russian refusal to acknowledge Japanese interests in Manchuria while continuing to place conditions on Japanese activities in Korea. These led the Japanese government to decide in December 1903 that war was now inevitable. The Pacific Squadron began mooring in the outer harbor at night as tensions with Japan increased, in order to react more quickly to any Japanese attempt to land troops in Korea.
On the night of 8/9 February 1904, the IJN launched a surprise attack on the Russian fleet at Port Arthur. Peresvet was not hit by the initial torpedo-boat incursion and sortied the following morning when the Combined Fleet, commanded by Vice Admiral Tōgō Heihachirō, attacked. Tōgō had expected the surprise night attack by his ships to be much more successful than it was, anticipating that the Russians would be badly disorganized and weakened, but they had recovered from their surprise and were ready for his assault. The Japanese vessels had been spotted by the protected cruiser Boyarin, which was patrolling offshore, and alerted the Russian defenses. Tōgō chose to attack the Russian coastal defenses with his main armament and engage the ships with his secondary guns. Splitting his fire proved to be a poor decision as the Japanese eight-inch (203 mm) and six-inch guns inflicted inconsequential damage on the Russian ships, which concentrated all their fire on their opponents with some effect. Peresvet was hit three times with little effect during the battle.
On 22 March, Peresvet joined several other battleships firing indirectly at Japanese ships bombarding Port Arthur's harbor. While training outside Port Arthur on 26 March, she accidentally collided with the battleship Sevastopol and sustained minor damage. Peresvet participated in the action of 13 April, when Tōgō successfully lured out a portion of the Pacific Squadron, including Vice Admiral Stepan Makarov's flagship, the battleship Petropavlovsk. When Makarov spotted the five Japanese battleships, he turned back for Port Arthur and Petropavlovsk struck a minefield laid by the Japanese the previous night. The ship sank in less than two minutes following the explosion of one of her magazines, and Makarov was one of the 677 killed. Emboldened by his success, Tōgō resumed long-range bombardment missions. Two days later, Peresvet hit the armored cruiser Nisshin once as the latter ship was bombarding Port Arthur.
Peresvet sailed with the rest of the Pacific Squadron on 23 June in an abortive attempt to reach Vladivostok. The new squadron commander, Rear Admiral Wilgelm Vitgeft, ordered the squadron to return to Port Arthur when it encountered the Japanese fleet shortly before sunset, as he did not wish to engage his numerically superior opponents in a night battle. Peresvet bombarded Japanese positions besieging Port Arthur on 28 July. Some of the ship's guns were removed during the summer to reinforce the defenses of the port. Peresvet lost a total of three 6-inch, two 75-millimeter, two 47-millimeter and four 37-millimeter guns. She was hit on 9 August by two 4.7-inch (120 mm) shells fired by a battery with a narrow view of the harbor, but they caused only slight damage.
### Battle of the Yellow Sea
The Japanese bombardment, coupled with a direct order from Tsar Nicholas II, forced Vitgeft to make an attempt to reach Vladivostok. The squadron sortied in an attempt to escape to Vladivostok in the morning of 10 August. At 12:25, it was spotted by Japanese cruisers and intercepted by the Combined Fleet in what became the Battle of the Yellow Sea. Peresvet was fourth in line during the battle, and was not seriously damaged during the early long-range stage of the action. Around 18:00 her topmasts were destroyed and two 12-inch shells from the battleship Asahi penetrated the conning tower of the Russian flagship Tsesarevich, killing Vitgeft and the helmsman, severely wounding the captain, and causing the ship to come to a dead stop after executing a sharp turn. Thinking that this was a maneuver planned by Vitgeft, the Russian battleline started to execute the same turn, causing all of the ships directly behind Tsesarevich, including Peresvet, to maneuver wildly to avoid hitting the stationary flagship.
As the Japanese ships continued to pound the Tsesarevich, the battleship Retvizan, followed shortly afterward by Peresvet, boldly charged Tōgō's battleline in an attempt to divert the Japanese shellfire. The Japanese battleline immediately shifted fire to the oncoming ships, badly damaging both and forcing them to turn away. Ukhtomsky signaled the other Russian ships to follow him back to Port Arthur, but the signal was hard to discern because the flags had to be hung from the bridge railings without the topmasts and were only gradually recognized. Peresvet received a total of 39 hits of all sizes that killed 13 men and wounded 69. Her forward 10-inch turret was knocked out and several hits near the waterline caused flooding; compartments of the double bottom had to be counterflooded to restore some of her stability. Repairs were not completed until late September.
### Siege of Port Arthur
Returning to Port Arthur on 11 August, the Russian squadron found the city still under siege by the Japanese Third Army led by Baron Nogi Maresuke. The new commander, Rear Admiral Robert N. Viren, decided to use the men and guns of the Pacific Squadron to reinforce the defenses of Port Arthur and even more guns were stripped from the squadron's ships. On 20–22 September Japanese troops attacked 203 Hill, which overlooked the harbor; Peresvet, Retvizan, the battleship Poltava and the gunboat Bobr bombarded the Japanese positions to support the successful defense of the hill. The Japanese began firing blindly into the harbor on 30 September and hit Peresvet with at least six 5.9-inch (150 mm) and 4.7-inch shells. She was struck once more the following day. On 2 October she was hit by nine 11-inch (280 mm) shells that failed to penetrate her deck armor, but did considerable damage to the unprotected portions of the ship. The Japanese troops were able to seize Hill 203 on 5 December. This allowed the Imperial Japanese Army's siege guns to fire directly at the Russian ships and they hit Peresvet many times. The Russians scuttled her in shallow water on 7 December 1904 without, however, seriously damaging her, possibly in the hope of fooling the Japanese into switching targets.
### Japanese career
Peresvet was refloated by Japanese engineers on 29 June 1905 and steamed under her own power to Sasebo Naval Arsenal, where she arrived on 25 August. She was renamed Sagami, after the eponymous ancient province. She was classified as a first-class battleship on 25 August and arrived at Yokosuka Naval Arsenal on 16 September. Her repairs began on 30 September and continued until 20 July 1908, although she participated in the review of captured ships on 23 October 1905.
To improve her stability, Sagami's forward fighting top was removed. Sagami was rearmed with four 10-inch 45 caliber guns, ten 6-inch (152 mm) guns and sixteen QF 12-pounder 12 cwt guns. Two above-water 18-inch torpedo tubes replaced her original torpedo armament and her crew now numbered 791 officers and enlisted men. She was one of the reception ships when the American Great White Fleet visited Japan in late 1908 and was often used as an "enemy" ship during the annual fleet maneuvers. Sagami was reclassified as a first-class coastal defense ship on 28 August 1912.
### Return to Russia
In 1916 the Russian government decided to reinforce its naval strength outside the Baltic and Black Seas. As Japan and Russia were allies during World War I, the Japanese government sold Sagami and some other ex-Russian warships back to Russia in March. She arrived in Vladivostok on 3 April, where she re-assumed her former name of Peresvet, and was classified as an armored cruiser two days later. The ship ran aground on 23 May while conducting trials and was refloated by the IJN on 9 July. Peresvet arrived at Maizuru Naval Arsenal for repairs on 30 July and sailed for European Russia on 18 October. She was intended to serve with the White Sea Fleet and paused en route in Port Said for machinery repairs at the beginning of 1917. On 4 January 1917, about 10 nautical miles (19 km; 12 mi) north of the harbor, the ship struck two mines that had been laid by the German submarine SM U-73. Holed forward and abreast one of her boiler rooms, Peresvet sank after catching fire. Losses were reported as either 167 or 116 men. |
179,727 | Isabella Beeton | 1,161,836,544 | English journalist, publisher and writer (1836–1865) | [
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| Isabella Mary Beeton ( Mayson; 14 March 1836 – 6 February 1865), known as Mrs Beeton, was an English journalist, editor and writer. Her name is particularly associated with her first book, the 1861 work Mrs Beeton's Book of Household Management. She was born in London and, after schooling in Islington, north London, and Heidelberg, Germany, she married Samuel Orchart Beeton, an ambitious publisher and magazine editor.
In 1857, less than a year after the wedding, Beeton began writing for one of her husband's publications, The Englishwoman's Domestic Magazine. She translated French fiction and wrote the cookery column, though all the recipes were plagiarised from other works or sent in by the magazine's readers. In 1859 the Beetons launched a series of 48-page monthly supplements to The Englishwoman's Domestic Magazine; the 24 instalments were published in one volume as Mrs Beeton's Book of Household Management in October 1861, which sold 60,000 copies in the first year. Beeton was working on an abridged version of her book, which was to be titled The Dictionary of Every-Day Cookery, when she died of puerperal fever in February 1865 at the age of 28. She gave birth to four children, two of whom died in infancy, and had several miscarriages. Two of her biographers, Nancy Spain and Kathryn Hughes, posit the theory that Samuel had unknowingly contracted syphilis in a premarital liaison with a prostitute, and had unwittingly passed the disease on to his wife.
The Book of Household Management has been edited, revised and enlarged several times since Beeton's death and is still in print as at 2016. Food writers have stated that the subsequent editions of the work were far removed from and inferior to the original version. Several cookery writers, including Elizabeth David and Clarissa Dickson Wright, have criticised Beeton's work, particularly her use of other people's recipes. Others, such as the food writer Bee Wilson, consider the censure overstated, and that Beeton and her work should be thought extraordinary and admirable. Her name has become associated with knowledge and authority on Victorian cooking and home management, and the Oxford English Dictionary states that by 1891 the term Mrs Beeton had become used as a generic name for a domestic authority. She is also considered a strong influence in the building or shaping of a middle-class identity of the Victorian era.
## Biography
### Early life, 1836–1854
Isabella Mayson was born on 14 March 1836 in Marylebone, London. She was the eldest of three daughters to Benjamin Mayson, a linen factor (merchant) and his wife Elizabeth (née Jerrom). Shortly after Isabella's birth the family moved to Milk Street, Cheapside, from where Benjamin traded. He died when Isabella was four years old, and Elizabeth, pregnant and unable to cope with raising the children on her own while maintaining Benjamin's business, sent her two elder daughters to live with relatives. Isabella went to live with her recently widowed paternal grandfather in Great Orton, Cumberland, though she was back with her mother within the next two years.
Three years after Benjamin's death Elizabeth married Henry Dorling, a widower with four children. Henry was the Clerk of Epsom Racecourse, and had been granted residence within the racecourse grounds. The family, including Elizabeth's mother, moved to Surrey and over the next twenty years Henry and Elizabeth had a further thirteen children. Isabella was instrumental in her siblings' upbringing, and collectively referred to them as a "living cargo of children". The experience gave her much insight and experience in how to manage a family and its household.
After a brief education at a boarding school in Islington, in 1851 Isabella was sent to school in Heidelberg, Germany, accompanied by her stepsister Jane Dorling. Isabella became proficient in the piano and excelled in French and German; she also gained knowledge and experience in making pastry. She had returned to Epsom by the summer of 1854 and took further lessons in pastry-making from a local baker.
### Marriage and career, 1854–1861
Around 1854 Isabella Mayson began a relationship with Samuel Orchart Beeton. His family had lived in Milk Street at the same time as the Maysons—Samuel's father still ran the Dolphin Tavern there—and Samuel's sisters had also attended the same Heidelberg school as Isabella. Samuel was the first British publisher of Harriet Beecher Stowe's Uncle Tom's Cabin in 1852 and had also released two innovative and pioneering journals: The Englishwoman's Domestic Magazine in 1852 and the Boys' Own magazine in 1855. The couple entered into extensive correspondence in 1855—in which Isabella signed her letters as "Fatty"—and they announced their engagement in June 1855. The marriage took place at St Martin's Church, Epsom, in July the following year, and was announced in The Times. Samuel was "a discreet but firm believer in the equality of women" and their relationship, both personal and professional, was an equal partnership. The couple went to Paris for a three-week honeymoon, after which Samuel's mother joined them in a visit to Heidelberg. They returned to Britain in August, when the newlyweds moved into 2 Chandos Villas, a large Italianate house in Pinner.
Within a month of returning from their honeymoon Beeton was pregnant. A few weeks before the birth, Samuel persuaded his wife to contribute to The Englishwoman's Domestic Magazine, a publication that the food writers Mary Aylett and Olive Ordish consider was "designed to make women content with their lot inside the home, not to interest them in the world outside". The magazine was affordable, aimed at young middle class women and was commercially successful, selling 50,000 issues a month by 1856. Beeton began by translating French fiction for publication as stories or serials. Shortly afterwards she started to work on the cookery column—which had been moribund for the previous six months following the departure of the previous correspondent—and the household article. The Beetons' son, Samuel Orchart, was born towards the end of May 1857, but died at the end of August that year. On the death certificate, the cause of death was given as diarrhoea and cholera, although Hughes hypothesises that Samuel senior had unknowingly contracted syphilis in a premarital liaison with a prostitute, and had unwittingly passed the condition on to his wife, which would have infected his son.
While coping with the loss of her child, Beeton continued to work at The Englishwoman's Domestic Magazine. Although she was not a regular cook, she and Samuel obtained recipes from other sources. A request to receive the readers' own recipes led to over 2,000 being sent in, which were selected and edited by the Beetons. Published works were also copied, largely unattributed to any of the sources. These included Eliza Acton's Modern Cookery for Private Families, Elizabeth Raffald's The Experienced English Housekeeper, Marie-Antoine Carême's Le Pâtissier royal parisien, Louis Eustache Ude's The French Cook, Alexis Soyer's The Modern Housewife or, Ménagère and The Pantropheon, Hannah Glasse's The Art of Cookery Made Plain and Easy, Maria Rundell's A New System of Domestic Cookery, and the works of Charles Elmé Francatelli. Suzanne Daly and Ross G. Forman, in their examination of Victorian cooking culture, consider that the plagiarism makes it "an important index of mid-Victorian and middle-class society" because the production of the text from its own readers ensures that it is a reflection of what was actually being cooked and eaten at the time. In copying the recipes of others, Beeton was following the recommendation given to her by Henrietta English, a family friend, who wrote that "Cookery is a Science that is only learnt by Long Experience and years of study which of course you have not had. Therefore my advice would be compile a book from receipts from a Variety of the Best Books published on Cookery and Heaven knows there is a great variety for you to choose from."
The Beetons partly followed the layout of Acton's recipes, although with a major alteration: whereas the earlier writer provided the method of cooking followed by a list of the required ingredients, the recipes in The Englishwoman's Domestic Magazine listed the components before the cooking process. Beeton 's standardised layout used for the recipes also showed the approximate costs of each serving, the seasonality of the ingredients and the number of portions per dish. According to the twentieth-century British cookery writer Elizabeth David, one of the strengths of Beeton's writing was in the "clarity and details of her general instructions, her brisk comments, her no-nonsense asides". Margaret Beetham, the historian, sees that one of the strengths of the book was the "consistent principle of organisation which made its heterogeneous contents look uniform and orderly", and brought a consistent style in presentation and layout. Whereas Daly and Forman consider such an approach as "nothing if not formulaic", Hughes sees it as "the thing most beloved by the mid Victorians, a system".
During the particularly bitter winter of 1858–59 Beeton prepared her own soup that she served to the poor of Pinner, "Soup for benevolent purposes"; her sister later recalled that Beeton "was busy making [the] soup for the poor, and the children used to call with their cans regularly to be refilled". The recipe would become the only entry in her Book of Household Management that was her own. After two years of miscarriages, the couple's second son was born in June 1859; he was also named Samuel Orchart Beeton. Hughes sees the miscarriages as further evidence of Samuel's syphilis.
As early as 1857 the Beetons had considered using the magazine columns as the basis of a book of collected recipes and homecare advice, Hughes believes, and in November 1859 they launched a series of 48-page monthly supplements with The Englishwoman's Domestic Magazine. The print block for the whole series of the supplements was set from the beginning so the break between each edition was fixed at 48 pages, regardless of the text, and in several issues the text of a sentence or recipe is split between the end of one instalment and the beginning of the next.
The Beetons decided to revamp The Englishwoman's Domestic Magazine, particularly the fashion column, which the historian Graham Nown describes as "a rather drab piece". They travelled to Paris in March 1860 to meet Adolphe Goubaud, the publisher of the French magazine Le Moniteur de la Mode. The magazine carried a full-sized dress pattern outlined on a fold-out piece of paper for users to cut out and make their own dresses. The Beetons came to an agreement with Goubaud for the Frenchman to provide patterns and illustrations for their magazine. The first edition to carry the new feature appeared on 1 May, six weeks after the couple returned from Paris. For the redesigned magazine, Samuel was joined as editor by Isabella, who was described as "Editress". As well as being co-editors, the couple were also equal partners. Isabella brought an efficiency and strong business acumen to Samuel's normally disorganised and financially wasteful approach. She joined her husband at work, travelling daily by train to the office, where her presence caused a stir among commuters, most of whom were male. In June 1860 the Beetons travelled to Killarney, Ireland, for a fortnight's holiday, leaving their son at home with his nurse. They enjoyed the sightseeing, although on the days it rained, they stayed inside their hotel and worked on the next edition of The Englishwoman's Domestic Magazine. Beeton was impressed with the food they were served, and wrote in her diary that the dinners were "conducted in quite the French style".
In September 1861 the Beetons released a new, weekly publication called The Queen, the Ladies' Newspaper. With the Beetons busy running their other titles, they employed Frederick Greenwood as the editor.
### Mrs Beeton's Book of Household Management and later, 1861–1865
The complete version of Mrs Beeton's Book of Household Management, consisting of the 24 collected monthly instalments, was published on 1 October 1861; it became one of the major publishing events of the nineteenth century. Beeton included an extensive 26-page "Analytical Index" in the book. Although not an innovation—it had been used in The Family Friend magazine since 1855—Hughes considers the index in the Book of Household Management to be "fabulously detailed and exhaustively cross-referenced". Of the 1,112 pages, over 900 contained recipes. The remainder provided advice on fashion, child care, animal husbandry, poisons, the management of servants, science, religion, first aid and the importance in the use of local and seasonal produce. In its first year of publication, the book sold 60,000 copies. It reflected Victorian values, particularly hard work, thrift and cleanliness. Christopher Clausen, in his study of the British middle classes, sees that Beeton "reflected better than anyone else, and for a larger audience, the optimistic message that mid-Victorian England was filled with opportunities for those who were willing to learn how to take advantage of them". The food writer Annette Hope thinks that "one can understand its success. If ... young ladies knew nothing of domestic arrangements, no better book than this could have been devised for them."
The reviews for Book of Household Management were positive. The critic for the London Evening Standard considered that Beeton had earned herself a household reputation, remarking that she had "succeeded in producing a volume which will be, for years to come, a treasure to be made much of in every English household". The critic for the Saturday Review wrote that "for a really valuable repertory of hints on all sorts of household matters, we recommend Mrs Beeton with few misgivings". The anonymous reviewer for The Bradford Observer considered that "the information afforded ... appears intelligible and explicit"; the reviewer also praised the layout of the recipes, highlighting details relating to ingredients, seasonality and the times needed. Writing in The Morning Chronicle, an anonymous commentator opined that "Mrs Beeton has omitted nothing which tends to the comfort of housekeepers, or facilitates the many little troubles and cares that fall to the lot of every wife and mother. She may safely predict that this book will in future take precedence of every other on the same subject." For the 1906 edition of the book, The Illustrated London News's reviewer considered the work "a formidable body of domestic doctrine", and thought that "the book is almost of the first magnitude".
Samuel's business decisions from 1861 were unproductive and included an ill-advised investment in purchasing paper—in which he lost £1,000—and a court case over unpaid bills. His hubris in business affairs brought on financial difficulties and in early 1862 the couple had moved from their comfortable Pinner house to premises over their office. The air of central London was not conducive to the health of the Beetons' son, and he began to ail. Three days after Christmas his health worsened and he died on New Year's Eve 1862 at the age of three; his death certificate gave the cause as "suppressed scarlatina" and "laryngitis". In March 1863 Beeton found that she was pregnant again, and in April the couple moved to a house in Greenhithe, Kent; their son, who they named Orchart, was born on New Year's Eve 1863. Although the couple had been through financial problems, they enjoyed relative prosperity during 1863, boosted by the sale of The Queen to Edward Cox in the middle of the year.
In the middle of 1864 the Beetons again visited the Goubauds in Paris—the couple's third visit to the city—and Beeton was pregnant during the visit, just as she had been the previous year. On her return to Britain she began working on an abridged version of the Book of Household Management , which was to be titled The Dictionary of Every-Day Cookery. On 29 January 1865, while working on the proofs of the dictionary, she went into labour; the baby—Mayson Moss—was born that day. Beeton began to feel feverish the following day and died of puerperal fever on 6 February at the age of 28.
Beeton was buried at West Norwood Cemetery on 11 February. When The Dictionary of Every-Day Cookery was published in the same year, Samuel added a tribute to his wife at the end:
> Her works speak for themselves; and, although taken from this world in the very height and strength, and in the early days of womanhood, she felt satisfaction—so great to all who strive with good intent and warm will—of knowing herself regarded with respect and gratitude.
## Legacy
In May 1866, following a severe downturn in his financial fortunes, Samuel sold the rights to the Book of Household Management to Ward, Lock and Tyler (later Ward Lock & Co). The writer Nancy Spain, in her biography of Isabella, reports that, given the money the company made from the Beetons' work, "surely no man ever made a worse or more impractical bargain" than Samuel did. In subsequent publications Ward Lock suppressed the details of the lives of the Beetons—especially the death of Isabella—in order to protect their investment by letting readers think she was still alive and creating recipes—what Hughes considers to be "intentional censorship". Those later editions continued to make the connection to Beeton in what Beetham considers to be a "fairly ruthless marketing policy which was begun by Beeton but carried on vigorously by Ward, Lock, and Tyler". Those subsequent volumes bearing Beeton's name became less reflective of the original. Since its initial publication the Book of Household Management has been issued in numerous hardback and paperback editions, translated into several languages and has never been out of print.
Beeton and her main work have been subjected to criticism over the course of the twentieth century. Elizabeth David complains of recipes that are "sometimes slapdash and misleading", although she acknowledges that Prosper Montagné's Larousse Gastronomique also contains errors. The television cook Delia Smith admits she was puzzled "how on earth Mrs Beeton's book managed to utterly eclipse ... [Acton's] superior work", while her fellow chef, Clarissa Dickson Wright, opines that "It would be unfair to blame any one person or one book for the decline of English cookery, but Isabella Beeton and her ubiquitous book do have a lot to answer for." In comparison, the food writer Bee Wilson opines that disparaging Beeton's work was only a "fashionable" stance to take and that the cook's writing "simply makes you want to cook". Christopher Driver, the journalist and food critic, suggests that the "relative stagnation and want of refinement in the indigenous cooking of Britain between 1880 and 1930" may instead be explained by the "progressive debasement under successive editors, revises and enlargers". David comments that "when plain English cooks" were active in their kitchens, "they followed plain English recipes and chiefly those from the Mrs Beeton books or their derivatives". Dickson Wright considers Beeton to be a "fascinating source of information" from a social history viewpoint, and Aylett and Ordish consider the work to be "the best and most reliable guide for the scholar to the domestic history of the mid-Victorian era".
Despite the criticism, Clausen observes that "'Mrs. Beeton' has ... been for over a century the standard English cookbook, frequently outselling every other book but the Bible". According to the Oxford English Dictionary, the term Mrs Beeton became used as a generic name for "an authority on cooking and domestic subjects" as early as 1891, and Beetham opines that "'Mrs. Beeton' became a trade mark, a brand name". In a review by Gavin Koh published in a 2009 issue of The BMJ, Mrs Beeton's Book of Household Management was labelled a medical classic. In Beeton's "attempt to educate the average reader about common medical complaints and their management", Koh argues, "she preceded the family health guides of today". Robin Wensley, a professor of strategic management, believes that Beeton's advice and guidance on household management can also be applied to business management, and her lessons on the subject have stood the test of time better than some of her advice on cooking or etiquette.
Following the radio broadcast of Meet Mrs. Beeton, a 1934 comedy in which Samuel was portrayed in an unflattering light, and Mrs Beeton, a 1937 documentary, Mayston Beeton worked with H. Montgomery Hyde to produce the biography Mr and Mrs Beeton, although completion and publication were delayed until 1951. In the meantime Nancy Spain published Mrs Beeton and her Husband in 1948, updated and retitled in 1956 to The Beeton Story. In the new edition Spain hinted at, but did not elucidate upon, on the possibility that Samuel contracted syphilis. Several other biographies followed, including from the historian Sarah Freeman, who wrote Isabella and Sam in 1977; Nown's Mrs Beeton: 150 Years of Cookery and Household Management, published on the 150th anniversary of Beeton's birthday, and Hughes's The Short Life and Long Times of Mrs Beeton, published in 2006. Beeton was ignored by the Dictionary of National Biography for many years: while Acton was included in the first published volume of 1885, Beeton did not have an entry until 1993.
There have been several television broadcasts about Beeton. In 1970 Margaret Tyzack portrayed her in a solo performance written by Rosemary Hill, in 2006 Anna Madeley played Beeton in a docudrama, and Sophie Dahl presented a documentary, The Marvellous Mrs Beeton, in the same year.
The literary historian Kate Thomas sees Beeton as "a powerful force in the making of middle-class Victorian domesticity", while the Oxford University Press, advertising an abridged edition of the Book of Household Management, considers Beeton's work a "founding text" and "a force in shaping" the middle-class identity of the Victorian era. Within that identity, the historian Sarah Richardson sees that one of Beeton's achievements was the integration of different threads of domestic science into one volume, which "elevat[ed] the middle-class female housekeeper's role ... placing it in a broader and more public context". Nown quotes an unnamed academic who thought that "Mrs Beetonism has preserved the family as a social unit, and made social reforms a possibility", while Nicola Humble, in her history of British food, sees The Book of Household Management as "an engine for social change" which led to a "new cult of domesticity that was to play such a major role in mid-Victorian life". Nown considers Beeton
> ... a singular and remarkable woman, praised in her lifetime and later forgotten and ignored when a pride in light pastry ... were no longer considered prerequisites for womanhood. Yet in her lively, progressive way, she helped many women to overcome the loneliness of marriage and gave the family the importance it deserved. In the climate of her time she was brave, strong-minded and a tireless champion of her sisters everywhere. |
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"Railway lines opened in 2003"
]
| The North East Line (NEL) is a high-capacity Mass Rapid Transit (MRT) line in Singapore. Operated by SBS Transit, the 20-kilometre (12 mi) line is the MRT's shortest. It runs from HarbourFront station in southern Singapore to Punggol station in the northeast, serving 16 stations via Chinatown, Little India, Serangoon and Hougang. Coloured purple on official maps, it is Singapore's third MRT line and the world's first fully-automated underground driverless heavy rail line.
The NEL was planned during the 1980s to alleviate traffic congestion on roads leading to the northeast suburbs of the country. However, the project was deemed inconsequential for a few years due to the lack of demand at the time. After the government's decision to eventually go ahead with the project at an estimated cost of , its alignment and stations were finalised in 1996 and construction began the year after. The line began operations on 20 June 2003. Two mid-line stations initially did not open with the rest of the line; Buangkok station opened on 15 January 2006, and Woodleigh station began operations on 20 June 2011. A one-station extension to Punggol Coast station, under construction, is expected to be completed in 2024.
The driverless line uses the moving-block Alstom Urbalis 300 CBTC signalling system. Three types of Alstom rolling stock – C751A, C751C and C851E – run on the NEL, which is powered by an overhead line. The NEL is Singapore's first Art-in-Transit line, with 18 artworks displayed across its 16 stations. The stations are wheelchair-accessible, and most of them are Civil Defence shelters designed to withstand airstrikes and chemical attacks.
## History
### Planning
The Mass Rapid Transit Corporation (MRTC) first proposed an additional MRT line serving the northeastern areas of Punggol and Jalan Kayu in September 1984. In its preliminary studies, the Communications Ministry concluded that roads would be inadequate for projected traffic into the planned 21st-century housing estates. To minimise the impact on other development, the Ministry developed plans to determine which parcels of land would be needed for its construction. In December of that year, a British consultancy team consisting of Sir William Halcrow and Partners, Merz & McLellan and London Transport International was appointed by the MRTC to look into possible routes for the line.
In March 1986, the British consultants drew up a tentative route from Outram Park to Punggol. The line would connect to the existing MRT system at Dhoby Ghaut station and pass through Kandang Kerbau and Hougang, paralleling the major Serangoon and Upper Serangoon Roads. A branch line from Hougang to Jalan Kayu was also proposed. The segment of the line in the city would be underground, and the northern portion after Braddell Road would be elevated.
The MRTC, which approved the project in October 1986, proposed that the line link to Bishan Depot (which would maintain and service its trains). In February 1991, it was proposed to extend the line to Pulau Tekong via Pulau Ubin to serve future residential and industrial developments in the long-term plans for these islands.
### Delay
Although the government approved the NEL "in principle" in January 1989, Communications Minister Yeo Ning Hong said that the line's construction was dependent on development in the northeast. The Woodlands extension, which cost S\$1.35 billion (US\$ billion), took precedence over the S\$4.3 billion (US\$ billion) NEL. According to Yeo's successor, Mah Bow Tan, there were firmer plans for development around the Woodlands extension, unlike in the northeast, where the low population meant that the NEL would not be as cost-effective. The four Members of Parliament (MPs) for the northeast called for the line to be built sooner, saying that there would be sufficient demand (given the area's population) and it would relieve traffic congestion.
Reviewing the line's feasibility, the Communications Ministry said in 1995 that the NEL could be completed in 2002 if construction began promptly. It was projected to cost S\$5 billion (US\$ billion) and would operate at a loss of S\$250 million (US\$ million) during its first four years, with lower daily passenger numbers (240,000). The ministry recommended the construction of the NEL to the Cabinet, citing "wider benefits" such as reduced travelling time and reliance on cars.
Mah, engaging with grassroots leaders in October 1995, said that residents would have to be prepared to pay higher fares on the NEL to cover the line's cost and initial losses. His position was divisive; some leaders felt that it would be unfair to the residents, and others were confident that residents would be willing "to pay for a better quality of life". Increased fares for the entire network were also suggested, but Mah said that it would be more difficult to implement. He assured leaders that he would recommend construction of the line to the government.
A white paper released on 2 January 1996 said that the NEL would be built earlier to address congestion in the northeast corridor, which would also be relieved by express bus service. The government's announcement during a 19 January parliamentary debate on the report that it had decided to build the NEL "immediately" was greeted with applause.
### Construction and opening
The 16 NEL stations and their locations were announced on 4 March 1996. Many residents and politicians welcomed the announcement, since the line was expected to relieve traffic congestion, improve transport in the northeast and stimulate development around the stations. Thirteen civil contracts for track work and construction of the stations, Sengkang Depot and associated tunnels were awarded for a total of S\$2.8 billion (US\$ billion). Sixteen more contracts related to electrical and mechanical work were awarded for a total of S\$1 billion (US\$ billion).
To construct the line, 20 ha (49 acres) of private land was acquired and 43 ha (110 acres) of government land was returned to the state. Several rental HDB blocks, private homes and shops were acquired, dismaying many affected residents. Those who had been asked to relocate in July 1996 requested more time to find new premises. Construction of the line began with a groundbreaking ceremony at Farrer Park station on 25 November 1997. On 20 May 1999, SBS Transit (then Singapore Bus Service) was appointed to operate the line along with the Sengkang and Punggol LRT systems. With bus operations in the area handed over from Trans-Island Bus Services (TIBS) to the newly-appointed operator, SBS controlled northeastern bus and rail service; this provided the inter-modal integration desired by the government.
Construction challenges on the line included diverting the Eu Tong Seng canal for construction of the Chinatown station, and avoiding flooding the tunnels and stations while boring tunnels under the Singapore River between the Clarke Quay and Dhoby Ghaut stations. At the Outram Park station, an arched roof of cement-filled steel pipes was laid underneath the EWL tunnels to minimise movement. Jet-grout arches were used to support the North-South line (NSL) tunnels when explosives were used to remove rock while tunnelling from Clarke Quay to Dhoby Ghaut. Roads around the line had to be temporarily diverted for construction.
When the 16 stations were announced, Potong Pasir (then named Sennett), Woodleigh and Punggol were planned to be built as shell stations due to lack of development around the station sites. It was later decided to build these stations in full as it would have been more costly to wait until later to complete the stations from the structural shells. In 1998, the timeline for Punggol station was moved up because of planned housing developments in the area. The decision not to build Sennett station generated political controversy, however, with claims by residents and opposition MP Chiam See Tong that the station would only open if the ruling People's Action Party (PAP) secured the constituency. In 2002, after a revised ridership study, the government decided to open the station with the other NEL stations due to projected developments around the site; the station also received its present name.
The NEL was initially expected to be completed by the end of 2002, with SBS staff trained in train maintenance and other technical aspects of the automated system. However, the Land Transport Authority (LTA) said in September 2002 that the line might be opened in April 2003 to allow sufficient time for testing. The line's systems were handed over to SBS Transit on 16 December, and the operator conducted further tests. The NEL's opening was delayed until June due to a glitch in the signalling system, however, with tests briefly handed over to the LTA. Since it had to bear the costs of maintenance and manpower, SBS Transit sought compensation from the government for the delay.
Except for two stations (Buangkok and Woodleigh), the NEL began operations on 20 June 2003. About 140,000 people rode the line on its opening day. The line's opening ceremony was held on 28 August. Although the NEL has experienced a few glitches since its opening, it has been reliable and generally well-received by commuters. The International Association of Public Transport called the NEL a model public-transport system for the future in July 2003, with other driverless systems planned around the world. SBS Transit reported in June 2004 that the line averaged one 15-minute delay every six weeks, compared to expected twice-a-week delays.
### Opening of reserved stations
On 17 June 2003, SBS Transit announced that the Woodleigh and Buangkok stations would not open with the other NEL stations. Due to the lack of development, the operator said keeping the stations closed would reduce operating costs by S\$2–3 million. Residents around the line were upset by the sudden decision to keep Buangkok station closed, since they had been assured by MPs and grassroots leaders that it would be opened.
The government initially stood by SBS Transit's decision to keep the station closed, planning to open it in 2006 when more residential flats would be in the area. The opening was further postponed to 2008, following projected housing-development plans for the area. After public pressure and promises by residents to use the station, SBS Transit announced at the end of 2005 that it would open the station on 15 January 2006.
The Buangkok station opened as scheduled "with much fanfare". Since its opening, however, the station averaged only 1,386 daily riders instead of the expected 6,000. Many residents still traveled to the adjacent Sengkang and Hougang stations due to their amenities. SBS Transit, after saying that it was still "too early to draw a conclusion" about ridership, remained committed to keeping the station open to serve future developments nearby.
Woodleigh station, built near the former Bidadari cemetery, was scheduled to open seven or eight years after the rest of the line. In January 2011, The Straits Times reported that preparations for the station's opening had been ongoing since the second half of 2010; the newspaper speculated that the station would open in mid-2011 to serve new developments in the area. In a March parliamentary session, Transport Minister Raymond Lim confirmed that the station would open on 20 June 2011. SBS deployed several staff members to assist confused commuters who alighted at Woodleigh station instead of the adjacent Serangoon station. Others alighted to view the station's interior or try an alternative route from the station.
### North East Line extension (NELe)
On 17 January 2013, transport minister Lui Tuck Yew announced a one-station extension of the NEL to serve upcoming developments in Punggol North. Although it was initially planned to extend the line by 2030, Second Minister for Transport Ng Chee Meng announced on 7 June 2017 that the 1.6-kilometre (0.99 mi) extension would be moved up to 2023 in conjunction with development plans for the area.
The contract for the extension was awarded to China State Construction Engineering Corporation Limited (Singapore Branch) in December, and construction began that month. Although tunneling was completed on 13 November 2020, transport minister Ong Ye Kung said at the tunnel breakthrough ceremony that the Punggol Coast station's completion would be delayed until 2024 due to delays caused by the COVID-19 pandemic.
## Network and operations
### Service
In 2022, the NEL had a daily ridership of 527,000. The line operates between 5:30 am and 12:30 am. On weekdays and Saturdays, the first train leaves Punggol (the northern terminus) at 5:42 am; the last train leaves HarbourFront (the southern terminus) at 11:56 pm. Trains run every 2.5 to 5 minutes, and the line's total travel time is 32 minutes.
The NEL initially had a higher fare than the North South and East West lines due to greater operating costs. On 30 December 2016, however, fares were lowered to match the other lines with a "purely distance-based approach". This revision, made after a fare review by the Public Transport Council, was intended to minimise commuter confusion.
The first line operated by SBS Transit, the NEL has been part of the New Rail Financing Framework (NRFF) since 2018. Previously, the operator (the owner of the rail assets) had to bear the cost of maintaining and upgrading trains and signalling. Under the NRFF, the Land Transport Authority and SBS Transit will share the profits and financial risks in operating the line and the LTA will take control of its operating assets on 1 April 2033. SBS Transit will operate the line under a 15-year licence which will expire on 31 March 2033.
### Route
As its name implies, the fully-underground 20-kilometre (12 mi) NEL runs from Singapore's city centre to the northeastern parts of the island. The line begins from HarbourFront, where it interchanges with the Circle line. It then heads in a relatively north-east direction towards Outram Park, where it interchanges with the East West and Thomson–East Coast lines – the line’s only direct interchange with both the former and latter. It then head under New Bridge Road towards Chinatown, where it interchanges with the Downtown line, and towards Clarke Quay. The line then passes underneath the Singapore River and Fort Canning Hill to Dhoby Ghaut, where it interchanges with the North South and Circle lines, and is the MRT network’s first triple–line interchange station. It continues north to Little India under Bukit Timah Road, where it interchanges with the Downtown line. Following Race Course Road and Serangoon Road through Farrer Park and Boon Keng, it crosses the Whampoa and Kallang Rivers before reaching Potong Pasir.
The line then parallels Upper Serangoon Road through Potong Pasir, Woodleigh and Serangoon – the latter of which interchanges with the Circle line. After passing through Kovan, the line curves northwards, away from Upper Serangoon Road before reaching Hougang, where it would interchange with the Cross Island line by 2030. The line then runs along Hougang Avenue 6 and Sengkang Central towards Buangkok, before heading towards Sengkang and Punggol – both of which serve the Sengkang and Punggol LRT lines respectively (the latter of which would go on to serve as an interchange with the Cross Island line's Punggol extension upon completion by 2032) and are the only two stations on the line that are both above–ground and underground. The line would eventually head further north–east towards Punggol Coast in 2024, where the line would terminate. The line is coloured purple on official maps.
### Stations
The line has 16 stations from HarbourFront to Punggol. Eight stations (eventually nine upon completion of Cross Island line) connect to other MRT/LRT lines. Punggol Coast, the seventeenth station on the line, is scheduled to open in 2024. A station designated "NE2", which was included in the 1991 master plan between HarbourFront and Outram Park, may be built if development warrants it.
## Infrastructure
### Rolling stock
The NEL's rolling stock has six-car electric multiple unit (EMU) trains, with four doors per side on each carriage, and can accommodate up to 1,920 passengers per trainset. Twenty-five first-generation Alstom Metropolis C751A trains were ordered, built in France by Alstom in 2000 and 2001. An additional 18 second-generation Alstom Metropolis C751C trains, an updated version of the C751A, were delivered to Singapore beginning in July 2014 and were built in Shanghai between 2014 and 2016. To increase the line extension's passenger capacity, an additional six third-generation Alstom Metropolis C851E trains were ordered. Built in Barcelona, the first trainset arrived in Singapore on 4 April 2021 and entered service on 28 July 2023.
The automatic trains are controlled by an operations control centre (OCC) at Sengkang Depot. The fleet's brake systems permit smooth, quiet stopping. Train speeds can reach 100 km/h (62 mph). Safety features include closed-circuit television cameras for train interiors and a passenger emergency communications system which allows communication between passengers and the OCC. The trains have wide seats and dedicated space for wheelchair users.
The trains are made of fire-resistant materials and include fire and smoke detectors and a fire barrier under its frame. They have a pair of beams (rail guards) which detect obstacles in the train's path; smaller debris is swept away, and the train automatically stops if the beams detect larger objects. A 1500V overhead catenary system (OCS) powers the trains, the MRT network's first electrical system of that type. The OCS provides a safer environment for maintenance workers on the tracks and is less expensive, with a smaller conductor. In an emergency when the train is stopped, the doors on both sides can be opened easily without electricity and ramps lower for passenger evacuation in the tunnels.
In 2019, the first-generation trains began undergoing a mid-life refurbishment which is scheduled for completion by the third quarter of 2024. Upgrades include the replacement of interior parts and the installation of a new condition-monitoring system which will monitor train performance. The first refurbished train re-entered service on 28 February 2022.
With the passenger trains, the NEL tunnels and tracks are maintained by a fleet of engineering trains. There are four types of engineering trains: the locomotive, for towing wagons with equipment; the heavy crane vehicle, for changing tracks; the multi-function vehicle, for detecting flaws on rails and in tunnels; and the rail-grinding machine, for grinding rails back into shape. The engineering trains are manufactured by Plasser & Theurer, Speno, and Harsco Rail. A new fleet of engineering trains has been supplied by CRRC Zhuzhou Locomotive.
### Depot
The Sengkang Depot, on Sengkang East Avenue between the Buangkok and Sengkang stations, is the service and storage area for NEL trains. Built by Hyundai Engineering and Construction for S\$350 million (US\$ million), the 27 ha (67-acre) depot includes the OCC which monitors the line's train and station operations.
The depot can accommodate up to 44 trains, with three additional stabling tracks being built for the NELe as of 2019. It also houses LRT trains for the Sengkang and Punggol LRT lines above the depot.
Its facilities include a four-storey administrative building, maintenance bays, a workshop and an automated warehouse. The depot's workshop has equipment which can raise an entire train for repairs, Singapore's first such workshop. Using the NEL's signalling system, train movement in the depot is mainly automatic. Staff members access the area via three dedicated tunnels for safety reasons.
The OCC also controls the equipment and systems of tunnels, stations, power substations and the depot, which are integrated into one terminal. The systems are managed by four or five rotating teams working around the clock. Alongside a training and software-development room, the OCC has a depot control centre to monitor and supervise its operations.
### Signalling
The NEL is fully automatic, using Alstom's Urbalis 300 moving-block signalling system. The NEL is the world's first fully automated heavy-rail system. Its construction allowed the Land Transport Authority to explore, integrate and implement new and existing technology as part of its vision of a fully-automated system. The line's automatic train control (ATC) is based on Alstom's MASTRIA software, which also manages its automatic train protection (ATP) and automatic train operation (ATO). The Urbalis system also includes a computer-based Interlocking system which controls the track switches and interfaces with the ATC and the data-management system. The DMS, monitored by station staff, oversees the signalling equipment, platform doors and trains.
The ATP system maintains a buffer between trains. The minimum permitted distance is 30 metres (98 ft), although the average distance between trains is at least 600 metres (2,000 ft). Using microwave technology, the IAGO waveguide (Informatisation et Automatisation par Guide d'Onde or waveguide transmission line system for computer and automation applications) allows two-way communication between trains and monitors the trains' positions and movements. If a train enters the buffer, the ATP automatically adjusts the train's speed.
At least 500 computer systems control the NEL. In case of a glitch, backup systems would take over; the system would "go to sleep" if it experiences a severe malfunction. In the event of system failure, drivers would be deployed to manually operate the trains. The NEL maintains its "mean kilometres between failures" target of one million train-km (620,000 train-miles). As part of an NEL refurbishment programme announced on 17 December 2018, parts of the power and signalling systems were serviced and new rail crossings and tracks installed.
## Station facilities
Every station has a passenger service centre (PSC) on its concourse. The PSCs are generally curved, unlike the boxier designs of those in older MRT stations. In addition to assisting passengers and checking and topping up their fare cards, the PSC staff monitors and controls the functions of connecting tunnels and communicates with the OCC at the depot. When a station is used as a civil-defence (CD) shelter, the PSC becomes the command centre.
Each NEL station is equipped with "energy-smart" Otis escalators connecting its levels. Their speed is reduced by half when not in use, reducing energy consumption and wear and tear. The Woodleigh station has one of the longest sets of escalators at 38.5 metres (126 ft). In addition to escalators, Dhoby Ghaut is the first MRT station with a set of 55-metre (180 ft) travellators which link the NEL and NSL platforms.
All NEL stations have lifts which provide step-free access to their platforms. Most of the lifts have glass doors, which improve appearance and enhance security. Each lift has a communications system, connected to the station's PSC. If a lift stalls during a station blackout, a battery-powered backup system provides lighting and ventilation for four hours.
### Accessibility
In compliance with Singapore's Code on Barrier-Free Accessibility, NEL stations have wheelchair-friendly facilities. Each station has an entrance that was built with barrier-free access via lifts and ramps, in contrast to older stations on previous lines which are being retrofitted.
The NEL has the MRT's first tactile system. Consisting of tiles with raised rounded or elongated studs, the system intends to guide visually-impaired commuters through a station on a dedicated route from entrance to platforms. Station seats have armrests to assist those who have difficulty getting up.
These accessibility features were part of the recommendations of a Land Transport Authority working group set up to improve accessibility on the MRT network. Associations representing the disabled were also consulted. The group completed its findings in 1999; only some of its recommendations had been adopted by 2003, since station infrastructure was nearly completed by then.
### Safety
Westinghouse supplied 768 pairs of platform screen doors (PSDs) to the NEL's original 16 stations. The PSDs are a safety barrier between passengers on platforms and trains. The PSDs enable climate control in a station, minimising the loss of cool air from the platforms and preventing warm air from entering the station from the tunnels. The Punggol Coast station's PSDs will be supplied by ST Engineering Electronics. The platforms have emergency-stop plungers (ESPs) to halt trains in an emergency.
More than 10,000 smoke and heat detectors are installed in the NEL's stations as part of the line's fire-alarm system. The alarm, which automatically alerts SBS Transit of any faults in the system, is integrated with the public address system; instead of alarm bells, pre-recorded messages would assist commuters in evacuating. In addition to the detectors, sprinkler and hose reel systems, dry riser pipeworks and an inert-gas system would contain a fire.
During a fire, escalators could be shut down remotely from the PSC and the fare gates opened for evacuation. The air-conditioning system would be shut down to minimise re-circulation of smoke. An installed "smoke curtain" system controls smoke movement, and automatic smoke-extraction fans remove any contained smoke.
### Civil defence
All NEL stations except Dhoby Ghaut, Sengkang and Punggol are designated civil-defence (CD) shelters. Each CD station is designed to accommodate at least 7,500 people and withstand airstrikes and chemical attacks. Equipment essential for shelter operations is mounted on shock absorbers to prevent damage during a bombing. When electricity supply to the shelter is disrupted, backup generators are used.
During emergencies, large sliding doors would seal the entrances and the tunnel portals would be manually sealed by blast doors. The shelters have built-in decontamination chambers and dry toilets, with collection bins which would remove human waste from the shelter. The toilets are next to an exhaust ventilation outlet to remove odors.
## Culture
### Architecture
Each of the 16 NEL stations has a unique design which reflects its location. The HarbourFront station has a maritime theme, with an elliptical ship's-hull motif used for the ceiling and concourse entrances to the platforms. At Little India, the station walls' metal grills have leaf-shaped patterns similar to the door patterns of Hindu prayer rooms. The station's design was intended to reflect Indian traditions.
Station entrances use glass, allowing natural lighting during the day. Exit A of the Chinatown station has a transparent pavilion-style roof, which allows natural light and provides an unobstructed view of the shophouses along Pagoda Street. At Serangoon, each of its four triangular-shaped entrances is painted a different colour and enclosed in a cubic structure. Unlike at the other NEL stations, the entrances to Buangkok do not use glass; white Teflon sheets are supported by metal frames.
Dhoby Ghaut station is the MRT network's largest, and the five-level station is integrated with the twin-towered office complex Atrium@Orchard above it. The network's first such integration of an MRT station with a commercial development, it permits more efficient land use and improves access to public transport. The station's NEL platforms, 28 metres (92 ft) underground, are some of the MRT's deepest.
The four-level Sengkang station is an integrated hub, with Singapore's three public-transport modes – MRT, LRT and bus – serving the Sengkang area. The MRT/LRT station was the MRT network's first intermodal station for all three transport modes. In addition to its transport facilities, the station is integrated with the Compass Heights and Compass Point developments.
Designed by the 3HPArchitects and Farrells architectural firms, the Punggol station is integrated with the LRT station and the bus interchange. Its curved aluminium and stainless-steel cladding gives the station a futuristic look befitting the Punggol 21 developments. Covering 320 metres (350 yards) along Punggol Central to accommodate bus stops, taxi stands and passenger drop-off points along the road, the station is the NEL's longest.
### Artworks
The line introduced the MRT's Art in Transit (AiT) programme, which showcases art in the network. Eighteen works by 19 artists are featured in its stations. Artists were selected by an art-review panel, which reviewed the artists' portfolios and managed conceptual development. Considered a "significant milestone" for public art in Singapore, AiT aims to enhance the riding experience. Unlike artwork in the original North–South and East–West Line (NSEWL) stations, the works must be integrated into a station's design and reflect the history and heritage of its surroundings. |
18,565,879 | Caversham, New Zealand | 1,167,045,203 | null | [
"Suburbs of Dunedin"
]
| Caversham /ˈkævərʃəm/ is one of the older suburbs of the city of Dunedin, in New Zealand's South Island. It is sited at the western edge of the city's central plain at the mouth of the steep Caversham Valley, which rises to the saddle of Lookout Point. Major road and rail routes south lie nearby; the South Island Main Trunk railway runs through the suburb, and a bypass skirts its main retail area, connecting Dunedin's one-way street system with the Dunedin Southern Motorway. The suburb is linked by several bus routes to its neighbouring suburbs and central Dunedin.
The suburb was founded by wealthy pioneer William Henry Valpy, and its name reflects his family connections with the town of Reading, in the English county of Berkshire. Caversham grew rapidly during the Central Otago Gold Rush of the 1860s because of its location on routes south to the Otago hinterland. By the end of the 19th century, Caversham was heavily industrialised, and its population included many skilled or semi-skilled tradespeople. This, combined with the community's strong Protestant roots, led to the area's generally left-leaning political stance. Caversham's early history has been the subject of the Caversham Project, a major historical and archaeological study by the University of Otago. Caversham was a separate borough until 1904, when it was amalgamated with Dunedin city. At a national level, it is part of the Taieri electorate.
Caversham is now predominantly residential, with some industrial premises in the east (notably the Hillside Railway Workshops) and a retail district centred on South Road and Hillside Road. Residents are generally of low socio-economic status. Caversham's notable buildings include the heritage listed Lisburn House and several prominent church buildings. Another landmark is the suburb's war memorial, which is the main gate of Caversham School, the suburb's primary school. Caversham also contains a special-needs school. The nearest secondary schools operate in St Clair, 1 kilometre (0.62 mi) to the south.
Caversham has strong sporting connections, and is the location of Carisbrook, until recently one of Dunedin's main sports venues. The suburb is home to the Southern Rugby Football Club, and gives its name to Caversham Football Club. Several notable sportspeople have associations with Caversham, among them Test cricketer Clarrie Grimmett and father and son rugby union administrators "Old Vic" and "Young Vic" Cavanagh. Other notable people with Caversham connections include politician Thomas Kay Sidey, architect Edmund Anscombe, and surveyor John Turnbull Thomson.
## Geography
Caversham lies at the mouth and in the lower reaches of a valley in the west of Dunedin's main urban area, 4 kilometres (2.5 mi) southwest of the city centre, and 2 kilometres (1.2 mi) north of the Pacific coast at St Clair. To the south lies Calton Hill, a spur of Forbury Hill, on which the suburbs of Calton Hill, Corstorphine and Kew are located.
The suburbs of Balaclava and Maryhill lie to the north, close to the western end of the ridge that runs along the northern edge of central Dunedin. These hills were all once part of the rim of the Dunedin volcano, the long-extinct crater of which now forms Otago Harbour. Other suburbs nearby include Forbury, South Dunedin, Kensington, and Lookout Point.
Caversham Valley has long been the major route out of the central city to the south. The suburb is located close to the start of the Dunedin Southern Motorway (part of State Highway 1), the main road access to central Dunedin from the south, and close to the South Island Main Trunk railway. The creation of the Dunedin Southern Motorway redirected traffic away from South Road, the main thoroughfare through Caversham.
The railway provides the suburb's most important industry, through the Hillside Railway Workshops, which are located in the southeast of the suburb and in the adjoining suburb of South Dunedin. Despite this, there are no longer any public railway stations or halts in Caversham, the last station having closed in 1962.
The hill slopes to the north of Caversham are less densely populated, and still retain some tree cover. This, along with the steepness of the land, forms a natural barrier between Caversham and the suburb of Maryhill. Only a few winding roads traverse this barrier, most notably Glen Road, at the eastern end of Caversham. At this end, the suburb draws close to the foot of the hills, and a natural valley, known locally as "The Glen", provides easier road access to the hill ridge.
To the northeast of the Glen, a hill spur including a 20-metre (66 ft) cliff separates Caversham from the central part of the city. Though the name is rarely used, this spur is called Montecillo Ridge, named for the mansion of early settler W.H. Reynolds. It is occasionally referred to as "Hillside", after the house of the city's founding father Captain William Cargill which was located here. This ridge overlooks "The Flat", as the plain stretching across to the Pacific coast was (and is still) locally known. South Road winds around the spur, connecting with the southern end of Princes Street. One of the city's older and more historic cemeteries, Dunedin Southern Cemetery, lies on the inner city side of this spur.
### Lookout Point
At the top of Caversham Valley are a ridge and the saddle of Lookout Point. Lookout Point commands views to the southwest past the outer suburbs of Burnside and Green Island to Saddle Hill, as well as providing a view to the east across the southern part of the central city to Otago Harbour and the Otago Peninsula.
The most prominent building in Lookout Point is the local fire station, which also serves both Caversham and Green Island. This 1956 structure is located immediately to the north of the saddle and is a prominent landmark upon entering or leaving Dunedin. Not far from the fire station to the north-east is Dunedin's tallest tree, a eucalyptus measuring an estimated 100 metres. The Dunedin Southern Motorway officially begins at the Lookout Point saddle, between Calton Hill and Maryhill, and sweeps down over broken hill country past Green Island to Mosgiel and the Taieri Plains.
Lookout Point is also the home of the former Caversham Industrial School, located to the northeast of the fire station on Mornington Road. Established in 1869, the school was later a boys' home, and is now an adult training centre. Lookout Point's main streets include South Road, Caversham Valley Road, Riselaw Road, and Mornington Road. A major flyover was constructed at Lookout Point in the early 2000s, allowing routes to the suburbs of Corstorphine and Maryhill to connect without having to negotiate a junction with the start of the Dunedin Southern Motorway.
The Māori name for Lookout Point is Ko Raka-a-runga-te-raki. It was the burial site of chief Rangi-Ihia, a late 18th-century Kati Mamoe chief who was largely responsible for joining the Kai Tahu and Kati Mamoe iwi. He was buried here so that "his spirit might see thence his old haunts to the southward."
A 3.4-hectare (8.4-acre) forest reserve is located on the upper slopes of Caversham Valley below Lookout Point. Purchased by the Dunedin City Council in 1994 with the assistance of the Royal Forest and Bird Protection Society, it is home to various native bird and invertebrate species, including one species of velvet worm believed to be endemic to the Dunedin area.
## History
Caversham was named for Caversham, Berkshire, a suburb of Reading, by William Henry Valpy, a wealthy early settler who farmed the areas around the lower slopes of Forbury Hill; his initial farm, "The Forbury", was located in what is now St Clair, close to a street which now bears his name. A member of Valpy's family was born in the English Caversham.
In the early days of Dunedin, it was impossible for a dray to reach the Caversham Valley in wet weather unless it went by a circuitous route around the hills. Valpy solved this problem by hiring men at his own expense to build a crude road from the southern end of Princes Street to his farm at Forbury. This formed the basis for later roads into the suburb. The road curved around the edge of the hills at the Glen to avoid a large swamp, the site of which is currently occupied by Carisbrook sports ground.
Settlement in the area was slow, though Caversham Valley was a preferred route south out of the city. The Central Otago Gold Rush of 1861 led to rapid changes when thousands of people began using the road on their way to and from the gold fields. The suburb began to expand rapidly at about this time, and the first public house, the Edinburgh Castle Hotel, was erected in 1861. By the end of the decade, Caversham had its own school, post office, drill hall (from the Southern District Rifles), and Anglican and Presbyterian churches. A third church, for the Baptist denomination, followed in 1872.
Several charitable organisations have had properties in Caversham, including the Otago Benevolent Institution home for invalids, and an IHC New Zealand centre at Kew Park. The Royal New Zealand Foundation of the Blind still has its Otago premises in Hillside Road.
Early industries in the area included C & W Sheil's brickworks, which had quarries in Forbury, St Clair and Caversham, and Caversham Gasworks, which operated from 1882 until 1909. The last buildings of the gasworks were a local landmark, and were not removed until the construction of the Caversham bypass in the 1970s and 1980s. Other noted industries in early Caversham included breweries, a tannery, and a match factory.
Construction of the South Island Main Trunk railway south of Dunedin that began in 1871 led to the construction of a 865-metre (2,838 ft) tunnel beneath Lookout Point, connecting Caversham with Green Island. A second parallel 1,407-metre (4,616 ft) tunnel – the first double-track tunnel in the country – was built starting in 1907, and all rail traffic moved to the new tunnel in 1910. Caversham was served by its own railway station until its closure in 1962. There has been a long-running campaign to have the older tunnel converted into a cycleway, though this scheme has never gained wholehearted council support.
By the 1870s the population of Caversham was growing rapidly, and in 1877, with the population at around 4,000, it was declared a borough. It held this status until amalgamation with Dunedin city in 1904. The borough's area included much of modern Forbury and St Clair, as well as what is usually regarded as Caversham today.
### Caversham Project
The early history of the suburb and surrounding parts of southern Dunedin has been the subject of a major ongoing archaeological and historical research project into early Dunedin by the University of Otago, known simply as The Caversham Project. Over the course of the last 30 years, a database has been compiled of life in early South Dunedin, focussing on the borough of Caversham. This database is unique in its size for a historical study within New Zealand or Australia, containing some 9.4 gigabytes of data, and has allowed for the examination and publication of details relating to the socioeconomic and demographic mix of early Dunedin.
The multidisciplinary nature of the study has resulted in information being gathered on subjects ranging from urban planning to gender studies. By using both quantitative and qualitative analyses, and by including considerable amounts of oral history, it has allowed for a vivid recreation of the society of early urban New Zealand. Several books have resulted from the project, among them Sites of Gender: Women, Men and Modernity, 1890–1939, edited by B. Brookes, A. Cooper, and R. Law (Auckland University Press, 2003) and Class and Occupation: The New Zealand Reality by E. Olssen and M. Hickey (University of Otago Press, 2005).
## Governance
In its formative days, the Caversham Road Board administered Caversham. This organisation served as a council for Caversham until May 1877, when it became a borough. The borough of Caversham, which existed until November 1904, took in a far larger area than the current suburb, including much of Saint Clair, South Dunedin, Kew, and Kensington, and stretched to the Pacific coast in the south and Otago Harbour in the east. The names of several of the borough's mayors are commemorated in streets within the former borough, among them Robert Rutherford, William Bridgman, and Thomas Kay Sidey.
The Dunedin City Council currently administers Caversham.
At a national level, Caversham was a separate electorate from 1866 to 1908. MPs for the electorate included Thomas Kay Sidey and future Premier Robert Stout. Since 1908 Caversham has been in various electorates, and is currently part of the Taieri electorate. As of 2022, its MP is Ingrid Leary (Labour).
## Demographics
Unlike most of Dunedin, which was settled by Scots, many early settlers in Caversham were English. This led to some degree of antagonism by the councils of the city and Caversham borough in the early days of settlement; Dunedin had been settled by the Presbyterian church, whereas Caversham's population was largely Anglican, Methodist, and Baptist. There is little evidence of this distinction in modern Caversham, other than the origins of local street names, several of which reflect the names of English counties and early English settlers.
Caversham began largely as a lower-middle to working-class suburb. Many of the early residents were skilled or semi-skilled tradespeople. In its early days, Caversham was known as "The carpenters' borough", as a high proportion of the skilled workers within the borough were employed in the building trade. The socioeconomic mix of the borough, combined with the Protestant religious make-up of Caversham, led to strong traditions of egalitarian and social humanitarian politics in the borough.
The left-leaning politics of the area is still reflected to some extent in local political views. The Taieri electorate and its predecessor Dunedin South, of which Caversham is a part, tends to return New Zealand Labour Party Members of Parliament and support this and other left-of-centre parties.
Many residents of Caversham are still of relatively low socio-economic status when compared to those in surrounding hill suburbs. A 2007 Dunedin City Council report indicated that a high proportion (39%) of the suburb's houses were one- or two-bedroom dwellings.
The 2018 Caversham statistical area covers 0.70 km<sup>2</sup> (0.27 sq mi) and had an estimated population of as of with a population density of people per km<sup>2</sup>.
Caversham had a population of 2,265 at the 2018 New Zealand census, an increase of 84 people (3.9%) since the 2013 census, and an increase of 12 people (0.5%) since the 2006 census. There were 1,029 households. There were 1,053 males and 1,212 females, giving a sex ratio of 0.87 males per female. The median age was 43.3 years (compared with 37.4 years nationally), with 315 people (13.9%) aged under 15 years, 459 (20.3%) aged 15 to 29, 927 (40.9%) aged 30 to 64, and 558 (24.6%) aged 65 or older.
Ethnicities were 81.3% European/Pākehā, 15.1% Māori, 7.4% Pacific peoples, 5.6% Asian, and 2.5% other ethnicities (totals add to more than 100% since people could identify with multiple ethnicities).
The proportion of people born overseas was 16.0%, compared with 27.1% nationally.
Although some people objected to giving their religion, 50.5% had no religion, 37.4% were Christian, 0.7% were Hindu, 0.7% were Muslim, 0.5% were Buddhist and 2.6% had other religions.
Of those at least 15 years old, 315 (16.2%) people had a bachelor or higher degree, and 510 (26.2%) people had no formal qualifications. The median income was \$23,400, compared with \$31,800 nationally. 90 people (4.6%) earned over \$70,000 compared to 17.2% nationally. The employment status of those at least 15 was that 762 (39.1%) people were employed full-time, 267 (13.7%) were part-time, and 99 (5.1%) were unemployed.
## Education
Caversham has no secondary schools, although it does contain a primary school and a special needs school. Carisbrook School, at the corner of South Road and Surrey Street, was formed from a 2012 merger of Calton Hill School, Caversham School, and College Street School on the Caversham School site, which was established in 1921. The school's predecessor dates back to the early 1860s. The roll is students as of The school's two-storey 1920s brick buildings were pulled down and replaced in 1961, because of their structural unsoundness. The school's main gate – the only surviving remnant of the earlier structure – is the suburb's war memorial.
The Sara Cohen School in Rutherford Street, was established in 1926. This school caters for special needs pupils from primary school age through adulthood. The school was named for the late wife of Mark Cohen, city councillor, campaigner for women's rights, and editor of the Evening Star newspaper from 1893 to 1920. In 1889, Mark Cohen was a major figure behind the founding of New Zealand's first kindergarten.
There are kindergartens and child-care centres in both Rutherford Street (by Kew Park) and South Road (to the east of the main retail area), and there are numerous pre-school facilities and further primary schools in the suburbs of Forbury and Saint Clair, immediately to the south of Caversham. The nearest secondary schools are the single-sex schools of Queen's High School and King's High School, located alongside each other close to the boundary between Saint Clair and South Dunedin, 1 kilometre (0.62 mi) to the south.
## Economy
In its early years, Caversham was heavily industrialised, but also contained a large number of residential properties. The population included a large number of skilled tradespeople and craftspeople, and both large and small industries abounded. Local industries at the beginning of the twentieth century included a brickworks, a gasworks, breweries, a smithy, milliners, several bakeries, a tannery, a bootmakers, and Rutherford's Wax Vesta match factory at Forbury Corner. In 1900, the South Road-David Street-Forbury Corner area was home to over 50 businesses.
Today, the suburb is mainly residential, though it has areas of retail and light industrial businesses. The main retail area is on South Road between the start of the rise up Caversham Valley and David Street, extending into David Street and the western end of Hillside Road (Forbury Corner, sometimes referred to as Kew Corner). A few shops are also located on South Road 0.8 kilometres (0.50 mi) to the east, near Carisbrook. Hillside Road becomes increasingly light industrial as it approaches South Dunedin, with automotive engineers, car sales yards, joineries, a rope factory, and a funeral parlour. One of Dunedin's largest industrial sites, the Hillside Railway Workshops, dominates the eastern end of Hillside Road, close to which lie other, smaller, industrial sites. Beyond this is the shopping precinct of South Dunedin.
Caversham has four public houses – considerably fewer than in its formative years. These are the Carisbrook Hotel, close to the sports ground for which it is named, Mitchell's Tavern in the South Road retail area, the Waterloo Hotel at Forbury Corner, and the Fitzroy Hotel on Hillside Road near Bathgate Park.
## Sport
Carisbrook, the city's former main rugby union venue and a former Test cricket ground, was located at the eastern end of the suburb between The Glen and the Hillside Railway Workshops prior to its demolition. It was the home of Otago Rugby Union until a new stadium opened in North Dunedin (the Forsyth Barr Stadium at University Plaza) in August 2011. The new stadium is the new home of the Otago Rugby Union and Highlanders Super Rugby franchise, and met with some opposition within Dunedin, with objections focusing largely on the cost.
Other than Carisbrook, the suburb's main sports ground is Bathgate Park, which lies at the border of Caversham and South Dunedin in the southeast. There are several open areas of recreation ground and parkland, notably Kew Park at Forbury Corner and Sidey Park and adjacent parkland along the northern flank of the by-pass, and there are tennis courts close to Kew Park on Thorn Street, and a croquet club between South Road and the Caversham by-pass. Kew Park is also home to one of the area's most prominent pétanque clubs.
Other sporting links with the suburb include Caversham Football Club, one of Dunedin's most successful football teams. Caversham has reached the semi-finals of the national knockout competition (the Chatham Cup) on three occasions, and was a member of the former New Zealand National Soccer League for several seasons in the 1970s with a highest final position of fourth in 1975. They also played in the competition's final season (2003). Despite its name, Caversham play at Tonga Park, located in the adjacent suburb of Forbury, a ground they share with the Carisbrook-Dunedin Cricket Club. Caversham is also home to one of Dunedin's main athletics clubs.
The Southern Rugby Football Club, a rugby union club, is located at Bathgate Park to the southeast of Caversham. Southern is consistently among Dunedin's stronger club sides, and has been Otago club champion on over 20 occasions. It was formed from a merger of the Caversham and Pacific clubs in 1899. Southern's players have included over 20 All Blacks, including Stephen Bachop, Stu Forster, Jamie Joseph, Laurie Mains, and Gary Seear.
## Landmarks
Hillside Railway Workshops dominate the southeast of Caversham and the neighbouring suburb of South Dunedin. Established at this site in 1875, the workshops are the main railway construction and repair shop in the South Island. The workshops cover 8 hectares (20 acres), of which 3 hectares (7.4 acres) are covered floor space.
To the north of the workshops is Carisbrook, Dunedin's former main sports venue. Opened in 1883, the ground had a capacity of 35,000 people, and was floodlit from the 1990s. Used primarily for rugby union, but also for other sports (notably as a Test cricket venue), Carisbrook lost its pre-eminence among the city's sports arenas with the construction of a new stadium in the northern end of the city in 2011; demolition began in 2013. The ground is named for the former home of early colonial settler James Macandrew, which in turn was named for Carisbrooke Castle on the Isle of Wight in southern England.
Lisburn House is one of the finest surviving 1860s townhouses in New Zealand. Now run as a bed and breakfast establishment, this house was built in 1865 for the Fulton family, a pioneer farming family at their "Ravenscliffe" property on the Taieri Plains. The house was named for the family's origins in Lisburn, Northern Ireland, and is Category I heritage listed. William Clayton designed the 12-room house, notable for its steeply angled slate roof and polychromatic brickwork. Two other Category II heritage buildings are on Fitzroy Street: Faringdon Villa, and an untitled house.
Other buildings of note in Caversham include the suburb's churches. The Presbyterian church is located on Thorn Street, roughly halfway between the South Road retail area and Forbury Corner. It was built in 1883 following the destruction of the previous building by fire. The current building, built in Port Chalmers bluestone with Oamaru stone facings, was designed by T. B. Cameron.
Caversham's Anglican church, St. Peter's, is located on Hillside Road. Designed by H. F. Hardy, the foundation stone was laid in 1882. The original design called for the church to have a spire, but because of problems with the tower's foundations (which left the tower leaning 6 inches (15 cm) from the perpendicular) this was never constructed.
Caversham Baptist church is located at the corner of South Road and Surrey Street, close to Caversham School. Unusual among Dunedin buildings, this church has a formal Classical style, with its brickwork augmented by pediments and square columns. The foundation stone for the building was laid in 1906. The former Baptist Church, in Playfair Street, is now used as a Gospel Hall.
A further church, located in South Dunedin close to the southeastern edge of Caversham, was the South Dunedin Wesley Methodist Church in Hillside Road. This building, constructed in 1893, was threatened with demolition from 2009, and finally demolished in 2017.
Part of the factory of Donaghy's Industries, adjacent to the eastern edge of Bathgate Park, is notable because of its unusual shape. This structure, which is less than 4 metres (13 ft) wide yet some 380 metres (1,250 ft) in length, serves as a ropewalk for Donaghy's, who have been manufacturing rope and twine at this site since 1876.
A somewhat controversial recent addition to Caversham was the opening, in October 2013, of Whakamana Cannabis Museum, New Zealand's first museum dedicated to the history of cannabis use. Cannabis, while still a criminalised drug in New Zealand, has moved some way towards grudging acceptance, at least as a subject for open discussion. The museum, run from a former residential house in David Street, is designed to be an information centre on aspects of the history and legislation surrounding the drug, and also a national centre for the Aotearoa Legalise Cannabis Party, a minor single-issue political party.
## Notable people
Noted residents in the Caversham area have included members of the Sidey family, several of whom were local or national politicians. Among these was Thomas Sidey, New Zealand Attorney General 1928–31. Sidey Park, close to the northern edge of the Caversham bypass, and Sidey Street in Corstorphine are both named in his honour.
Captain William Cargill, founder of the Otago settlement, lived just to the northeast of Caversham above The Glen; his house "Hillside" gave its name to Hillside Road, which was at one time called Cargill Road. The area around the site of Cargill's long-demolished house between The Glen and Kensington is still referred to as Hillside. Cargill's Corner, the major road junction at the South Dunedin end of Hillside Road, is also named in his honour.
Architect Edmund Anscombe was a Caversham resident. Anscombe was responsible for numerous important buildings in early 20th century New Zealand, many of which survive to the present day. Among them are the Sarjeant Art Gallery in Wanganui and the Former Post and Telegraph Building in Wellington. Noted local buildings with work by Anscombe include extensions to the University of Otago Clocktower complex in Dunedin North, the main building of Otago Girls' High School in central Dunedin, and the Allied Press building in Lower Stuart Street, Dunedin.
Another notable local resident was surveyor and architect John Turnbull Thomson. Thomson was Chief Surveyor of the Otago Province from 1856 to 1873, and Surveyor-General of New Zealand from 1876 to 1879. During his time as provincial Chief Surveyor, Thomson explored and mapped large sections of the interior of the southern South Island. Many of the place names in this region reflect Thomson's Northumbrian origins, with prosaic names in the form of a Northumbrian dialectic name for an animal. As a result, the area is still occasionally referred to as "Thomson's Barnyard" or "The Farmyard Patch".
Among sportspeople with Caversham connections, Australian Test cricketer and 1931 Wisden Cricketer of the year Clarrie Grimmett is perhaps the best known. Grimmett, the first player to take 200 Test wickets, was born in the suburb on Christmas Day, 1891. Noted rugby union administrators "Old Vic" Cavanagh and "Young Vic" Cavanagh were also born in Caversham. Between them, the father and son were responsible for changes to the way the game of rugby union was played through their innovative coaching methods and tactics. The cricketer, poet, songwriter and teacher Robert J. Pope (1865–1949) was also born in Caversham.
## Transportation
The suburb's main road is South Road, which at its eastern (Glen) end winds around the flanks of hills before joining with Princes Street and Dunedin's central business district. A slip road connects South Road with State Highway 1 at the foot of these hills, just above Carisbrook.
Hillside Road, which runs parallel with South Road several hundred metres to the south, is an arterial route connecting South Dunedin (at its eastern end) with Dunedin's southwestern suburbs. At its western end is Forbury Corner, a road junction linking Hillside Road with suburban arterial routes to the suburbs of Saint Clair (Forbury Road) and Corstorphine (Easther Crescent), as well as David Street, the major road link between Hillside Road and South Road. Numerous other small residential streets run parallel with David Street between Hillside Road and South Road. The suburb's other main roads include Caversham Valley Road, Playfair Street, Surrey Street, and Glen Road. The latter of these lies at the Glen at the eastern end of Caversham, providing a link between South Road and the hill suburbs of Maryhill, Balaclava, and Mornington.
A Caversham bypass was constructed in the late 1970s and early 1980s, and was officially opened in 1987. It now carries State Highway 1 away from the retail heart of the suburb, connecting at its northern end with the city's one-way street system. With the construction of the bypass, Caversham Valley Road was truncated close to its junction with South Road, and the upper stretch of the road continued as part of State Highway 1, connecting the bypass with Dunedin Southern Motorway.
Until the construction of the bypass, South Road and Caversham Valley Road formed the main route out of Dunedin to the south. State Highway 1 followed South Road through the main retail area, then followed Caversham Valley Road to Lookout Point. Above its retail area, South Road winds around the flank of Calton Hill; Caversham Valley Road forms a straighter, steep route that originally continued from the end of South Road's retail area. For this reason, the part of South Road running through the retail area is also sometimes referred to as part of Caversham Valley Road. Improvements to Caversham Valley Road to ease congestion and increase safety began in 2011. A junction at the north end of Caversham's main retail area connects South Road with the bypass.
Caversham was served by a suburban railway station on the "South Line" between Dunedin and Mosgiel. Services ceased on this line in 1982. The railway station buildings were demolished several years later.
Trams served Caversham between 1880 and 1954, operating in Hillside Road, South Road, and David Street. Several bus routes now serve Caversham, connecting it with the heart of the city. Citibus and Dunedin Passenger Transport run routes from the city centre to Saint Clair and Corstorphine via Hillside Road, and to Lookout Point via South Road. Dunedin passenger transport also runs services between The Octagon and both Mosgiel and Brighton via South Road. Cargill's Corner, at the South Dunedin end of Hillside Road, is a major suburban bus hub.
## References and notes |
6,251,540 | Fun Home | 1,173,480,643 | Graphic memoir by Alison Bechdel | [
"2000s LGBT literature",
"2006 comics debuts",
"2006 graphic novels",
"American memoirs",
"Autobiographical graphic novels",
"Biographical graphic novels",
"Censored books",
"Comics about women",
"Eisner Award winners",
"GLAAD Media Award for Outstanding Comic Book winners",
"Houghton Mifflin books",
"LGBT autobiographies",
"LGBT literature in the United States",
"LGBT-related controversies in literature",
"LGBT-related graphic novels",
"Lambda Literary Award-winning works",
"Lesbian non-fiction books",
"Lesbian-related comics",
"Obscenity controversies in comics",
"Stonewall Book Award-winning works",
"Works about dysfunctional families"
]
| Fun Home: A Family Tragicomic is a 2006 graphic memoir by the American cartoonist Alison Bechdel, author of the comic strip Dykes to Watch Out For. It chronicles the author's childhood and youth in rural Pennsylvania, United States, focusing on her complex relationship with her father. The book addresses themes of sexual orientation, gender roles, suicide, emotional abuse, dysfunctional family life, and the role of literature in understanding oneself and one's family.
Writing and illustrating Fun Home took seven years, in part because of Bechdel's laborious artistic process, which includes photographing herself in poses for each human figure. Fun Home has been the subject of numerous academic publications in areas such as biography studies and cultural studies as part of a larger turn towards serious academic investment in the study of comics/sequential art.
Fun Home has been both a popular and critical success, and spent two weeks on the New York Times Best Seller list. In The New York Times Sunday Book Review, Sean Wilsey called it "a pioneering work, pushing two genres (comics and memoir) in multiple new directions." Several publications named Fun Home as one of the best books of 2006; it was also included in several lists of the best books of the 2000s. It was nominated for several awards, including the National Book Critics Circle Award and three Eisner Awards (winning the Eisner Award for Best Reality-Based Work). A French translation of Fun Home was serialized in the newspaper Libération; the book was an official selection of the Angoulême International Comics Festival and has been the subject of an academic conference in France. Fun Home also generated controversy, being challenged and removed from libraries due to its contents.
In 2013, a musical adaptation of Fun Home at The Public Theater enjoyed multiple extensions to its run, with book and lyrics written by Obie Award-winning playwright Lisa Kron, and score composed by Tony Award-nominated Jeanine Tesori. The production, directed by Sam Gold, was called "the first mainstream musical about a young lesbian." As a musical theatre piece, Fun Home was a finalist for the 2014 Pulitzer Prize for Drama, while winning the Lucille Lortel Award for Outstanding Musical, the New York Drama Critics' Circle Award for Best Musical, and the Obie Award for Musical Theater. The Broadway production opened in April 2015 and earned an even dozen nominations for the 69th Tony Awards, winning the Tony Award for Best Musical.
## Background
Bechdel states that her motivation for writing Fun Home was to reflect on why things turned out the way they did in her life. She reflects on her father's untimely death and whether Alison would have made different choices if she were in his position. This motivation is present throughout as she contrasts Bruce's artifice in hiding things with Alison's free and open self. The process of writing Fun Home required many references to literary works and archives to both accurately write and draw the scenes. As Bechdel wrote the book, she would reread the sources of her literary references, and this attention to detail in her references led to the development of each chapter having a different literary focus. On the process of writing the book, Bechdel says, "It was such a huge project: six or seven years of drawing and excavating. It was sort of like living in a trance."
Fun Home is drawn in black line art with a gray-blue ink wash. Sean Wilsey wrote that Fun Home's panels "combine the detail and technical proficiency of R. Crumb with a seriousness, emotional complexity and innovation completely its own." Writing in the Gay & Lesbian Review Worldwide, Diane Ellen Hamer contrasted "Bechdel's habit of drawing her characters very simply and yet distinctly" with "the attention to detail that she devotes to the background, those TV shows and posters on the wall, not to mention the intricacies of the funeral home as a recurring backdrop." Bechdel told an interviewer for The Comics Journal that the richness of each panel of Fun Home was very deliberate:
> It's very important for me that people be able to read the images in the same kind of gradually unfolding way as they're reading the text. I don't like pictures that don't have information in them. I want pictures that you have to read, that you have to decode, that take time, that you can get lost in. Otherwise what's the point?
Bechdel wrote and illustrated Fun Home over a seven-year period. Her meticulous artistic process made the task of illustration slow. She began each page by creating a framework in Adobe Illustrator, on which she placed the text and drew rough figures. She used extensive photo reference and, for many panels, posed for each human figure herself, using a digital camera to record her poses. Bechdel also used photo reference for background elements. For example, to illustrate a panel depicting fireworks seen from a Greenwich Village rooftop on July 4, 1976, she used Google Images to find a photograph of the New York skyline taken from that particular building in that period. She also painstakingly copied by hand many family photographs, letters, local maps and excerpts from her own childhood journal, incorporating these images into her narrative. After using the reference material to draw a tight framework for the page, Bechdel copied the line art illustration onto plate finish Bristol board for the final inked page, which she then scanned into her computer. The gray-blue ink wash for each page was drawn on a separate page of watercolor paper, and combined with the inked image using Photoshop. Bechdel chose the bluish wash color for its flexibility, and because it had "a bleak, elegiac quality" which suited the subject matter. Bechdel attributes this detailed creative process to her "barely controlled obsessive-compulsive disorder".
## Plot summary
The narrative of Fun Home is non-linear and recursive. Incidents are told and re-told in the light of new information or themes. Bechdel describes the structure of Fun Home as a labyrinth, "going over the same material, but starting from the outside and spiraling in to the center of the story." In an essay on memoirs and truth in the academic journal PMLA, Nancy K. Miller explains that as Bechdel revisits scenes and themes "she re-creates memories in which the force of attachment generates the structure of the memoir itself." Additionally, the memoir derives its structure from allusions to various works of literature, Greek myth and visual arts; the events of Bechdel's family life during her childhood and adolescence are presented through this allusive lens. Miller notes that the narratives of the referenced literary texts "provide clues, both true and false, to the mysteries of family relations."
The memoir focuses on Bechdel's family, and is centered on her relationship with her father, Bruce. Bruce was a funeral director and high school English teacher in Beech Creek, where Alison and her siblings grew up. The book's title comes from the family nickname for the funeral home, the family business in which Bruce grew up and later worked; the phrase also refers ironically to Bruce's tyrannical domestic rule. Bruce's two occupations are reflected in Fun Home's focus on death and literature.
In the beginning of the book, the memoir exhibits Bruce's obsession with restoring the family's Victorian home. His obsessive need to restore the house is connected to his emotional distance from his family, which he expressed in coldness and occasional bouts of abusive rage. This emotional distance, in turn, is connected with his being a closeted homosexual. Bruce had homosexual relationships in the military and with his high school students; some of those students were also family friends and babysitters. At the age of 44, two weeks after his wife requested a divorce, he stepped into the path of an oncoming Sunbeam Bread truck and was killed. Although the evidence is equivocal, Alison concludes that her father died by suicide.
The story also deals with Alison's own struggle with her sexual identity, reaching a catharsis in the realization that she is a lesbian and her coming out to her parents. The memoir frankly examines her sexual development, including transcripts from her childhood diary, anecdotes about masturbation, and tales of her first sexual experiences with her girlfriend, Joan. In addition to their common homosexuality, Alison and Bruce share obsessive-compulsive tendencies and artistic leanings, albeit with opposing aesthetic senses: "I was Spartan to my father's Athenian. Modern to his Victorian. Butch to his nelly. Utilitarian to his aesthete." This opposition was a source of tension in their relationship, as both tried to express their dissatisfaction with their given gender roles: "Not only were we inverts, we were inversions of each other. While I was trying to compensate for something unmanly in him, he was attempting to express something feminine through me. It was a war of cross-purposes, and so doomed to perpetual escalation." However, shortly before Bruce's death, he and his daughter have a conversation in which Bruce confesses some of his sexual history; this is presented as a partial resolution to the conflict between father and daughter.
At several points in the book, Bechdel questions whether her decision to come out as a lesbian was one of the triggers for her father's suicide. This question is never answered definitively, but Bechdel closely examines the connection between her father's closeted sexuality and her own open lesbianism, revealing her debt to her father in both positive and negative lights.
## Themes
Bechdel describes her journey of discovering her own sexuality: "My realization at nineteen that I was a lesbian came about in a manner consistent with my bookish upbringing." Yet, hints of her sexual orientation arose early in her childhood; she wished "for the right to exchange [her] tank suit for a pair of shorts" in Cannes and for her brothers to call her Albert instead of Alison on one camping trip. Her father also exhibited homosexual behaviors, but the revelation of this made Bechdel feel uneasy. "I'd been upstaged, demoted from protagonist in my own drama to comic relief in my parents' tragedy". Father and daughter handled their issues differently. Bechdel chose to accept the fact, before she had a lesbian relationship, but her father hid his sexuality. He was afraid of coming out, as illustrated by "the fear in his eyes" when the conversation topic comes dangerously close to homosexuality.
In addition to sexual orientation, the memoir touches on the theme of gender identity. Bechdel had viewed her father as "a big sissy" while her father constantly tried to change his daughter into a more feminine person throughout her childhood.
The underlying theme of death is also portrayed. Unlike most young people, the Bechdel children have a tangible relationship with death because of the family mortuary business. Alison ponders whether her father's death was an accident or suicide, and finds it more likely that he killed himself purposefully.
## Allusions
The allusive literary references used in Fun Home are not merely structural or stylistic: Bechdel writes, "I employ these allusions ... not only as descriptive devices, but because my parents are most real to me in fictional terms. And perhaps my cool aesthetic distance itself does more to convey the Arctic climate of our family than any particular literary comparison." Bechdel, as the narrator, considers her relationship to her father through the myth of Daedalus and Icarus. As a child, she confused her family and their Gothic Revival home with the Addams Family seen in the cartoons of Charles Addams. Bruce Bechdel's suicide is discussed with reference to Albert Camus' novel A Happy Death and essay The Myth of Sisyphus. His careful construction of an aesthetic and intellectual world is compared to The Great Gatsby by F. Scott Fitzgerald, and the narrator suggests that Bruce Bechdel modeled elements of his life after Fitzgerald's, as portrayed in the biography The Far Side of Paradise. His wife Helen is compared with the protagonists of the Henry James novels Washington Square and The Portrait of a Lady. Helen Bechdel was an amateur actress, and plays in which she acted are also used to illuminate aspects of her marriage. She met Bruce Bechdel when the two were appearing in a college production of The Taming of the Shrew, and Alison Bechdel intimates that this was "a harbinger of my parents' later marriage". Helen Bechdel's role as Lady Bracknell in a local production of The Importance of Being Earnest is shown in some detail; Bruce Bechdel is compared with Oscar Wilde. His homosexuality is also examined with allusion to Marcel Proust's In Search of Lost Time. The father and daughter's artistic and obsessive-compulsive tendencies are discussed with reference to E. H. Shepard's illustrations for The Wind in the Willows. Bruce and Alison Bechdel exchange hints about their sexualities by exchanging memoirs: the father gives the daughter Earthly Paradise, an autobiographical collection of the writings of Colette; shortly afterwards, in what Alison Bechdel describes as "an eloquent unconscious gesture", she leaves a library copy of Kate Millett's memoir Flying for him. Finally, returning to the Daedalus myth, Alison Bechdel casts herself as Stephen Dedalus and her father as Leopold Bloom in James Joyce's Ulysses, with parallel references to the myth of Telemachus and Odysseus.
The chapter headings, too, are all literary allusions. The first chapter, "Old Father, Old Artificer", refers to a line in Joyce's A Portrait of the Artist as a Young Man, and the second, "A Happy Death", invokes the Camus novel. "That Old Catastrophe" is a line from Wallace Stevens's "Sunday Morning", and "In the Shadow of the Young Girls in Flower" is the literal translation of the title of one of the volumes of Marcel Proust's In Search of Lost Time, which is usually given in English as Within a Budding Grove.
In addition to the literary allusions which are explicitly acknowledged in the text, Bechdel incorporates visual allusions to television programs and other items of pop culture into her artwork, often as images on a television in the background of a panel. These visual references include the film It's a Wonderful Life, Bert and Ernie of Sesame Street, the Smiley Face, Yogi Bear, Batman, the Road Runner and Wile E. Coyote, the resignation of Richard Nixon and The Flying Nun.
## Analysis
Heike Bauer, a professor at the University of London, categorizes Fun Home as part of the queer transnational archive for its contribution towards the "felt experiences" of the LGBTQ community. Bauer argues that books provide a relatable source, or a felt experience, as Alison uses literature to understand her own feelings in a homophobic society. Bauer notes that as Alison finds relatable literature for her experiences, Fun Home itself becomes a similar outlet for its readers by increasing representation of LGBTQ literature.
Valerie Rohy, an English professor at the University of Vermont, questions the authenticity of Alison's archives in the book. Rohy explores how Alison uses her diary in her childhood and readings in her young adulthood to both document her life and learn about herself through written works. On the uncertainty relating to Bruce's cause of death, Rohy says Alison concludes it to be a suicide to fill in her knowledge gap of the situation, similar to her use of books to fill in gaps in her own understanding of her childhood.
Judith Kegan Gardiner, a professor of English and Gender and Women's Studies at the University of Illinois, Chicago, views Fun Home as queer literature that bends the literary norms of the graphic novel genre, arguing Bechdel combines both tragedy, normally associated with men, and humor, normally associated with women, by discussing her father's death using a comic book style and dark humor. Gardiner argues Bechdel takes control of creating an open culture for lesbian feminist work through Fun Home by focusing less on Bruce's wrongdoings regarding minors, and more on the tragedy faced by Alison and the guilt towards his subsequent death after her coming out. She also says that by breaking the gender norms of the genre, particularly within lesbian and gay literature, Fun Home has dramatically affected representation.
## Publication and reception
Fun Home was first printed in hardcover by Houghton Mifflin (Boston, New York City) on June 8, 2006. This edition appeared on the New York Times' Hardcover Nonfiction bestseller list for two weeks, covering the period from June 18 to July 1, 2006. It continued to sell well, and by February 2007 there were 55,000 copies in print. A trade paperback edition was published in the United Kingdom by Random House under the Jonathan Cape imprint on September 14, 2006; Houghton Mifflin published a paperback edition under the Mariner Books imprint on June 5, 2007.
In the summer of 2006, a French translation of Fun Home was serialized in the Paris newspaper Libération (which had previously serialized Persepolis by Marjane Satrapi). This translation, by Corinne Julve and Lili Sztajn, was subsequently published by Éditions Denoël on October 26, 2006. In January 2007, Fun Home was an official selection of the Angoulême International Comics Festival. In the same month, the Anglophone Studies department of the Université François Rabelais, Tours sponsored an academic conference on Bechdel's work, with presentations in Paris and Tours. At this conference, papers were presented examining Fun Home from several perspectives: as containing "trajectories" filled with paradoxical tension; as a text interacting with images as a paratext; and as a search for meaning using drag as a metaphor. These papers and others on Bechdel and her work were later published in the peer-reviewed journal GRAAT (Groupe de Recherches Anglo-Américaines de Tours, or Tours Anglo-American Research Group).
An Italian translation was published by Rizzoli in January 2007. In Brazil, Conrad Editora published a Portuguese translation in 2007. A German translation was published by Kiepenheuer & Witsch in January 2008. The book has also been translated into Hungarian, Korean, and Polish, and a Chinese translation has been scheduled for publication.
In Spring 2012, Bechdel and literary scholar Hillary Chute co-taught a course at the University of Chicago titled "Lines of Transmission: Comics and Autobiography".
### Reviews and awards
Fun Home was positively reviewed in many publications. The Times of London described Fun Home as "a profound and important book;" Salon.com called it "a beautiful, assured piece of work;" and The New York Times ran two separate reviews and a feature on the memoir. In one New York Times review, Sean Wilsey called Fun Home "a pioneering work, pushing two genres (comics and memoir) in multiple new directions" and "a comic book for lovers of words". Jill Soloway, writing in the Los Angeles Times, praised the work overall but commented that Bechdel's reference-heavy prose is at times "a little opaque". Similarly, a reviewer in The Tyee felt that "the narrator's insistence on linking her story to those of various Greek myths, American novels and classic plays" was "forced" and "heavy-handed". By contrast, the Seattle Times' reviewer wrote positively of the book's use of literary reference, calling it "staggeringly literate". The Village Voice said that Fun Home "shows how powerfully—and economically—the medium can portray autobiographical narrative. With two-part visual and verbal narration that isn't simply synchronous, comics presents a distinctive narrative idiom in which a wealth of information may be expressed in a highly condensed fashion."
Several publications listed Fun Home as one of the best books of 2006, including The New York Times, Amazon.com, The Times of London, New York magazine and Publishers Weekly, which ranked it as the best comic book of 2006. Salon.com named Fun Home the best nonfiction debut of 2006, admitting that they were fudging the definition of "debut" and saying, "Fun Home shimmers with regret, compassion, annoyance, frustration, pity and love—usually all at the same time and never without a pervasive, deeply literary irony about the near-impossible task of staying true to yourself, and to the people who made you who you are." Entertainment Weekly called it the best nonfiction book of the year, and Time named Fun Home the best book of 2006, describing it as "the unlikeliest literary success of 2006" and "a masterpiece about two people who live in the same house but different worlds, and their mysterious debts to each other."
Fun Home was a finalist for the 2006 National Book Critics Circle Award, in the memoir/autobiography category. In 2007, Fun Home won the GLAAD Media Award for Outstanding Comic Book, the Stonewall Book Award for non-fiction, the Publishing Triangle-Judy Grahn Nonfiction Award, and the Lambda Literary Award in the "Lesbian Memoir and Biography" category. Fun Home was nominated for the 2007 Eisner Awards in two categories, Best Reality-Based Work and Best Graphic Album, and Bechdel was nominated as Best Writer/Artist. Fun Home won the Eisner for Best Reality-Based Work. In 2008, Entertainment Weekly placed Fun Home at No. 68 in its list of "New Classics" (defined as "the 100 best books from 1983 to 2008"). The Guardian included Fun Home in its series "1000 novels everyone must read", noting its "beautifully rendered" details.
In 2009, Fun Home was listed as one of the best books of the previous decade by The Times of London, Entertainment Weekly and Salon.com, and as one of the best comic books of the decade by The Onion's A.V. Club.
In 2010, the Los Angeles Times literary blog "Jacket Copy" named Fun Home as one of "20 classic works of gay literature". In 2019, the graphic novel was ranked 33rd on The Guardian's list of the 100 best books of the 21st century.
### Challenges and attempted banning
#### 2006: Marshall, Missouri
In October 2006, a resident of Marshall, Missouri, attempted to have Fun Home and Craig Thompson's Blankets, both graphic novels, removed from the city's public library. Supporters of the books' removal characterized them as "pornography" and expressed concern that they would be read by children. Marshall Public Library Director Amy Crump defended the books as having been well-reviewed in "reputable, professional book review journals", and characterized the removal attempt as a step towards "the slippery slope of censorship". On October 11, 2006, the library's board appointed a committee to create a materials selection policy, and removed Fun Home and Blankets from circulation until the new policy was approved. The committee "decided not to assign a prejudicial label or segregate [the books] by a prejudicial system", and presented a materials selection policy to the board. On March 14, 2007, the Marshall Public Library Board of Trustees voted to return both Fun Home and Blankets to the library's shelves. Bechdel described the attempted banning as "a great honor", and described the incident as "part of the whole evolution of the graphic-novel form."
#### 2008: University of Utah
In 2008, an instructor at the University of Utah placed Fun Home on the syllabus of a mid-level English course, "Critical Introduction to English Literary Forms". One student objected to the assignment, and was given an alternate reading in accordance with the university's religious accommodation policy. The student subsequently contacted a local organization called "No More Pornography", which started an online petition calling for the book to be removed from the syllabus. Vincent Pecora, the chair of the university's English department, defended Fun Home and the instructor. The university said that it had no plans to remove the book.
#### 2013: Palmetto Family
In 2013, Palmetto Family Council, a conservative South Carolina group affiliated with Focus on the Family and the Family Research Council, challenged the inclusion of Fun Home as a reading selection for incoming freshmen at the College of Charleston. Palmetto Family president Oran Smith called the book "pornographic". Bechdel disputed this, saying that pornography is designed to cause sexual arousal, which is not the purpose of her book. The controversy made its way to the Senate and House of Representatives. In the Senate they were voting on whether or not to make budget cuts to the summer reading program for incoming freshmen. Senator Brad Hutto used a four-hour filibuster to delay the voting process and felt that this was "a challenge to academic freedom and an act that would shame our state." There was an alternative for students who find that the selection of reading chosen by their institution is offensive: they are offered a College Reads! as the alternative. The past president of College of Charleston, Glenn McConnell, had contradicting opinions on Fun Home. When asked about the reading he stated that professors have academic freedom when it comes to what they teach in the classroom, but they should also ask themselves if it is worth it and "it certainly wouldn’t be my book of choice." The punishment given to the college was a cut to funding to prevent the institution from exploring identity and sexuality. Many tried to fight this because it was seen as a restriction and became a "battlefield in a full-blown culture war.”
College provost George Hynd and associate provost Lynne Ford defended the choice of Fun Home, pointing out that its themes of identity are especially appropriate for college freshmen. However, seven months later, the Republican-led South Carolina House of Representatives Ways and Means Committee cut the college's funding by \$52,000, the cost of the summer reading program, to punish the college for selecting Fun Home. Rep. Garry Smith, who proposed the cuts, said that in choosing Fun Home the university was "promoting the gay and lesbian lifestyle". Rep. Stephen Goldfinch, another supporter of the cuts, said, "This book trampled on freedom of conservatives. ... Teaching with this book, and the pictures, goes too far." Bechdel called the funding cut "sad and absurd" and pointed out that Fun Home "is after all about the toll that this sort of small-mindedness takes on people's lives." The full state House of Representatives subsequently voted to retain the cuts. College of Charleston students and faculty reacted with dismay and protests to the proposed cuts, and the college's Student Government Association unanimously passed a resolution urging that the funding be restored. A coalition of ten free-speech organizations wrote a letter to the South Carolina Senate Finance Committee, urging them to restore the funds and warning them that "[p]enalising state educational institutions financially simply because members of the legislature disapprove of specific elements of the educational program is educationally unsound and constitutionally suspect". The letter was co-signed by the National Coalition Against Censorship, the ACLU of South Carolina, the American Association of University Professors, the Modern Language Association, the Association of College and Research Libraries, the American Booksellers Foundation for Free Expression, the Comic Book Legal Defense Fund, the Association of American Publishers, the National Council of Teachers of English and the American Library Association. After a nearly week-long debate in which Fun Home and Bechdel were compared to slavery, Charles Manson and Adolf Hitler, the state Senate voted to restore the funding, but redirect the funds towards study of the United States Constitution and The Federalist Papers; the university was also required to provide alternate books to students who object to an assignment due to a "religious, moral or cultural belief". Governor Nikki Haley approved the budget measure penalizing the university.
#### 2015: Duke University
In 2015, the book was assigned as summer reading for the incoming class of 2019 at Duke University. Several students objected to the book on moral and/or religious grounds.
#### 2018: Somerset County, New Jersey
In 2018, parents challenged Fun Home in the Watchung Hills Regional High School curriculum. The challenge was rejected, and the book remained in the school. One year later, a lawsuit was filed in May 2019 against the administrators of the school asking for removal of the book. The lawsuit claims that if the book is not removed, "minors will suffer irreparable harm and that New Jersey statutes will be violated." After the Watchung Hills High School challenge, administrators at nearby North Hunterdon High School removed Fun Home from their libraries as well, but the book was later restored in February 2019.
#### 2022: Wentzville, Missouri
In January 2022, the Wentzille school board in Missouri voted 4–3 to ban Fun Home, going against the review committee's 8–1 vote to retain the book in the district's libraries. The ban included three other books, as well: George M. Johnson's All Boys Aren't Blue, Toni Morrison's The Bluest Eye, and Kiese Laymon’s Heavy.
#### 2022: Rapid City, South Dakota
In May 2022, parents challenged Fun Home in the Rapid City Area Schools, claiming the book is "pornographic" and the overall picture of having books similar to Fun Home in schools is a "Marxist Revolution." Some teachers disagreed because the book has highly marginalized voices such as the LGBTQ+ community. The school board decided to temporarily remove the book.
#### 2023: Sheboygan, Wisconsin
In January 2023, Sheboygan South High School principal, Kevin Formolo, removed Fun Home from the school's library after community members expressed outrage about the book's inclusion. Supporters of the principal's decision say the sexual content of the book is inappropriate in a school setting. Others equated the removal of the book from the school's library to discrimination.
Two other books were also removed from the library by the principal, Alison Bechdel's Are You My Mother? and Maia Kobabe's Gender Queer.
## Adaptations
### Stage musical
Fun Home has been adapted into a stage musical, with a book by Lisa Kron and music by Jeanine Tesori. The musical was developed through a 2009 workshop at the Ojai Playwrights Conference and workshopped in 2012 at the Sundance Theatre Lab and The Public Theater's Public Lab. Bechdel did not participate in the musical's creation. She expected her story to seem artificial and distant on stage, but she came to feel that the musical had the opposite effect, bringing the "emotional heart" of the story closer than even her book did.
The musical debuted Off-Broadway at The Public Theater on September 30, 2013. The production was directed by Sam Gold and starred Michael Cerveris and Judy Kuhn as Bruce and Helen Bechdel. The role of Alison was played by three actors: Beth Malone played the adult Alison, reviewing and narrating her life, Alexandra Socha played "Medium Alison" as a student at Oberlin, discovering her sexuality, and Sydney Lucas played Small Alison, at age 10. It received largely positive reviews, and its limited run was extended several times until January 12, 2014. The musical was a finalist for the 2014 Pulitzer Prize for Drama; it also won the Lucille Lortel Award for Outstanding Musical, the New York Drama Critics' Circle Award for Best Musical, and the Obie Award for Musical Theater. Alison Bechdel drew a one-page comic about the musical adaptation for the newspaper Seven Days.
A Broadway production opened at Circle in the Square Theatre in April 2015. The production won five 2015 Tony Awards, including Best Musical, and ran for 26 previews and 582 regular performances until September 10, 2016, with a national tour that began in October 2016. Kalle Oskari Mattila, in The Atlantic, argued that the musical's marketing campaign "obfuscates rather than clarifies" the queer narrative of the original novel.
### Film
On January 3, 2020, it was announced that Jake Gyllenhaal and Riva Marker, through their Nine Stories Productions banner, secured the rights to adapt the musical version of Fun Home into a film. Sam Gold, who directed the Broadway production, is set to helm the film in his feature directorial debut, in which Gyllenhaal will star as Bruce Bechdel. On August 4, 2020, Amazon Studios was announced to distribute the film.
## See also
- List of feminist comic books
- Dykes to Watch Out For
- Portrayal of women in comics |
65,924,783 | Barkhale Camp | 1,153,932,735 | Prehistoric site in West Sussex, England | [
"Causewayed enclosures",
"National Trust properties in West Sussex",
"Scheduled monuments in West Sussex"
]
| Barkhale Camp is a Neolithic causewayed enclosure, an archaeological site on Bignor Hill, on the South Downs in West Sussex, England. Causewayed enclosures were built in England from shortly before 3700 BC until at least 3500 BC; they are characterized by the full or partial enclosure of an area with ditches that are interrupted by gaps, or causeways. Their purpose is not known; they may have been settlements, meeting places, or ritual sites. The Barkhale Camp enclosure was first identified in 1929, by John Ryle, and was surveyed the following year by E. Cecil Curwen, who listed it as a possible Neolithic site in a 1930 paper which was the first attempt to list all the causewayed enclosures in England.
A small trench was dug in 1930 by Ryle, and a more extensive excavation was undertaken by Veronica Seton-Williams between 1958 and 1961, which confirmed Curwen's survey and found a characteristically Neolithic assemblage of flints. Peter Leach conducted another excavation before the southern part of the site was cleared of trees in 1978, examining several mounds within the enclosure, and attempting to determine the line of the ditch and bank along the southern boundary. No material suitable for radiocarbon dating was recovered, which meant that dating the site was not possible with any precision, but Leach suggested that the site had been constructed in the earlier Neolithic, between 4000 BC and 3300 BC.
The site is owned by the National Trust. It has been protected as a scheduled monument since 1967.
## Background
Barkhale Camp is a causewayed enclosure, a form of earthwork that was built in northwestern Europe, including the southern British Isles, in the early Neolithic. Causewayed enclosures are areas that are fully or partially enclosed by ditches interrupted by gaps, or causeways, of unexcavated ground, often with earthworks and palisades in some combination. The use to which these enclosures were put has long been a matter of debate. The causeways are difficult to explain in military terms since they would have provided multiple ways for attackers to pass through the ditches to the inside of the camp, though it was suggested they could have been sally ports for defenders to emerge from and attack a besieging force. Evidence of attacks at some sites provided support for the idea that the enclosures were fortified settlements. They may have been seasonal meeting places, used for trading cattle or other goods such as pottery. There is also evidence that they played a role in funeral rites: material such as food, pottery, and human remains was deliberately deposited in the ditches. The construction of these enclosures took only a short time, which implies significant organization since substantial labour would have been required for clearing the land, preparing trees for use as posts or palisades, and digging the ditches.
Over seventy causewayed enclosures have been identified in the British Isles, and they are one of the most common types of an early Neolithic site in western Europe. About a thousand are known in all. They began to appear at different times in different parts of Europe: dates range from before 4000 BC in northern France, to shortly before 3000 BC in northern Germany, Denmark, and Poland. The enclosures in southern Britain began to appear shortly before 3700 BC, and continued to be built for at least 200 years; in a few cases, they continued to be used as late as 3300 to 3200 BC.
## Site
The site, which is a scheduled monument, lies on the South Downs, four miles to the northwest of Arundel, in West Sussex; it lies on Bignor Hill, on a slope facing to the south. The enclosure is oval, with thirteen segments of ditch and bank, separated by causeways, all to the north of a trackway passing through the site, which probably dates to the early 19th century. At the time of the survey that identified the ditches in 1930 the area to the south of the track was too overgrown to investigate, though it has since been cleared by the National Trust, the site owner. The site has been severely damaged by ploughing, and the banks are now no more than 0.5 metres (1 ft 8 in) high, but the outlines of the ditches and causeways have not been completely obliterated. The boundary encloses an area of 2.8 hectares (6.9 acres): a 2001 review of the areas enclosed by causewayed sites found three distinct groups of sizes, and Barkhale Camp lies in the middle group, which ranges from 1.4 to 5.5 hectares (3 to 10 acres).
Causewayed enclosures can be broadly grouped by the physical landscapes in which they lie. Many upland enclosures appear to be placed so they can be easily seen from the surrounding countryside, but Barkhale Camp is less visible than most of the nearby causewayed enclosures because it occupies a spur of ground which makes it invisible from the north, and because the shape of the hillside obscures it from lower ground to the south. It may have been intended to be seen from the higher ground nearby.
There are two round bowl barrows to the north of the site, which are thought to date to the Bronze Age.
## Archaeological investigations
### Ryle and Curwen, 1929–1930, and Curwen, 1936
In 1929, John Ryle noticed the earthworks at the site. The northern part was surveyed in 1930 by E. Cecil Curwen and G.P. Burstow, who identified an interrupted ditch, using an earth auger and a boser—a tool for detecting underground bedrock, or the lack of it, by listening to the sound made when a heavy rammer strikes the ground. It was not possible to examine the southern part of the site as it was heavily overgrown with heather, bracken, and thorn. Curwen located thirteen ditch segments north of the track that passes through the site.
Curwen included Barkhale Camp in a list of possible causewayed enclosures in 1930, but noted that it was so overgrown that an excavation was needed. Ryle dug a trench in 1930, but the only information about his work that survives is that it was dug "diagonally across one of the ditches" and that "no worked flints, no pottery, no bones or shells were found". One of the trenches subsequently dug by Veronica Seton-Williams (trench K on the plan at right) found signs of modern excavation, and this may be where Ryle's trench was placed.
In 1936 Curwen's father, Eliot Curwen, published a paper on flint arrowheads in Sussex, and reported the discovery of "a large broad arrow-head with one side convex like a leaf and the other angular like a lozenge-shaped point", found inside the Barkhale Camp enclosure.
### Seton-Williams, 1958–1961
In 1958 Veronica Seton-Williams began a series of excavations at Barkhale Camp, using the digs as a way to train extra-mural students from London University. The digs lasted for four seasons; she did not publish her work, but her unpublished records were assembled by John Clipson in 1976 as an M.A. thesis. Clipson's thesis was used as a source in a review of the site's history by Peter Leach, in 1983.
Seton-Williams excavated six of the thirteen ditch segments that Curwen had identified by bosing, and found no errors in Curwen's plan. The ditches were as drawn on the plan; the bank had been almost completely ploughed away. In trenches K and T the remains of the bank could be seen, with a height of 0.6 metres (2 ft 0 in), and a width of 6.0 metres (20 ft), though the ploughing is likely to have spread out the bank material. Leach concludes that the height was unlikely to have ever exceeded 1.5 metres (5 ft). The causeways between the ditches were found to have a layer of flint and clay on top of the chalk; Leach suggests that this was to improve the surface since these were accessways into the site. Additional trenches were dug beyond the limit of Curwen's survey: trench A, which was in an area that may have been damaged by ploughing, produced no evidence of a bank or ditch; trench D was in an area disturbed by tree roots, and only a tentative identification of the bank and ditch was possible.
The four seasons of excavation yielded about 200 sherds of pottery. The depth of the finds could not be treated as a reliable indicator of date, since there was evidence that sherds had moved significantly after deposition. For instance in trench R, two sherds that could be joined, showing that they both came from the same pot, were found separated by a vertical distance of 0.62 metres (2 ft 0 in). The majority of the finds were dated to the Bronze Age or later, but a few Neolithic pieces could be identified, including two pieces that were similar to bowl sherds found at Whitehawk Camp, another Neolithic causewayed enclosure in Sussex. Some of the Bronze Age finds were identified as possibly having come from a bucket urn and a collared urn. Some Iron Age sherds and a couple of Romano-British and post-Roman sherds were also found.
The flint finds included scrapers, points, and blades, and the assemblage is typical of an early Neolithic site. Few of the flints were found in clearly stratified contexts, but overall the finds support the Neolithic date assigned to the enclosure.
### Leach, 1978
By 1978 Barkhale Camp was owned by the National Trust, which decided to clear the trees from the area south of the track, and asked the Sussex Archaeological Field Unit to excavate the site before the clearance work began. The excavation took place in September 1978 and was directed by Peter Leach. Leach investigated several mounds within the enclosure, and attempted to determine the line of the enclosing bank in the southern part of the site. The mounds, and one hollow that was also excavated, were found to be recent. Two trenches were dug across the line of the enclosure boundary, finding the ditch to be about 3 metres (10 ft) wide and over 1 metre (3 ft 3 in) deep. The infill appeared to be the result of natural silting.
Flints were found in the mound and ditch trenches, and some were also found on the surface of the site. Most of the struck flint found was waste material; the rest included scrapers, cores, and some retouched flakes. Trench V produced 44 fire-cracked flints, probably of modern date. A dozen sherds of Neolithic pottery were found, all from trench VIII, and an Iron Age sherd was found in trench II. A fragment of Roman Samian ware was found in trench III. Trench II, through the enclosure ditch, was examined for land snails, since the relative frequency of species which live only in shade and those that live in open country can indicate whether the ditch was dug in woodland or in land that had already been cleared. Very few snail shells were found, making it impossible to draw definite conclusions, but it was notable that all the species found were shade-loving, and the assemblage was similar to that found at Offham, another causewayed enclosure. K. D. Thomas, who analyzed the molluscs found at Barkhale, suggested that it was possible that the site had been constructed at a time when the area was covered by woods, but that an alternative interpretation was that the snail shells found represented only species that had lived in the ditches, which had not accumulated shells from surrounding open countryside. No material suitable for radiocarbon dating was recovered, which meant that dating the site was not possible with any precision, but Leach suggested that the similarities between Barkhale and other sites which had been dated implied a date in the earlier Neolithic, between 4000 BC and 3300 BC.
### RCHME, 1995, and Gathering Time, 2011
The Royal Commission on the Historical Monuments of England (RCHME) included Barkhale Camp in a 1995 survey of multiple sites. The resulting report reviewed the finds from the excavations, and suggested that Barkhale Camp was never permanently occupied. The RCHME report also commented on the history of the two barrows: in 1934 Leslie Grinsell noted that both had been damaged, presumably by antiquarians or looters, and by 1962 ploughing had levelled the hollows from the damage noted by Grinsell. Most of the sherds found by Seton-Williams in the trench through one of the barrows could not be dated, but the ones from lower in the section were thought to be prehistoric.
Gathering Time was a project funded by English Heritage and the Arts and Humanities Research Council to reanalyze the radiocarbon dates of nearly 40 causewayed enclosures, using Bayesian analysis. The authors, Alasdair Whittle, Frances Healy, and Alex Bayliss, published the results in 2011. Barkhale Camp was included in the project, but the acidic soil meant that no bone survived, and no suitable material could be found for sampling. |
5,275,919 | Bryan Gunn | 1,170,829,714 | Scottish association football player and manager | [
"1963 births",
"1990 FIFA World Cup players",
"Aberdeen F.C. players",
"English Football League managers",
"English Football League players",
"Hibernian F.C. players",
"Living people",
"Men's association football goalkeepers",
"Norwich City F.C. managers",
"Norwich City F.C. players",
"People from Alderley Edge",
"People with ankylosing spondylitis",
"Premier League players",
"Scotland men's B international footballers",
"Scotland men's international footballers",
"Scotland men's under-21 international footballers",
"Scottish Football League players",
"Scottish football managers",
"Scottish men's footballers",
"Sportspeople from Thurso"
]
| Bryan James Gunn (born 22 December 1963) is a Scottish former professional goalkeeper and football manager. After learning his trade with Aberdeen in the early 1980s, he spent most of his playing career at Norwich City, the club with which he came to be most closely associated. This was followed by a brief spell back in Scotland with Hibernian before his retirement as a player in 1998.
Gunn feels the peak of his playing career was making what he calls the save of his life in the UEFA Cup match against Bayern Munich in 1993. This event was called the summit of Norwich City's history by The Independent. He is one of only nine Norwich players to win the club's Player of the Year award twice. He was made an inaugural member of Norwich City's Hall of Fame. He was a member of the Scotland national football team, making six appearances for his country in the early 1990s.
Gunn worked for years behind the scenes at Norwich in a variety of roles, from matchday hosting to coaching. He was appointed temporary manager towards the end of the 2008–09 season and then confirmed as permanent manager during the summer. However, after a 7–1 home defeat in the opening game to local rivals Colchester United, he lost his job a week into the 2009–10 Football League One season.
Since the death of his young daughter from leukaemia in 1992, Gunn has been extensively involved in fundraising to combat the disease and its effects. As of 2011 he has raised more than £1 million for research into childhood leukaemia. The money has been used to fund projects to improve the lives of children with leukaemia and their families, notably a national telephone support line. The city of Norwich recognised Gunn's charity work and his long association with the city's football club by naming him Sheriff for 2002. Published in 2006, his autobiography, In Where it Hurts: My Autobiography, includes a foreword by his former manager Alex Ferguson.
## Early life
Gunn was born on 22 December 1963 in Thurso, Scotland, "twenty miles from John o'Groats". His parents were James Gunn, a long-distance lorry driver, and Jessie Sinclair, a canteen worker at the Dounreay nuclear power plant; the pair had married despite being on opposite sides of a family feud stretching back to the 16th century. James was an amateur sportsman, playing football on the right wing for local team Invergordon F.C. and winning medals at Highland games events.
The Gunn family home in Thurso was a farm, and the young Bryan would often pester the farmhands to play football with him. They would use a turnip if no ball was available. By the age of four he was keen on goalkeeping; he was fearless of injury and enjoyed diving on the ball. When Bryan was four-and-a-half, the family moved to Invergordon, 20 miles from Inverness. He attended Park Primary School in the town and joined the school football team. Future professional Bobby Geddes was favoured over him as first-choice goalkeeper for the team; Gunn played as an outfield player until Geddes moved on to secondary school.
Gunn attended secondary school at Invergordon Academy from 1975 to 1980, and gained O Grades in a variety of subjects, including English, maths, history and chemistry. He failed his French exam after taking it while "on the road" with Scotland under-15s. At the age of 13, he was invited to play for the under-15 Invergordon F.C. team by one of his school teachers, who managed the team. The team was beaten 9–0 in Gunn's debut, but his subsequent performances attracted the attention of national selectors, and he joined the Scotland under-15 squad around the same time he signed for Aberdeen at age 14.
## Club career
### Aberdeen
Gunn commenced his professional career with Aberdeen in 1980, (signing a week prior to Eric Black who came from the same part of the country) and forged a good relationship with then-Aberdeen manager Alex Ferguson—evidenced by the fact that in 1997 Ferguson brought Manchester United to Carrow Road for Gunn's testimonial match. While an apprentice at Aberdeen, Gunn was a frequent babysitter for Ferguson's children. He later said, "I probably babysat more than I played". Gunn portrays the relationship as warm, but businesslike:
> I'd stay over and we'd read the Sunday papers together. He was good to me. I was struggling for cash once and went in and told him I was going on holiday and was there any chance of an advance. He got on the phone and said: "Big Bryan Gunn's coming down to sign a new contract." It wasn't what I meant. I got my holiday money but he got another year out of me, too.
As a youngster, Gunn did not always play in goal and he was viewed as a handy outfield player in his early years at Aberdeen. Ferguson recalls, "He could strike a ball as well as anyone, so well in fact that I once played him at centre-forward in a reserve match ... He scored a brilliant goal ... It was a marvellous moment." However, as a professional, and at his adult height of , Gunn settled into playing in goal.
Gunn ascribes much of his goalkeeping success to the support of Belgian Marc De Clerck, a specialist goalkeeping coach at Aberdeen. At a time when few British teams provided such training, De Clerck introduced Gunn and Scottish international keeper Jim Leighton to what were then innovative training techniques. The goalkeepers would participate in special drills whilst training with the rest of the squad. Gunn also notes the influence of Aberdeen coach Teddy Scott, who taught the value of hard work and dedication; Gunn also served as a boot boy for Alex McLeish. Leighton's presence meant that Gunn played only 21 games for Aberdeen. He made his debut against Hibernian at Pittodrie on 30 October 1982, and went on to keep four clean sheets for the club. Despite being rivals for a first-team place, Gunn had an excellent relationship with Leighton that included joining Leighton's family for a meal once a week.
Gunn's training and performances for the reserve team and occasional first-team appearances paid dividends: he was called up for the Scotland under-21 team, and made his debut in November 1983 against East Germany. He also received Scottish League Cup and European Cup Winners Cup winner's medals while with Aberdeen, although he was an unused substitute in both finals. He made an unexpected appearance in the 1986 European Cup quarter final, against Gothenburg. "Jim and I were warming up and he lost [his] contact lenses [so] I ended up being included in the starting line up," Gunn recalls. Gunn had an excellent match: The Glasgow Heralds match report stated, "Only outstanding work by Willie Miller and Bryan Gunn kept the Swedes at bay". As well as making several key saves, he was credited with playing a part in Aberdeen's second goal following a long kick upfield.
As Leighton was unlikely to be dislodged, Ferguson promised to find Gunn another club, and fulfilled his pledge when he sold him for £100,000 to Norwich City in October 1986. The transfer nearly went through in the summer of 1986, but Ferguson delayed the move until October to allow time for Leighton to recover from an injury.
### Norwich City
Gunn says of the move south: "Norwich was easy to settle into, a bit like Aberdeen in many ways—a city surrounded by lovely countryside and lots of farms." However, since he joined the club partway into the new season, he initially found it difficult to take over as first-choice goalkeeper. Gunn had been bought as a replacement for England international goalkeeper Chris Woods, who had moved to Rangers F.C. Meanwhile, reserve team keeper Graham Benstead made a series of good performances and Norwich were top of the league. Ken Brown wanted to be fair to Benstead and made Gunn wait. A 6–2 defeat at Anfield proved to be the catalyst for Gunn's promotion to the first team. He made his debut in a Full Members Cup win against Coventry City, conceding a penalty, and made his league debut in a 2–1 victory against Tottenham Hotspur at Carrow Road on 8 November 1986.
Norwich went on to finish fifth in the First Division in his first season, their highest-ever league finish at the time. By May 1988 Gunn's consistency meant his value had risen considerably, and the club reportedly declined a £500,000 offer from Ian Porterfield to take the goalkeeper back to Aberdeen. The purpose of the proposed transfer was to replace Leighton, who by then had moved to Manchester United, where he was reunited with Alex Ferguson.
Norwich reached the semi-final of the FA Cup in 1989 with Gunn in goal, but he missed the semi-final in 1992 through injury. What has been described as his—and Norwich's—greatest moment came in their upset victory over European giants Bayern Munich in the UEFA Cup in 1993. The Independent described the match as "the pinnacle of Norwich City's history". Gunn made several saves that kept the Canaries in the match. He describes the save he made from Bayern striker Adolfo Valencia as the finest of his career; it has also been described as "one of the most outstanding saves by a City goalkeeper". However, he was involved in an own-goal incident in an East Anglian derby match in the 1995–96 season, when a backpass from Robert Ullathorne bounced awkwardly off the pitch and over Gunn's attempted clearance kick.
In November 1989, Gunn was involved in a controversial incident that attracted significant media attention. Norwich played Arsenal at Highbury and with five minutes remaining, Arsenal's David O'Leary scored an equaliser that brought the scores to 3–3. Then, in the dying seconds of the match, the referee awarded Arsenal a penalty kick—and the chance to seal the match. The Norwich players were already annoyed by the match situation, and their perception was that the decision was "really dodgy". Gunn saved Lee Dixon's shot, but the ball was not cleared. In the resulting melee, Mark Bowen and Ian Culverhouse for Norwich and Alan Smith for Arsenal challenged for the ball. "The three of them got in an almighty tangle and the ball, along with all of them, was bundled over the line," Gunn remembers. The goal was awarded, but the situation rapidly deteriorated: the three players in the goal had "a little skirmish". Separately, Arsenal's Nigel Winterburn gave "a gloat to Dale Gordon, who promptly pushed him". The result was mayhem:
> All of a sudden it was kicking off, big time. Everyone started piling in, right in front of me... The only people not involved were [Arsenal players] John Lukic, Tony Adams, David O'Leary and me... I went over to break things up... and spotted the cavalry coming over the half-way line, in the shape of O'Leary and Adams. I felt it was my job to head them off at the pass and moved in, instinctively grabbing Adams with one hand and thumping him with the other."
All but one of the 22 players on the pitch were involved in the fracas, but no one was sent off. The next day, the newspapers carried headlines and photos of what they called 'The Highbury Brawl'. That afternoon, Gunn received a phone call from a Today journalist, who told him that the Arsenal players had said Gunn had instigated the fight. Enraged, the Norwich keeper retorted that it was the other way around. Monday's headline read "Gunn blames Arsenal". Gunn was censured by The Football Association and warned about his future conduct. Both clubs were fined, and Gunn was docked a fortnight's wages (about £800) by Norwich City.
Under the management of John Deehan, Norwich were seventh in the Premier League in the 1994–95 season when Gunn broke and dislocated his ankle whilst playing against Nottingham Forest. His importance to the team was underlined when they subsequently plummeted down the table, winning just one of their remaining 17 games as Gunn recovered. The team was ultimately relegated. Gunn retained a regular first team place for the 1995–96 season and, beginning with the match against Wolverhampton Wanderers on 17 February 1996, began to captain the side, initially in the absence of regular captain Jon Newsome then on a permanent basis after Newsome left the club. However, when Mike Walker took over as manager for the following 1996–97 season, he appointed Ian Crook as captain instead.
Gunn's final first-team game for the club was a 1–0 defeat to Crewe Alexandra on 31 January 1998. According to the Sunday Mirror, he produced "a sparkling display", which proved his abilities had "not been dulled by time". Gunn made 478 first team appearances for Norwich in all competitions. He was voted Norwich City Player of the Year in 1988 and 1993. The latter award came at the end of the 1992–93 FA Premier League season, in which Norwich finished third in the Premier League, their best-ever performance. The club awarded Gunn a testimonial match in 1996, and Alex Ferguson brought Manchester United to Carrow Road.
### Hibernian
In the 1997–98 season, Gunn was forced out of the Norwich team by the emergence of Andy Marshall. With his first-team opportunities at Norwich now limited, he signed a deal with Hibernian in February 1998, for a three-month loan. According to Scottish transfer regulations the loan deal was invalid, so instead he was swiftly transferred on a permanent basis for an undisclosed fee, later revealed by Gunn to have been £25,000.
Gunn's reflections on joining Hibernian are tinged with regret: "[leaving Norwich was] very difficult indeed. I had spent 12 great years at Norwich and suddenly I was not regarded as the number 1 (by Mike Walker) anymore." He joined Hibernian when they were bottom of the Scottish Premier Division; Alex McLeish had recently been appointed manager.
Gunn was unable to save the club from relegation to the First Division, but signed a two-year contract in July 1998. However, a hairline fracture to his leg, sustained during the 1998 close season, effectively ended his playing career. On his doctors' advice, Gunn formally retired in March 1999.
Despite his mixed feelings on joining the club, Gunn's overall impression of his time in Edinburgh is upbeat: "I only played 12 games for the Hibees but it was great. We beat Hearts in my only derby game 2–1 (John Robertson scored his [27th] goal for Hearts in derbies but I told him it was worth nothing as we had won) and had a clean sheet at Celtic Park (stopping them from winning the SPL that day)." He received what he described as a "wonderful reception" from Aberdeen fans when playing for Hibernian against his former club.
## International career
Gunn represented Scotland at the youth international level. He was part of the squad that won the 1982 UEFA European Under-18 Football Championship, but was unavailable to play in the final because Aberdeen had reached the 1982 Scottish Cup Final. He was replaced by Robin Rae for the final, in which the Scots beat Czechoslovakia 3–1.
In 1983, Gunn travelled with the Scotland Under-19s to Mexico for the 1983 FIFA World Youth Championship. Gunn played in all four of Scotland's matches and it was a formative experience, as he faced a variety of challenges in the tournament. The adidas ball in use "really zipped through the air", which encouraged long-range shots at the high altitude. In the first match, against South Korea, an element of the 26,000 crowd "clearly didn't like us at all ... I got absolutely pelted with coins ... and rotten fruit". The final insult was when he was hit on the back of the neck by a rancid-smelling plastic bag containing rotten fish. Gunn found it "intimidation ... a nightmare" but adopted the strategy of patrolling the edge of his area to stay out of range and had "one of the best games of my life": he kept a clean sheet as Scotland won 2–0. Scotland's coach and future manager of the full international team Andy Roxburgh told Gunn "it was the best performance he'd ever seen from a Scottish goalkeeper, at any level." The final group match, which Scotland needed to win in order to progress, was against the home side, Mexico. The official attendance at the Azteca Stadium was 86,582, although Gunn believes the true figure was over 100,000. Once more, Gunn was targeted with a variety of missiles, including a bottle of Johnnie Walker, but as Scotland held on to their early 1–0 lead, the fans became disillusioned with their own team and switched to sending a "hail of bottles and coins" on the Mexican players. Scotland lost 1–0 in the quarter-final against Poland.
Gunn made six full international appearances for Scotland, conceding 10 goals. He was a member of the squad for the 1990 FIFA World Cup, but played in none of Scotland's three matches at the tournament, as he was third-choice goalkeeper behind Jim Leighton and Andy Goram. He made his Scotland debut in a pre-tournament friendly match against Egypt, but was at fault for two Egyptian goals, resulting in a 3–1 defeat for Scotland. The embarrassment was made worse by the fact that his parents were watching. Gunn made four appearances for Scotland in 1994 FIFA World Cup qualification matches. His last cap was as a second-half substitute in a 3–1 friendly defeat by the Netherlands in May 1994.
## Coaching career and other activities
Gunn obtained his coaching certification while still with Aberdeen, in 1983, at Largs. After his retirement from playing professional football in 1999, Gunn initially worked on the hospitality staff at Carrow Road, particularly in "The Gunn Club", a catering outlet named in his honour.
Over the years, Gunn progressed from hospitality into other corporate positions at Norwich; he acted as sponsorship manager from 1999 to 2006. Manager Peter Grant moved Gunn to the "backroom" sports management side of the business in 2007. Gunn worked in a liaison role in negotiations of possible transfers and loan signings, tasks where he could make use of contacts gained during his playing career.
When Glenn Roeder was appointed manager in November 2007, goalkeeping coach James Hollman parted company with the club, and Gunn replaced him for the rest of the season—his first formal coaching role. Later in the season, Gunn was promoted to head of player recruitment, while retaining his goalkeeping coach role.
### Manager of Norwich City
Following the sacking of Roeder as Norwich manager in January 2009, Gunn was asked to take temporary charge of the first team. In an interview with BBC Radio Norfolk, he revealed that he "told the players that they've let people down." In his first match as caretaker manager, he received "a euphoric reception" from the fans, and Norwich beat Barnsley 4–0. The players were equally supportive: according to Scotland on Sunday, "in the dressing room afterwards, [Norwich] midfielder, Darel Russell, dragged the chairman, Roger Munby, into the shower, and demanded that Gunn be appointed permanently." Momentum gathered, and a Facebook group called "Bryan Gunn for manager", created by his then 17-year-old daughter, Melissa, soon attracted about 3,000 members. Gunn considered applying for the role on a longer-term basis; he had previously applied without success to be Norwich manager in 1998. On 19 January 2009 he phoned the directors and requested to be considered. He was interviewed that afternoon and "by 10.30 am the next day had been appointed manager until the end of the season".
Gunn appointed a backroom staff of former Norwich colleagues, making Ian Crook first-team coach and John Deehan chief scout. However, the initial turnaround in form could not be maintained; having lost their last three games of the season, Norwich were relegated from the Championship. Gunn labelled his players as an "embarrassment" after the 4–2 defeat to Charlton Athletic that sealed relegation to League One. Despite relegation to the third tier of English football for the first time in nearly 50 years, Writing in Tales from the City, Gunn said of the match "Even going to Charlton on the last day, I thought we could survive... We lost 4-2 and were relegated to the third tier. I was shell-shocked; the emptiest I have ever felt in a sporting or professional context. The directors went on the field to face the fans and to thank them for their support and I had tears in my eyes when I saw Delia and Michael doing that. I told them how sorry I was."
Relegation changed Gunn's mind about taking the Norwich job. He had decided not to continue in the role if Norwich had remained in The Championship, and would have tried to land a job with Norwich that would have allowed more time to be spent with his family. However, "Relegation was a failure and I felt I couldn't quit then. I felt I had to do everything I could to put things right, if I was given the chance. And I was."
Norwich re-appointed Gunn as manager for the 2009–10 season. Crook, as first team coach, and former Canary Ian Butterworth, as assistant manager, completed the management team. Over the summer, Gunn signed 12 players, including Australian Michael Theoklitos, a goalkeeper from Melbourne Victory. He then steered the club through a programme of pre-season friendly matches, in which Norwich was unbeaten.
Just under a month after Gunn's reappointment, Norwich appointed a new managing director, David McNally. For the opening game of the new season, Norwich were to play at home against Colchester United, rivals for the Pride of Anglia. Gunn's team suffered a 7–1 defeat, and Theoklitos, signed by Gunn on a free transfer, was particularly blamed by the press for the scale of the defeat. Theoklitos later admitted it was "the worst performance of my career". Despite this, he retained Gunn's support, although in the eventuality, Theoklitos never played for Norwich again.
As early as during the match itself, fans and the media began to react strongly to the shock of Norwich's worst-ever home defeat. During the first half, after the side had gone 4–0 down, two supporters approached the Norwich bench, appearing to throw their season tickets at Gunn. Many fans walked out before the match ended, and there was a protest outside the ground afterwards. Media coverage of the match was unsurprisingly negative: the BBC used terms such as "calamitous defending", "Colchester run riot", "dismal", and a "disastrous start"; journalists also speculated about Gunn's competence as a manager. Matters seemed to stabilise a little with a 4–0 League Cup win at Yeovil the following Tuesday. However, Gunn was sacked by McNally on 14 August 2009, six days after the defeat by Colchester.
Gunn was influenced in his management philosophy by former Norwich manager Mike Walker. Himself a former goalkeeper, Walker believed—contrary to popular opinion—that goalkeepers can make good managers because their excellent view of the game enables them to develop a good tactical awareness. Gunn's short time at Norwich remains his only experience of professional football management. He says of the time spent as manager that his only regret is that "there must be a generation of fans who only know me as the manager who lost 7-1 against Colchester... My own memories are different."
## Managerial statistics
## After football
Gunn began work in November 2009 as director of business development for OneStream, part of the Digital Phone Company, based in Great Yarmouth. His role was to "promote their communication and mobile working solutions".
In 2011, Gunn announced he was leaving OneStream for a new job as a sports agent. In his new role as director of talent recruitment at a sports agency, he is responsible for recruiting young footballers.
## Family and personal life
Gunn's wife, Susan, is a painter. She won the inaugural Sovereign Art Prize in 2008, which included a cash award of €25,000. According to The Daily Telegraph, before her marriage, Susan was "a beauty queen turned lingerie model" who "launched a fashion business". The couple met in Spain, where Susan had a bridal wear company, when Gunn was there on holiday. She told the Telegraph, "When I first met Bryan, I knew nothing about football and had no idea who he was because he told me he was a joiner." Gunn explained that he was unsure what her attitude would be to footballers; he later confessed his calling to her. He proposed within three days of their meeting, and they were married the following year. They lived in Framingham Pigot, near Norwich, until moving to Cheshire in May 2011, and now live in Alderley Edge.
The Gunns have had three children: Francesca, Melissa and Angus. Melissa is a model, while Angus is a footballer and plays in goal, like his father. On the books as a youth player at Norwich City, in October 2010 he was selected for England under-16s, a full year ahead of the age group. In July 2011, Angus joined Manchester City; he has "sharp reflexes and strong wrists" and an "ambitious streak". Angus rejoined Norwich on loan in June 2017, and then played for Southampton, before returning to Norwich. Angus also played for the England under-21 football team, but changed his international allegiance in March 2023 so he could play for Scotland.
According to Scotland on Sunday, Gunn suffers from ankylosing spondylitis, "a rheumatic spinal condition", diagnosed in about 1995, "which he controls with medication". He appeared in an ITV2 celebrity football quiz called "Taking the Pitch" in 1998, alongside singer Fish. Gunn's autobiography—In Where it Hurts—was published in 2006, and includes a foreword by his former manager Alex Ferguson. He said of writing the book, "it brought up a lot of good memories and a lot of awkward memories". The book was described by The Times as "shot through with sharp humour and astute observation". The publishers agreed to donate £1 to Gunn's Leukaemia appeal fund for every book sold.
### Leukaemia appeal
In 1992, Gunn's two-year-old daughter, Francesca, was diagnosed with leukaemia. Norwich City fans were at first astonished by the sight of the goalkeeper running out with a completely shaven head. In the words of author and Norwich supporter, Kevin Baldwin, "Occasionally, the gap between the crowd and the players can cause unfortunate misunderstandings. A few months ago, Gunn shaved his head and we all laughed at him ... I was especially keen ... to shout "Baldy!" ... It now turns out that his daughter was undergoing chemotherapy at the time, which made her hair fall out. He shaved his head to show her that this was nothing to be ashamed of. Sorry, Bryan." When news spread of the reason for Gunn's shaven head, he received "support from the whole of the sporting world and the people of Norfolk".
Gunn describes the period of Francesca's illness and death and how it caused him to reflect on his career:
> "We had a charmed life ... then Francesca became ill. There was a game in the autumn of '92 ... that we lost 7–1 at Blackburn. The team stayed in a bleak hotel and it rained endlessly. I just wanted to get back home. With hindsight you think, 'Why the bloody hell was I playing?' Very soon afterwards, Francesca died. She was sleeping between us. I realised what was happening and woke Susan. We cradled Francesca and cried."
Francesca died in 1992, aged two. Gunn played a match for Norwich against Queens Park Rangers at Carrow Road just days after his daughter died; he said of it, "When I ran out, I thought, wow, I could feel the whole stadium was with me. I never thought about packing it in." At the end of the season, Gunn won Norwich's Player of the Year award, as the club finished third in the Premiership, its highest ever league position.
Following Francesca's death, Gunn established "Bryan Gunn's Leukaemia Appeal", a fund to raise money to combat the disease. He initially set a target of £10,000, but by 2011 he has raised £1,000,000, under the auspices of The Dove Trust. The fund aims to address three issues:
> "Equipping local hospitals to be better able to deal with children suffering from the disease on both in-patient and out-patient bases. Providing training for nurses and other staff involved in the care of children with leukaemia over and above that which is available from their employers. To support further research into the causes and cures of leukaemia."
The third of these ambitions has prompted the funding of research into leukaemia at the Norwich-based University of East Anglia. Gunn says:
> "The ultimate aim is to find a cure and if that can be done in the laboratory at the University of East Anglia bearing Francesca's name, then it would be the biggest testimony of all. Norwich is now one of the leading centres for leukaemia research and, with links to computer systems around the world, hopefully we'll get there."
In addition to the research, Gunn set up a telephone support line that offers advice and assistance for parents of children who have leukaemia or other forms of cancer. Known as gaps:line (an acronym for Gunn Appeal Parent Support), the service quickly grew. From its initial pilot launch in Norfolk in early 2004, it expanded to cover the "eastern region" by the end of the year, and launched nationally in early 2006. The appeal has also funded other research and support work.
## Playing style, personality, achievements and legacy
As a player, Gunn was described as "a leader with a big presence" by his manager at Hibernian, Alex McLeish. Aberdeen manager Alex Ferguson recalls, "the first thing that hit me was his personality. It was abundantly clear ... that he was a warm, outgoing and endearing character", adding "He was a tremendous young keeper... always totally professional and I could never fault his discipline, effort or commitment."
Gunn had a "fantastic rapport with the Norwich supporters". As a player, he liked "to tease the crowd during the game". Before each half of a match, Gunn would run toward his goal and pretend to attempt to headbutt the crossbar. Gunn says this is a habit he began as a youngster, and cannot remember how or why he began to do it. Norwich fans noticed it soon after his arrival at the club and, in Gunn's words, "would wait until I got to about the 18-yard line and then start a small "Wooo..." which would build into a full-blown "WOOOO ... AH!" ... I loved it and came close to smacking my head against the woodwork a couple of times". During play, he would cup his ear, which would prompt shouts of "Bryan, Bryan, give us a wave".
Gunn is described as "a legend in Norwich", the result of his long years of service as player and official for the club. In 2002, he was made one of 25 inaugural members of the Norwich City Hall of Fame. A 2005 Football Focus fan poll for "Norwich's cult heroes" saw Gunn finish in first place. He polled 37% of votes, ahead of Robert Fleck and Iwan Roberts. Gunn is one of just nine players to have twice won Norwich City Player of the Year, in 1988 and 1993, and the only goalkeeper to do so. In 2003, as part of the Premier League 10 Seasons Awards, he was one of 10 players to be recognised by the Premier League with an "Outstanding Contribution to the Community" award. In response to his achievements with Norwich City and his charitable work, which has benefited the local university, in 2002 Gunn was made Sheriff of Norwich for the year by the City Council.
## Career statistics
## Honours
Aberdeen
- European Cup Winners' Cup: 1982–83
- Scottish League Cup: 1985–86
Scotland U18
- UEFA European Under-18 Football Championship: 1982
Individual'
- Barry Butler Trophy: 1988, 1993
- Norwich City F.C. Hall of Fame Inaugural Member: 2002 |
15,912 | John A. Macdonald | 1,171,315,279 | Prime minister of Canada from 1867 to 1873 and 1878 to 1891 | [
"1815 births",
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| Sir John Alexander Macdonald GCB PC QC (January 10 or 11, 1815 – June 6, 1891) was the first prime minister of Canada, serving from 1867 to 1873 and from 1878 to 1891. The dominant figure of Canadian Confederation, he had a political career that spanned almost half a century.
Macdonald was born in Scotland; when he was a boy his family immigrated to Kingston in the Province of Upper Canada (today in eastern Ontario). As a lawyer, he was involved in several high-profile cases and quickly became prominent in Kingston, which elected him in 1844 to the legislature of the Province of Canada. By 1857, he had become premier under the colony's unstable political system. In 1864, when no party proved capable of governing for long, Macdonald agreed to a proposal from his political rival, George Brown, that the parties unite in a Great Coalition to seek federation and political reform. Macdonald was the leading figure in the subsequent discussions and conferences, which resulted in the British North America Act, 1867 and the establishment of Canada as a nation on July 1, 1867.
Macdonald was the first prime minister of the new nation, and served 19 years; only William Lyon Mackenzie King has served longer. In his first term, Macdonald established the North-West Mounted Police and expanded Canada by annexing the North-Western Territory, Rupert's Land, British Columbia, and Prince Edward Island. In 1873, he resigned from office over a scandal in which his party took bribes from businessmen seeking the contract to build the Canadian Pacific Railway. However, he was re-elected in 1878. Macdonald's greatest achievements were building and guiding a successful national government for the new Dominion, using patronage to forge a strong Conservative Party, promoting the protective tariff of the National Policy, and completing the railway. He fought to block provincial efforts to take power back from the national government in Ottawa. He approved the execution of Métis leader Louis Riel for treason in 1885; it alienated many francophones from his Conservative Party. He continued as prime minister until his death in 1891.
In the 21st century, Macdonald has come under criticism for his role in the Chinese Head Tax and federal policies towards Indigenous peoples, including his actions during the North-West Rebellion that resulted in Riel's execution, and the development of the residential school system designed to assimilate Indigenous children. Macdonald, however, remains respected for his key role in the formation of Canada. Historical rankings in surveys of experts in Canadian political history have consistently placed Macdonald as one of the highest-rated prime ministers in Canadian history.
## Early years, 1815–1830
John Alexander Macdonald was born in Ramshorn parish in Glasgow, Scotland, on January 10 (official record) or 11 (father's journal) 1815. His father Hugh, an unsuccessful merchant, had married John's mother, Helen Shaw, on October 21, 1811. John Alexander Macdonald was the third of five children. After Hugh's business ventures left him in debt, the family immigrated to Kingston, in Upper Canada (today the southern and eastern portions of Ontario), in 1820, as the family had several relatives and connections there.
The family initially lived together, then resided over a store which Hugh Macdonald ran. Soon after their arrival, John's younger brother James died from a blow to the head by a servant charged with taking care of the boys. After Hugh's store failed, the family moved to Hay Bay (south of Napanee, Ontario), west of Kingston, where Hugh unsuccessfully ran another shop. In 1829, his father was appointed as a magistrate for the Midland District. John Macdonald's mother was a lifelong influence on her son, helping him in his difficult first marriage and remaining influential in his life until her 1862 death.
Macdonald initially attended local schools. When he was aged 10, his family gathered enough money to send him to Midland District Grammar School in Kingston. Macdonald's formal schooling ended at 15, a common school-leaving age at a time when only children from the most prosperous families were able to attend university. Macdonald later regretted leaving school when he did, remarking to his secretary Joseph Pope that if he had attended university, he might have embarked on a literary career.
## Legal career, 1830–1843
### Legal training and early career, 1830–1837
Macdonald's parents decided he should become a lawyer after leaving school. As Donald Creighton (who penned a two-volume biography of Macdonald in the 1950s) wrote, "law was a broad, well-trodden path to comfort, influence, even to power". It was also "the obvious choice for a boy who seemed as attracted to study as he was uninterested in trade." Macdonald needed to start earning money immediately to support his family because his father's businesses were failing. "I had no boyhood," he complained many years later. "From the age of 15, I began to earn my own living."
Macdonald travelled by steamboat to Toronto (known until 1834 as York), where he passed an examination set by The Law Society of Upper Canada. British North America had no law schools in 1830; students were examined when beginning and ending their tutelage. Between the two examinations, they were apprenticed, or articled to established lawyers. Macdonald began his apprenticeship with George Mackenzie, a prominent young lawyer who was a well-regarded member of Kingston's rising Scottish community. Mackenzie practised corporate law, a lucrative speciality that Macdonald himself would later pursue. Macdonald was a promising student, and in the summer of 1833, managed the Mackenzie office when his employer went on a business trip to Montreal and Quebec in Lower Canada (today the southern portion of the province of Quebec). Later that year, Macdonald was sent to manage the law office of a Mackenzie cousin who had fallen ill.
In August 1834, George Mackenzie died of cholera. With his supervising lawyer dead, Macdonald remained at the cousin's law office in Hallowell (today Picton, Ontario). In 1835, Macdonald returned to Kingston, and even though not yet of age nor qualified, began his practice as a lawyer, hoping to gain his former employer's clients. Macdonald's parents and sisters also returned to Kingston.
Soon after Macdonald was called to the Bar in February 1836, he arranged to take in two students; both became, like Macdonald, Fathers of Confederation. Oliver Mowat became premier of Ontario, and Alexander Campbell a federal cabinet minister and Lieutenant Governor of Ontario. One early client was Eliza Grimason, an Irish immigrant then aged sixteen, who sought advice concerning a shop she and her husband wanted to buy. Grimason would become one of Macdonald's richest and most loyal supporters, and may have also become his lover. Macdonald joined many local organisations, seeking to become well known in the town. He also sought out high-profile cases, representing accused child rapist William Brass. Brass was hanged for his crime, but Macdonald attracted positive press comments for the quality of his defence. According to one of his biographers, Richard Gwyn:
> As a criminal lawyer who took on dramatic cases, Macdonald got himself noticed well beyond the narrow confines of the Kingston business community. He was operating now in the arena where he would spend by far the greatest part of his life – the court of public opinion. And, while there, he was learning the arts of argument and of persuasion that would serve him all his political life.
### Military service
All male Upper Canadians between 18 and 60 years of age were members of the Sedentary Militia, which was called into active duty during the Rebellions of 1837. Macdonald served as a Private in Captain George Well's Company of the Commercial Bank Guard.
Macdonald and the militia marched to Toronto to confront the rebels, and Sir Joseph Pope, Macdonald's private secretary, recalled Macdonald's account of his experience during the march:
> "I carried my musket in '37", he was wont to say in after years. One day he gave me an account of a long march his company made, I forget from what place, but Toronto was the objective point: "The day was hot, my feet were blistered — I was but a weary boy — and I thought I should have dropped under the weight of the old flint musket which galled my shoulder. But I managed to keep up with my companion, a grim old soldier who seemed impervious to fatigue."
The Bank Guard served on active duty in Toronto guarding the Commercial Bank of the Midland District on King Street. The company was present at the Battle of Montgomery's Tavern and Macdonald recalled in an 1887 letter to Sir James Gowan that:
> "I was in the Second or Third Company behind the cannon that opened out on Montgomery’s House. During the week of the rebellion I was [in] the Commercial Bank Guard in the house on King Street, afterward the habitat of George Brown’s 'Globe'."
The Bank Guard was taken off active service on December 17, 1837, and returned to Kingston.
On February 15, 1838, Macdonald was appointed an Ensign in the 3rd (East) Regiment of Frontenac Militia but did not take up the position, serving briefly as a Private in the regiment, patrolling the area around Kingston. The town saw no real action during 1838 and Macdonald was not called upon to fire on the enemy, however the Frontenac Militia regiments were on active duty in Kingston while the Battle of the Windmill occurred.
### Professional prominence, 1837–1843
Although most of the trials resulting from the Upper Canada Rebellion took place in Toronto, Macdonald represented one of the defendants in the one trial to take place in Kingston. All the Kingston defendants were acquitted, and a local paper described Macdonald as "one of the youngest barristers in the Province [who] is rapidly rising in his profession".
In late 1838, Macdonald agreed to advise one of a group of American raiders who had crossed the border to liberate Canada from what they saw as the yoke of British colonial oppression. The invaders had been captured after the Battle of the Windmill near Prescott, Upper Canada. Public opinion was inflamed against the prisoners, as they were accused of mutilating the body of a dead Canadian lieutenant. Macdonald could not represent the prisoners, as they were tried by court-martial and civilian counsel had no standing. At the request of Kingston relatives of Daniel George, paymaster of the ill-fated invasion, Macdonald agreed to advise George, who, like the other prisoners, had to conduct his own defence. George was convicted and hanged. According to Macdonald biographer Donald Swainson, "By 1838, Macdonald's position was secure. He was a public figure, a popular young man, and a senior lawyer."
Macdonald continued to expand his practice while being appointed director of many companies, mainly in Kingston. He became both a director of and a lawyer for the new Commercial Bank of the Midland District. Throughout the 1840s, Macdonald invested heavily in real estate, including commercial properties in downtown Toronto. Meanwhile, he was suffering from some illness, and in 1841, his father died. Sick and grieving, he decided to take a lengthy holiday in Britain in early 1842. He left for the journey well supplied with money, as he spent the last three days before his departure gambling at the card game loo and winning substantially. Sometime during his two months in Britain, he met his first cousin, Isabella Clark. As Macdonald did not mention her in his letters home, the circumstances of their meeting are not known. In late 1842, Isabella journeyed to Kingston to visit with a sister. The visit stretched for nearly a year before John and Isabella Macdonald married on September 1, 1843.
## Political rise, 1843–1864
### Parliamentary advancement, 1843–1857
On March 29, 1843, Macdonald was elected as alderman in Kingston's Fourth Ward, with 156 votes against 43 for his opponent, Colonel Jackson. He also suffered what he termed his first downfall, as his supporters, carrying the victorious candidate, accidentally dropped him onto a slushy street.
The British Parliament had merged Upper and Lower Canada into the Province of Canada in 1841. Kingston became the initial capital of the new province; Upper Canada and Lower Canada became known as Canada West and Canada East. In March 1844, Macdonald was asked by local businessmen to stand as Conservative candidate for Kingston in the upcoming legislative election. Macdonald followed the contemporary custom of supplying the voters with large quantities of alcohol. Votes were publicly declared in this election, and Macdonald defeated his opponent, Anthony Manahan, by 275 "shouts" to 42 when the election concluded on October 15, 1844. Macdonald was never an orator, and especially disliked the bombastic addresses of the time. Instead, he found a niche in becoming an expert on election law and parliamentary procedure.
In 1844, Isabella fell ill. She recovered, but the illness recurred the following year, and she became an invalid. John took his wife to Savannah, Georgia, in the United States in 1845, hoping that the sea air and warmth would cure her ailments. John returned to Canada after six months and Isabella remained in the United States for three years. He visited her again in New York at the end of 1846 and returned several months later when she informed him she was pregnant. In August 1847 their son John Alexander Macdonald Jr. was born in New York, but as Isabella remained ill, relatives cared for the infant.
Although he was often absent due to his wife's illness, Macdonald was able to gain professional and political advancement. In 1846, he was made a Queen's Counsel. The same year, he was offered the non-cabinet post of solicitor general, but declined it. In 1847, Macdonald became receiver general. Accepting the government post required Macdonald to give up his law firm income and spend most of his time in Montreal, away from Isabella. When elections were held in December 1848 and January 1849, Macdonald was easily reelected for Kingston, but the Conservatives lost seats and were forced to resign when the legislature reconvened in March 1848. Macdonald returned to Kingston when the legislature was not sitting, and Isabella joined him there in June. In August, their child died suddenly. In March 1850, Isabella Macdonald gave birth to another boy, Hugh John Macdonald, and his father wrote, "We have got Johnny back again, almost his image." Macdonald began to drink heavily around this time, both in public and in private, which Patricia Phenix, who studied Macdonald's private life, attributes to his family troubles.
The Liberals, or Grits, maintained power in the 1851 election but were soon divided by a parliamentary scandal. In September, the government resigned, and a coalition government uniting parties from both parts of the province under Allan MacNab took power. Macdonald did much of the work of putting the government together and served as attorney general. The coalition, which came to power in 1854, became known as the Liberal-Conservatives (referred to, for short, as the Conservatives). In 1855, George-Étienne Cartier of Canada East (today Quebec) joined the Cabinet. Until Cartier's 1873 death, he would be Macdonald's political partner. In 1856, MacNab was eased out as premier by Macdonald, who became the leader of the Canada West Conservatives. Macdonald remained as attorney general when Étienne-Paschal Taché became premier.
### Colonial leader, 1858–1864
In July 1857, Macdonald departed for Britain to promote Canadian government projects. On his return to Canada, he was appointed premier in place of the retiring Taché, just in time to lead the Conservatives in a general election. Macdonald was elected in Kingston by 1,189 votes to 9 for John Shaw; other Conservatives, however, did badly in Canada West, and only French-Canadian support kept Macdonald in power. On December 28, Isabella Macdonald died, leaving John a widower with a seven-year-old son. Hugh John Macdonald would be principally raised by his paternal aunt and her husband.
The Assembly had voted to move the seat of government permanently to Quebec City. Macdonald opposed this and used his power to force the Assembly to reconsider in 1857. Macdonald proposed that Queen Victoria decide which city should be Canada's capital. Opponents, especially from Canada East, argued that the Queen would not make the decision in isolation; she would be bound to receive informal advice from her Canadian ministers. Macdonald's scheme was adopted, with Canada East support assured by allowing Quebec City to serve a three-year term as the seat of government before the Assembly moved to the permanent capital. Macdonald privately asked the Colonial Office to ensure that the Queen would not respond for at least 10 months, or until after the general election. In February 1858, the Queen's choice was announced, much to the dismay of many legislators from both parts of the province: the isolated Canada West town of Ottawa became the capital.
On July 28, 1858, an opposition Canada East member proposed an address to the Queen informing her that Ottawa was an unsuitable place for a national capital. Macdonald's Canada East party members crossed the floor to vote for the address, and the government was defeated. Macdonald resigned, and the Governor General, Sir Edmund Walker Head, invited opposition leader George Brown to form a government. Under the law at that time, Brown and his ministers lost their seats in the Assembly by accepting their positions, and had to face by-elections. This gave Macdonald a majority pending the by-elections, and he promptly defeated the government. Head refused Brown's request for a dissolution of the Assembly, and Brown and his ministers resigned. Head then asked Macdonald to form a government. The law allowed anyone who had held a ministerial position within the last thirty days to accept a new position without needing to face a by-election; Macdonald and his ministers accepted new positions, then completed what was dubbed the "Double Shuffle" by returning to their old posts. In an effort to give the appearance of fairness, Head insisted that Cartier be the titular premier, with Macdonald as his deputy.
In the late 1850s and early 1860s, Canada enjoyed a period of great prosperity, while the railroad and telegraph improved communications. According to Macdonald biographer Richard Gwyn, "In short, Canadians began to become a single community." At the same time, the provincial government became increasingly difficult to manage. An act affecting both Canada East and Canada West required a "double majority"—a majority of legislators from each of the two sections of the province. This led to increasing deadlock in the Assembly. The two sections each elected 65 legislators, even though Canada West had a larger population. One of Brown's major demands was representation by population, which would lead to Canada West having more seats; this was bitterly opposed by Canada East.
The American Civil War led to fears in Canada and in Britain that once the Americans had concluded their internal warfare, they would invade Canada again. Canada was sometimes a safe haven for Confederate Secret Service operations against the U.S. ; many Canadian citizens and politicians were sympathetic to the Confederacy. This led to events such as the Chesapeake Affair, the St. Albans Raid, and a failed attempt to burn down New York City. As attorney general of Canada West, Macdonald refused to prosecute Confederate operatives who were using British territory to launch attacks on U.S. soil across the border.
With Canadians fearing invasion from the U.S., the British asked that Canadians pay a part of the expense of defence, and a Militia Bill was introduced in the Assembly in 1862. The opposition objected to the expense, and Canada East representatives feared that French-Canadians would have to fight in a British-instigated war. Macdonald was drinking heavily and failed to provide much leadership on behalf of the bill. The government fell over the bill, and the Grits took over under the leadership of John Sandfield Macdonald (no relation to John A. Macdonald). The parties held an almost equal number of seats, with a handful of independents able to destroy any government. The new government fell in May 1863, but Head allowed a new election, which did little to change party standings. In December 1863, Canada West MP Albert Norton Richards accepted the post of solicitor general, and so had to face a by-election. John A. Macdonald campaigned against Richards personally, and Richards was defeated by a Conservative. The switch in seats cost the Grits their majority, and they resigned in March. John A. Macdonald returned to office with Taché as titular premier. The Taché-Macdonald government was defeated in June. The parties were deadlocked to such an extent that, according to Swainson, "It was clear to everybody that the constitution of the Province of Canada was dead".
## Confederation of Canada, 1864–1867
As his government had fallen again, Macdonald approached the new governor general, Lord Monck, to dissolve the legislature. Before Macdonald could act on this, Brown approached him through intermediaries; the Grit leader believed that the crisis gave the parties the opportunity to join together for constitutional reform. Brown had led a parliamentary committee on confederation among the British North American colonies, which had reported back just before the Taché-Macdonald government fell. Brown was more interested in representation by population; Macdonald's priority was a federation that the other colonies could join. The two compromised and agreed that the new government would support the "federative principle"—a conveniently elastic phrase. The discussions were not public knowledge and Macdonald stunned the Assembly by announcing that the dissolution was being postponed because of progress in negotiations with Brown—the two men were not only political rivals, but were known to hate each other.
The parties resolved their differences, joining in the Great Coalition, with only the Parti rouge of Canada East, led by Jean-Baptiste-Éric Dorion, remaining apart. A conference, called by the Colonial Office, was scheduled for September 1, 1864, in Charlottetown, Prince Edward Island; the Maritimes were to consider a union. The Canadians obtained permission to send a delegation—led by Macdonald, Cartier, and Brown—to what became known as the Charlottetown Conference. At its conclusion, the Maritime delegations expressed a willingness to join a confederation if the details could be successfully negotiated.
In October 1864, delegates for Confederation met in Quebec City for the Quebec Conference, where they agreed to the Seventy-Two Resolutions, the basis of Canada's government. The Great Coalition was endangered by Taché's 1865 death; Lord Monck asked Macdonald to become premier, but Brown felt that he had as good a claim on the position as his coalition partner. The disagreement was resolved by appointing another compromise candidate to serve as titular premier, Narcisse-Fortunat Belleau.
In 1865, after lengthy debates, Canada's legislative assembly approved confederation by 91 votes to 33. None of the Maritimes, however, had approved the plan. In 1866, Macdonald and his colleagues financed pro-confederation candidates in the New Brunswick general election, resulting in a pro-confederation assembly. Shortly after the election, Nova Scotia's premier, Charles Tupper, pushed a pro-confederation resolution through that colony's legislature. A final conference, to be held in London, was needed before the British parliament could formalise the union. Maritime delegates left for London in July 1866, but Macdonald, who was drinking heavily again, did not leave until November, angering the Maritimers. In December 1866, Macdonald both led the London Conference, winning acclaim for his handling of the discussions, and courted and married his second wife, Agnes Bernard. Bernard was the sister of Macdonald's private secretary, Hewitt Bernard; the couple first met in Quebec in 1860, but Macdonald had seen and admired her as early as 1856. In January 1867, while still in London, he was seriously burned in his hotel room when his candle set fire to the chair he had fallen asleep in, but Macdonald refused to miss any sessions of the conference. In February, he married Agnes at St George's, Hanover Square. On March 8, the British North America Act, 1867, which would thereafter serve as the major part of Canada's constitution, passed the House of Commons (it had previously passed the House of Lords). Queen Victoria gave the bill Royal Assent on March 29, 1867.
Macdonald had favoured the union coming into force on July 15, fearing that the preparations would not be completed any earlier. The British favoured an earlier date and, on May 22, it was announced that Canada would come into existence on July 1. Lord Monck appointed Macdonald as the new nation's first prime minister. With the birth of the new nation, Canada East and Canada West became separate provinces, known as Quebec and Ontario, respectively. Macdonald was appointed a Knight Commander of the Order of the Bath (KCB) on that first observance of what came to be known as Dominion Day, later called Canada Day, on July 1, 1867.
## Prime Minister of Canada
### First majority, 1867–1871
Macdonald and his government faced immediate problems upon the formation of the new country. Much work remained to do in creating a federal government. Nova Scotia was already threatening to withdraw from the union; the Intercolonial Railway, which would both conciliate the Maritimes and bind them closer to the rest of Canada, was not yet built. Anglo-American relations were in a poor state, and Canadian foreign relations were matters handled from London. The withdrawal of the Americans in 1866 from the Reciprocity Treaty had increased tariffs on Canadian goods in US markets. American and British opinion was that the experiment of Confederation would quickly unravel, and the nascent nation absorbed by the United States.
In August 1867, the new nation's first general election was held; Macdonald's party won easily, with strong support in both large provinces, and a majority from New Brunswick. By 1869, Nova Scotia had agreed to remain part of Canada after a promise of better financial terms—the first of many provinces to negotiate concessions from Ottawa. Pressure from London and Ottawa failed to gain the accession of Newfoundland, whose voters rejected a Confederation platform in a general election in October 1869.
In 1869, John and Agnes Macdonald had a daughter, Mary. It soon became apparent that Mary had ongoing developmental issues; she was never able to walk, nor did she ever fully develop mentally. Hewitt Bernard, Deputy Minister of Justice and Macdonald's former secretary, also lived in the Macdonald house in Ottawa, together with Bernard's widowed mother. In May 1870, John Macdonald fell ill with gallstones; coupled with his frequent drinking, he may have developed a severe case of acute pancreatitis. In July, he moved to Prince Edward Island to convalesce, most likely conducting discussions aimed at drawing the island into Confederation at a time when some there supported joining the United States. The island joined Confederation in 1873.
Macdonald had once been tepid on the question of westward expansion of the Canadian provinces; as prime minister, he became a strong supporter of a bicoastal Canada. Immediately upon Confederation, he sent commissioners to London who in due course successfully negotiated the transfer of Rupert's Land and the North-Western Territory to Canada. The Hudson's Bay Company received £300,000 () in compensation, and retained some trading posts as well as one-twentieth of the best farmland. Prior to the date of acquisition, the Canadian government faced unrest in the Red River Colony (today southeastern Manitoba, centred on Winnipeg). The local people, including the Métis, were fearful that rule would be imposed on them which did not take into account their interests, and rose in the Red River Rebellion led by Louis Riel. Unwilling to pay for a territory in insurrection, Macdonald had troops put down the uprising before the formal transfer; as a result of the unrest, the Red River Colony joined Confederation as the province of Manitoba, while the rest of the purchased lands became the North-West Territories.
Macdonald also wished to secure the colony of British Columbia. There was interest in the United States in bringing about the colony's annexation, and Macdonald wished to ensure his new nation had a Pacific outlet. The colony had an extremely large debt that would have to be assumed should it join Confederation. Negotiations were conducted in 1870, principally during Macdonald's illness and recuperation, with Cartier leading the Canadian delegation. Cartier offered British Columbia a railway linking it to the eastern provinces within ten years. The British Columbians, who privately had been prepared to accept far less generous terms, quickly agreed and joined Confederation in 1871. The Canadian Parliament ratified the terms after a debate over the high cost that cabinet member Alexander Morris described as the worst fight the Conservatives had had since Confederation.
There were continuing disputes with the Americans over deep-sea fishing rights, and in early 1871, an Anglo-American commission was appointed to settle outstanding matters between the British (and Canadians) and the Americans. Canada was hoping to secure compensation for damage done by Fenians raiding Canada from bases in the United States. Macdonald was appointed a British commissioner, a post he was reluctant to accept as he realised Canadian interests might be sacrificed for the mother country. This proved to be the case; Canada received no compensation for the raids and no significant trade advantages in the settlement, which required Canada to open her waters to American fishermen. Macdonald returned home to defend the Treaty of Washington against a political firestorm.
### Second majority and Pacific Scandal, 1872–1873
In the run-up to the 1872 election, Macdonald had yet to formulate a railway policy, or to devise the loan guarantees that would be needed to secure the construction. During the previous year, Macdonald had met with potential railway financiers such as Hugh Allan and considerable financial discussion took place. The greatest political problem Macdonald faced was the Washington treaty, which had not yet been debated in Parliament.
In early 1872, Macdonald submitted the treaty for ratification, and it passed the Commons with a majority of 66. The general election was held through late August and early September. Redistribution had given Ontario increased representation in the House; Macdonald spent much time campaigning in the province, for the most part outside Kingston. Widespread bribery of voters took place throughout Canada, a practice especially effective in the era when votes were publicly declared. Macdonald and the Conservatives saw their majority reduced from 35 to 8. The Liberals (as the Grits were coming to be known) did better than the Conservatives in Ontario, forcing the government to rely on the votes of Western and Maritime MPs who did not fully support the party.
Macdonald had hoped to award the charter for the Canadian Pacific Railway in early 1872, but negotiations dragged on between the government and the financiers. Macdonald's government awarded the Allan group the charter in late 1872. In 1873, when Parliament opened, Liberal MP Lucius Seth Huntington charged that government ministers had been bribed with large, undisclosed political contributions to award the charter. Documents soon came to light which substantiated what came to be known as the Pacific Scandal. The Allan-led financiers, who were secretly backed by the United States's Northern Pacific Railway, had donated \$179,000 to the Tory election funds, they had received the charter, and Opposition newspapers began to publish telegrams signed by government ministers requesting large sums from the railway interest at the time the charter was under consideration. Macdonald had taken \$45,000 in contributions from the railway interest himself. Substantial sums went to Cartier, who waged an expensive fight to try to retain his seat in Montreal East (he was defeated, but was subsequently returned for the Manitoba seat of Provencher). During the campaign Cartier had fallen ill with Bright's disease, which may have been causing his judgment to lapse; he died in May 1873 while seeking treatment in London.
Before Cartier's death, Macdonald attempted to use delay to extricate the government. The Opposition responded by leaking documents to friendly newspapers. On July 18, three papers published a telegram dated August 1872 from Macdonald requesting another \$10,000 and promising "it will be the last time of asking". Macdonald was able to get a prorogation of Parliament in August by appointing a Royal Commission to look into the matter, but when Parliament reconvened in late October, the Liberals, feeling Macdonald could be defeated over the issue, applied immense pressure to wavering members. On November 3, Macdonald rose in the Commons to defend the government, and according to one of his biographer, P.B. Waite, he gave "the speech of his life, and, in a sense, for his life". He began his speech at 9 p.m., looking frail and ill, an appearance which quickly improved. As he spoke, he consumed numerous glasses of gin and water. He denied that there had been a corrupt bargain, and stated that such contributions were common to both political parties. After five hours, Macdonald concluded,
> I leave it with this House with every confidence. I am equal to either fortune. I can see past the decision of this House either for or against me, but whether it be against me or for me, I know, and it is no vain boast to say so, for even my enemies will admit that I am no boaster, that there does not exist in Canada a man who has given more of his time, more of his heart, more of his wealth, or more of his intellect and power, as it may be, for the good of this Dominion of Canada.
Macdonald's speech was seen as a personal triumph, but it did little to salvage the fortunes of his government. With eroding support both in the Commons and among the public, Macdonald went to the Governor General, Lord Dufferin on November 5, and resigned; Liberal leader Alexander Mackenzie became the second prime minister of Canada. He is not known to have spoken of the events of the Pacific Scandal again.
On November 6, 1873, Macdonald offered his resignation as party leader to his caucus; it was refused. Mackenzie called an election for January 1874; the Conservatives were reduced to 70 seats out of the 206 in the Commons, giving Mackenzie a massive majority. The Conservatives bested the Liberals only in British Columbia; Mackenzie had called the terms by which the province had joined Confederation "impossible". Macdonald was returned in Kingston but was unseated on an election contest when bribery was proven; he won the ensuing by-election by 17 votes. According to Swainson, most observers viewed Macdonald as finished in politics, "a used-up and dishonoured man".
### Opposition, 1873–1878
Macdonald was content to lead the Conservatives in a relaxed manner in opposition and await Liberal mistakes. He took long holidays and resumed his law practice, moving his family to Toronto and going into partnership with his son Hugh John. One mistake that Macdonald believed the Liberals had made was a free-trade agreement with Washington, negotiated in 1874; Macdonald had come to believe that protection was necessary to build Canadian industry. The Panic of 1873 had led to a worldwide depression; the Liberals found it difficult to finance the railway in such a climate, and were generally opposed to the line anyway—the slow pace of construction led to British Columbia claims that the agreement under which it had entered Confederation was in jeopardy of being broken.
By 1876, Macdonald and the Conservatives had adopted protectionism as party policy. This view was widely promoted in speeches at a number of political picnics, held across Ontario during the summer of 1876. Macdonald's proposals were popular with the public, and the Conservatives began to win a string of by-elections. By the end of 1876, the Tories had picked up 14 seats as a result of by-elections, reducing Mackenzie's Liberal majority from 70 to 42. Despite the success, Macdonald considered retirement, wishing only to reverse the voters' verdict of 1874—he considered Charles Tupper his heir apparent.
When Parliament convened in 1877, the Conservatives were confident and the Liberals defensive. After the Tories had a successful session in the early part of the year, another series of picnics commenced in the areas around Toronto. Macdonald even campaigned in Quebec, which he had rarely done, leaving speechmaking there to Cartier. More picnics followed in 1878, promoting proposals which would come to be collectively called the "National Policy": high tariffs, rapid construction of the transcontinental railway (the Canadian Pacific Railway or CPR), rapid agricultural development of the West using the railway, and policies which would attract immigrants to Canada. These picnics allowed Macdonald venues to show off his talents at campaigning, and were often lighthearted—at one, the Tory leader blamed agricultural pests on the Grits, and promised the insects would go away if the Conservatives were elected.
The final days of the 3rd Canadian Parliament were marked by explosive conflict, as Macdonald and Tupper alleged that MP and railway financier Donald Smith had been allowed to build the Pembina branch of the CPR (connecting to American lines) as a reward for betraying the Conservatives during the Pacific Scandal. The altercation continued even after the Commons had been summoned to the Senate to hear the dissolution read, as Macdonald spoke the final words recorded in the 3rd Parliament: "That fellow Smith is the biggest liar I ever saw!"
The election was called for September 17, 1878. Fearful that Macdonald would be defeated in Kingston, his supporters tried to get him to run in the safe Conservative riding of Cardwell; having represented his hometown for 35 years, he stood there again. In the election, Macdonald was defeated in his riding by Alexander Gunn, but the Conservatives swept to victory. Macdonald remained in the House of Commons, having quickly secured his election for Marquette, Manitoba; elections there were held later than in Ontario. His acceptance of office vacated his parliamentary seat, and Macdonald decided to stand for the British Columbia seat of Victoria, where the election was to be held on October 21. Macdonald was duly returned for Victoria, although he had never visited either Marquette or Victoria.
### Third and fourth majorities, 1878–1887
Part of the National Policy was implemented in the budget presented in February 1879. Under that budget, Canada became a high-tariff nation like the United States and Germany. The tariffs were designed to protect and build Canadian industry—finished textiles received a tariff of 34%, but the machinery to make them entered Canada free. Macdonald continued to fight for higher tariffs for the remainder of his life.
In January 1879, Macdonald commissioned politician Nicholas Flood Davin to write a report regarding the industrial boarding-school system in the United States. Now known as the Davin Report, the Report on Industrial Schools for Indians and Half-Breeds was submitted to Ottawa on March 14, 1879, providing the basis for the Canadian Indian residential school system. It made the case for a cooperative approach between the Canadian government and the church to implement the "aggressive assimilation" pursued by President of the United States, Ulysses S. Grant. In 1883, Parliament approved \$43,000 for three industrial schools and the first, Battleford Industrial School, opened on December 1 of that year. By 1900, there were 61 schools in operation. In 2015, the Truth and Reconciliation Commission concluded that the assimilation amounted to cultural genocide.
By the 1880s, Macdonald was becoming frailer, but he maintained his political acuity. In 1883, he secured the "Intoxicating Liquors Bill" which took the regulation system away from the provinces, in part to stymie his foe Premier Mowat. In his own case, Macdonald took better control of his drinking and binges had ended. "The great drinking-bouts, the gargantuan in sobriety's of his middle years, were dwindling away now into memories." As the budget moved forward, Macdonald found that the railway was progressing well: although little money had been spent on the project under Mackenzie, several hundred miles of track had been built and nearly the entire route surveyed. In 1880, Macdonald found a syndicate, led by George Stephen, willing to undertake the CPR project. Donald Smith (later Lord Strathcona) was a major partner in the syndicate, but because of the ill will between him and the Conservatives, Smith's participation was initially not made public, though it was well-known to Macdonald. In 1880, the Dominion took over Britain's remaining Arctic territories, which extended Canada to its present-day boundaries, with the exception of Newfoundland, which would not enter Confederation until 1949. Also in 1880, Canada sent its first diplomatic representative abroad, Sir Alexander Galt as High Commissioner to Britain. With good economic times, Macdonald and the Conservatives were returned with a slightly decreased majority in 1882. Macdonald was returned for the Ontario riding of Carleton.
The transcontinental railroad project was heavily subsidised by the government. The CPR was granted 25,000,000 acres (100,000 km<sup>2</sup>; 39,000 sq mi) of land along the route of the railroad, and \$25 million from the government. In addition, the government had to spend \$32 million on the construction of other railways to support the CPR. The entire project was extremely costly, especially for a nation with only 4.1 million people in 1881. Between 1880 and 1885, as the railway was slowly built, the CPR repeatedly came close to financial ruin. The terrain in the Rocky Mountains was difficult and the route north of Lake Superior proved treacherous, as tracks and engines sank into the muskeg. When Canadian guarantees of the CPR's bonds failed to make them salable in a declining economy, Macdonald obtained a loan to the corporation from the Treasury—the bill authorizing it passed the Senate just before the firm would have become insolvent.
The Northwest again saw unrest. Many of the Manitoban Métis had moved into the territories and negotiations between the Métis and the Government to settle grievances over land rights proved difficult. Riel, who lived in exile in the United States since 1870, journeyed to Regina with the connivance of Macdonald's government, who believed he would prove a leader they could deal with. Instead, the Métis rose the following year under Riel in the North-West Rebellion. Macdonald put down the rebellion with militia troops transported by rail, and Riel was captured, tried for treason, convicted, and hanged. Macdonald refused to consider reprieving Riel, who was of uncertain mental health. The hanging of Riel was controversial, and alienated many Quebecers from the Conservatives and they were, like Riel, Catholic and culturally French Canadian; they soon realigned with the Liberals. Following the North-West Rebellion of 1885, Macdonald's government implemented restrictions upon the movement of indigenous groups, requiring them to receive formal permission from an Indian Department Official in order to go off-reserve.
The CPR was almost bankrupt, but its role in rushing troops to the crisis showed that it was helpful to maintain British control of the territory and Parliament provided money for its completion. On November 7, 1885, CPR manager William Van Horne wired Macdonald from Craigellachie, British Columbia that the last spike was inserted into the track, completing the railway. That same year, the Macdonald government enacted the Chinese Immigration Act, 1885. Macdonald told the House of Commons that, if the Chinese were not excluded from Canada, "the Aryan character of the future of British America should be destroyed". In the summer of 1886, Macdonald travelled by rail to western Canada. On August 13, 1886, Macdonald used a silver hammer and pounded a gold spike to complete the Esquimalt and Nanaimo Railway.
In 1886, another dispute arose over fishing rights with the United States. Americans fishermen had been using treaty provisions allowing them to land in Canada to take on wood and water as a cover for clandestine inshore fishing. Several vessels were detained in Canadian ports, to the outrage of Americans, who demanded their release. Macdonald sought to pass a Fisheries Act which would override some of the treaty provisions, to the dismay of the British, who were still responsible for external relations. The British government instructed the Governor General, Lord Lansdowne, to reserve the bill for Royal Assent, effectively placing it on hold without vetoing it. After considerable discussion, the British government allowed Royal Assent at the end of 1886, and indicated it would send a warship to protect the fisheries if no agreement was reached with the Americans.
### Fifth and sixth majorities, 1887–1891
Fearing continued loss of political strength as poor economic times continued, Macdonald planned to hold an election by the end of 1886, but had not yet issued the writ when an Ontario provincial election was called by Liberal Ontario Premier Oliver Mowat. The provincial election was seen as a bellwether for the federal poll. Despite considerable campaigning by Macdonald, Mowat's Liberals were re-elected in Ontario and increased their majority. Macdonald dissolved the federal Parliament on January 15, 1887 for an election on February 22. During the campaign, the Quebec provincial Liberals formed a government (four months after the October 1886 Quebec election), forcing the Conservatives from power in Quebec City. Nevertheless, Macdonald and his cabinet campaigned hard in the winter election, with Tupper (the new High Commissioner to London) postponing his departure to try to bolster Conservative votes in Nova Scotia. The Liberal leader, Edward Blake, ran an uninspiring campaign, and the Conservatives were returned nationally with a majority of 35, winning easily in Ontario, Nova Scotia, and Manitoba. The Tories also took a narrow majority of Quebec's seats despite resentment over Riel's hanging. Macdonald became MP for Kingston once again. Even the younger ministers, such as future Prime Minister John Thompson, who sometimes differed with Macdonald on policy, admitted Macdonald was an essential electoral asset for the Conservatives.
Blake resigned after the defeat and was replaced by Wilfrid Laurier. Under Laurier's early leadership, the Liberals, who previously supported much of the National Policy, campaigned against it and called for "unrestricted reciprocity", or free trade, with the United States. Macdonald was willing to see some reciprocity with the United States, but was reluctant to lower many tariffs. American advocates of what they dubbed "commercial union" saw it as a prelude to political union, and did not scruple to say so, causing additional controversy in Canada.
Macdonald called an election for March 5, 1891. The Liberals were heavily financed by American interests; the Conservatives drew much financial support from the CPR. The 76-year-old prime minister collapsed during the campaign, and conducted political activities from his brother-in-law's house in Kingston. The Conservatives gained slightly in the popular vote, but their majority was reduced to 27. The parties broke even in the central part of the country but the Conservatives dominated in the Maritimes and Western Canada, leading Liberal MP Richard John Cartwright to claim that Macdonald's majority was dependent on "the shreds and patches of Confederation". After the election, Laurier and his Liberals grudgingly accepted the National Policy; when Laurier later became prime minister, he adopted it with only minor changes.
### Death
In May 1891, Macdonald suffered a stroke which left him partially paralysed and unable to speak. His health continued to deteriorate and he died in the late evening of June 6, 1891. Thousands filed by his open casket in the Senate Chamber; his body was transported by funeral train to his hometown of Kingston, with crowds greeting the train at each stop. On arrival in Kingston, Macdonald lay in state in City Hall, wearing the uniform of an Imperial Privy Counsellor. He was buried in Cataraqui Cemetery in Kingston, his grave near that of his first wife, Isabella.
## Legacy and memorials
Macdonald served just under 19 years as prime minister, a length of service only surpassed by William Lyon Mackenzie King. In polls, Macdonald has consistently been ranked as one of the greatest prime ministers in Canadian history. No cities or political subdivisions are named for Macdonald (with the exception of a small Manitoba village), nor are there any massive monuments. A peak in the Rockies, Mount Macdonald (c. 1887) at Rogers Pass, is named for him. In 2001, Parliament designated January 11 as Sir John A. Macdonald Day, but the day is not a federal holiday and generally passes unremarked. He appears on Canadian ten-dollar notes printed between 1971 and 2018. In 2015, the Royal Canadian Mint featured Macdonald's face on the Canadian two dollar coin, the Toonie, to celebrate his 200th birthday. Macdonald's name is also used in Ottawa's Ottawa Macdonald–Cartier International Airport (renamed in 1993) and Ontario Highway 401 (the Macdonald–Cartier Freeway c. 1968). His name is being phased out on Ottawa's Sir John A. Macdonald Parkway (River Parkway before 2012), being renamed to an indigenous term, Kichi Zibi Mikan.
A number of sites associated with Macdonald are preserved. His gravesite has been designated a National Historic Site of Canada. Bellevue House in Kingston, where the Macdonald family lived in the 1840s, is also a National Historic Site administered by Parks Canada, and has been restored to that time period. His Ottawa home, Earnscliffe, is the official residence of the British High Commissioner to Canada. Statues have been erected to Macdonald across Canada; one stands on Parliament Hill in Ottawa (by Louis-Philippe Hebert c. 1895). A statue of Macdonald stands atop a granite plinth originally intended for a statue of Queen Victoria in Toronto's Queen's Park, looking south on University Avenue. Macdonald's statue also stood in Kingston's City Park; the Kingston Historical Society annually holds a memorial service in his honour. On June 18, 2021, following the discovery of 215 unmarked graves at the Kamloops Indian Residential School, the statue of Macdonald was removed from Kingston's City Park after city council voted 12–1 in favour of its removal, and is set to be installed at Cataraqui Cemetery where Macdonald is buried. In 2018, a statue of Macdonald was removed from outside Victoria City Hall, as part of the city's program for reconciliation with local First Nations. The Macdonald Monument in Montreal has been repeatedly vandalized, and on August 29, 2020, the statue in the monument was vandalized, toppled and decapitated. Montreal Mayor Valérie Plante condemned the actions and said the city plans to restore the statue.
Macdonald's biographers note his contribution to establishing Canada as a nation. Swainson suggests that Macdonald's desire for a free and tolerant Canada became part of its national outlook and contributed immeasurably to its character. Gwyn said Macdonald's accomplishments of Confederation and building the Canadian railroad were great, but he was also responsible for scandals and bad government policy for the execution of Riel and the head tax on Chinese workers. In 2017, the Canadian Historical Association had voted to remove Macdonald's name from their prize for best scholarly book about Canadian history. Historian James Daschuk acknowledges Macdonald's contributions as a founding figure of Canada, but states "He built the country. But he built the country on the backs of the Indigenous people." A biographical online article about Macdonald was deleted from the Scottish government's website in August 2018. A spokesperson for the Scottish government stated: "We acknowledge controversy around Sir John A Macdonald's legacy and the legitimate concerns expressed by Indigenous communities". On July 5, 2021, Canada's national library, Library and Archives Canada, deleted its web page on Canada's prime ministers, "First Among Equals", calling it "outdated and redundant".
## Honorary degrees
Macdonald was awarded the following honorary degrees: |
13,637,368 | Battle of Utica (203 BC) | 1,164,891,245 | Battle of the Second Punic War in 203 BC | [
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"Battles involving Numidia",
"Battles of the Second Punic War",
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| The battle of Utica was fought in 203 BC between a Roman army commanded by Publius Cornelius Scipio and the allied armies of Carthage and Numidia, commanded by Hasdrubal Gisgo and Syphax respectively. The battle was part of the Second Punic War and resulted in a heavy defeat for Carthage.
In the wake of its defeat in the First Punic War (264–241 BC) Carthage expanded its territory in south-east Iberia (modern Spain and Portugal). When the Second Punic War broke out in 218 BC a Roman army landed in north-east Iberia. After a disastrous Roman setback in 210 BC Scipio took command and cleared the peninsula of Carthaginians in five years. He returned to Rome determined to carry the war to the Carthaginian homeland in North Africa. Appointed consul in 205 BC Scipio spent a year in Sicily training his army and accumulating supplies. In 204 BC the Romans landed near the Carthaginian port of Utica with four legions. The Romans defeated two large Carthaginian scouting parties, besieged Utica and set up a fortified camp.
The Carthaginians and their Numidian allies each set up their own camps about 11 kilometres (7 mi) from the Romans but close to each other. The Romans were outnumbered and so avoided battle; the Carthaginians were wary of Scipio's skill as a field commander and content to wait for reinforcements. During this pause, Syphax offered to act as an intermediary to broker a peace, and the three parties entered into a long series of negotiations. With his delegations Scipio sent junior officers disguised as slaves to report back on the layout and construction of the Numidian camp, as well as the size and composition of the Numidian army. As the weather improved Scipio made conspicuous preparations to assault Utica. Instead, he marched his army out late one evening and divided it in two. One part launched a night attack on the Numidian camp, setting fire to their barracks which were made from reeds. In the ensuing panic and confusion the Numidians were dispersed with heavy casualties. Not realising what was happening, many Carthaginians set off in the dark to help extinguish what they assumed was an accidental blaze in their allies' camp. Scipio attacked them with the remaining Romans, stormed their camp and set fire to many of the Carthaginians' wooden huts. Again the Romans inflicted heavy casualties in the dark.
Hasdrubal fled 40 kilometres (25 mi) to Carthage with 2,500 survivors, pursued by Scipio. Syphax escaped with a few cavalry and regrouped 11 kilometres (7 mi) away. Over the following year the Carthaginians raised two more armies and each was defeated by Scipio, at the Great Plains and Zama. Carthage sued for peace and accepted a humiliating treaty, ending the war.
## Background
### First Punic War
The First Punic War was fought between the two main powers of the western Mediterranean in the 3rd century BC: Carthage and Rome. The war lasted for 23 years, from 264 to 241 BC, and was fought primarily on the Mediterranean island of Sicily, its surrounding waters and in North Africa. The Carthaginians were defeated and by the terms of the Treaty of Lutatius evacuated Sicily and paid Rome an indemnity of 3,200 silver talents over ten years. Four years later, Rome seized Sardinia and Corsica on a cynical pretence and imposed a further 1,200 talent indemnity, actions which fuelled Carthaginian resentment. The near-contemporary historian Polybius considered this act of bad faith by the Romans to be the single greatest cause of war with Carthage breaking out again nineteen years later.
From 236 BC Carthage expanded its territory in Iberia, modern Spain and Portugal. In 226 BC the Ebro Treaty with Rome established the Ebro River as the northern boundary of the Carthaginian sphere of influence. A little later Rome made a separate treaty of association with the city of Saguntum, well south of the Ebro. In 219 BC Hannibal, the de facto ruler of Carthaginian Iberia, led an army to Saguntum and besieged, captured and sacked it. In early 218 BC Rome declared war on Carthage, starting the Second Punic War.
### Second Punic War
Hannibal led a large Carthaginian army from Iberia, through Gaul, over the Alps and invaded mainland Italy in 218 BC. During the next three years Hannibal inflicted heavy defeats on the Romans at the battles of the Trebia, Lake Trasimene and Cannae. At the last of these alone, at least 67,500 Romans were killed or captured. The historian Toni Ñaco del Hoyo describes these as "great military calamities", and Brian Carey writes that they brought Rome to the brink of collapse. Hannibal's army campaigned in Italy for 14 years before the survivors withdrew.
There was also extensive fighting in Iberia, Sicily, Sardinia and North Africa. In 211 BC the Romans suffered a severe reverse at the battle of the Upper Baetis and were penned back by the Carthaginians to the north-east corner of Iberia. In 210 BC Roman reinforcements stabilised the situation; later that year Publius Cornelius Scipio, arrived with further Roman reinforcements to take command in Iberia. In a carefully planned assault in 209 BC he captured the centre of Carthaginian power in Iberia, New Carthage. During the following four years Scipio repeatedly defeated the Carthaginians and drove them out of Iberia in 206 BC.
### Opposing forces
#### Roman
Most male Roman citizens were liable for military service and would serve as infantry, with a better-off minority providing a cavalry component. Traditionally, when at war the Romans would raise two legions, each of 4,200 infantry – this could be increased to 5,000 in some circumstances, or, rarely, even more – and 300 cavalry. Approximately 1,200 of the infantry – poorer or younger men unable to afford the armour and equipment of a standard legionary – served as javelin-armed skirmishers known as velites; they each carried several javelins, which would be thrown from a distance, a short sword and a 90-centimetre (3 ft) shield. The balance were equipped as heavy infantry, with body armour, a large shield and short thrusting swords. They were divided into three ranks, of which the front rank also carried two javelins; the second and third ranks had a thrusting spear instead. Both legionary sub-units and individual legionaries fought in relatively open order. It was the long-standing Roman procedure to elect two men each year as senior magistrates, known as consuls, who in time of war would each lead an army. An army was usually formed by combining a Roman legion with a similarly sized and equipped legion provided by their Latin allies; allied legions usually had a larger attached complement of cavalry than Roman ones. By this stage of the war, Roman armies were generally larger, typically consisting of four legions, two Roman and two provided by its allies, for a total of approximately 20,000 men. The Roman army which invaded Africa consisted of four legions, each of the Roman pair reinforced to an unprecedented 6,200 infantry and with a more usual 300 cavalry each. Modern historians estimate the army to have totalled 25,000–30,000 men, including perhaps 2,500 cavalry.
#### Carthaginian
Carthaginian citizens only served in their army if there was a direct threat to the city of Carthage. When they did they fought as well-armoured heavy infantry armed with long thrusting spears, although they were notoriously ill-trained and ill-disciplined. In most circumstances Carthage recruited foreigners to make up its army. Many were from North Africa and these were frequently referred to as "Libyans". The region provided several types of fighters, including: close order infantry equipped with large shields, helmets, short swords and long thrusting spears; javelin-armed light infantry skirmishers; close order shock cavalry (also known as "heavy cavalry") carrying spears; and light cavalry skirmishers who threw javelins from a distance and avoided close combat. (The latter were usually Numidians.) The close order African infantry and the citizen-militia both fought in a tightly packed formation known as a phalanx. On occasion some of the infantry would wear captured Roman armour. As well both Iberia and Gaul provided experienced but unarmoured infantry who would charge ferociously, but had a reputation for breaking off if combat was protracted. Slingers were frequently recruited from the Balearic Islands.
## Prelude
In 206 BC Scipio left Iberia and returned to Italy. He was denied the triumph he would normally have expected on the grounds that he had not occupied any of the magistracies of the cursus honorum, the sequential mixture of military and political administrative positions held by aspiring Roman politicians. He was elected to the senior position of consul in early 205, despite not meeting the age requirement. Scipio was already anticipating an invasion of North Africa and while still in Spain had been negotiating with the Numidian leaders Masinissa and Syphax. He failed to win over the latter, but made an ally of the former.
Opinion was divided in Roman political circles as to whether an invasion of North Africa was excessively risky. Hannibal was still on Italian soil; there was the possibility of further Carthaginian invasions, shortly to be realised when Mago Barca landed in Liguria; the practical difficulties of an amphibious invasion and its logistical follow up were considerable; and when the Romans had invaded North Africa in 256 BC during the First Punic War they had been driven out with heavy losses, which had re-energised the Carthaginians. Eventually a compromise was agreed: Scipio was given Sicily as his consular province, which was the best location for the Romans to launch an invasion of the Carthaginian homeland from and then logistically support it, and permission to cross to Africa on his own judgement. But Roman commitment was less than wholehearted, Scipio could not conscript troops for his consular army, as was usual, only call for volunteers.
In 216 the survivors of the Roman defeat at Cannae were formed into two legions and sent to Sicily. They still formed the main part of the garrison of Sicily, and Scipio used the many men who volunteered to increase the strength of each of these to an unprecedented 6,500. The total number of men available to Scipio and how many of them travelled to Africa is unclear; the Roman historian Livy, writing 200 years later, gives totals for the invasion force of either 12,200, 17,600 or 35,000. Modern historians estimate a combat strength of 25,000–30,000, of whom more than 90% were infantry. With up to half of the complement of his legions being fresh volunteers, and with no fighting having taken place on Sicily for the past five years, Scipio instigated a rigorous training regime. This extended from drills by individual centuries - the basic Roman army manoeuvre unit of 80 men - to exercises by the full army. This lasted for approximately a year. At the same time Scipio assembled a vast quantity of food and materiel, merchant ships to transport it and his troops, and warships to escort the transports.
Also during 205 BC, 30 Roman ships under Scipio's second-in-command, the legate Gaius Laelius, raided North Africa around Hippo Regius, gathering large quantities of loot and many captives. The Carthaginians initially believed this was the anticipated invasion by Scipio and his full invasion force; they hastily strengthened fortifications and raised troops – including some units made up of Carthaginian citizens. Reinforcements were sent to Mago in Liguria in an attempt to distract the Romans in Italy. Meanwhile a succession war had broken out in Numidia between the Roman-supporting Masinissa and the Carthaginian-inclined Syphax. Laelius re-established contact with Masinissa during his raid. Masinissa expressed dismay regarding how long it was taking the Romans to complete their preparations and land in Africa.
## Invasion
In 204 BC, probably in June or July, the Roman army left Sicily in 400 transport ships, escorted by 40 galleys. Three days later they disembarked at Cape Farina 20 kilometres (12 mi) north of the large Carthaginian port of Utica. The locals fled and Carthage's immediate response, a scouting party of 500 cavalry, was defeated with the loss of its commander and the general in overall charge of responding to the invasion. The area was pillaged and 8,000 captives were sent back to Sicily as slaves or hostages. Masinissa joined the Romans with either 200 or 2,000 men; the sources differ. A large fortified camp was established on a rocky peninsula near Ghar el-Melh which was known as Castra Cornelia. Masinissa had been recently defeated by his Numidian rival Syphax, wounded and had his army scattered. Syphax had been persuaded to take firm action in support of Carthage by the Carthaginian general Hasdrubal Gisco and by his assertive new wife: Hasdrubal's daughter Sophonisba.
Carthage sent a larger party to probe the Roman position, about 4,000 soldiers under a general called Hanno. His command of mixed Numidians and Carthaginian citizens based itself at Salaeca, 24 kilometres (15 mi) from the Romans, and did little scouting. Following a stratagem agreed with Scipio, Masinissa's cavalry raided Hanno's force who chased them off and then pursued them into a Roman ambush. Hanno and 1,000 of his men were killed or taken prisoner. The survivors were in turn pursued for 50 kilometres (30 mi), only 1,000 escaped. The Romans pillaged an ever-wider area, sending their loot and prisoners to Sicily in the ships bringing their supplies.
### Siege of Utica
Wanting a more permanent base and a port more resilient to the bad weather to be expected when winter came, Scipio besieged Utica. Despite the Romans being well supplied with siege engines the siege dragged on and a Carthaginian army under Hasdrubal set up a fortified camp 11 kilometres (7 mi) from the Romans with a reported 33,000 men. Syphax joined him, establishing his own camp 3 kilometres (2 mi) away from Hasdrubal's with a reported 60,000 troops. The size of both of these armies as reported by ancient historians have been questioned by their modern counterparts as being infeasibly large. Nevertheless, it is accepted that the Romans were considerably outnumbered, in particular in terms of cavalry. The modern historian Dexter Hoyos suggests a combined Numidian and Carthaginian total of 47,500 men. The Romans pulled back from Utica to Castra Cornelia, where they were themselves now blockaded on the landward side. Being outnumbered, Scipio was reluctant to commit his army to an open battle. Hasdrubal in turn was aware that two years earlier an army led by him in Iberia had been heavily defeated by a much smaller Roman army commanded by Scipio at the battle of Ilipa and so was himself reluctant to commit to a battle. He knew that more troops were being recruited in Iberia and was content to pause hostilities until they joined his army.
Scipio sent emissaries to Syphax to attempt to persuade him to defect. Syphax in turn offered to broker peace terms. A series of exchanges of negotiating parties followed, the sessions lasting several days. With his delegations Scipio sent junior officers disguised as slaves to report back on the layout and construction of the Numidian camp, as well as the size and composition of the Numidian army and the most frequented routes in and out of the camp. The Carthaginian camp was solidly constructed, with earthen ramparts and timber-built barracks; the Numidian one was less so, with no clearly defined perimeter and the accommodation for the soldiers being largely constructed of reeds and roofed with thatch.
## Battle
Scipio drew out the negotiations with Syphax, eventually stating he was in broad agreement with the proposition, but that his senior officers were not yet convinced. Scipio was acting in bad faith, as he had no intention of agreeing a peace treaty and the only purpose of the talks from his point of view was to gain militarily useful intelligence. By the diplomatic standards of the time, Scipio launching a surprise attack while in the midst of peace negotiations was ethically dubious. Ancient Roman historians go to great lengths to excuse or explain his behaviour.
In 203 BC, as the better weather of spring approached, Scipio made an announcement to his troops that he would shortly attempt to storm the defences of Utica and began obvious preparations to do so. Simultaneously he was planning a night attack on both enemy camps. Local knowledge and careful scouting identified the routes least likely to cause problems at night, and Scipio briefed his senior officers carefully. On the night of the attack, a strong guard was left at Castra Cornelia. At around nine or ten in the evening two columns set out: one was commanded by Laelius, who had years of experience of operating under Scipio. This force consisted of about half the Roman attackers and was accompanied by the Numidians. Its target was Syphax's camp. Scipio led the balance of the Roman force against the Carthaginian camp. The total number of troops involved in the attack is not known.
Thanks to the careful prior reconnoitring both forces reached the positions from which they were to start their attacks without problems, despite the inherent difficulty of night manoeuvres. Masinissa's Numidian cavalry positioned themselves in small groups so as to cover every route out of the two enemy camps. Laelius's column attacked first, storming the camp of Syphax's Numidians and concentrating on setting fire to as many of the reed huts as possible. The camp dissolved into chaos, many of its Numidian occupants oblivious of the Roman attack and thinking the barracks had caught fire accidentally; some were burned to death and others were trampled in the panic. Meanwhile, the well-briefed Romans were killing many who tried to escape and the Numidians fell upon those who got past the Romans.
The Carthaginians heard the commotion and saw the blaze; some of them set off to help extinguish the fire. With pre-planned coordination Scipio's contingent then attacked. They cut down the Carthaginians heading for their ally's camp, stormed Hasdrubal's camp and attempted to set fire to the wooden housing. They were successful in this and the fire spread between the closely spaced barracks. Carthaginians rushed out into the dark and confusion, without armour or weapons, either trying to escape the flames or to fight the fire. The organised and prepared Romans cut them down.
Polybius writes that Hasdrubal escaped from his burning camp with only 2,500 men. Syphax also escaped, with a few cavalry. Ancient sources claim that either 30,000 or 40,000 Carthaginians and Numidians were killed and either 2,400 or 5,000 captured; modern historians consider these to be greatly exaggerated. The following morning the Romans pursued, scattering the survivors, and capturing and sacking two Carthaginian towns before withdrawing. Hasdrubal fled as far as Carthage, 40 kilometres (25 mi) away; Syphax rallied at the town of Abba, 11 kilometres (7 mi) from the scene of the disaster.
## Aftermath
With no Carthaginian field army to threaten them, the Romans pressed their siege of Utica and pillaged an extensive area of North Africa with strong and far-ranging raids. As well as gold and slaves the Romans accumulated large amounts of foodstuffs. This was added to the extensive stocks already built up by shipping grain from Sicily. Hasdrubal and Syphax gathered the scattered survivors of their armies, levied new forces and were reinforced by 4,000 Iberian warriors. They assembled approximately 30,000 men 120 kilometres (75 mi) from Utica near the Bagradas River. Scipio marched most of his army to meet them, both sides accepted battle and the Carthaginians were heavily defeated. Syphax and his Numidians were pursued, brought to battle at Cirta, and again defeated, Syphax being captured. Scipio moved his main army to Tunis, within sight of the city of Carthage.
Scipio and Carthage entered into peace negotiations, while Carthage recalled both Hannibal and Mago from Italy. The Roman Senate ratified a draft treaty, but because of mistrust and a surge in confidence when Hannibal arrived from Italy, Carthage repudiated it. Hannibal was placed in command of another army, formed of his and Mago's veterans from Italy and newly raised troops from Africa, with 80 war elephants but few cavalry. The decisive battle of Zama followed in October 202 BC. After a prolonged fight the Carthaginian army collapsed; Hannibal was one of the few to escape the field.
The peace treaty the Romans subsequently imposed on the Carthaginians stripped them of all of their overseas territories and some of their African ones. An indemnity of 10,000 silver talents was to be paid over 50 years, hostages were taken. Carthage was forbidden to possess war elephants and its fleet was restricted to 10 warships. It was prohibited from waging war outside Africa, and in Africa only with Rome's express permission. Many senior Carthaginians wanted to reject it, but Hannibal spoke strongly in its favour and it was accepted in spring 201 BC. Henceforth it was clear Carthage was politically subordinate to Rome. Scipio was awarded a triumph and received the agnomen "Africanus".
## Notes, citations and sources |
6,097,240 | Minneapolis | 1,173,870,957 | City in Minnesota, United States | [
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]
| Minneapolis (/ˌmɪniˈæpəlɪs/ MIN-ee-AP-ə-lis), officially the City of Minneapolis, is a city in the state of Minnesota and the county seat of Hennepin County. As of the 2020 census the population was 429,954, making it the largest city in Minnesota and the 46th-most-populous in the United States. Nicknamed the "City of Lakes", Minneapolis is abundant in water, with thirteen lakes, wetlands, the Mississippi River, creeks, and waterfalls. Minneapolis has its origins as the 19th century lumber and flour milling capitals of the world, and, to the present day, preserved its financial clout. It occupies both banks of the Mississippi River and adjoins Saint Paul, the state capital of Minnesota.
Before European settlement, the site of Minneapolis was inhabited by Dakota people. The settlement was founded along Saint Anthony Falls—the only natural waterfall on the entire length of the Mississippi River—on a section of land north of Fort Snelling. Its growth is attributed to its proximity to the fort and the falls providing power for industrial activity. Minneapolis, Saint Paul, and the surrounding area are collectively known as the Twin Cities, a metropolitan area home to 3.69 million inhabitants.
Minneapolis has one of the most extensive public park systems in the U.S.; many of these parks are connected by the Grand Rounds National Scenic Byway. Biking and walking trails run through many parts of the city including the Mississippi National River and Recreation Area, Lake of the Isles, Bde Maka Ska, and Lake Harriet, and Minnehaha Falls. Minneapolis has cold, snowy winters and warm, humid summers. A metropolis located far from competing neighbors, Minneapolis is the birthplace of General Mills, the Pillsbury brand, and the Target Corporation. The city's cultural offerings include the Minneapolis Institute of Art, the First Avenue nightclub, and four professional sports teams.
Minneapolis is home to University of Minnesota's main campus. The city's public transport is provided by Metro Transit and the international airport, serving the Twin Cities region, is located towards the south on the city limits.
The city's reputation for high quality of life notwithstanding, the striking disparities among the city's population may be the most significant issue facing 21st century Minneapolis. Minneapolis has a mayor-council government system. The Minnesota Democratic–Farmer–Labor Party (DFL) holds a majority of the council seats and Jacob Frey has been mayor since 2018.
## History
### Dakota natives, city founded
Before European settlement, the Dakota Sioux were the sole occupants of the site of modern-day Minneapolis. In the Dakota language, the city's name is Bde Óta Othúŋwe ('Many Lakes Town'). The French explored the region in 1680. Gradually, more European-American settlers arrived, competing with the Dakota for game and other natural resources. Ending the Revolutionary War, the 1783 Treaty of Paris gave British-claimed territory east of the Mississippi River to the US. In 1803, the US acquired land to the west of the Mississippi from France in the Louisiana Purchase. In 1819, the US Army built Fort Snelling at the southern edge of present-day Minneapolis to direct Native American trade away from British-Canadian traders, and to deter warring between the Dakota and Ojibwe in northern Minnesota. The fort attracted traders, settlers and merchants, spurring growth in the surrounding region. At the fort, agents of the St. Peters Indian Agency enforced the US policy of assimilating Native Americans into European-American society, asking them to give up subsistence hunting and cultivate the land. Missionaries encouraged Native Americans to convert from their religion to Christianity.
The US government pressed the Dakota to sell their land, which they ceded in a series of treaties that were negotiated by corrupt officials. In the decades following the signings of these treaties, their terms were rarely honored. During the American Civil War, officials plundered annuities promised to Native Americans, leading to famine among the Dakota. In 1862, a faction of the Dakota who were facing starvation declared war and killed settlers. The Dakota were interned and exiled from Minnesota. While the Dakota were being expelled, Franklin Steele laid claim to the east bank of Saint Anthony Falls, and John H. Stevens built a home on the west bank. Residents had divergent ideas on names for their community. In 1852, Charles Hoag proposed combining the Dakota word for 'water' (mni) with the Greek word for 'city' (polis), yielding Minneapolis. In 1851 after a meeting of the Minnesota Territorial Legislature, leaders of east bank St. Anthony lost their bid to move the capital from Saint Paul. In a close vote, Saint Paul and Stillwater agreed to divide the federal funding between them: Saint Paul would be the capital, while Stillwater would build the prison. The St. Anthony contingent eventually won the state university. In 1855 with a charter from the legislature, Steele and associates opened the first bridge across the Mississippi; the toll bridge cost pedestrians three cents (five cents round trip). In 1856, the territorial legislature authorized Minneapolis as a town on the Mississippi's west bank. Minneapolis was incorporated as a city in 1867, and in 1872, it merged with St. Anthony.
### Lumber, waterpower, and flour milling
Minneapolis developed around Saint Anthony Falls, the only natural waterfall on the Mississippi, which was used as a source of energy. The city's two founding industries—lumber and flour milling—developed in the 19th century nearly concurrently. Flour milling overshadowed lumber for some decades; nevertheless, each came to prominence for about fifty years. A lumber industry was built around forests in northern Minnesota, largely by lumbermen emigrating from Maine's depleting forests. The city's first commercial sawmill was built in 1848, and the first gristmill in 1849. Towns built in western Minnesota with Minneapolis lumber shipped their wheat back to the city for milling.
The region's waterways were used to transport logs well after railroads developed; the Mississippi River carried logs to St. Louis until the early 20th century. In 1871, of the thirteen mills sawing lumber in St. Anthony, eight ran on water power and five ran on steam turbines. Minneapolis supplied the materials for farmsteads and settlement of rapidly expanding cities on the prairies that lacked wood. White pine milled in the city built Miles City, Montana; Bismarck, North Dakota; Sioux Falls, South Dakota; Omaha, Nebraska; and Wichita, Kansas. Growing use of steam power freed lumbermen and their sawmills from the falls. They depleted Minnesota's white pine, then lumbermen moved on to Douglas fir in the Pacific Northwest. Sawmills in the city including the Minneapolis Weyerhauser mill closed by 1919.
In 1871, the river's west bank had businesses including flour mills, woolen mills, iron works, a railroad machine shop, and mills for cotton, paper, sashes and wood-planing. Due to the occupational hazards of milling, by the 1890s, six companies manufactured artificial limbs. Grain grown in the Great Plains was shipped by rail to the city's 34 flour mills. A 1989 Minnesota Archaeological Society analysis of the Minneapolis riverfront describes the use of water power in Minneapolis between 1880 and 1930 as "the greatest direct-drive waterpower center the world has ever seen". Minneapolis earned the nickname "Mill City."
Disasters struck the city in the late 19th century. Dug under the river at Nicollet Island, the Eastman tunnel leaked in 1869. Water sucked the 6 ft (1.8 m) tailrace into a 90 ft (27 m)-wide chasm. Community-led repairs failed and in 1870, several buildings and mills fell into the river. For years, the U.S. Army Corps of Engineers struggled to close the gap with timber until their concrete dike held in 1876. In 1870, and again in 1887, fire destroyed the entire row of sawmills on the east bank. In 1878, an explosion of flour dust at the Washburn A mill killed eighteen people and demolished several mills. The explosion cost the city nearly one half of its capacity, but the mill was rebuilt the next year. In 1893, fire spread from Nicollet Island to Boom Island to northeast Minneapolis where the Grain Belt Brewery stopped it. Twenty blocks were destroyed and two people died.
The entrepreneurial founder of the company that became General Mills, Cadwallader C. Washburn learned of, and adopted three flour milling innovations: middlings purifiers blew out the husks that had colored white flour, gradual reduction by steel and porcelain roller mills combined gluten with starch, and a ventilation system decreased the risk of explosion by reducing the amount of flour dust in the air. Austrian civil engineer William de la Barre acquired some of these innovations through industrial espionage in Hungary; he carefully calculated and managed the power at the falls, and encouraged steam for auxiliary power. Charles Alfred Pillsbury and the C. A. Pillsbury Company across the river hired Washburn employees and soon began using the new methods.
The hard red spring wheat grown in Minnesota became valuable (\$0.50 profit per barrel in 1871 increased to \$4.50 in 1874), and Minnesota "patent" flour was recognized at the time as the best in the world. By 1895, through the efforts of silent partner William Hood Dunwoody, Washburn-Crosby exported four million barrels of flour a year to the United Kingdom. When exports reached their peak in 1900, about one third of all flour milled in Minneapolis was shipped overseas, and fourteen percent of America's grain was milled in Minneapolis. Overall production peaked at 18.5 million barrels in 1916.
However, decades of soil exhaustion, stem rust, and changes in freight tariffs combined to quash the city's flour industry. In the 1920s, Washburn Crosby and Pillsbury developed new milling centers in Buffalo, New York, and Kansas City, Missouri, while maintaining their headquarters in Minneapolis. Plants on the Minneapolis mill properties began to generate hydroelectricity with surplus water. Northern States Power bought the united mill companies in 1923, and by the 1950s controlled over 53,000 horsepower at the falls. In 1971, the falls became a national historic district. Hitherto "the backside of the city", the riverfront caught the attention of a convoluted network of private and government interests who sometimes fought. They developed townhouses and high rises, and rebuilt and renovated lofts—often neglecting affordability—revitalizing mills on both banks. The upper St. Anthony lock and dam permanently closed in 2015, and the region's three locks were under federal disposition study as of 2023.
### Critical industry
Minneapolis Star humorist Don Morrison wrote that the city doubled, tripled, then quadrupled its population every decade, and in 1922, the city's assessed property value was \$266 million, "nearly 10 times the price paid for the entire midcontinent in the Louisiana Purchase." After the milling era waned, a "modern, major city" surfaced in 1900, attracted skilled workers, and learned from the university's Institute of Technology.
In 1888, a businessman found that itchy wool underwear could be covered in silk. His Minneapolis textile factory lasted a century known as Munsingwear, today as Perry Ellis, and in 1923, was the world's largest manufacturer of underwear. In 1922, an inventor founded Onan Corporation near downtown Minneapolis that built and sold generators. Prior to a Cummins buyout in 1986, Onan brought electricity to midwestern markets before power lines covered the country, and supplied about half the generator sets the US military used during World War II. Frederick McKinley Jones invented mobile refrigeration in Minneapolis, and with his associate founded Thermo King in 1938. Medtronic, founded in a Minneapolis garage in 1949, and today domiciled in Ireland, as of 2022 usually appears in lists of the world's largest medical device makers.
Minnesota's computer industry was the US' largest and most varied beginning in the 1950s, and in 1989 employed 68,000 people. Minneapolis-Honeywell built a south Minneapolis campus where their experience controlling indoor temperature earned them contracts controlling military servomechanisms like the secret Norden bombsight and the C-1 autopilot. In the 1960s, the Honeywell 316 and DDP-516 were nodes in ARPANET, the internet's precursor. The Honeywell Project from 1968 until 1990 advocated for peaceful means to replace the company's military interests. General Mills built computers for NASA in northeast Minneapolis in the 1950s. In 1957, Control Data began in downtown Minneapolis, where in the CDC 1604 they replaced vacuum tubes with transistors. Later Control Data moved to the suburbs and built the CDC 6600 and CDC 7600, the first supercomputers. A highly successful business until disbanded in 1990, Control Data opened a facility in economically depressed north Minneapolis in 1967, bringing jobs and good publicity. The University of Minnesota formed an educational computing group that placed three or four personal computers in every Minnesota school, and in 1991 the group's personnel released Gopher on a Macintosh SE/30 which ran until World Wide Web traffic surpassed Gopher traffic in 1994.
In the 1960s, developers and city leaders successfully contended with shopping attractions in suburbia—the pioneering Southdale Center and later the Mall of America. The new Minneapolis Skyway System and the Nicollet Mall brought with them a heyday for downtown.
### Social tensions
Historian Iric Nathanson writes that over the course of the 20th century, "Minnesota's major city was able to shed a stultifying social order that inhibited change and entrenched privilege." In many ways, the 20th century was a difficult time of bigotry and malfeasance, beginning with four decades of corruption, followed by attempts to overcome them.
Physician Martha Ripley founded Maternity Hospital for both married and unmarried women in 1886, to redress discrimination against unmarried mothers. Known initially as a kindly physician, mayor Doc Ames made his brother police chief, ran the city into crime, and tried to leave town in 1902. Lincoln Steffens published Ames's story in "The Shame of Minneapolis" in 1903. The Ku Klux Klan was only effectively a force in the city from 1921 until 1923. The gangster Kid Cann engaged in bribery and intimidation between the 1920s and the 1940s. After Minnesota passed a eugenics law in 1925, the proprietors of Eitel Hospital sterilized people at Faribault State Hospital.
With a Black population of less than one percent, the city was relatively unsegregated before 1910, when a developer wrote the first restrictive covenant based on race and ethnicity into a Minneapolis deed. But then realtors adopted the practice, thousands of times preventing non-Whites from owning or leasing properties, and they continued for four decades until the city became more and more racially divided. Though such language was prohibited by state law in 1953 and by the federal Fair Housing Act of 1968, restrictive covenants against minorities remained in many Minneapolis deeds as of the 2020s, and in 2021 the city gave residents a means to discharge them.
During the summer of 1934 and the financial downturn of the Great Depression, the Citizens' Alliance, an association of employers, refused to negotiate with teamsters. The truck drivers union executed strikes in May and July/August. Charles Rumford Walker explains in his book American City that the teamsters succeeded in part due to the "military precision of the strike machine". The union victory ultimately led to 1935 and 1938 federal laws protecting workers' rights.
From the end of World War I in 1918 until 1950, antisemitism was commonplace in Minneapolis—Carey McWilliams called the city the anti-Semitic capital of the US. A hate group called the Silver Legion of America held meetings in the city from 1936 to 1938. In the 1940s, mayor Hubert Humphrey worked to rescue the city's reputation, and helped the city establish the country's first fair employment practices and a human-relations council that interceded on behalf of minorities. However, the lives of Black people had not been improved. In 1966 and 1967, years of significant turmoil across the US, suppressed anger among the Black population was released in two disturbances on Plymouth Avenue. A coalition reached a peaceful outcome but again failed to solve Black poverty and unemployment. Prince, who was bused to fourth grade in 1967, said in retrospect, "he believed that Minnesota at that time was no more enlightened than segregationist Alabama had been".
Between 1958 and 1963—in the largest urban renewal plan undertaken in America as of 2022—Minneapolis demolished "skid row". Gone were 35 acres (10 ha) with more than 200 buildings, or roughly 40 percent of downtown, including the Gateway District and its significant architecture, such as the Metropolitan Building. Efforts to save the building failed but encouraged interest in historic preservation.
In 1968, relocated Native Americans founded the American Indian Movement in Minneapolis, and its Heart of the Earth Survival School taught native traditions until closing in 2010. In a backlash of the "dominant" White voters, Charles Stenvig, a law-and-order candidate, became mayor in 1969, and governed for a decade until 1977. After their marriage license was denied in 1970, a same-sex Minneapolis couple appealed all the way to the US Supreme Court in Baker v. Nelson. They managed to get a license and marry in 1971, forty years before Minnesota legalized same-sex marriage in 2013, and Obergefell v. Hodges did so nationwide in 2015.
Immigration helped to curb the city's mid-20th century population decline. But because of a few radicalized persons, the city's large Somali population was targeted with discrimination after 9/11, when its hawalas or banks were closed.
On May 25, 2020, a 17-year-old witness recorded the murder of George Floyd; her video contradicted the police department's initial statement. Floyd, an African-American man, suffocated when Derek Chauvin, a White Minneapolis police officer, knelt on his neck and back for more than nine minutes. While Floyd was neither the first nor the last Black man killed by Minneapolis police, his murder sparked international rebellions and mass protests. Reporting on the local insurgency, The New York Times said that "over three nights, a five-mile stretch of Minneapolis sustained extraordinary damage"—destruction included a police station that demonstrators overran and set on fire. The Twin Cities experienced ongoing unrest over racial injustice from 2020 to 2022.
### Structural racism
Minneapolis has a history of structural racism and has racial disparities in nearly every aspect of society. Some historians and commentators have said White Minneapolitans used discrimination based on race against the city's non-White residents. As White settlers displaced the indigenous population during the 19th century, they claimed the city's land, and Kirsten Delegard of Mapping Prejudice explains that today's disparities evolved from control of the land. Discrimination increased when flour milling moved to the east coast and the economy declined. The Interstate Highway System built highways like the 35W interstate that in 1959 cut through homes belonging to Mexicans and Blacks.
The effects of racial covenants remain today in residential segregation, property value, homeownership, wealth, housing security, access to green spaces, trees and parks, and health equity. Racially discriminatory federal housing policies starting in the 1930s "prevented access to mortgages in areas with Jews, African-Americans and other minorities", and "left a lasting effect on the physical characteristics of the city and the financial well-being of its residents."
Discussing a Federal Reserve Bank of Minneapolis report on how systemic racism compromises education in Minnesota, Professor Keith Mayes says, "So the housing disparities created the educational disparities that we still live with today." Professor Samuel Myers Jr. says of redlining, "Policing policies evolved that substituted explicit racial profiling with scientific management of racially disparate arrests. ...racially discriminatory policies became institutionalized and 'baked in' to the fabric of Minnesota life." In 2020, government efforts to address these disparities include declaring racism a public health emergency, and the zoning changes allowed by the Minneapolis 2040 plan.
## Geography
The history and economic growth of Minneapolis are linked to water, the city's defining physical characteristic. Long periods of glaciation and interglacial melt carved several riverbeds through what is now Minneapolis. During the last glacial period, around 10,000 years ago, ice buried in these ancient river channels melted, resulting in basins that filled with water to become the lakes of Minneapolis. Meltwater from Lake Agassiz fed the glacial River Warren, which created a large waterfall that eroded upriver past the confluence of the Mississippi River, where it left a 75-foot (23-meter) drop in the Mississippi. This site is located in what is now downtown Saint Paul. The new waterfall, later called Saint Anthony Falls, in turn, eroded up the Mississippi about eight miles (13 kilometers) to its present location, carving the Mississippi River gorge as it moved upstream. Minnehaha Falls also developed during this period via similar processes.
Minneapolis is sited above an artesian aquifer and on flat terrain. Its total area is 59 sq mi (152.8 km<sup>2</sup>), of which six percent is covered by water. The city has a 12-mile (19 km) segment of the Mississippi River, four streams, and 17 waterbodies—13 of them lakes, with 24 miles (39 km) of lake shoreline.
A 1959 report by the US Soil Conservation Service listed Minneapolis's elevation above mean sea level as 830 feet (250 meters). The city's lowest elevation of 687 feet (209 m) above sea level is near the confluence of Minnehaha Creek with the Mississippi River. Sources disagree on the exact location and elevation of the city's highest point, which is cited as being between 967 and 985 feet (295 and 300 m) above sea level.
### Neighborhoods
Minneapolis has 83 neighborhoods and 70 neighborhood organizations. In some cases, two or more neighborhoods act together under one organization.
As reflected in the program's policy goals in 1990—that citizens know best the priorities of their own neighborhoods, the city set up the Neighborhood Revitalization Program (NRP), in which every one of the city's eighty-some neighborhoods participated. Residents had a direct connection to government in NRP, whereby they proposed ideas appropriate for their area, and NRP reviewed the plans and provided implementation funds. Funded for 20 years with \$400 million tax increment financing, the program caught the eye of UN-Habitat who considered it an example of best practices, but it expired in 2011. The Neighborhoods 2020 program and the Neighborhood and Community Relations department took its place—but are funded by city revenue. In 2022, a city councilmember called the new department "woefully underfunded". Facing a cut in base funds to \$10,000 annually per group in 2022, some neighborhood organizations were contemplating mergers so they could combine reduced resources.
In 2018, Minneapolis City Council voted to approve the Minneapolis 2040 Comprehensive Plan, which resulted in a city-wide end to single-family zoning. Slate reported that Minneapolis was believed to be the first major city in the US to make citywide such a revision in housing possibilities. At the time, 70 percent of residential land was zoned for detached, single-family homes, though many of those areas had "nonconforming" buildings with more housing units. City leaders sought to increase the supply of housing so more neighborhoods would be affordable and to decrease the effects single-family zoning had caused on racial disparities and segregation. The Brookings Institution called it "a relatively rare example of success for the YIMBY agenda". District court ruled that the plan needed environmental review overall rather than individually by project as the city had anticipated, and in 2023 the city contracted for an environmental analysis.
### Climate
Minneapolis experiences a hot-summer humid continental climate (Dfa in the Köppen climate classification), that is typical of southern parts of the Upper Midwest, and is situated in USDA plant hardiness zone 4b; although small enclaves of the city are classified as zone 5a. Minneapolis has cold, snowy winters and hot, humid summers, as is typical in a continental climate. The difference between average temperatures in the coldest winter month and the warmest summer month is 58.1 °F (32.3 °C).
According to the National Oceanic and Atmospheric Administration, the annual average for sunshine duration is 58 percent. Minneapolis experiences a full range of precipitation and related weather events, including snow, sleet, ice, rain, thunderstorms, and fog. The highest recorded temperature is 108 °F (42 °C) in July 1936 while the lowest is −41 °F (−41 °C) in January 1888. The snowiest winter on record was 1983–84, when 98.6 inches (250 centimeters) of snow fell. The least-snowiest winter was 1890–91, when 11.1 inches (28 cm) fell.
### Cityscape
## Demographics
The Minneapolis area was originally occupied by Dakota tribes, particularly the Mdewakanton, until European Americans moved westward. In the 1840s, new settlers arrived from Maine, New Hampshire, and Massachusetts, while French-Canadians came around the same time. Farmers from Illinois, Indiana, Ohio, and Pennsylvania later followed in a secondary migration. A small fraction of the populace, settlers from New England had an outsized influence on civic life.
Mexican migrant workers began coming to Minnesota as early as 1860, although few stayed year-round. Latinos eventually settled in several neighborhoods in Minneapolis, including Phillips, Whittier, Longfellow and Northeast. Before the turn of the 21st century, Latinos were the state's largest and fastest-growing group of immigrants.
Settlers from Sweden, Norway, and Denmark found common ground with the Republican and Protestant belief systems of the New England migrants who preceded them, while Irish, Scots, and English immigrants arrived after the Civil War. Germans and Jews from Central and Eastern Europe, as well as Russia, followed. Minneapolis welcomed Italians and Greeks in the 1890s and 1900s, and Slovak and Czech immigrants settled in the Bohemian Flats area on the west bank of the Mississippi. Ukrainians arrived after 1900, and Central European migrants made their homes in the Northeast neighborhood.
Chinese began immigration in the 1870s and Chinese businesses centered on the Gateway District and Glenwood Avenue. Westminster Presbyterian Church gave language classes and support for Chinese Americans in Minneapolis, many of whom had fled discrimination in western states. Japanese Americans, many relocated from San Francisco, worked at Camp Savage, a secret military Japanese-language school that trained interpreters and translators. Following World War II, some Japanese and Japanese Americans remained in Minneapolis, and by 1970, they numbered nearly two thousand, forming part of the state's largest Asian American community. Around 1970, Koreans arrived, and the first Filipinos came to attend the University of Minnesota. Vietnamese, Hmong (some from Thailand), Lao, and Cambodians settled mainly in Saint Paul around 1975, but some built organizations in Minneapolis. In 1992, 160 Tibetan immigrants came to Minnesota, and many settled in the city's Whittier neighborhood. Burmese immigrants arrived in the early 2000s, with some moving to Greater Minnesota. The population of people from India in Minneapolis increased by 1,000 between 2000 and 2010, making it the largest concentration of Indians living in the state.
In the 1950s, the US government relocated Native Americans to cities like Minneapolis, attempting to do away with Indian reservations.
The population of Minneapolis grew until 1950 when the census peaked at 521,718—the only time it has exceeded a half million. The population then declined for decades; after World War II, people moved to the suburbs, and generally out of the Midwest.
In 1910, there were approximately 2,500 Black residents, and by 1930, Minneapolis had some of the most literate Black residents in the nation. However, discrimination prevented them from obtaining higher-paying jobs. In 1935, Cecil Newman and the Minneapolis Spokesman led a year-long consumer boycott of four area breweries that refused to hire Blacks. Employment improved during World War II, but housing discrimination persisted. Between 1950 and 1970, the Black population in Minneapolis increased by 436 percent. After the Rust Belt economy declined in the 1980s, Black migrants were attracted to Minneapolis for its job opportunities, good schools, and relatively safe neighborhoods. In the 1990s, immigrants from the Horn of Africa, particularly Somalia, began to arrive. Immigration from Somalia slowed following a 2017 executive order. As of 2019, over 20,000 Somalis reside in Minneapolis.
The Williams Institute reported that the Twin Cities had an estimated 4.2% LGBT adult population in 2020. In 2022, the Human Rights Campaign gave Minneapolis its highest score possible.
### Census and estimates
According to the 2020 US census, the population of Minneapolis was 429,954. Hispanic and Latinos comprised 44,513 (10.4 percent). For those who were not Hispanic or Latino, 249,581 people (58.0 percent) were White alone (62.7 percent White alone or in combination), 81,088 (18.9 percent) were Black or African American alone (21.3 percent Black alone or in combination), 24,929 (5.8 percent) were Asian alone, 7,433 (1.2 percent) were American Indian and Alaska Native alone, 25,387 (0.6 percent) some other race alone, and 34,463 (5.2 percent) were multiracial.
The most common ancestries in Minneapolis according to the 2021 ACS were German (22.9 percent), Irish (10.8 percent), Norwegian (8.9 percent), Subsaharan African (6.7 percent), and Swedish (6.1 percent). Among those five years and older, 81.2 percent spoke only English at home, while 7.1 percent spoke Spanish and 11.7 percent spoke other languages, including large numbers of Somali and Hmong speakers. About 13.7 percent of the population was born abroad, with 53.2 percent of them being naturalized US citizens. Most immigrants arrived from Africa (40.6 percent), Asia (24.6 percent), and Latin America (25.2 percent), with 34.6 percent of all foreign-born residents having arrived in 2010 or earlier.
The 2021 ACS reported that the median household income in Minneapolis was \$69,397. It was \$97,670 for families, \$123,693 for married couples, and \$54,083 for non-family households. The median gross rent in Minneapolis was \$1,225, and 92.7 percent of housing units in Minneapolis were occupied. 43.7 percent of housing units in the city were built in 1939 or earlier. About 15.0 percent of residents lived in poverty. The percentage of residents who had obtained a bachelor's degree or higher was 53.6 percent, and 92.1 percent had at least a high school diploma. US veterans made up 3.2 percent of the population.
In Minneapolis, African Americans comprised approximately 20% of the population as of 2020. However, a Black family's annual income was less than half of that earned by a White family, and they owned homes at a rate one-third that of White families. In 2018, the median income for a Black family was \$36,000, which was \$47,000 less than a White family's median income. This income gap was one of the largest in the country, with Black Minneapolitans earning only about 44% of what White Minneapolitans earned annually.
### Religion
The indigenous Dakota people believed in the Great Spirit, and were surprised that not all European settlers were religious.
Twin Cities residents are 70 percent Christian according to the most recent Pew Research Center religious survey in 2014. Settlers who arrived in Minneapolis from New England were for the most part Protestants, Quakers, and Universalists. The oldest continuously used church, Our Lady of Lourdes Catholic Church, was built in 1856 by Universalists and soon afterward was acquired by a French Catholic congregation. St. Mary's Orthodox Cathedral was founded in 1887; it opened a missionary school and created the first Russian Orthodox seminary in the US. Edwin Hawley Hewitt designed St. Mark's Episcopal Cathedral and Hennepin Avenue United Methodist Church, both of which are located south of downtown. The Basilica of Saint Mary, the first basilica in the US and co-cathedral of the Roman Catholic Archdiocese of Saint Paul and Minneapolis, was named by Pope Pius XI in 1926. The Billy Graham Evangelistic Association was headquartered in Minneapolis from the 1950s until 2001. Christ Church Lutheran in the Longfellow neighborhood was the final work in the career of Eliel Saarinen, and has an education building designed by his son Eero.
Aligning with a national trend, the metro area's next largest group after Christians is the 23 percent non-religious population, who claim no religion but among whom one third nationally tend to think a God exists.
At the same time, more than 50 denominations and religions are present in Minneapolis, representing most of the world's religions. Temple Israel was built in 1928 by the city's first Jewish congregation, Shaarai Tov, which was formed in 1878. By 1959, a Temple of Islam was located in north Minneapolis. In 1972, a relief agency resettled the first Shi'a Muslim family from Uganda in the Twin Cities. Somalis who live in Minneapolis are primarily Sunni Muslim, and in 2022, Minneapolis became the first major American city to allow broadcasting the Muslim call to prayer. In 1971, a reported 150 persons attended classes at a Hindu temple near the university. The city has about seven Buddhist centers and meditation centers.
## Economy
Early in the city's history, millers were required to pay for wheat with cash during the growing season, and then to store the wheat until it was needed for flour. The Minneapolis Grain Exchange was founded in 1881; located near the riverfront, it is the only exchange as of 2023 for hard red spring wheat futures and options.
Along with cash requirements for the milling industry, the large amounts of capital that lumbering had accumulated stimulated the local banking industry and made Minneapolis a major financial center. The Federal Reserve Bank of Minneapolis serves Minnesota, Montana, North and South Dakota, and parts of Wisconsin and Michigan; it has the smallest population of the twelve districts in the Federal Reserve System, and has one branch in Helena, Montana. Among the district's responsibilities are to supervise and examine member banks, examine financial institutions, lend to depository institutions, distribute currency and coin, clear checks, operate Fedwire, and serve as a bank for the US Treasury.
Minneapolis area employment is primarily in trade, transportation, utilities, education, health services, and professional and business services. Smaller numbers of residents are employed in manufacturing, leisure and hospitality, mining, logging, and construction.
In 2022, the Twin Cities metropolitan area tied with Boston as having the eighth-highest concentration of major corporate headquarters in the US. Five Fortune 500 corporations were headquartered within the city limits of Minneapolis: Target Corporation, U.S. Bancorp, Ameriprise Financial, Xcel Energy, and Thrivent. Other companies with offices or headquarters in Minneapolis include Accenture, Bellisio Foods, Canadian Pacific, Coloplast, RBC and Voya Financial.
## Arts and culture
### Visual arts
During the Gilded Age, the Walker Art Center began as a private art collection in the home of lumberman T. B. Walker who extended free admission to the public. Around 1940, the Walker's focus shifted to modern and contemporary art. The center expanded in 2005 with an addition by Herzog & de Meuron. The Walker said in 2023, that together with the Minneapolis Sculpture Garden across the street, it received more than 700,000 visitors each year.
The Minneapolis Institute of Art (Mia) is located in south-central Minneapolis on the 10-acre (4 ha) former homestead of the Morrison family. The collection of more than 90,000 artworks spans six continents and about 5,000 years. Perhaps reflecting the ambitions of the founders, competition winner McKim, Mead & White designed a complex seven times the size of what opened in 1915. Between 1972 and 1974, Kenzō Tange built right and left wings in the minimalist style yet following the original McKim, Mead & White scheme, adding 314,000 square feet (29,200 m<sup>2</sup>). In 2006, Michael Graves added a 13,000-square-foot (1,200 m<sup>2</sup>) wing to the south.
Frank Gehry designed Weisman Art Museum, which opened in 1993, for the University of Minnesota. A 2011 addition by Gehry doubled the size of the galleries. The Museum of Russian Art opened in a restored church in 2005, and hosts a collection of 20th-century Russian art and special events. Northeast Minneapolis Arts District hosts 400 independent artists, a center at the Northrup-King Building, and recurring annual events.
### Theater and performing arts
Minneapolis has hosted theatrical performances since the end of the American Civil War. Early theaters included Pence Opera House, the Academy of Music, Grand Opera House, Lyceum, and later the Metropolitan Opera House, which opened in 1894. Fifteen of the fifty-five Twin Cities theater companies counted in 2015 by Peg Guilfoyle had a physical site in Minneapolis. About half the remainder performed in variable spaces throughout the metropolitan area.
In his social history of American regional theater, Joseph Zeigler calls the Guthrie Theater the "granddaddy" of regional theater. Tyrone Guthrie founded the Guthrie in 1963 with an inventive thrust stage—a collaboration by Guthrie, designer Tanya Moiseiwitsch, and architect Ralph Rapson—jutting into the seats and surrounded by the audience on three sides. French architect Jean Nouvel designed a new Guthrie that opened in 2006 overlooking the Mississippi River. The design team reproduced the thrust stage with some alterations, and they added a proscenium stage and an experimental stage.
Minneapolis purchased and renovated the Orpheum, State, and Pantages Theatres, vaudeville and film houses on Hennepin Avenue that are now used for concerts and plays. Another renovated theater, the Shubert, joined with the Hennepin Center for the Arts to become the Cowles Center for Dance and the Performing Arts, which represents more than 20 performing arts groups.
### Music
Minnesota Orchestra plays classical and popular music at Orchestra Hall under Thomas Søndergård, the music director effective with the 2023–2024 season. The orchestra won a 2014 Grammy for their recording of Symphonies Nos. 1 & 4 by Sibelius, and a 2004 Grammy for composer Dominick Argento with their recording of Casa Guidi. Minneapolis's opera companies include Minnesota Opera, the Gilbert & Sullivan Very Light Opera Company, and Really Spicy Opera.
Prince was a child prodigy, born in Minneapolis and an area resident for most of his life. For a time in the 1980s, Prince and other musicians like Hüsker Dü and The Replacements helped make First Avenue and the 7th Street Entry the heart of American popular music. The city hosts several other concert venues, including Icehouse, the Cedar, the Dakota, and the Cabooze. Live Nation books The Armory, the Fillmore, the Varsity Theater, and the Uptown Theater. Underground Minnesota hip hop acts such as Atmosphere feature the city and Minnesota in their song lyrics.
### Charity
Philanthropy and charitable giving have been part of the Minneapolis community since the 1800s. According to AmeriCorps, in 2017, Minneapolis–Saint Paul, with 46.3 percent of the population volunteering, had the highest proportion of volunteers among US cities. Catholic Charities of Minneapolis and Saint Paul is one of the largest non-profit organizations in the state, and a provider of several social services.
After refugees explained the old name was a reminder of their most dreadful days, the American Refugee Committee changed its name to Alight. Alight helps millions of refugees in Africa and Asia with water, shelter, and economic support.
### Historical museums
Exhibits at Mill City Museum feature the city's history of flour milling, and Minnehaha Depot was built in 1875. The Bakken, formerly known as the Bakken Library and Museum of Electricity in Life, shifted focus in 2016 from electricity and magnetism to invention and innovation, and in 2020 opened a new entrance on Bde Maka Ska. Hennepin History Museum is housed in a former mansion.
The American Swedish Institute occupies a former mansion on Park Avenue. The American Indian Cultural Corridor, about eight blocks on Franklin Avenue, houses All My Relatives Gallery. The Minnesota African American Heritage Museum and Gallery was founded in 2018. Minneapolis hosts the world's only Somali history museum as of 2021, the tiny Somali Museum of Minnesota.
### Literary arts
The nonprofit literary presses Coffee House Press, Milkweed Editions, and Graywolf Press are based in Minneapolis. The University of Minnesota Press publishes books, journals, and the Minnesota Multiphasic Personality Inventory. The Open Book facility houses Milkweed, the Minnesota Center for Book Arts, and The Loft Literary Center. Other Minneapolis publishers are 1517 Media, Button Poetry, and Lerner Publishing Group.
### Cuisine
After the flight to the suburbs began in the 1950s, streetcar service ended citywide. One of the largest urban food deserts in the US developed on the north side of Minneapolis, where as of mid-2017, 70,000 people had access to only two grocery stores. When Aldi closed in 2023, the area again became a food desert with two full-service grocers. The nonprofit Appetite for Change sought to improve the diet of residents, competing against an influx of fast-food stores, and by 2017 it administered ten gardens, sold produce in the mid-year months at West Broadway Farmers Market, supplied its restaurants, and gave away boxes of fresh produce.
Minneapolis-based individuals who have won the food industry James Beard Foundation Award include chef Gavin Kaysen, writer Dara Moskowitz Grumdahl, television personality Andrew Zimmern, and chef Sean Sherman, whose restaurant Owamni received James Beard's 2022 best new restaurant award.
Both purported originators of the Jucy Lucy burger—the 5-8 Club and Matt's Bar—have served it since the 1950s. The Herbivorous Butcher opened in 2016; the shop offers natural alternatives to meat that were described by CBS News as "meat-free meat" from the "first vegan 'butcher' shop in the United States". East African cuisine arrived in Minneapolis with the wave of migrants from Somalia that started in the 1990s.
### Annual events
Each January and February, a series of events called The Great Northern is held in Minneapolis. The series includes the annual U.S. Pond Hockey Championships on Lake Nokomis; and the City of Lakes Loppet, a 13-mile (21-kilometer) or 26-mile (42-kilometer) cross-country ski race that is part of the American ski marathon series;
The annual MayDay Parade is held in south Minneapolis in May. Other events include Art-A-Whirl in May; Twin Cities Pride, the Stone Arch Bridge Festival, and Twin Cities Juneteenth in June; Minnehaha Falls Art Fair and Loring Park Art Festival in July; the Minneapolis Aquatennial, the Minnesota Fringe Festival, the Uptown Art Fair, Powderhorn Art Fair, and Downtown Mpls Street Art Festival in August; the Minneapolis Monarch Festival in September that celebrates the monarch butterfly's 2,300-mile (3,700 km) migration; and in October, the Twin Cities Marathon which is a Boston Marathon qualifier.
### Libraries
In 2008, the Minneapolis Public Library merged with the Hennepin County Library. Fifteen of the system's 41 branches serve Minneapolis. The downtown Central Library, designed by César Pelli, opened in 2006. Seven special collections hold resources for researchers.
## Sports
Minneapolis has four professional sports teams. The American football team Minnesota Vikings and the baseball team Minnesota Twins have played in the state since 1961. The Vikings were an National Football League expansion team and the Twins were formed when the Washington Senators relocated to Minnesota. The Twins won the World Series in 1987 and 1991, and have played at Target Field since 2010. The Vikings played in the Super Bowl following the 1969, 1973, 1974, and 1976 seasons, losing all four games. The basketball team Minnesota Timberwolves returned National Basketball Association (NBA) basketball to Minneapolis in 1989, and were followed by Minnesota Lynx in 1999. Both basketball teams play in the Target Center.
In the 2010s, the Lynx were the most-successful sports team in the city and a dominant force in the Women's National Basketball Association (WNBA), winning four WNBA championships from 2011 to 2017. In 2016, following the killings of Philando Castile and Alton Sterling, Lynx captains wore black shirts as a protest by Black athletes for social change.
Minnesota Wild, a National Hockey League team, play at the Xcel Energy Center; and the Major League Soccer soccer team Minnesota United FC play at Allianz Field, both of which are located in Saint Paul.
In addition to professional sports teams, Minneapolis hosts a majority of the Minnesota Golden Gophers' college sports teams of the University of Minnesota. The Gophers football team plays at Huntington Bank Stadium and have won seven national championships. The Gophers women's ice hockey team is a six-time NCAA champion. The Gophers men's ice hockey team plays at 3M Arena at Mariucci, and won five NCAA championships. Both the Golden Gophers men's basketball and women's basketball teams play at Williams Arena.
The 1,750,000-square-foot (163,000 m<sup>2</sup>) U.S. Bank Stadium was built for the Vikings at a cost of \$1.122 billion, \$348 million of which was provided by the state of Minnesota and \$150 million came from the city of Minneapolis. The stadium, which was called "Minnesota's biggest-ever public works project", opened in 2016 with 66,000 seats, which was expanded to 70,000 for the 2018 Super Bowl. U.S. Bank Stadium also hosts indoor running and rollerblading nights.
Six golf courses are located within the Minneapolis city limits. While living in Minneapolis, Scott and Brennan Olson founded and later sold Rollerblade, the company that popularized the sport of inline skating.
## Parks and recreation
Charles M. Loring and William Watts Folwell enabled Horace Cleveland to create his finest landscape architecture, preserving geographical landmarks and linking them with boulevards and parkways. Theodore Wirth, park superintendent from 1906 to 1935, built parkways for the automobile, dredged lakes, sculpted land, and managed details of park expansion. Superintendent in the 1960s and 1970s, Robert W. Ruhe created neighborhood parks and recreation centers in hitherto underserved areas. In 2022, 500 participants ages 14 to 24 served as Teen Teamworks recruits for on-the-job training in green careers or as future park employees. In his book The American City: What Works, What Doesn't, Alexander Garvin wrote Minneapolis built "the best-located, best-financed, best-designed, and best-maintained public open space in America".
The city's parks are governed and operated by the independent Minneapolis Park and Recreation Board park district. Beyond its network of 185 neighborhood parks, the park board owns the city's canopy of trees, and nearly all land that borders the city's waterfronts. The park board owns property outside the city limits including the Eloise Butler Wildflower Garden and Bird Sanctuary which is part of its largest park, Theodore Wirth Park, shared with Golden Valley, Minnesota.
As of 2020, approximately 15 percent of land in Minneapolis is parks, in accordance with the national median, and 98 percent of residents live within one-half mile (0.8 km) of a park. Minneapolis slipped in the ParkScore index to 3rd place in 2023. The city's Chain of Lakes, consisting of seven lakes and Minnehaha Creek, is connected by bicycle paths, and running and walking paths, and is used for swimming, fishing, picnics, boating, and ice skating. A parkway for cars, a bikeway for riders, and a walkway for pedestrians run parallel along the 51-mile (82 km) route of the Grand Rounds National Scenic Byway. Parks are interlinked in many places, and the Mississippi National River and Recreation Area connects regional parks and visitor centers. Among walks and hikes running along the Mississippi River, the five-mile (8 km), hiking-only Winchell Trail offers views of and access to the Mississippi Gorge and a rustic hiking experience.
When it was established in 1889, Minnehaha Park was Minnesota's first state park, not to mention the nation's second state park. The park contains the 53-foot (16 m) waterfall Minnehaha Falls. In the bestselling and often-parodied 19th-century epic poem The Song of Hiawatha, Henry Wadsworth Longfellow named Hiawatha's wife Minnehaha for the Minneapolis waterfall. Between 5,000 and 10,000 people per year visited the falls before 1889. Visitors increased to about that many per day after Minnehaha became a park. In 2017, the park received over two million visitors.
Minneapolis's climate provides opportunities for winter activities such as ice fishing, snowshoeing, ice skating, cross-country skiing, and sledding at many parks and lakes between December and March. Scaling back on skate rental and warming houses since the COVID-19 pandemic, as of 2021, the park board maintained 20 outdoor ice rinks in winter.
## Government
The Minnesota Democratic-Farmer-Labor Party (DFL), which is affiliated with the Democratic Party, holds the majority in Minneapolis. The city has not had a Republican mayor since 1973. At the federal level, Minneapolis is situated in Minnesota's 5th congressional district, which has been represented by Democrat Ilhan Omar since 2018. Both of Minnesota's US Senators, Amy Klobuchar and Tina Smith, were elected or appointed while residing in Minneapolis and are Democrats as well. Jacob Frey, a former DFL city council member, was elected as the mayor of Minneapolis in 2017 and re-elected in 2021.
In 2006, the city adopted instant-runoff voting and first used it during the 2009 elections. The Minneapolis City Council has 12 DFL council members and one Democratic Socialists of America member, representing the city's 13 wards. Seven political newcomers joined the council in 2022, and for the first time, a majority of the council members were non-White. Andrea Jenkins was unanimously elected as the president of the city council in 2022.
In 2021, a ballot question shifted more weight from the city council to the mayor, a change that proponents had tried to achieve since the early 20th century. The mayor and city council now share responsibility for the city's finances. The city's primary source of funding is property tax, and there is a sales tax of 8.03 percent on purchases made within the city, which is a combination of state, county, special district taxes, a city sales tax of 0.50 percent, and a local use tax for out-of-state purchases. The Park and Recreation Board is an independent city department with nine elected commissioners who levy their own taxes, subject to city charter limits. The Board of Estimation and Taxation, which oversees city levies, is also an independent department.
The restructured mayor's role created a new Minneapolis Office of Community Safety, with its commissioner overseeing the police and fire departments, 911 dispatch, emergency management, and violence prevention. The city in 2021 proposed a new cooperation with the police department and a mental health services company, Canopy Mental Health & Consulting, to respond to some 911 calls that do not require police. The organization had responded to more than three thousand 911 calls as of September 2022 and was proposed to continue through the 2023–2024 budget year.
After the murder of George Floyd in May 2020, about 166 police officers left of their own accord either to retirement or to temporary leave—many with PTSD—and a crime wave resulted in more than 500 shootings. A Reuters investigation found that killings surged when a "hands-off" attitude resulted in fewer officer-initiated encounters. Violent crime rose three percent across Minneapolis in July 2022 compared with 2021, and in 2020, it rose 21 percent compared to the previous five years. Violent crime was down for 2022 in every category except assaults. Carjackings, gunshots fired, gunshot wounds, and robberies decreased, and homicides were down 20 percent compared to the previous year.
In 2023, the US Justice Department (DOJ) proposed 28 immediate "remedial" steps as it completed its investigation of the city's policing practices. Among DOJ findings, Minneapolis police officers routinely used excessive force, discriminated against people, and, with the city, violated people's rights. In 2022, the Minnesota Department of Human Rights completed its two-year investigation of the police department that found a "pattern or practice of race discrimination in violation of the Minnesota Human Rights Act". The state stipulated that the federal decree would take precedence in the case of conflicts, and city leaders sought one monitor to oversee both, to assure a single measure of compliance. The 2023 city budget planned for one negotiated consent decree, and the statutory minimum of 731 officers in the police department, which had been short of that minimum.
In 2015, the city council passed a resolution making fossil fuel divestment city policy, joining 17 cities worldwide in the Carbon Neutral Cities Alliance. Minneapolis's climate plan calls for an 80 percent reduction in greenhouse gas emissions by 2050. Minneapolis has a separation ordinance that directs local law-enforcement officers not to "take any law enforcement action" for the sole purpose of finding undocumented immigrants, nor to ask an individual about his or her immigration status.
## Education
### Primary and secondary education
Volunteer missionaries, the Pond brothers got permission at Fort Snelling to teach new farming techniques and a new religion to Chief Cloud Man and his community on the east shore of Bde Maka Ska. J. D. Stevens and the Ponds built an Indian mission near Lake Harriet, which was the first educational institution in Minneapolis. When more settlers moved to the area, by 1874, ten school buildings served nearly four thousand students. The city of Minneapolis joined with St. Anthony and by 1922, together they enrolled seventy thousand students.
Minneapolis Public Schools served 28,689 K–12 students as of October 2022, in more than fifty schools, divided between community and magnet. As of 2023, enrollment was declining about 1.5 percent per year, and approximately 60 percent of school age children attended district schools. Many students enrolled in alternatives such as charter schools, of which the city has thirty as of 2023. By state law, charter schools are open to all students and are tuition free. In 2022, about 1200 at-risk students attended district Contract Alternative Schools.
The public school district adopted a comprehensive district design beginning with the 2020–2021 school year to address academics, equity, financial sustainability, and to end disadvantages for students of color and students from low-income neighborhoods. The design changed student placement, changed the boundaries for almost all schools, moved magnet schools to central locations and narrowed the magnet types, standardized many start times to improve bus service, and gave every student a community elementary and middle school in their neighborhood. Students may attend a community school by request, and be accepted to the school in their neighborhood. Students entered a lottery to be enrolled in a magnet school. Eight high schools had school-based clinics with a doctor, nurses, a mental health counselor, and a registered dietitian. School district demographics differed from the city's. White students made up 41 percent, Black students 35 percent, Hispanic 14 percent, and 5 percent each were Asian and Native American. English-language learners were about 17 percent, in a district that spoke 100 languages at home. About 15 percent were special education students. Beginning in fall 2023, every Minneapolis public school student will receive one free breakfast and one free lunch each school day. In 2022, the district's graduation rate was 77 percent, an improvement of three percent over the previous year.
### Colleges and universities
The University of Minnesota Twin Cities campus is headquartered in Minneapolis. With more than 50,000 students in 2023, it is the sixth largest campus in the US by enrollment. College rankings for 2023 place the school in the range of 44th (2022) to 185th for academics worldwide. QS found a decline in rank over a decade. Shanghai found excellence in ecology, business management, library & information science, and biotechnology. Among the 2,000 schools U.S. News & World Report compared to make its 2022–2023 best global universities rankings, the University of Minnesota was 57th. The state's land-grant university, the school has unusual autonomy—regents are in control, independent of city government—that has existed in Minnesota since 1858, when the provision was included in the state constitution.
Augsburg University, Minneapolis College of Art and Design, and North Central University are private four-year colleges; the first two offer master's programs. The public two-year Minneapolis Community and Technical College and the private Dunwoody College of Technology provide career training and associate degrees and the latter offers a bachelor's program. Saint Mary's University of Minnesota has a Twin Cities campus for its graduate and professional programs. Opening a new Minneapolis site in 2023, Red Lake Nation College is a federally recognized tribal college site that teaches Ojibwe culture. The large, principally online universities Capella University and Walden University are both headquartered in the city. The public four-year Metropolitan State University and the private four-year University of St. Thomas are post-secondary institutions based elsewhere that have campuses in Minneapolis.
The city has more than twenty-five licensed career schools. These institutions offer short term training, some diplomas, and certificates in a wide variety of fields including business, yoga, pilates, portfolio development, CompTIA certification, floral design, cosmetology, construction, healthcare, information technology, and for those who wish to become a personal trainer, ophthalmic technician, or phlebotomy technician.
## Media
As of 2022, Minnesota Newspaper Association members who publish in Minneapolis include The Circle, Insight News, Finance & Commerce, Longfellow Nokomis Messenger, Minneapolis/St. Paul Business Journal, Minnesota Daily, Minnesota Spokesman-Recorder, Minnesota Women's Press, MinnPost, The Monitor, North News, Northeaster, Southwest Connector, Star Tribune, and St. Paul – Midway Como Frogtown Monitor. La Prensa de Minnesota, Vida y Sabor, Metro Lutheran, and The American Jewish World are published in the city. Other papers are Dispatch, Southwest Voices, Streets.mn, and Racket.
Some of the magazines published in the city are American Craft, Artful Living, and Mpls. St. Paul; the literary journal Rain Taxi; business publications Enterprise Minnesota, Franchise Times, Restaurant Finance Monitor, and Twin Cities Business; university student publications Great River Review, The Tower, Minnesota Journal of International Law, and Minnesota Law Review; and professional magazines Architecture Minnesota, Bench & Bar, and Minnesota Medicine.
In 2023, Nielsen found the Minneapolis–Saint Paul area to be the 15th largest designated market area, down from 14th in 2022. About 75 radio stations may be heard in the Minneapolis market, some of them distantly. The Twin Cities have 1,742,530 TV homes. TV Guide lists 151 TV channels for Minneapolis.
Krista Tippett, awarded a Peabody and the National Humanities Medal, produced the On Being project from her Minneapolis studio.
## Infrastructure
### Transportation
The 2020 census found that the average commute to work for the Minneapolis population was 22 minutes. The most common means of transportation to work was driving alone (45 percent), the least common was bicycling (1.7 percent), and others were carpooling with other people (6.5 percent), taking public transit (5.6 percent), and walking (4.8 percent).
A division of the Metropolitan Council, Metro operates public transportation in the Minneapolis–Saint Paul metropolitan area. The system has two light rail lines, one commuter rail line, about five bus rapid transit (BRT) lines, and about 90 bus lines with over 8,000 stops. As of 2021, riders of Metro Transit system-wide were 44 percent persons of color. Bus ridership in the Twin Cities was 91.6 million in 2019, a three-percent decline over the previous year and part of a national trend in falling local bus ridership, while commuter rides were down, and ridership on light rail and BRTs remained steady or grew slightly.
The Metro Blue Line light rail line connects the Mall of America and Minneapolis–Saint Paul International Airport in Bloomington to downtown, and the Green Line travels from downtown through the University of Minnesota campus to downtown Saint Paul. Hundreds of homeless people nightly sought shelter on Green Line trains until overnight service was cut back in 2019. In 2020, a rise in crime on the light rail system led to discussion in the state legislature on how to best address the problem. A Blue Line extension to the northwest suburbs re-entered the planning stages for a new route alignment in 2020. A Green Line extension is planned to connect downtown with the southwestern suburbs. BRT lines are 25 percent faster than regular bus lines because riders pay before boarding, stops are limited, and sometimes they employ signal prioritization. The newest BRT line, the D Line, runs along one of Minnesota's most used bus lines, the 18-mile (29 km) route 5, where a quarter of households do not have access to a car. The 40-mile (64 km) Northstar Commuter rail runs from Big Lake, Minnesota, to downtown Minneapolis. Commuter rides decreased during the COVID-19 pandemic, and as of 2023, service cut back to four from 12 daily trips.
Minneapolis has 16 miles (26 km) of on-street protected bikeways, 98 miles (158 km) of bike lanes and 101 miles (163 km) of off-street bikeways and trails. Off-street facilities include the Grand Rounds National Scenic Byway, Midtown Greenway, Little Earth Trail, Hiawatha LRT Trail, Kenilworth Trail, and Cedar Lake Trail. Replacing Nice Ride in 2023, for part of the year Lime, Spin and Veo have bicycles and scooters for rent with an app.
In 2007, the Interstate 35W bridge over the Mississippi, which was overloaded with 300 short tons (270,000 kg) of repair materials, collapsed, killing 13 people and injuring 145. The bridge was rebuilt in 14 months.
The Minneapolis Skyway System, 9.5 miles (15.3 km) of enclosed pedestrian bridges called skyways, links 80 city blocks downtown with access to second-floor restaurants, retailers, government, sports facilities, doctor's offices and other businesses that are open on weekdays.
Fifteen commercial passenger airlines serve Minneapolis–Saint Paul International Airport (MSP). MSP is the headquarters of Sun Country Airlines. After it merged with Northwest Airlines in 2009, Delta Air Lines flew 80% of the airport's traffic, and MSP was Delta's second-largest US hub.
### Services and utilities
The city has 19 fire stations. Xcel Energy supplies electricity, and CenterPoint Energy provides gas. The water supply is managed by four watershed districts that correspond with the Mississippi and three streams that are river tributaries.
The Minneapolis Department of Public Works is responsible for myriad services including snow plowing, solid waste removal, traffic and parking, water treatment, transportation planning and maintenance, and fleet services for the city. Among its engineering functions, the department was increasing the capacity of a 4,200-foot (1,300 m) storm water tunnel system 80 feet (24 m) under Washington to Chicago Avenues. They had completed 97 percent of the excavation phase and 41 percent of the lining phase as of August 2023. Designed for downtown's concrete landscape, the system will drain runoff into the Mississippi in case of a 100-year storm.
Downtown Improvement District (DID) ambassadors, who are identified by their blue-and-green-yellow fluorescent jackets, daily patrol a 120-block area of downtown to greet and assist visitors, remove trash, monitor property, and call police when they are needed. The ambassador program is a public-private partnership that is paid for by a special downtown tax district.
### Health care
Abbott Northwestern Hospital, Children's Minnesota, Hennepin Healthcare, M Health Fairview University of Minnesota Masonic Children's Hospital, M Health Fairview University of Minnesota Medical Center, M Health Fairview University of Minnesota Medical Center, Minneapolis VA Medical Center, and Phillips Eye Institute serve the city.
Cardiac surgery was developed at the university's Variety Club Heart Hospital, where by 1957, more than 200 patients—most of whom were children—had survived open-heart operations. Working with surgeon C. Walton Lillehei, Medtronic began to build portable and implantable cardiac pacemakers about this time.
Hennepin Healthcare, a public teaching hospital and Level I trauma center, opened in 1887 as City Hospital, and has been known as Minneapolis General Hospital, Hennepin County General Hospital, and HCMC. In 2022, the Hennepin Healthcare safety net counted 626,000 in-person and 50,586 virtual clinic visits, and 87,731 emergency room visits.
The Mashkiki Waakaa'igan Pharmacy on Bloomington Avenue dispenses free prescription drugs and culturally sensitive care to members of any federally recognized tribes living in Hennepin and Ramsey counties, regardless of insurance status. The pharmacy is funded by the Fond du Lac Band of Lake Superior Chippewa.
## Notable people
## Sister cities
Minneapolis's sister cities are:
- Bosaso, Somalia (2014)
- Cuernavaca, Mexico (2008)
- Eldoret, Kenya (2000)
- Harbin, China (1992)
- Ibaraki, Japan (1980)
- Kuopio, Finland (1972)
- Najaf, Iraq (2009)
- Novosibirsk, Russia (1988)
- Santiago, Chile (1961)
- Tours, France (1991)
- Uppsala, Sweden (2000)
- Winnipeg, Canada (1973)
## See also
- List of tallest buildings in Minneapolis
- National Register of Historic Places listings in Hennepin County, Minnesota
- USS Minneapolis, 4 ships (including 2 as Minneapolis-Saint Paul) |
10,085 | Edward Elgar | 1,170,980,681 | English composer (1857–1934) | [
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| Sir Edward William Elgar, 1st Baronet, (/ˈɛlɡɑːr/ ; 2 June 1857 – 23 February 1934) was an English composer, many of whose works have entered the British and international classical concert repertoire. Among his best-known compositions are orchestral works including the Enigma Variations, the Pomp and Circumstance Marches, concertos for violin and cello, and two symphonies. He also composed choral works, including The Dream of Gerontius, chamber music and songs. He was appointed Master of the King's Musick in 1924.
Although Elgar is often regarded as a typically English composer, most of his musical influences were not from England but from continental Europe. He felt himself to be an outsider, not only musically, but socially. In musical circles dominated by academics, he was a self-taught composer; in Protestant Britain, his Roman Catholicism was regarded with suspicion in some quarters; and in the class-conscious society of Victorian and Edwardian Britain, he was acutely sensitive about his humble origins even after he achieved recognition. He nevertheless married the daughter of a senior British Army officer. She inspired him both musically and socially, but he struggled to achieve success until his forties, when after a series of moderately successful works his Enigma Variations (1899) became immediately popular in Britain and overseas. He followed the Variations with a choral work, The Dream of Gerontius (1900), based on a Roman Catholic text that caused some disquiet in the Anglican establishment in Britain, but it became, and has remained, a core repertory work in Britain and elsewhere. His later full-length religious choral works were well received but have not entered the regular repertory.
In his fifties, Elgar composed a symphony and a violin concerto that were immensely successful. His second symphony and his cello concerto did not gain immediate public popularity and took many years to achieve a regular place in the concert repertory of British orchestras. Elgar's music came, in his later years, to be seen as appealing chiefly to British audiences. His stock remained low for a generation after his death. It began to revive significantly in the 1960s, helped by new recordings of his works. Some of his works have, in recent years, been taken up again internationally, but the music continues to be played more in Britain than elsewhere.
Elgar has been described as the first composer to take the gramophone seriously. Between 1914 and 1925, he conducted a series of acoustic recordings of his works. The introduction of the moving-coil microphone in 1923 made far more accurate sound reproduction possible, and Elgar made new recordings of most of his major orchestral works and excerpts from The Dream of Gerontius.
## Biography
### Early years
Edward Elgar was born in the small village of Lower Broadheath, outside Worcester, England, on 2 June 1857. His father, William Henry Elgar (1821–1906), was raised in Dover and had been apprenticed to a London music publisher. In 1841 William moved to Worcester, where he worked as a piano tuner and set up a shop selling sheet music and musical instruments. In 1848 he married Ann Greening (1822–1902), daughter of a farm worker.
Edward was the fourth of their seven children. Ann Elgar had converted to Roman Catholicism shortly before Edward's birth, and he was baptised and brought up as a Roman Catholic, to the disapproval of his father. William Elgar was a violinist of professional standard and held the post of organist of St George's Roman Catholic Church, Worcester, from 1846 to 1885. At his instigation, masses by Cherubini and Hummel were first heard at the Three Choirs Festival by the orchestra in which he played the violin.
All the Elgar children received a musical upbringing. By the age of eight, Elgar was taking piano and violin lessons, and his father, who tuned the pianos at many grand houses in Worcestershire, would sometimes take him along, giving him the chance to display his skill to important local figures.
Elgar's mother was interested in the arts and encouraged his musical development. He inherited from her a discerning taste for literature and a passionate love of the countryside. His friend and biographer W. H. "Billy" Reed wrote that Elgar's early surroundings had an influence that "permeated all his work and gave to his whole life that subtle but none the less true and sturdy English quality". He began composing at an early age; for a play written and acted by the Elgar children when he was about ten, he wrote music that forty years later he rearranged with only minor changes and orchestrated as the suites titled The Wand of Youth.
Until he was fifteen, Elgar received a general education at Littleton (now Lyttleton) House school, near Worcester. His only formal musical training beyond piano and violin lessons from local teachers consisted of more advanced violin studies with Adolf Pollitzer, during brief visits to London in 1877–78. Elgar said, "my first music was learnt in the Cathedral ... from books borrowed from the music library, when I was eight, nine or ten." He worked through manuals of instruction on organ playing and read every book he could find on the theory of music. He later said that he had been most helped by Hubert Parry's articles in the Grove Dictionary of Music and Musicians.
Elgar began to learn German, in the hope of going to the Leipzig Conservatory for further musical studies, but his father could not afford to send him. Years later, a profile in The Musical Times considered that his failure to get to Leipzig was fortunate for Elgar's musical development: "Thus the budding composer escaped the dogmatism of the schools." However, it was a disappointment to Elgar that on leaving school in 1872 he went not to Leipzig but to the office of a local solicitor as a clerk. He did not find an office career congenial, and for fulfilment he turned not only to music but to literature, becoming a voracious reader. Around this time, he made his first public appearances as a violinist and organist.
After a few months, Elgar left the solicitor to embark on a musical career, giving piano and violin lessons and working occasionally in his father's shop. He was an active member of the Worcester Glee club, along with his father, and he accompanied singers, played the violin, composed and arranged works, and conducted for the first time. Pollitzer believed that, as a violinist, Elgar had the potential to be one of the leading soloists in the country, but Elgar himself, having heard leading virtuosi at London concerts, felt his own violin playing lacked a full enough tone, and he abandoned his ambitions to be a soloist. At twenty-two he took up the post of conductor of the attendants' band at the Worcester and County Lunatic Asylum in Powick, three miles (five km) from Worcester. The band consisted of: piccolo, flute, clarinet, two cornets, euphonium, three or four first and a similar number of second violins, occasional viola, cello, double bass and piano. Elgar coached the players and wrote and arranged their music, including quadrilles and polkas, for the unusual combination of instruments. The Musical Times wrote, "This practical experience proved to be of the greatest value to the young musician. ... He acquired a practical knowledge of the capabilities of these different instruments. ... He thereby got to know intimately the tone colour, the ins and outs of these and many other instruments." He held the post for five years, from 1879, travelling to Powick once a week. Another post he held in his early days was professor of the violin at the Worcester College for the Blind Sons of Gentlemen.
Although rather solitary and introspective by nature, Elgar thrived in Worcester's musical circles. He played in the violins at the Worcester and Birmingham Festivals, and one great experience was to play Dvořák's Symphony No. 6 and Stabat Mater under the composer's baton. Elgar regularly played the bassoon in a wind quintet, alongside his brother Frank, an oboist (and conductor who ran his own wind band). Elgar arranged numerous pieces by Mozart, Beethoven, Haydn, and others for the quintet, honing his arranging and compositional skills.
In his first trips abroad, Elgar visited Paris in 1880 and Leipzig in 1882. He heard Saint-Saëns play the organ at the Madeleine and attended concerts by first-rate orchestras. In 1882 he wrote, "I got pretty well dosed with Schumann (my ideal!), Brahms, Rubinstein & Wagner, so had no cause to complain." In Leipzig he visited a friend, Helen Weaver, who was a student at the Conservatoire. They became engaged in the summer of 1883, but for unknown reasons the engagement was broken off the next year. Elgar was greatly distressed, and some of his later cryptic dedications of romantic music may have alluded to Helen and his feelings for her. Throughout his life, Elgar was often inspired by close women friends; Helen Weaver was succeeded by Mary Lygon, Dora Penny, Julia Worthington, Alice Stuart Wortley and finally Vera Hockman, who enlivened his old age.
In 1882, seeking more professional orchestral experience, Elgar was employed as a violinist in Birmingham in William Stockley's Orchestra, for whom he played every concert for the next seven years and where he later said he "learned all the music I know". On 13 December 1883 he took part with Stockley in a performance at Birmingham Town Hall of one of his first works for full orchestra, the Sérénade mauresque – the first time one of his compositions had been performed by a professional orchestra. Stockley had invited him to conduct the piece but later recalled "he declined, and, further, insisted upon playing in his place in the orchestra. The consequence was that he had to appear, fiddle in hand, to acknowledge the genuine and hearty applause of the audience." Elgar often went to London in an attempt to get his works published, but this period in his life found him frequently despondent and low on money. He wrote to a friend in April 1884, "My prospects are about as hopeless as ever ... I am not wanting in energy I think, so sometimes I conclude that 'tis want of ability. ... I have no money – not a cent."
### Marriage
When Elgar was 29, he took on a new pupil, Caroline Alice Roberts, known as Alice, daughter of the late Major-General Sir Henry Roberts, and published author of verse and prose fiction. Eight years older than Elgar, Alice became his wife three years later. Elgar's biographer Michael Kennedy writes, "Alice's family was horrified by her intention to marry an unknown musician who worked in a shop and was a Roman Catholic. She was disinherited." They were married on 8 May 1889, at Brompton Oratory. From then until her death, she acted as his business manager and social secretary, dealt with his mood swings, and was a perceptive musical critic. She did her best to gain him the attention of influential society, though with limited success. In time, he would learn to accept the honours given him, realising that they mattered more to her and her social class and recognising what she had given up to further his career. In her diary, she wrote, "The care of a genius is enough of a life work for any woman." As an engagement present, Elgar dedicated his short violin-and-piano piece Salut d'Amour to her. With Alice's encouragement, the Elgars moved to London to be closer to the centre of British musical life, and Elgar started devoting his time to composition. Their only child, Carice Irene, was born at their home in West Kensington on 14 August 1890. Her name, revealed in Elgar's dedication of Salut d'Amour, was a contraction of her mother's names Caroline and Alice.
Elgar took full advantage of the opportunity to hear unfamiliar music. In the days before miniature scores and recordings were available, it was not easy for young composers to get to know new music. Elgar took every chance to do so at the Crystal Palace Concerts. He and Alice attended day after day, hearing music by a wide range of composers. Among these were masters of orchestration from whom he learned much, such as Berlioz and Richard Wagner. His own compositions made little impact on London's musical scene. August Manns conducted Elgar's orchestral version of Salut d'amour and the Suite in D at the Crystal Palace, and two publishers accepted some of Elgar's violin pieces, organ voluntaries, and part songs. Some tantalising opportunities seemed to be within reach but vanished unexpectedly. For example, an offer from the Royal Opera House, Covent Garden, to run through some of his works was withdrawn at the last second when Sir Arthur Sullivan arrived unannounced to rehearse some of his own music. Sullivan was horrified when Elgar later told him what had happened. Elgar's only important commission while in London came from his home city: the Worcester Festival Committee invited him to compose a short orchestral work for the 1890 Three Choirs Festival. The result is described by Diana McVeagh in the Grove Dictionary of Music and Musicians, as "his first major work, the assured and uninhibited Froissart." Elgar conducted the first performance in Worcester in September 1890. For lack of other work, he was obliged to leave London in 1891 and return with his wife and child to Worcestershire, where he could earn a living conducting local musical ensembles and teaching. They settled in Alice's former home town, Great Malvern.
### Growing reputation
During the 1890s, Elgar gradually built up a reputation as a composer, chiefly of works for the great choral festivals of the English Midlands. The Black Knight (1892) and King Olaf (1896), both inspired by Longfellow, The Light of Life (1896) and Caractacus (1898) were all modestly successful, and he obtained a long-standing publisher in Novello and Co. Other works of this decade included the Serenade for Strings (1892) and Three Bavarian Dances (1897). Elgar was of enough consequence locally to recommend the young composer Samuel Coleridge-Taylor to the Three Choirs Festival for a concert piece, which helped establish the younger man's career. Elgar was catching the attention of prominent critics, but their reviews were polite rather than enthusiastic. Although he was in demand as a festival composer, he was only just getting by financially and felt unappreciated. In 1898, he said he was "very sick at heart over music" and hoped to find a way to succeed with a larger work. His friend August Jaeger tried to lift his spirits: "A day's attack of the blues ... will not drive away your desire, your necessity, which is to exercise those creative faculties which a kind providence has given you. Your time of universal recognition will come."
In 1899, that prediction suddenly came true. At the age of forty-two, Elgar produced the Enigma Variations, which were premiered in London under the baton of the eminent German conductor Hans Richter. In Elgar's own words, "I have sketched a set of Variations on an original theme. The Variations have amused me because I've labelled them with the nicknames of my particular friends ... that is to say I've written the variations each one to represent the mood of the 'party' (the person) ... and have written what I think they would have written – if they were asses enough to compose". He dedicated the work "To my friends pictured within". Probably the best known variation is "Nimrod", depicting Jaeger. Purely musical considerations led Elgar to omit variations depicting Arthur Sullivan and Hubert Parry, whose styles he tried but failed to incorporate in the variations. The large-scale work was received with general acclaim for its originality, charm and craftsmanship, and it established Elgar as the pre-eminent British composer of his generation.
The work is formally titled Variations on an Original Theme; the word "Enigma" appears over the first six bars of music, which led to the familiar version of the title. The enigma is that, although there are fourteen variations on the "original theme", there is another overarching theme, never identified by Elgar, which he said "runs through and over the whole set" but is never heard. Later commentators have observed that although Elgar is today regarded as a characteristically English composer, his orchestral music and this work in particular share much with the Central European tradition typified at the time by the work of Richard Strauss. The Enigma Variations were well received in Germany and Italy, and remain to the present day a worldwide concert staple.
### National and international fame
Elgar's biographer Basil Maine commented, "When Sir Arthur Sullivan died in 1900 it became apparent to many that Elgar, although a composer of another build, was his true successor as first musician of the land." Elgar's next major work was eagerly awaited. For the Birmingham Triennial Music Festival of 1900, he set Cardinal John Henry Newman's poem The Dream of Gerontius for soloists, chorus and orchestra. Richter conducted the premiere, which was marred by a poorly prepared chorus, which sang badly. Critics recognised the mastery of the piece despite the defects in performance. It was performed in Düsseldorf, Germany, in 1901 and again in 1902, conducted by Julius Buths, who also conducted the European premiere of the Enigma Variations in 1901. The German press was enthusiastic. The Cologne Gazette said, "In both parts we meet with beauties of imperishable value. ... Elgar stands on the shoulders of Berlioz, Wagner, and Liszt, from whose influences he has freed himself until he has become an important individuality. He is one of the leaders of musical art of modern times." The Düsseldorfer Volksblatt wrote, "A memorable and epoch-making first performance! Since the days of Liszt nothing has been produced in the way of oratorio ... which reaches the greatness and importance of this sacred cantata." Richard Strauss, then widely viewed as the leading composer of his day, was so impressed that in Elgar's presence he proposed a toast to the success of "the first English progressive musician, Meister Elgar." Performances in Vienna, Paris and New York followed, and The Dream of Gerontius soon became equally admired in Britain. According to Kennedy, "It is unquestionably the greatest British work in the oratorio form ... [it] opened a new chapter in the English choral tradition and liberated it from its Handelian preoccupation." Elgar, as a Roman Catholic, was much moved by Newman's poem about the death and redemption of a sinner, but some influential members of the Anglican establishment disagreed. His colleague, Charles Villiers Stanford complained that the work "stinks of incense". The Dean of Gloucester banned Gerontius from his cathedral in 1901, and at Worcester the following year, the Dean insisted on expurgations before allowing a performance.
Elgar is probably best known for the first of the five Pomp and Circumstance Marches, which were composed between 1901 and 1930. It is familiar to millions of television viewers all over the world every year who watch the Last Night of the Proms, where it is traditionally performed. When the theme of the slower middle section (technically called the "trio") of the first march came into his head, he told his friend Dora Penny, "I've got a tune that will knock 'em – will knock 'em flat". When the first march was played in 1901 at a London Promenade Concert, it was conducted by Henry Wood, who later wrote that the audience "rose and yelled ... the one and only time in the history of the Promenade concerts that an orchestral item was accorded a double encore." To mark the coronation of Edward VII, Elgar was commissioned to set A. C. Benson's Coronation Ode for a gala concert at the Royal Opera House on 30 June 1902. The approval of the king was confirmed, and Elgar began work. The contralto Clara Butt had persuaded him that the trio of the first Pomp and Circumstance march could have words fitted to it, and Elgar invited Benson to do so. Elgar incorporated the new vocal version into the Ode. The publishers of the score recognised the potential of the vocal piece, "Land of Hope and Glory", and asked Benson and Elgar to make a further revision for publication as a separate song. It was immensely popular and is now considered an unofficial British national anthem. In the United States, the trio, known simply as "Pomp and Circumstance" or "The Graduation March", has been adopted since 1905 for virtually all high school and university graduations.
In March 1904 a three-day festival of Elgar's works was presented at Covent Garden, an honour never before given to any English composer. The Times commented, "Four or five years ago if any one had predicted that the Opera-house would be full from floor to ceiling for the performance of an oratorio by an English composer he would probably have been supposed to be out of his mind." The king and queen attended the first concert, at which Richter conducted The Dream of Gerontius, and returned the next evening for the second, the London premiere of The Apostles (first heard the previous year at the Birmingham Festival). The final concert of the festival, conducted by Elgar, was primarily orchestral, apart for an excerpt from Caractacus and the complete Sea Pictures (sung by Clara Butt). The orchestral items were Froissart, the Enigma Variations, Cockaigne, the first two (at that time the only two) Pomp and Circumstance marches, and the premiere of a new orchestral work, In the South, inspired by a holiday in Italy.
Elgar was knighted at Buckingham Palace on 5 July 1904. The following month, he and his family moved to Plâs Gwyn, a large house on the outskirts of Hereford, overlooking the River Wye, where they lived until 1911. Between 1902 and 1914, Elgar was, in Kennedy's words, at the zenith of popularity. He made four visits to the US, including one conducting tour, and earned considerable fees from the performance of his music. Between 1905 and 1908, he held the post of Peyton Professor of Music at the University of Birmingham. He had accepted the post reluctantly, feeling that a composer should not head a school of music. He was not at ease in the role, and his lectures caused controversy, with his attacks on the critics and on English music in general: "Vulgarity in the course of time may be refined. Vulgarity often goes with inventiveness ... but the commonplace mind can never be anything but commonplace. An Englishman will take you into a large room, beautifully proportioned, and will point out to you that it is white – all over white – and somebody will say, 'What exquisite taste'. You know in your own mind, in your own soul, that it is not taste at all, that it is the want of taste, that is mere evasion. English music is white, and evades everything." He regretted the controversy and was glad to hand on the post to his friend Granville Bantock in 1908. His new life as a celebrity was a mixed blessing to the highly strung Elgar, as it interrupted his privacy, and he often was in ill-health. He complained to Jaeger in 1903, "My life is one continual giving up of little things which I love." Both W. S. Gilbert and Thomas Hardy sought to collaborate with Elgar in this decade. Elgar refused, but would have collaborated with Bernard Shaw had Shaw been willing.
Elgar paid three visits to the USA between 1905 and 1911. His first was to conduct his music and to accept a doctorate from Yale University. His principal composition in 1905 was the Introduction and Allegro for Strings, dedicated to Samuel Sanford. It was well received but did not catch the public imagination as The Dream of Gerontius had done and continued to do. Among keen Elgarians, however, The Kingdom was sometimes preferred to the earlier work: Elgar's friend Frank Schuster told the young Adrian Boult: "compared with The Kingdom, Gerontius is the work of a raw amateur."
As Elgar approached his fiftieth birthday, he began work on his first symphony, a project that had been in his mind in various forms for nearly ten years. His First Symphony (1908) was a national and international triumph. Within weeks of the premiere it was performed in New York under Walter Damrosch, Vienna under Ferdinand Löwe, St Petersburg under Alexander Siloti, and Leipzig under Arthur Nikisch. There were performances in Rome, Chicago, Boston, Toronto and fifteen British towns and cities. In just over a year, it received a hundred performances in Britain, America and continental Europe.
The Violin Concerto (1910) was commissioned by Fritz Kreisler, one of the leading international violinists of the time. Elgar wrote it during the summer of 1910, with occasional help from W. H. Reed, the leader of the London Symphony Orchestra (LSO), who helped the composer with advice on technical points. Elgar and Reed formed a firm friendship, which lasted for the rest of Elgar's life. Reed's biography, Elgar As I Knew Him (1936), records many details of Elgar's methods of composition. The work was presented by the Royal Philharmonic Society, with Kreisler and the LSO, conducted by the composer. Reed recalled, "the Concerto proved to be a complete triumph, the concert a brilliant and unforgettable occasion." So great was the impact of the concerto that Kreisler's rival Eugène Ysaÿe spent much time with Elgar going through the work. There was great disappointment when contractual difficulties prevented Ysaÿe from playing it in London.
The Violin Concerto was Elgar's last popular triumph. The following year he presented his Second Symphony in London, but was disappointed at its reception. Unlike the First Symphony, it ends not in a blaze of orchestral splendour but quietly and contemplatively. Reed, who played at the premiere, later wrote that Elgar was recalled to the platform several times to acknowledge the applause, "but missed that unmistakable note perceived when an audience, even an English audience, is thoroughly roused or worked up, as it was after the Violin Concerto or the First Symphony." Elgar asked Reed, "What is the matter with them, Billy? They sit there like a lot of stuffed pigs." The work was, by normal standards, a success, with twenty-seven performances within three years of its premiere, but it did not achieve the international furore of the First Symphony.
### Last major works
In June 1911, as part of the celebrations surrounding the coronation of King George V, Elgar was appointed to the Order of Merit, an honour limited to twenty-four holders at any time. The following year, the Elgars moved back to London, to a large house in Netherhall Gardens, Hampstead, designed by Norman Shaw. There Elgar composed his last two large-scale works of the pre-war era, the choral ode, The Music Makers (for the Birmingham Festival, 1912) and the symphonic study Falstaff (for the Leeds Festival, 1913). Both were received politely but without enthusiasm. Even the dedicatee of Falstaff, the conductor Landon Ronald, confessed privately that he could not "make head or tail of the piece," while the musical scholar Percy Scholes wrote of Falstaff that it was a "great work" but, "so far as public appreciation goes, a comparative failure."
When World War I broke out, Elgar was horrified at the prospect of the carnage, but his patriotic feelings were nonetheless aroused. He composed "A Song for Soldiers", which he later withdrew. He signed up as a special constable in the local police and later joined the Hampstead Volunteer Reserve of the army. He composed patriotic works, Carillon, a recitation for speaker and orchestra in honour of Belgium, and Polonia, an orchestral piece in honour of Poland. "Land of Hope and Glory", already popular, became still more so, and Elgar wished in vain to have new, less nationalistic, words sung to the tune.
Elgar's other compositions during the war included incidental music for a children's play, The Starlight Express (1915); a ballet, The Sanguine Fan (1917); and The Spirit of England (1915–17, to poems by Laurence Binyon), three choral settings very different in character from the romantic patriotism of his earlier years. His last large-scale composition of the war years was The Fringes of the Fleet, settings of verses by Rudyard Kipling, performed with great popular success around the country, until Kipling for unexplained reasons objected to their performance in theatres. Elgar conducted a recording of the work for the Gramophone Company.
Towards the end of the war, Elgar was in poor health. His wife thought it best for him to move to the countryside, and she rented "Brinkwells", a house near Fittleworth in Sussex, from the painter Rex Vicat Cole. There Elgar recovered his strength and, in 1918 and 1919, he produced four large-scale works. The first three of these were chamber pieces: the Violin Sonata in E minor, the Piano Quintet in A minor, and the String Quartet in E minor. On hearing the work in progress, Alice Elgar wrote in her diary, "E. writing wonderful new music". All three works were well received. The Times wrote, "Elgar's sonata contains much that we have heard before in other forms, but as we do not at all want him to change and be somebody else, that is as it should be." The quartet and quintet were premiered at the Wigmore Hall on 21 May 1919. The Manchester Guardian wrote, "This quartet, with its tremendous climaxes, curious refinements of dance-rhythms, and its perfect symmetry, and the quintet, more lyrical and passionate, are as perfect examples of chamber music as the great oratorios were of their type."
By contrast, the remaining work, the Cello Concerto in E minor, had a disastrous premiere, at the opening concert of the LSO's 1919–20 season in October 1919. Apart from the Elgar work, which the composer conducted, the rest of the programme was conducted by Albert Coates, who overran his rehearsal time at the expense of Elgar's. Lady Elgar wrote, "that brutal selfish ill-mannered bounder ... that brute Coates went on rehearsing." The critic of The Observer, Ernest Newman, wrote, "There have been rumours about during the week of inadequate rehearsal. Whatever the explanation, the sad fact remains that never, in all probability, has so great an orchestra made so lamentable an exhibition of itself. ... The work itself is lovely stuff, very simple – that pregnant simplicity that has come upon Elgar's music in the last couple of years – but with a profound wisdom and beauty underlying its simplicity." Elgar attached no blame to his soloist, Felix Salmond, who played the work for him again later. In contrast with the First Symphony and its hundred performances in just over a year, the Cello Concerto did not have a second performance in London for more than a year.
### Last years
Although in the 1920s Elgar's music was no longer in fashion, his admirers continued to present his works when possible. Reed singles out a performance of the Second Symphony in March 1920 conducted by "a young man almost unknown to the public", Adrian Boult, for bringing "the grandeur and nobility of the work" to a wider public. Also in 1920, Landon Ronald presented an all-Elgar concert at the Queen's Hall. Alice Elgar wrote with enthusiasm about the reception of the symphony, but this was one of the last times she heard Elgar's music played in public. After a short illness, she died of lung cancer on 7 April 1920, at the age of seventy-two.
Elgar was devastated by the loss of his wife. With no public demand for new works, and deprived of Alice's constant support and inspiration, he allowed himself to be deflected from composition. His daughter later wrote that Elgar inherited from his father a reluctance to "settle down to work on hand but could cheerfully spend hours over some perfectly unnecessary and entirely unremunerative undertaking", a trait that became stronger after Alice's death. For much of the rest of his life, Elgar indulged himself in his several hobbies. Throughout his life he was a keen amateur chemist, sometimes using a laboratory in his back garden. He even patented the "Elgar Sulphuretted Hydrogen Apparatus" in 1908. He enjoyed football, supporting Wolverhampton Wanderers F.C., for whom he composed an anthem, "He Banged the Leather for Goal", and in his later years he frequently attended horseraces. His protégés, the conductor Malcolm Sargent and violinist Yehudi Menuhin, both recalled rehearsals with Elgar at which he swiftly satisfied himself that all was well and then went off to the races. In his younger days, Elgar had been an enthusiastic cyclist, buying Royal Sunbeam bicycles for himself and his wife in 1903 (he named his "Mr. Phoebus"). As an elderly widower, he enjoyed being driven about the countryside by his chauffeur. In November and December 1923, he took a voyage to Brazil, journeying up the Amazon to Manaus, where he was impressed by its opera house, the Teatro Amazonas. Almost nothing is recorded about Elgar's activities or the events that he encountered during the trip, which gave the novelist James Hamilton-Paterson considerable latitude when writing Gerontius, a fictional account of the journey.
After Alice's death, Elgar sold the Hampstead house, and after living for a short time in a flat in St James's in the heart of London, he moved back to Worcestershire, to the village of Kempsey, where he lived from 1923 to 1927. He did not wholly abandon composition in these years. He made large-scale symphonic arrangements of works by Bach and Handel and wrote his Empire March and eight songs Pageant of Empire for the 1924 British Empire Exhibition. Shortly after these were published, he was appointed Master of the King's Musick on 13 May 1924, following the death of Sir Walter Parratt.
From 1926 onwards, Elgar made a series of recordings of his own works. Described by the music writer Robert Philip as "the first composer to take the gramophone seriously", he had already recorded much of his music by the early acoustic-recording process for His Master's Voice (HMV) from 1914 onwards, but the introduction of electrical microphones in 1925 transformed the gramophone from a novelty into a realistic medium for reproducing orchestral and choral music. Elgar was the first composer to take full advantage of this technological advance. Fred Gaisberg of HMV, who produced Elgar's recordings, set up a series of sessions to capture on disc the composer's interpretations of his major orchestral works, including the Enigma Variations, Falstaff, the first and second symphonies, and the cello and violin concertos. For most of these, the orchestra was the LSO, but the Variations were played by the Royal Albert Hall Orchestra. Later in the series of recordings, Elgar also conducted two newly founded orchestras, Boult's BBC Symphony Orchestra and Sir Thomas Beecham's London Philharmonic Orchestra.
Elgar's recordings were released on 78-rpm discs by both HMV and RCA Victor. After World War II, the 1932 recording of the Violin Concerto with the teenage Menuhin as soloist remained available on 78 and later on LP, but the other recordings were out of the catalogues for some years. When they were reissued by EMI on LP in the 1970s, they caused surprise to many by their fast tempi, in contrast to the slower speeds adopted by many conductors in the years since Elgar's death. The recordings were reissued on CD in the 1990s.
In November 1931, Elgar was filmed by Pathé for a newsreel depicting a recording session of Pomp and Circumstance March No. 1 at the opening of EMI's Abbey Road Studios in London. It is believed to be the only surviving sound film of Elgar, who makes a brief remark before conducting the LSO, asking the musicians to "play this tune as though you've never heard it before." A memorial plaque to Elgar at Abbey Road was unveiled on 24 June 1993.
A late piece of Elgar's, the Nursery Suite, was an early example of a studio premiere: its first performance was in the Abbey Road studios. For this work, dedicated to the wife and daughters of the Duke of York, Elgar once again drew on his youthful sketch-books.
In his final years, Elgar experienced a musical revival. The BBC organised a festival of his works to celebrate his seventy-fifth birthday, in 1932. He flew to Paris in 1933 to conduct the Violin Concerto for Menuhin. While in France, he visited his fellow composer Frederick Delius at his house at Grez-sur-Loing. He was sought out by younger musicians such as Adrian Boult, Malcolm Sargent and John Barbirolli, who championed his music when it was out of fashion. He began work on an opera, The Spanish Lady, and accepted a commission from the BBC to compose a Third Symphony. His final illness prevented their completion. He fretted about the unfinished works. He asked Reed to ensure that nobody would "tinker" with the sketches and attempt a completion of the symphony, but at other times he said, "If I can't complete the Third Symphony, somebody will complete it – or write a better one." After Elgar's death, Percy M. Young, in co-operation with the BBC and Elgar's daughter Carice, produced a version of The Spanish Lady, which was issued on CD. The Third Symphony sketches were elaborated by the composer Anthony Payne into a complete score in 1997.
Inoperable colorectal cancer was discovered during an operation on 8 October 1933. He told his consulting doctor, Arthur Thomson, that he had no faith in an afterlife: "I believe there is nothing but complete oblivion." Elgar died on 23 February 1934 at the age of seventy-six and was buried next to his wife at St Wulstan's Roman Catholic Church in Little Malvern.
## Music
### Influences, antecedents and early works
Elgar was contemptuous of folk music and had little interest in or respect for the early English composers, calling William Byrd and his contemporaries "museum pieces". Of later English composers, he regarded Purcell as the greatest, and he said that he had learned much of his own technique from studying Hubert Parry's writings. The continental composers who most influenced Elgar were Handel, Dvořák and, to some degree, Brahms. In Elgar's chromaticism, the influence of Wagner is apparent, but Elgar's individual style of orchestration owes much to the clarity of nineteenth-century French composers, Berlioz, Massenet, Saint-Saëns and, particularly, Delibes, whose music Elgar played and conducted at Worcester and greatly admired.
Elgar began composing when still a child, and all his life he drew on his early sketchbooks for themes and inspiration. The habit of assembling his compositions, even large-scale ones, from scraps of themes jotted down randomly remained throughout his life. His early adult works included violin and piano pieces, music for the wind quintet in which he and his brother played between 1878 and 1881, and music of many types for the Powick Asylum band. Diana McVeagh in Grove's Dictionary finds many embryonic Elgarian touches in these pieces, but few of them are regularly played, except Salut d'Amour and (as arranged decades later into The Wand of Youth Suites) some of the childhood sketches. Elgar's sole work of note during his first spell in London in 1889–91, the overture Froissart, was a romantic-bravura piece, influenced by Mendelssohn and Wagner, but also showing further Elgarian characteristics. Orchestral works composed during the subsequent years in Worcestershire include the Serenade for Strings and Three Bavarian Dances. In this period and later, Elgar wrote songs and part songs. W. H. Reed expressed reservations about these pieces, but praised the part song The Snow, for female voices, and Sea Pictures, a cycle of five songs for contralto and orchestra which remains in the repertory.
Elgar's principal large-scale early works were for chorus and orchestra for the Three Choirs and other festivals. These were The Black Knight, King Olaf, The Light of Life, The Banner of St George and Caractacus. He also wrote a Te Deum and Benedictus for the Hereford Festival. Of these, McVeagh comments favourably on his lavish orchestration and innovative use of leitmotifs, but less favourably on the qualities of his chosen texts and the patchiness of his inspiration. McVeagh makes the point that, because these works of the 1890s were for many years little known (and performances remain rare), the mastery of his first great success, the Enigma Variations, appeared to be a sudden transformation from mediocrity to genius, but in fact his orchestral skills had been building up throughout the decade.
### Peak creative years
Elgar's best-known works were composed within the twenty-one years between 1899 and 1920. Most of them are orchestral. Reed wrote, "Elgar's genius rose to its greatest height in his orchestral works" and quoted the composer as saying that, even in his oratorios, the orchestral part is the most important. The Enigma Variations made Elgar's name nationally. The variation form was ideal for him at this stage of his career, when his comprehensive mastery of orchestration was still in contrast to his tendency to write his melodies in short, sometimes rigid, phrases. His next orchestral works, Cockaigne, a concert-overture (1900–1901), the first two Pomp and Circumstance marches (1901), and the gentle Dream Children (1902), are all short: the longest of them, Cockaigne, lasting less than fifteen minutes. In the South (1903–1904), although designated by Elgar as a concert-overture, is, according to Kennedy, really a tone poem and the longest continuous piece of purely orchestral writing Elgar had essayed. He wrote it after setting aside an early attempt to compose a symphony. The work reveals his continuing progress in writing sustained themes and orchestral lines, although some critics, including Kennedy, find that in the middle part "Elgar's inspiration burns at less than its brightest." In 1905 Elgar completed the Introduction and Allegro for Strings. This work is based, unlike much of Elgar's earlier writing, not on a profusion of themes but on only three. Kennedy called it a "masterly composition, equalled among English works for strings only by Vaughan Williams's Tallis Fantasia."
During the next four years Elgar composed three major concert pieces, which, though shorter than comparable works by some of his European contemporaries, are among the most substantial such works by an English composer. These were his First Symphony, Violin Concerto, and Second Symphony, which all play for between forty-five minutes and an hour. McVeagh says of the symphonies that they "rank high not only in Elgar's output but in English musical history. Both are long and powerful, without published programmes, only hints and quotations to indicate some inward drama from which they derive their vitality and eloquence. Both are based on classical form but differ from it to the extent that ... they were considered prolix and slackly constructed by some critics. Certainly the invention in them is copious; each symphony would need several dozen music examples to chart its progress."
Elgar's Violin Concerto and Cello Concerto, in the view of Kennedy, "rank not only among his finest works, but among the greatest of their kind". They are, however, very different from each other. The Violin Concerto, composed in 1909 as Elgar reached the height of his popularity, and written for the instrument dearest to his heart, is lyrical throughout and rhapsodical and brilliant by turns. The Cello Concerto, composed a decade later, immediately after World War I, seems, in Kennedy's words, "to belong to another age, another world ... the simplest of all Elgar's major works ... also the least grandiloquent." Between the two concertos came Elgar's symphonic study Falstaff, which has divided opinion even among Elgar's strongest admirers. Donald Tovey viewed it as "one of the immeasurably great things in music", with power "identical with Shakespeare's", while Kennedy criticises the work for "too frequent reliance on sequences" and an over-idealised depiction of the female characters. Reed thought that the principal themes show less distinction than some of Elgar's earlier works. Elgar himself thought Falstaff the highest point of his purely orchestral work.
The major works for voices and orchestra of the twenty-one years of Elgar's middle period are three large-scale works for soloists, chorus and orchestra: The Dream of Gerontius (1900), and the oratorios The Apostles (1903) and The Kingdom (1906); and two shorter odes, the Coronation Ode (1902) and The Music Makers (1912). The first of the odes, as a pièce d'occasion, has rarely been revived after its initial success, with the culminating "Land of Hope and Glory". The second is, for Elgar, unusual in that it contains several quotations from his earlier works, as Richard Strauss quoted himself in Ein Heldenleben. The choral works were all successful, although the first, Gerontius, was and remains the best-loved and most performed. On the manuscript Elgar wrote, quoting John Ruskin, "This is the best of me; for the rest, I ate, and drank, and slept, loved and hated, like another. My life was as the vapour, and is not; but this I saw, and knew; this, if anything of mine, is worth your memory." All three of the large-scale works follow the traditional model with sections for soloists, chorus and both together. Elgar's distinctive orchestration, as well as his melodic inspiration, lifts them to a higher level than most of their British predecessors.
Elgar's other works of his middle period include incidental music for Grania and Diarmid, a play by George Moore and W. B. Yeats (1901), and for The Starlight Express, a play based on a story by Algernon Blackwood (1916). Of the former, Yeats called Elgar's music "wonderful in its heroic melancholy". Elgar also wrote a number of songs during his peak period, of which Reed observes, "it cannot be said that he enriched the vocal repertory to the same extent as he did that of the orchestra."
### Final years and posthumous completions
After the Cello Concerto, Elgar completed no more large-scale works. He made arrangements of works by Bach, Handel and Chopin, in distinctively Elgarian orchestration, and once again turned his youthful notebooks to use for the Nursery Suite (1931). His other compositions of this period have not held a place in the regular repertory. For most of the rest of the twentieth century, it was generally agreed that Elgar's creative impulse ceased after his wife's death. Anthony Payne's elaboration of the sketches for Elgar's Third Symphony into a complete score led to a reconsideration of this supposition. Elgar left the opening of the symphony complete in full score, and those pages, along with others, show Elgar's orchestration changed markedly from the richness of his pre-war work. The Gramophone described the opening of the new work as something "thrilling ... unforgettably gaunt". Its first public performance was given by the BBC Symphony Orchestra under Andrew Davis in London on 15 February 1998. Payne also subsequently produced a performing version of the sketches for a sixth Pomp and Circumstance March, premiered at the Proms in August 2006. Elgar's sketches for a piano concerto dating from 1913 were elaborated by the composer Robert Walker and first performed in August 1997 by the pianist David Owen Norris. The realisation has since been extensively revised.
### Reputation
Views of Elgar's stature have varied in the decades since his music came to prominence at the beginning of the twentieth century. Richard Strauss, as noted, hailed Elgar as a progressive composer; even the hostile reviewer in The Observer, unimpressed by the thematic material of the First Symphony in 1908, called the orchestration "magnificently modern". Hans Richter rated Elgar as "the greatest modern composer" in any country, and Richter's colleague Arthur Nikisch considered the First Symphony "a masterpiece of the first order" to be "justly ranked with the great symphonic models – Beethoven and Brahms." By contrast, the critic W. J. Turner, in the mid-twentieth century, wrote of Elgar's "Salvation Army symphonies," and Herbert von Karajan called the Enigma Variations "second-hand Brahms". Elgar's immense popularity was not long-lived. After the success of his First Symphony and Violin Concerto, his Second Symphony and Cello Concerto were politely received but without the earlier wild enthusiasm. His music was identified in the public mind with the Edwardian era, and after the First World War he no longer seemed a progressive or modern composer. In the early 1920s, even the First Symphony had only one London performance in more than three years. Wood and younger conductors such as Boult, Sargent and Barbirolli championed Elgar's music, but in the recording catalogues and the concert programmes of the middle of the century his works were not well represented.
In 1924, the music scholar Edward J. Dent wrote an article for a German music journal in which he identified four features of Elgar's style that gave offence to a section of English opinion (namely, Dent indicated, the academic and snobbish section): "too emotional", "not quite free from vulgarity", "pompous", and "too deliberately noble in expression". This article was reprinted in 1930 and caused controversy. In the later years of the century there was, in Britain at least, a revival of interest in Elgar's music. The features that had offended austere taste in the inter-war years were seen from a different perspective. In 1955, the reference book The Record Guide wrote of the Edwardian background during the height of Elgar's career:
> Boastful self-confidence, emotional vulgarity, material extravagance, a ruthless philistinism expressed in tasteless architecture and every kind of expensive yet hideous accessory: such features of a late phase of Imperial England are faithfully reflected in Elgar's larger works and are apt to prove indigestible today. But if it is difficult to overlook the bombastic, the sentimental, and the trivial elements in his music, the effort to do so should nevertheless be made, for the sake of the many inspired pages, the power and eloquence and lofty pathos, of Elgar's best work. ... Anyone who doubts the fact of Elgar's genius should take the first opportunity of hearing The Dream of Gerontius, which remains his masterpiece, as it is his largest and perhaps most deeply felt work; the symphonic study, Falstaff; the Introduction and Allegro for Strings; the Enigma Variations; and the Violoncello Concerto.
By the 1960s, a less severe view was being taken of the Edwardian era. In 1966 the critic Frank Howes wrote that Elgar reflected the last blaze of opulence, expansiveness and full-blooded life, before World War I swept so much away. In Howes's view, there was a touch of vulgarity in both the era and Elgar's music, but "a composer is entitled to be judged by posterity for his best work. ... Elgar is historically important for giving to English music a sense of the orchestra, for expressing what it felt like to be alive in the Edwardian age, for conferring on the world at least four unqualified masterpieces, and for thereby restoring England to the comity of musical nations."
In 1967 the critic and analyst David Cox considered the question of the supposed Englishness of Elgar's music. Cox noted that Elgar disliked folk-songs and never used them in his works, opting for an idiom that was essentially German, leavened by a lightness derived from French composers including Berlioz and Gounod. How then, asked Cox, could Elgar be "the most English of composers"? Cox found the answer in Elgar's own personality, which "could use the alien idioms in such a way as to make of them a vital form of expression that was his and his alone. And the personality that comes through in the music is English." This point about Elgar's transmuting his influences had been touched on before. In 1930 The Times wrote, "When Elgar's first symphony came out, someone attempted to prove that its main tune on which all depends was like the Grail theme in Parsifal. ... but the attempt fell flat because everyone else, including those who disliked the tune, had instantly recognized it as typically 'Elgarian', while the Grail theme is as typically Wagnerian." As for Elgar's "Englishness", his fellow-composers recognised it: Richard Strauss and Stravinsky made particular reference to it, and Sibelius called him "the personification of the true English character in music ... a noble personality and a born aristocrat". Among Elgar's admirers there is disagreement about which of his works are to be regarded as masterpieces. The Enigma Variations are generally counted among them. The Dream of Gerontius has also been given high praise by Elgarians, and the Cello Concerto is similarly rated. Many rate the Violin Concerto equally highly, but some do not. Sackville-West omitted it from the list of Elgar masterpieces in The Record Guide, and in a long analytical article in The Musical Quarterly, Daniel Gregory Mason criticised the first movement of the concerto for a "kind of sing-songiness ... as fatal to noble rhythm in music as it is in poetry." Falstaff also divides opinion. It has never been a great popular favourite, and Kennedy and Reed identify shortcomings in it. In a Musical Times 1957 centenary symposium on Elgar led by Vaughan Williams, by contrast, several contributors share Eric Blom's view that Falstaff is the greatest of all Elgar's works.
The two symphonies divide opinion even more sharply. Mason rates the Second poorly for its "over-obvious rhythmic scheme", but calls the First "Elgar's masterpiece. ... It is hard to see how any candid student can deny the greatness of this symphony." However, in the 1957 centenary symposium, several leading admirers of Elgar express reservations about one or both symphonies. In the same year, Roger Fiske wrote in The Gramophone, "For some reason few people seem to like the two Elgar symphonies equally; each has its champions and often they are more than a little bored by the rival work." The critic John Warrack wrote, "There are no sadder pages in symphonic literature than the close of the First Symphony's Adagio, as horn and trombones twice softly intone a phrase of utter grief", whereas to Michael Kennedy, the movement is notable for its lack of anguished yearning and angst and is marked instead by a "benevolent tranquillity."
Despite the fluctuating critical assessment of the various works over the years, Elgar's major works taken as a whole have in the twenty-first century recovered strongly from their neglect in the 1950s. The Record Guide in 1955 could list only one currently available recording of the First Symphony, none of the Second, one of the Violin Concerto, two of the Cello Concerto, two of the Enigma Variations, one of Falstaff, and none of The Dream of Gerontius. Since then there have been multiple recordings of all the major works. More than thirty recordings have been made of the First Symphony since 1955, for example, and more than a dozen of The Dream of Gerontius. Similarly, in the concert hall, Elgar's works, after a period of neglect, are once again frequently programmed. The Elgar Society's website, in its diary of forthcoming performances, lists performances of Elgar's works by orchestras, soloists and conductors across Europe, North America and Australasia.
## Honours, awards and commemorations
Elgar was knighted in 1904, and in 1911 he was appointed a member of the Order of Merit. In 1920 he received the Cross of Commander of the Belgian Order of the Crown; in 1924 he was made Master of the King's Musick; the following year he received the Gold Medal of the Royal Philharmonic Society; and in 1928 he was appointed a Knight Commander of the Royal Victorian Order (KCVO). Between 1900 and 1931, Elgar received honorary degrees from the Universities of Cambridge, Durham, Leeds, Oxford, Yale (USA), Aberdeen, Western Pennsylvania (USA), Birmingham and London. Foreign academies of which he was made a member were Regia Accademia di Santa Cecilia, Rome; Accademia del Reale Istituto Musicale, Florence; Académie des Beaux Arts, Paris; Institut de France; and the American Academy. In 1931 he was created a Baronet, of Broadheath in the County of Worcester. In 1933 he was promoted within the Royal Victorian Order to Knight Grand Cross (GCVO). In Kennedy's words, he "shamelessly touted" for a peerage, but in vain. In Who's Who, post-First World War, he claimed to have been awarded "several Imperial Russian and German decorations (lapsed)". Elgar was offered, but declined, the office of Mayor of Hereford (despite not being a member of its city council) when he lived in the city in 1905. The same year he was made an honorary freeman of the city of Worcester.
The house in Lower Broadheath where Elgar was born is now the Elgar Birthplace Museum, devoted to his life and work. Elgar's daughter, Carice, helped to found the museum in 1936 and bequeathed to it much of her collection of Elgar's letters and documents on her death in 1970. Carice left Elgar manuscripts to musical colleges: The Black Knight to Trinity College of Music; King Olaf to the Royal Academy of Music; The Music Makers to Birmingham University; the Cello Concerto to the Royal College of Music; The Kingdom to the Bodleian Library; and other manuscripts to the British Museum. The Elgar Society dedicated to the composer and his works was formed in 1951.
Elgar's statue at the end of Worcester High Street stands facing the cathedral, only yards from where his father's shop once stood. Another statue of the composer by Rose Garrard is at the top of Church Street in Malvern, overlooking the town and giving visitors an opportunity to stand next to the composer in the shadow of the Hills that he so often regarded. In September 2005, a third statue sculpted by Jemma Pearson was unveiled near Hereford Cathedral in honour of his many musical and other associations with the city. It depicts Elgar with his bicycle. From 1999 until early 2007, new Bank of England twenty pound notes featured a portrait of Elgar. The change to remove his image generated controversy, particularly because 2007 was the 150th anniversary of Elgar's birth. From 2007 the Elgar notes were phased out, ceasing to be legal tender on 30 June 2010. There are around 65 roads in the UK named after Elgar, including six in the counties of Herefordshire and Worcestershire. Elgar had three locomotives named in his honour.
Elgar's life and music have inspired works of literature including the novel Gerontius and several plays. Elgar's Rondo, a 1993 stage play by David Pownall depicts the dead Jaeger offering ghostly advice on Elgar's musical development. Pownall also wrote a radio play, Elgar's Third (1994); another Elgar-themed radio play is Alick Rowe's The Dorabella Variation (2003). David Rudkin's BBC television "Play for Today" Penda's Fen (1974) deals with themes including sex and adolescence, spying, and snobbery, with Elgar's music, chiefly The Dream of Gerontius, as its background. In one scene, a ghostly Elgar whispers the secret of the "Enigma" tune to the youthful central character, with an injunction not to reveal it. Elgar on the Journey to Hanley, a novel by Keith Alldritt (1979), tells of the composer's attachment to Dora Penny, later Mrs Powell, (depicted as "Dorabella" in the Enigma Variations).
Perhaps the best-known work depicting Elgar is Ken Russell's 1962 BBC television film Elgar, made when the composer was still largely out of fashion. This hour-long film contradicted the view of Elgar as a jingoistic and bombastic composer, and evoked the more pastoral and melancholy side of his character and music. |
66,194,613 | International Conference on the Holocaust and Genocide | 1,172,380,149 | 1982 conference on genocide studies | [
"1980s in Tel Aviv",
"1982 conferences",
"1982 controversies",
"1982 in Israel",
"Academic conferences",
"Academic freedom",
"Antisemitism in Turkey",
"Armenian genocide denial",
"Conferences in Israel",
"Genocide studies",
"Holocaust studies",
"International conferences",
"Israel–Turkey relations",
"June 1982 events in Asia",
"Yad Vashem"
]
| The International Conference on the Holocaust and Genocide was the first major conference in the field of genocide studies, held in Tel Aviv on 20–24 June 1982. It was organized by Israel Charny, Elie Wiesel, Shamai Davidson, and their Institute on the Holocaust and Genocide, founded in 1979. The conference's objective was to further the understanding and prevention of all genocides; it marked the shift from viewing genocide as an irrational phenomenon to one that could be studied and understood.
The Turkish government tried to have the conference cancelled because it included presentations on the Armenian genocide, which is denied by Turkey. Turkey threatened to close its borders to Syrian and Iranian Jews fleeing persecution, thereby putting Jewish lives in danger. These threats led the Israeli Ministry of Foreign Affairs to attempt to cancel the conference and persuade attendees not to come. The official Israeli Holocaust memorial, Yad Vashem, and many high-profile participants, including Wiesel, withdrew from the conference. The organizers refused to remove the Armenian Genocide from the program and held the conference anyway. Both the Turkish and Israeli governments faced criticism for their infringement on academic freedom.
## Preparation
The Institute on the Holocaust and Genocide was founded in 1979 by psychologist Israel Charny, psychiatrist Shamai Davidson, and the Holocaust survivor and public intellectual Elie Wiesel, devoted to the study of genocides against all peoples. The institute organized a conference, scheduled for June 1982, which was the first major international gathering devoted to genocide studies. Historian Yocheved Howard chaired the selection committee.
Of more than a hundred planned lectures, six were devoted to the Armenian genocide, the systematic extermination of around a million Ottoman Armenians during World War I. Since the creation of the Republic of Turkey, all Turkish governments have denied that any crime was committed against the Armenian people; attempts to enlist other countries in this denial date to the 1920s. Sociologist Levon Chorbajian writes that Turkey's "modus operandi remains consistent throughout and seeks maximalist positions, offers no compromise though sometimes hints at it, and employs intimidation and threats" to prevent any mention of the Armenian genocide. In 1982, Turkey was one of the few Muslim-majority countries with which Israel maintained diplomatic relations. Israel has never recognized the Armenian genocide, due to concerns about its relationship with Turkey. The conference was the first time that the Armenian genocide was debated in the Israeli public arena.
The conference was sponsored by the official Israeli Holocaust memorial, Yad Vashem, and scheduled to begin with a torchlight ceremony at Yad Vashem; Wiesel would deliver the keynote address. Other speakers would include Yitzhak Arad, the director of Yad Vashem, and Gideon Hausner, prosecutor in the Eichmann trial. Half of the invited researchers came from Israel, the rest were from other countries. A few weeks before the conference opened, Israel invaded Lebanon; the organizers of the conference issued a statement opposing the war. The conference was held at the Hilton Tel Aviv.
Historian A. Dirk Moses states that the conference "was a high-risk venture that necessitated inflated claims about the importance of the nascent field for the sake of its business model", for example: "The Conference is a MUST for mankind as a whole and especially for those who have already suffered attempted genocide." The organizers tried to secure the attendance of high-profile academics Irving Horowitz and Robert Jay Lifton in order to be able to attract enough paid registrations to make the conference financially solvent, but both eventually backed out as Charny was unable to guarantee that their travel and accommodation would be paid for.
## Attempted cancellation
According to Israeli historian Yair Auron, the Turkish authorities probably learned of the conference from an article in The Jerusalem Post on 20 April 1982. A group of Turkish Jews visited Israel to make the claim that if the conference went ahead, the lives of Jews in Turkey would be in danger. The Turkish Ministry of Foreign Affairs sent Jak Veissid, the chairman of the lay council of the Turkish Jewish Community, to Israel to have the conference cancelled. Charny later recalled having been accosted in Tel Aviv by Veissid, who told him that Turkey's border would be closed to Syrian and Iranian Jews fleeing persecution if the conference went ahead.
Acceding to Turkish pressure, the Israeli Ministry of Foreign Affairs tried to have the conference cancelled; spokesmen for the ministry acknowledged this and said that it was "out of concern for the interests of Jews". According to Charny, a few months before the conference, he and the other organizers began to receive requests from the Israeli foreign ministry to cancel the conference. The conference organizers offered to remove the papers on the Armenian genocide from the official program while maintaining them in the actual conference, but this compromise was rejected by Israeli officials. Wiesel and Charny were united in their refusal to disinvite the Armenian speakers. Israeli officials suggested that all parts of the conference not related to the Holocaust could be cancelled, which was also rejected by the organizers.
Avner Arazi, the Israeli consul in Istanbul, wrote in an internal memo: "The main reason for our reckless attempts to cancel the conference was the hint that we received about Jewish refugees from Iran and Syria crossing into Turkey ... Veissid found that all the arguments he prepared against the conference were insignificant compared to the issue of the refugees." Arazi added that the Turkish government, then controlled by a military dictatorship, did not understand that Israel, a liberal democracy, respected freedom of speech and could not just cancel any conference not to the government's liking. The Turkish government also argued that Armenian participants would undermine the uniqueness of the Holocaust; this aspect did not prove as salient as the issue of Jewish lives, which was a top priority of the Israeli foreign ministry. Although Arazi said that a border closure would be unprecedented, international relations scholar Eldad Ben Aharon concludes: "It is clear that the lives of Iranian and Syrian Jews were at stake; the Turkish Foreign Ministry did not hesitate to use this sensitive situation to exert pressure on Israel."
### Withdrawals
On 3 June, Yad Vashem and Tel Aviv University withdrew from the conference. Wiesel told The New York Times that he had received multiple telegrams from the Israeli foreign ministry dealing with the threat to the Turkish Jewish community and another with a more serious threat that he would not reveal. He categorically refused to carry out the conference without Armenians and instead proposed delaying it. Charny refused to consider a delay, so Wiesel felt obliged to withdraw because "One life is more important than anything we can say about life." Despite Wiesel's withdrawal, Charny was determined "that the conference would take place even if only a proverbial ten people were to attend"; he saw the Israeli government's position as cause for "unending shame".
The Israeli foreign ministry sent Wiesel's statement to participants, urging them to withdraw. Several prominent individuals dropped out, including Arad and Hausner from Yad Vashem; Yoram Dinstein, rector of Tel Aviv University, philosopher Emil Fackenheim, historian Yehuda Bauer, and lawyer Alan Dershowitz. Rabbi Marc Tanenbaum, who had been sent by the American Jewish Committee (AJC), came to Tel Aviv but dropped out at the last minute after the AJC forbade his participation, even as a private individual. Arthur Hertzberg, former president of the AJC, who had volunteered to give the keynote lecture after Wiesel withdrew from the conference, also withdrew at the last minute, saying it was one of the most difficult decisions he had ever made. Instead, Alignment MK Ora Namir volunteered to give the address. According to Auron, the only Israeli participant who later admitted regret for withdrawing was Bauer.
Frances Gaezer Grossman, a psychologist who presented a talk on "A Psychological Study of Gentiles Who Saved the Lives of Jews During the Holocaust" at the conference, rebuffed attempts by Israeli consular officials to encourage her not to attend. She stated, "It was an affront to my dignity as a human being and as a Jew, that after the Holocaust and the establishment of the State of Israel, a Jew should be told he cannot go to an academic conference or there will be a pogrom."
The Israeli foreign ministry called up participants in the conference, urging them not to attend. It told participants that the conference would undermine the uniqueness of the Holocaust, and also claimed that it had been cancelled, preventing any notices that it had not been cancelled from being printed in newspapers. Charny reported that several American Jewish organizations cancelled cheques made to support the conference. The conference ended with a deficit despite contributions from the Armenian community. The Turkish ambassador to the United States, Şükrü Elekdağ, wrote a letter to The New York Times denying that Turkish Jews had been threatened in any way. A spokesperson for the Turkish foreign ministry told The New York Times that Turkey was "not against the conference in Tel Aviv but oppose[s] any linkage of the Holocaust to the Armenian allegations".
## Conference
In the conference program, Charny wrote that:
> The goal of the Conference throughout is to project genocide as a universal problem in the history and future of all peoples; to honor the national and historic concerns of each people who has been fated to suffer a tragedy of mass destruction; and at the same time, to correlate these concerns with one another so that every event of genocide also reflects and articulates a concern for the destruction of all peoples.
The conference explicitly stated that it was not value-neutral when it came to genocide, but dedicated to opposing it and acting with appropriate reverence for genocide victims, in contrast to the view that science should be objective and value-free. The conference marked the shift from viewing genocide as an irrational phenomenon to one that could be studied and understood.
The conference was held from 20 to 24 June in Tel Aviv, as planned, with around 250 or 300 of a projected 600 researchers, working in several disciplines, in attendance. There were 104 presentations on the conference program, including those of genocide scholars Helen Fein, Leo Kuper and James Mace, linguist Jaroslav Rudnyckyj, literature professor John Felstiner, theologians A. Roy Eckardt and Franklin Littell, philosophers Ronald E. Santoni and Ronald Aronson, Jewish studies scholar Alan L. Berger, international law scholar Louis René Beres, human rights activist Luis Kutner. The Tibetan politician Phuntsog Wangyal and Armenian Apostolic archbishop Shahe Ajamian gave speeches. The presentations were organized into "Scenarios of Genocide Past and Future", "Case Studies" (examining the Holodomor, the situation in Tibet after the Chinese annexation, the Soviet Gulag forced labor camp system, the Romani genocide, and the Cambodian genocide), "Dynamics of Genocide", "Arts, Religion, and Education", and "Towards Intervention and Prevention". Several presentations proposed early warning systems to pick up on the risk factors for genocide before it occurred. The conference proceedings contained a representative sample of work in genocide studies and prevention, and were influential in the later development of the field.
Ajamian hosted a dinner for the Armenian guests at the King David Hotel, with Jerusalem mayor Teddy Kollek and other Israeli politicians in attendance; Yeghishe Derderian, Armenian Patriarch of Jerusalem, hosted a reception for a hundred visitors at the Armenian Patriarchate of Jerusalem. Lilli Kopecky, secretary-general of the Public Committee of Auschwitz and Other Extermination Camp Survivors in Israel, reported that "The organizers did a fantastic job in making the conference a success despite all the hardships." According to Armenian-American historian Richard Hovannisian, the conference was "crippled" but went forward "with a renewed sense of purpose". Charny considers it "a landmark conference intellectually and spiritually". Auron writes that the conference became a rallying point for Armenian genocide recognition and for academic freedom. It included films on the Armenian genocide by J. Michael Hagopian and academic research by Hovannisian, Marjorie Housepian Dobkin, Vahakn Dadrian, Vahé Oshagan, and Ronald Suny. The contributions related to the Armenian genocide were later developed into a book edited by Hovannisian, The Armenian Genocide in Perspective (1986).
## Reactions
The controversy was reported in the international press. Overshadowed by the war with Lebanon, the conference received brief coverage in Israeli newspapers although some Israeli journalists criticized their government's actions. In Davar, Nahum Barnea explained: "For years we spoke of the conspiracy of silence that the nations of the world maintained about the Holocaust for reasons of expediency or political exploitation, and now we know that this can also happen to us." In Haaretz, Amos Elon condemned the behavior of Yad Vashem and Israel's refusal to recognize the Armenian genocide, stating, "What would Hausner and Arad say if the Italian government (in order to avoid hurting its German creditors-claimants) decided that in an international scientific conference on genocide in Rome, the Jewish Holocaust of 1940–1945 would not be mentioned?" Arad replied that he disagreed with the organizers' comparison of the Holocaust with other genocides, especially the Armenian one. Elon concluded, "Participants returned to their home countries with a certain impression of Yad Vashem, its moral stature, and its political and intellectual independence."
Auron notes that because of the efforts to cancel it, "The conference became an arena for playing out a series of moral dilemmas and moral choices." West German journalist Heiner Lichtenstein [de], reporting on the conference, stated that the organizers made the right decision; because of its history Israel should not allow itself to be bullied by countries with poor human rights records. Historian Donald Bloxham considers the attempted cancellation of the conference "one of the more notorious episodes of Turkish denial" and states that it "contributed effectively to public awareness" of the genocide. In The Yale Review, Terrence Des Pres considered the cancellation attempt one of the most blatant examples of "power ordering knowledge" and, in this case, "the heroes of knowledge withstood the minions of power." Genocide scholars Roger W. Smith, Eric Markusen, and Robert Jay Lifton cite the conference as part of Turkey's willingness to go "to extraordinary lengths, including threats and disruption of academic conferences, to prevent Jews from learning about the Armenian genocide". Hovannisian states that "people of good conscience prevailed, refusing to put political considerations over moral or humanitarian impulses." Charny wrote that the state could legitimately interfere in academic freedom to a certain extent when weighty interests were at stake, but that the Israeli government's behavior crossed a line when it lied to conference participants, prevented newspapers from reporting that the conference had not been canceled, and hinted that it would fund the transfer of the conference to another location without intending to follow through. Charny believed that his organization of the conference led to his being denied tenure at Tel Aviv University.
On 21 June, Monroe H. Freedman, the legal counsel of the United States Holocaust Memorial Council, told The New York Times that, the previous year, a Turkish diplomat (Mithat Balkan [tr]) had told him that if the Armenian genocide were included in the planned United States Holocaust Memorial Museum, "the physical safety of Jews in Turkey would be threatened and Turkey might pull out of NATO." Although Balkan denied any such threats, Turkish interference in the museum and threats to Jews have been documented in other sources.
Turkish diplomat Kamuran Gürün told the Israeli consulate in Istanbul that he thought the Israeli intervention to prevent the conference primarily benefitted "the Jews", as presentations on the Armenian genocide undermined the uniqueness of the Holocaust. Arazi told Gürün the reason for the Israeli intervention was "our commitment to relations with Turkey". In 1983, Army Radio, the official radio station of the Israel Defense Forces, broadcast a program during which Yehuda Bauer had discussed similarities between the methods of extermination of the Nazis and the Young Turks. Israeli diplomat Alon Liel [he] cited Israel's interference in the conference to appease Turkish anger over the broadcast. On later occasions, Israel has also acceded to Turkish demands regarding the Armenian genocide, for example removing recognition of the genocide from the Knesset agenda.
## See also
- Outline of Genocide studies |
253,828 | The Mummy (1999 film) | 1,171,498,100 | 1999 American action adventure film | [
"1990s English-language films",
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"Films with screenplays by Stephen Sommers",
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| The Mummy is a 1999 American action-adventure film written and directed by Stephen Sommers. It is a remake of the 1932 film of the same name, starring Brendan Fraser, Rachel Weisz, John Hannah and Arnold Vosloo in the title role as the reanimated mummy. The film follows adventurer Rick O'Connell as he travels to Hamunaptra, the City of the Dead, with a librarian and her older brother, where they accidentally awaken Imhotep, a cursed high priest with supernatural powers.
Development took years, with multiple screenplays and directors attached. In 1997, Sommers successfully pitched his version of a more adventurous and romantic take on the source material. Filming took place in Morocco and the United Kingdom; the crew endured dehydration, sandstorms and snakes shooting on location in the Sahara Desert. Industrial Light & Magic provided many of the visual effects, blending live-action footage and computer-generated imagery to create the titular monster. Jerry Goldsmith provided the orchestral score.
The Mummy was theatrically released on May 7, 1999. Despite mixed critical reviews, it was a commercial success and grossed over \$416.4 million worldwide against a production budget of \$80 million. The film's success spawned two direct sequels, The Mummy Returns (2001) and The Mummy: Tomb of the Dragon Emperor (2008). It also led to spinoffs such as an animated series and the prequel The Scorpion King (2002), which generated its own sequels. Attempts to reboot the property and kickstart a new media franchise led to a 2017 film.
## Plot
In Thebes, Egypt, 1290 BC, high priest Imhotep has an affair with Anck-su-namun, the mistress of Pharaoh Seti I. They kill the Pharaoh after he discovers their relationship. Imhotep flees, while Anck-su-namun kills herself. Believing he can resurrect her, Imhotep and his priests steal her corpse and travel to Hamunaptra, the City of the Dead. The resurrection ritual is stopped by Pharaoh's bodyguards, the Medjai. Imhotep's priests are mummified alive, while Imhotep himself is tortured, cursed and buried alive with flesh-eating scarabs at the feet of a statue of the god Anubis. The Medjai are sworn to prevent Imhotep's return.
In 1926 Cairo, Jonathan Carnahan presents his sister Evelyn—a librarian and aspiring Egyptologist working for museum curator Dr. Terence Bey—with an intricate box and map that lead to Hamunaptra. Jonathan reveals he stole the box from an American adventurer, Rick O'Connell, who discovered the city while in the French Foreign Legion. Evelyn and Jonathan find Rick in a local prison and make a deal with him to lead them to the city, bribing prison warden Gad Hassan to free him.
Rick guides Evelyn and her party to the city, encountering a band of American treasure hunters led by Rick's cowardly acquaintance Beni Gabor. Despite being warned to leave by Ardeth Bay, leader of the Medjai, the two expeditions continue their excavations. A flesh-eating scarab hatches from a decorative shell embedded in an artifact Warden Hassan is looting and burrows inside his body, killing him. Meanwhile, several diggers working with the Americans are killed by triggering a cloud of pressurized salt acid during the excavation. Evelyn searches for the Book of Amun-Ra, made of pure gold. Instead of finding it, she stumbles upon Imhotep's remains. The team of Americans, meanwhile, discover the black Book of the Dead, accompanied by canopic jars carrying Anck-su-namun's preserved organs.
At night, Evelyn reads from the Book of the Dead aloud, accidentally awakening the mummified Imhotep, who seems to briefly confuse Evelyn with Anck-su-namun. The expeditions flee back to Cairo, and Imhotep follows them with the help of Beni, who has agreed to serve him. He regenerates his full strength and human form by killing the members of the American expedition and brings the Ten Plagues back to Egypt. Meanwhile, Evelyn learns that Terence is also working with the Medjai.
Rick, Evelyn, Jonathan, and Terence meet Ardeth at the museum, who hypothesizes that Imhotep wants to resurrect Anck-su-namun by sacrificing Evelyn. She believes that if the Book of the Dead brought Imhotep back to life, the Book of Amun-Ra can kill him again and deduces the book's whereabouts in Hamunaptra. Imhotep corners the group with an army of slaves. Evelyn agrees to accompany him if he spares the rest of the group. Although Imhotep does not honor his word, Rick and the others fight their way to safety, with Terence sacrificing himself to ensure their escape.
Rick, Jonathan, and Ardeth recruit Captain Winston Havelock, a member of the Royal Air Force with a death wish to fly them back to Hamunaptra in pursuit of Imhotep. However, Imhotep magically conjures a sandstorm, crashing their plane and killing Havelock. Rick, Jonathan, and Ardeth locate the Book of Amun-Ra in Hamunaptra while Imhotep prepares to sacrifice Evelyn, also bringing Anck-su-namun's mummified remains to life as part of the ritual. Rick manages to rescue her after a brutal fight with Imhotep's mummified priests and mummified soldiers; Anck-su-namun's mummy is also slain during the melee. Evelyn reads from the Book of Amun-Ra, making Imhotep mortal, and he is fatally wounded by Rick. Imhotep degenerates back into his mummified form and descends into the pool of souls, vowing revenge.
Beni accidentally sets off a booby trap while looting the city of its riches and is killed by a swarm of flesh-eating scarabs as Hamunaptra collapses into the sand. Ardeth bids Rick, Evelyn, and Jonathan goodbye, and the trio rides away on a pair of camels, not realizing it is laden with Beni's stolen treasure.
## Cast
- Brendan Fraser as Rick O'Connell
- Rachel Weisz as Evelyn Carnahan
- John Hannah as Jonathan Carnahan
- Arnold Vosloo as Imhotep
- Kevin J. O'Connor as Beni Gabor
- Jonathan Hyde as Dr. Allen Chamberlain
- Oded Fehr as Ardeth Bay
- Erick Avari as Dr. Terence Bey
- Stephen Dunham as Isaac Henderson
- Corey Johnson as David Daniels
- Tuc Watkins as Bernard Burns
- Omid Djalili as Warden Gad Hassan
- Aharon Ipalé as Pharaoh Seti I
- Bernard Fox as Captain Winston Havelock
- Patricia Velásquez as Anck-su-namun
## Production
### Development
In the late 1980s, producers James Jacks and Sean Daniel decided to update the original 1932 Mummy film for the modern era. Universal gave them the go-ahead, but only if they kept the budget around \$10 million. Jacks remembers that the studio "essentially wanted a low-budget horror franchise". In 1987, George A. Romero wrote a film treatment, and was attached to direct. Screenwriter Abbie Bernstein recalled that Universal wanted an unstoppable Mummy akin to the Terminator. Bernstein's story took place in the present; scientists inadvertently bring a mummy to life, who wants to use an ancient device to destroy all life on earth. "[The Mummy] had no more social interaction than the T-Rex did in Jurassic Park," Bernstein recalled. Romero drifted away from the project and the script was abandoned.
Next, Jacks and Daniel recruited horror filmmaker/writer Clive Barker to direct. Barker's 1990 treatment and a successive 1991 screenplay by Mick Garris were dark and violent, with the story revolving around an art museum that rebuilds an entire Egyptian tomb in Beverly Hills. Jacks recalls that Barker's take was "dark, sexual and filled with mysticism", and that, "it would have been a great low-budget movie". Barker recalled the concept was too weird for the studio, and that his vision treated the Mummy as a jumping-off point for the film instead of the central character.
Alan Ormsby, unaware of previous efforts to launch the film, was brought on next. Ormsby pitched a more straightforward update to the 1932 film, again focusing on the Mummy as a relentless Terminator-like character. Joe Dante was attached as director, increasing the budget for his idea of Daniel Day-Lewis as a brooding Mummy. This version's draft was later re-written by John Sayles. It was set in contemporary times and focused on reincarnation with elements of a love story. It came close to being made—with some elements like the flesh-eating scarabs making it to the final product—but Universal balked at the higher price tag.
Romero returned to the project in 1994 with a vision of a zombie-style horror film similar to Night of the Living Dead, but which also relied heavily upon elements of tragic romance and ambivalence of identity. Romero completed a draft in October 1994, co-written with Ormsby and Sayles, that revolved around female archaeologist named Helen Grover and her discovery of the tomb of Imhotep, an Egyptian general who lived in the time of Ramesses II. Unfolding in a nameless American city in modern times, events are set into motion when Imhotep inadvertently awakens as a result of his body having been exposed to rays from an MRI scan in a high-tech forensic archaeology lab. Helen finds herself drawn into a tentative relationship with Imhotep while also experiencing clairvoyant flashbacks to a previous life in the Nineteenth Dynasty of Egypt as a priestess of Isis. Summoning mystical powers through incantation, Imhotep later resurrects the mummy of Karis, a loyal slave. Karis embarks on a vengeful rampage against the grave robbers of his tomb. Romero's script was considered too dark and violent by Jacks and the studio, who wanted a more accessible picture. Romero was unable to extricate himself from another contract he had in negotiation with MGM, and so his involvement with the film was severed and the development of an entirely new script was commissioned.
Garris returned in 1995, developing a script that combined elements of the 1932 film and 1942's The Mummy's Tomb. This draft was a period piece awash in Egyptian art-inspired Art Deco, but the vision once again proved too expensive for the studio and was discarded for a modern setting. While the project came close to entering production, Universal was sold to Seagram. Sheinberg chose to produce The Mummy through his independent company and write a new script. Unable to find a suitable high-profile writer and director (Wes Craven was offered but turned it down) the project unraveled again, and Garris left the project for the second time.
Still determined to create a new Mummy film, Universal hired Kevin Jarre in 1996 to write a new screenplay. According to Jacks, the executives were now convinced the film should be a larger-budget period piece. Stephen Sommers called Jacks and Daniel in 1997 with his vision of The Mummy "as a kind of Indiana Jones or Jason and the Argonauts with the mummy as the creature giving the hero a hard time". Sommers had seen the original film when he was eight, and wanted to recreate the things he liked about it on a bigger scale. Discussing other classic horror characters, Sommers recalled that "Frankenstein made me sad—I always felt sorry for him. Dracula was kind of cool and sexy. But The Mummy just plain scared me." He had wanted to make a Mummy film, but other writers or directors were always attached.
After the box office disappointment of Babe: Pig in the City, among others, Universal needed a hit film. At the time, Universal's management had changed in response to the box office failures, and the losses led the studio to revisit its successful franchises from the 1930s. New chair Stacey Snider distributed packets detailing the studio's holdings—including nearly 5,000 old scripts and films. Sommers received his window of opportunity and pitched his Mummy to Universal with an 18-page treatment.
Sommers did not want to remake the original film; instead of making another straight horror movie, he wanted to turn it into a romantic adventure with horror elements. Conscious of how the shambling, bandaged Mummy of the old films had become something of a punchline, he wanted a faster, meaner, and scarier monster. Sommers incorporated his own research and the services of a UCLA archaeology professor to make the ancient Egyptian language accurate. Snider recalled that Sommers' treatment was unique in that it took place in the 1920s, rather than a contemporary setting. Universal liked the treatment so much that they approved the concept and increased the budget, and Sommers spent a year working on the screenplay.
### Casting
Jacks offered the role of Rick O'Connell to Tom Cruise (who was later cast in the reboot film), Brad Pitt, Matt Damon and Ben Affleck, but the actors were not interested or could not fit the role into their respective schedules. Jacks and Sommers were impressed with George of the Jungle's box office earnings and cast Brendan Fraser as a result; Sommers also commented that he felt Fraser fit the Errol Flynn swashbuckling character he had envisioned for Rick perfectly. Fraser's turn in George bolstered his perceived star power, yet he remained far cheaper than the biggest actors working. The actor understood that his character "doesn't take himself too seriously, otherwise the audience can't go on that journey with him."
Evelyn Carnahan was named in tribute to Lady Evelyn Carnarvon, the daughter of amateur Egyptologist Lord Carnarvon, both present at the opening of the tomb of Tutankhamun in 1922. The studio originally considered American actresses, and Rachel Weisz auditioned multiple times before getting the part. Weisz was not a big fan of horror films, but saw the movie as more of a "hokum" comic book. John Hannah was picked for the role of Jonathan Carnahan, despite the fact that Hannah felt he was not a comedic actor, with Sommers saying that, "He had no idea why we cast him."
Jacks had previously produced Hard Target with Arnold Vosloo. The South African actor liked the Mummy script but told Sommers he wanted to play the role "absolutely straight. From Imhotep's point of view, this is a skewed version of Romeo and Juliet." He was offered the role after a single audition. Carrying some extra weight and conscious of it because of Imhotep's skimpy costume, Vosloo lost 10 to 15 pounds for the role by eschewing alcohol and sugar.
### Filming
Principal photography began on May 4, 1998, and lasted 17 weeks. The crew was unable to shoot in Egypt due to unstable political conditions, so filming began in Marrakech, Morocco. Marrakech had the extra advantage of being much less modern than Cairo, making it easier to dress like the 1920s. The production set up two weeks before filming, taking down telephone wires and cables and shipping in period cars and camels. Locals served as extras for crowd scenes. After shooting in Marrakech, filming moved to the Sahara desert outside the small town of Erfoud. Production designer Allan Cameron found a geologic feature, Gara Medouar, where the exteriors for Hamunaptra could be constructed.
A concrete ramp was built to allow access into the horseshoe-shaped formation, where the city was built from prefabricated parts shipped from England. A survey of the area was conducted so that an accurate model and scale models of the columns and statues could be replicated back at Shepperton Studios, where all of the scenes involving the underground passageways of the City of the Dead were shot. These sets took 16 weeks to build and included fiberglass columns rigged with special effects for the movie's final scenes.
To avoid dehydration in the scorching heat of the Sahara, the production's medical team created a drink that the cast and crew had to consume every two hours. Sandstorms were daily inconveniences, and wildlife were a major problem, with many crew members having to be airlifted to medical care after being bitten or stung. Fraser nearly died during a scene where his character is hanged. The production had the official support of the Royal Moroccan Army, and the cast members had kidnapping insurance taken out on them.
After shooting in North Africa, production moved back to the United Kingdom before completion on August 29, 1998. Here, the dockyards at Chatham doubled for the Giza Port on the Nile River. This set was 600 feet (183 m) in length and featured "a steam train, an Ajax traction engine, three cranes, an open two-horse carriage, four horse-drawn carts, five dressing horses and grooms, nine pack donkeys and mules, as well as market stalls, Arab-clad vendors and room for 300 costumed extras".
### Special effects
The filmmakers reportedly spent \$15 million of the budget on special effects alone. The Mummy features hundreds of shots that required optical or digital special effects in post-production. Effects house Industrial Light & Magic (ILM) contributed more than 140 shots, with additional work done by Cinesite (60 shots) and Pacific Title/Mirage (45 shots, and the film's title sequences.)
Sommers engaged ILM while still developing the script, having previously worked with ILM effects supervisor John Andrew Berton, Jr. on Deep Rising. ILM was eager for the challenge the film provided and produced a proof of concept for The Mummy's effects in late 1997 to demonstrate the feasibility of Sommers' vision to executives.
The filmmakers sought to make something faster and scarier for the title creature, using cutting-edge techniques to create something never before seen. ILM started developing the look of the Mummy three months before filming started. "We wanted to create a photorealistic corpse that was obviously not a man in a suit, obviously not an animatronic, and obviously alive," he recalled.
Over a months-long period, the designers worked on developing four distinct stages for the Mummy. Stage one was the mummy at its most decayed, with tattered bits of clothing, skin, and sinew hanging over a skeleton. Stage two added areas of regenerated skin, with stages three and four having the Mummy almost fully regenerated with only small areas of its innards showing through. The artists developed black-and-white sketches, then moved on to color treatments before building the creature in the computer; models were also made to use as reference for the digital artists.
The initial states of the Mummy were created entirely by computer, while later stages combined live-action performance. To supplement prosthetics and makeups applied on set, LED lights and pieces of tape served as tracking points so that digital "cutouts" could be applied to Vosloo's face and body in postproduction; Vosloo remarked that walking around the set he felt like a Christmas tree.
The final creature was created with a combination of live-action acting with prosthetics and digital imagery. A digital representation of the Mummy was created in Alias, featuring simulated muscles for much of the body attached to a skeleton. The animators controlled parts of the Mummy via procedural animation; animating the underlying bones in turn controlled the stretch and movement of the overlaid muscles. Finally, layered on top of the procedural animation and motion capture was additional animation to tweak the performance; given the limitations of the technology, subtle movements like facial or hand animations had to be done by hand. Shots that featured Vosloo with overlaid computer-generated prosthetics were the most difficult for the effects team, requiring careful match moving.
Rather than using a stunt performer, Vosloo performed the motion capture for the character himself. Scenes were blocked out and performed on set during principal photography (first with Vosloo in the scene, then without). The shots were then replicated in the motion capture studio, with Vosloo's performance recorded by eight cameras from different angles.
In addition to the Mummy, the script called for numerous effects shots to magnify the sweeping adventure of the film. Vistas like a flashback shot of the ancient city of Thebes combined location footage shot in the desert with composited actors shot on green screen, model miniatures, matte paintings, and computer-generated effects. The plagues Imhotep unleashes were accomplished using particle-based computer graphics, with ILM designers swapping out models of different qualities depending on how far from the camera the swarming "insects" were. While the film made extensive use of computer-generated imagery, many scenes, including ones where Rachel Weisz's character is covered with rats and locusts, were shot using live animals.
Another close-up shot used footage of anesthetized locusts attached to a stunt performer combined with extra computer-generated pests. Sandstorms used procedural graphics based on programs used to create tornados in Twister, while the masses of flesh-eating scarabs used techniques developed for Star Wars: Episode I – The Phantom Menace. A shot of a firestorm engulfing Cairo combined real palm trees, physical models, and matte paintings with computer-generated hail, fire, and rubble. Pacific Title/Mirage also enhanced shots with digital camera shake.
The finale involves an army of mummies coming to Imhotep's defense. Many of these mummies were created by Make-Up Effects Supervisor Nick Dudman, who produced makeup, prosthetics, and animatronic effects in the film. Each suit came with variations for stunt moves or pyrotechnics. After principal photography, the suits were sent to ILM to scan and be modeled in the computer. Using parts of the Imhotep mummy to save time, ILM recreated the underlings digitally to add into the scenes and used motion capture to animate them. The animators credited Fraser's ability to consistently re-enact his movements in multiple takes as saving time when it came to match the motion-captured digital mummies to the live-action fight scenes.
## Music
The score for The Mummy was composed and conducted by Jerry Goldsmith, with orchestrations provided by Alexander Courage. Goldsmith had previously scored Deep Rising for Sommers. As he reached the final few years of his career, Goldsmith was coming off a number of action and adventure films in the 1990s, from multiple Star Trek films to Air Force One. Goldsmith provided The Mummy with suitably bombastic music, with the traditional European orchestra supplemented with regional instruments such as the bouzouki.
The opening of the film contains nearly all of Goldsmith's major themes for the score, with what music critic Jeff Bond calls an "Egyptian theme" reused in different configurations throughout to establish the epic settings and sense of place for Hamunaptra; a theme for Imhotep/the Mummy that is performed in an understated manner early in the film, before repeating in more forceful, brassy renditions after the Mummy has regenerated; a love theme used for both Imhotep/Anck-su-namun and Rick/Evelyn; and a heroic theme for Rick. In addition to the extensive brass and percussion elements, the score uses sparing amounts of vocals, unusual for much of Goldsmith's work.
The soundtrack was released by Decca Records on May 4, 1999. Overall, Goldsmith's score was well received. AllMusic described it as a "grand, melodramatic score" which delivered the expected highlights. Other reviews positively noted the dark, percussive sound meshed well with the plot, as well as the raw power of the music. The limited but masterful use of the chorus was also lauded, and most critics found the final track on the CD to be the best overall. On the other hand, some critics found the score lacked cohesion, and that the constant heavy action lent itself to annoying repetition. Roderick Scott off CineMusic.net summed up the score as "representative of both Goldsmith's absolute best and his most mediocre. Thankfully [...] his favourable work on this release wins out."
## Release
Test audiences reacted poorly to the film's title, which conjured up negative impressions of an old horror film, but domestic marketing president Marc Shmuger recalled that they decided "we would redefine the myth with the film" rather than change the title. Enthusiasm for the film was low, but Universal took out a television spot for the Super Bowl (reportedly costing \$1.6 million) that Sommers recalled immediately reversed the discussion of the film's prospects. The producers were concerned that the imminent release of The Phantom Menace would sink the film's box office fortunes, resulting in them moving the release date from May 21 to 7.
The Mummy was the number one film in the United States and Canada on its opening weekend, grossing \$43 million in 3,210 theaters. Its weekend take was the highest non-holiday May opening, and ninth-biggest opening of all time. The film later fell to second place behind The Phantom Menace. The Mummy grossed over \$155.4 million in the United States and Canada and \$261 million internationally, grossing over \$416.4 million worldwide.
## Reception
The Mummy received mixed reviews from critics. On Rotten Tomatoes, the film holds an approval rating of 60% based on 101 reviews and an average rating of 6.00/10. On Metacritic, the film has a score of 48 out of 100 based on 34 critics, indicating mixed or average reviews. Audiences polled by CinemaScore gave the film an average grade of "B" on an A+ to F scale.
Roger Ebert of the Chicago Sun-Times gave the film a positive review, writing, "There is hardly a thing I can say in its favor, except that I was cheered by nearly every minute of it. I cannot argue for the script, the direction, the acting or even the mummy, but I can say that I was not bored and sometimes I was unreasonably pleased." Critics such as Entertainment Weekly's Owen Gleiberman and The New York Times' Stephen Holden concurred with the sentiment of the film as a breezy crowd-pleaser.
Less positively, Keith Phipps of The A.V. Club wrote that the film's attempt to create a big, Indiana Jones-inspired action film felt "forced" and the result was unsatisfying. Other reviews complained of an overstuffed plot or recycled elements from better movies. Reviewers comparing the film to the 1932 original sometimes favored the original's focus on atmosphere and dread, though others welcomed the change to a more energetic Indiana Jones-type film.
The effects were generally praised, especially the title creature. Ernest Larson's review for Jump Cut felt that the effects were too similar to ILM's other work, and that the effects alone could not support the weight of the rest of the movie. Bob Graham of the San Francisco Chronicle and Hal Hinson from the Dallas Observer agreed that the effects never overshadowed the human aspects of the film. Gleiberman said that the horrors of the effects were undercut by the lightheartedness of the film, while the BBC's Almar Haflidason felt that the effects were occasionally unconvincing, and the heavy reliance on cutting-edge computer-generated imagery would likely date the film heavily as time passed.
Critics generally praised the acting, with Haflidason writing that the efforts of the cast sold material that would otherwise have been cheesy. David Hunter of The Hollywood Reporter wrote that all the actors managed to hold their own amid the special effects, although he felt Vosloo was largely wasted after Imhotep regenerates and the screenplay gives him little to do. Reviews from USA Today, the British Film Institute, and The A.V. Club said the film featured questionable casting of ethnic roles and occasionally traded in stereotypes of Arabs.
Writing to commemorate the twentieth anniversary of the film's release, writer Maria Lewis said that on paper, The Mummy should not have been a success, as yet another period adventure film coming after a decade of failed period adventure films. Its connection with audiences, if not critics, was down to its successful blend of "heart, humor, [heroics], and horror." She declared it the "pivotal blockbuster of the nineties." Emma Stefansky, writing for Thrillist, said it was "the beginning of the end" for action-adventure films, as superhero films would soon supplant it in the coming years. Rotten Tomatoes called the film "Indiana Jones for a new generation." Reviewers felt Fraser's portrayal of Rick set a new mold for action heroes that more films would follow in the years after, while also considering Evelyn a character allowed to break free from a traditional damsel in distress role. The movie is considered as a classic in the adventure genre, generating retrospective praise for Brendan Fraser's portrayal of Rick O'Connell.
### Accolades
## Home media
The Mummy was released on home video in VHS and DVD formats in September 1999. The title was a tremendous success for Universal on home video, selling 7 million units on VHS and 1 million on DVD, making it the year's best-selling live-action VHS and second best-selling DVD (behind The Matrix). The Mummy's performance helped Universal gross over \$1 billion in home video sales. On April 24, 2001, a two-disc Ultimate Edition DVD of the film premiered to coincide with the release of The Mummy Returns. The film was later digitally remastered and received a Blu-ray release in 2008. It was subsequently re-released on 4K Ultra HD in 2017 as both a stand-alone title and in a trilogy pack with its sequels.
## Adaptations
The Mummy's box office performance led to numerous sequels and spinoffs. The film sequel The Mummy Returns (2001) features most of the surviving principal characters. As a married couple, Rick and Evelyn confront Imhotep and the Scorpion King. The film also introduces the heroes' son, Alex. A second sequel, The Mummy: Tomb of the Dragon Emperor (2008), takes place in China with the Terracotta Emperor inspiring the villain, and Rachel Weisz replaced with Maria Bello. The films inspired an animated TV series titled The Mummy, which lasted two seasons, and a spin-off prequel, The Scorpion King (2002). Universal announced plans in 2012 to reboot the franchise; a new film, also titled The Mummy, was released in June 2017 to poor critical and box office performance. Developer Konami Nagoya published two video game adaptations of The Mummy under license from Universal Interactive Studios, in 2000: an action-adventure game for the PlayStation and Microsoft Windows developed by Rebellion Developments, as well as a Game Boy Color puzzle game. There was also a 2002 video game based on the 2001 animated series, published by Ubisoft for Game Boy Advance. The film also inspired a roller coaster, Revenge of the Mummy, found in three Universal Studios Theme Parks: Hollywood, California; Orlando, Florida; and Sentosa, Singapore. |
45,315,201 | Nike-X | 1,167,026,226 | Anti-ballistic missile system | [
"Anti-ballistic missiles of the United States",
"Cold War surface-to-air missiles of the United States",
"Missile defense",
"Project Nike"
]
| Nike-X was an anti-ballistic missile (ABM) system designed in the 1960s by the United States Army to protect major cities in the United States from attacks by the Soviet Union's intercontinental ballistic missile (ICBM) fleet during the Cold War. The X in the name referred to its experimental basis and was supposed to be replaced by a more appropriate name when the system was put into production. This never came to pass; in 1967 the Nike-X program was canceled and replaced by a much lighter defense system known as Sentinel.
The Nike-X system was developed in response to limitations of the earlier Nike Zeus system. Zeus' radars could only track single targets, and it was calculated that a salvo of only four ICBMs would have a 90% chance of hitting a Zeus base. The attacker could also use radar reflectors or high-altitude nuclear explosions to obscure the warheads until they were too close to attack, making a single-warhead attack highly likely to succeed. Zeus would have been useful in the late 1950s when the Soviets had only a few dozen missiles, but would be of little use by the early 1960s when it was believed they would have hundreds.
The key concept that led to Nike-X was that the rapidly thickening atmosphere below 60 kilometers (37 mi) altitude disrupted the reflectors and explosions. Nike-X intended to wait until the enemy warheads descended below this altitude and then attack them using a very fast missile known as Sprint. The entire engagement would last only a few seconds and could take place as low as 25,000 feet (7,600 m). To provide the needed speed and accuracy, as well as deal with multi-warhead attacks, Nike-X used a new radar system and building-filling computers that could track hundreds of objects at once and control salvos of many Sprints. Many dozens of warheads would need to arrive at the same time to overwhelm the system.
Building a complete deployment would have been extremely expensive, on the order of the total yearly budget of the Department of Defense. Robert McNamara, the Secretary of Defense, believed that the cost could not be justified and worried it would lead to a further nuclear arms race. He directed the teams to consider deployments where a limited number of interceptors might still be militarily useful. Among these, the I-67 concept suggested building a lightweight defense against very limited attacks. When the People's Republic of China exploded their first H-bomb in June 1967, I-67 was promoted as a defense against a Chinese attack, and this system became Sentinel in October. Nike-X development, in its original form, ended.
## History
### Nike Zeus
In 1955 the US Army began considering the possibility of further upgrading their Nike B surface-to-air missile (SAM) as an anti-ballistic missile to intercept ICBMs. Bell Labs, the primary contractor for Nike, was asked to study the issue. Bell returned a report stating that the missile could be upgraded to the required performance relatively easily, but the system would need extremely powerful radar systems to detect the warhead while it was still far enough away to give the missile time to launch. All of this appeared to be within the state of the art, and in early 1957 Bell was given the go-ahead to develop what was then known as Nike II. Considerable interservice rivalry between the Army and Air Force led to the Nike II being redefined and delayed several times. These barriers were swept aside in late 1957 after the launch of the R-7 Semyorka, the first Soviet ICBM. The design was further upgraded, given the name Zeus, and assigned the highest development priority.
Zeus was similar to the two Nike SAM designs that preceded it. It used a long-range search radar to pick up targets, separate radars to track the target and interceptor missiles in flight, and a computer to calculate intercept points. The missile itself was much larger than earlier designs, with a range of up to 200 miles (320 km), compared to Hercules' 75 miles (121 km). To ensure a kill at 100,000 feet (30 km) altitude, where there was little atmosphere to carry a shock wave, it mounted a 400 kiloton (kT) warhead. The search radar was a rotating triangle 120 feet (37 m) wide, able to pick out warheads while still over 600 nautical miles (1,100 km) away, an especially difficult problem given the small size of a typical warhead. A new transistorized digital computer offered the performance needed to calculate trajectories for intercepts against warheads traveling over 5 miles per second (8.0 km/s; Mach 24).
The Zeus missile began testing in 1959 at White Sands Missile Range (WSMR) and early launches were generally successful. Longer range testing took place at Naval Air Station Point Mugu, firing out over the Pacific Ocean. For full-scale tests, the Army built an entire Zeus base on Kwajalein Island in the Pacific, where it could be tested against ICBMs launched from Vandenberg Air Force Base in California. Test firings at Kwajalein began in June 1962; these were very successful, passing within hundreds of yards of the target warheads, and in some tests, low-flying satellites.
### Zeus problems
Zeus had initially been proposed in an era when ICBMs were extremely expensive and the US believed that the Soviet fleet contained a few dozen missiles. At a time when the US deterrent fleet was based entirely on manned bombers, even a small number of missiles aimed at Strategic Air Command's (SAC) bases presented a serious threat. Two Zeus deployment plans were outlined. One was a heavy defensive system that would provide protection over the entire continental United States, but require as many as 7000 Zeus missiles. McNamara supported a much lighter system that would use only 1200 missiles.
Technological improvements in warheads and missiles in the late 1950s greatly reduced the cost of ICBMs. After the launch of Sputnik, Pravda quoted Nikita Khrushchev claiming they were building them "like sausages". This led to a series of intelligence estimates that predicted the Soviets would have hundreds of missiles by the early 1960s, creating the so-called "missile gap". It was later shown that the number of Soviet missiles did not reach the hundreds until the late 1960s, and at the time they had only four.
Zeus used mechanically steered radars, like the Nike SAMs before it, limiting the number of targets it could attack at once. A study by the Weapons Systems Evaluation Group (WSEG) calculated that the Soviets had a 90 percent chance of successfully hitting a Zeus base by firing only four warheads at it. These did not even have to land close in order to destroy the base; an explosion within several miles would destroy its radars, which were very difficult to harden. If the Soviets did have hundreds of missiles, they could easily afford to use some to attack the Zeus sites.
Additionally, technical problems arose that appeared to make the Zeus almost trivially easy to defeat. One problem, discovered in tests during 1958, was that nuclear fireballs expanded to very large sizes at high altitudes, rendering everything behind them invisible to radar. This was known as nuclear blackout. By the time an enemy warhead passed through the fireball, about 60 kilometers (37 mi) above the base, it would only be about eight seconds from impact. That was not enough time for the radar to lock on and fire a Zeus before the warhead hit its target.
It was also possible to deploy radar decoys to confuse the defense. Decoys are made of lightweight materials, often strips of aluminum or mylar balloons, which can be packed in with the reentry vehicle (RV), adding little weight. In space, these are ejected to create a threat tube a few kilometers across and tens of kilometers long. Zeus had to get within about 1,000 feet (300 m) to kill a warhead, which could be anywhere in the tube. The WSEG suggested that a single ICBM with decoys would almost certainly defeat Zeus. A mid-1961 staff report by ARPA suggested that a single large missile with multiple warheads would require four entire Zeus batteries, of 100 missiles each, to defeat it.
### Nike-X
The Advanced Research Projects Agency (ARPA, today known as DARPA) was formed in 1958 by President Dwight Eisenhower's Secretary of Defense, Neil McElroy, in reaction to Soviet rocketry advances. US efforts had suffered from massive duplication of effort between the Army, Air Force, and Navy, and seemed to be accomplishing little in comparison to the Soviets. ARPA was initially handed the mission of overseeing all of these efforts. As the problems with Zeus became clear, McElroy also asked ARPA to consider the antimissile problem and come up with other solutions. The resulting Project Defender was extremely broad in scope, considering everything from minor Zeus system upgrades to far-out concepts like antigravity and the recently invented laser.
Meanwhile, one improvement to Zeus was already being studied: a new phased-array radar replacing Zeus' mechanical ones would greatly increase the number of targets and interceptors that a single site could handle. Much more powerful computers were needed to match this performance. Additionally, the antennas were mounted directly in concrete and would have increased blast resistance. Initial studies at Bell Labs started in 1960 on what was then known as the Zeus Multi-function Array Radar, or ZMAR. In June 1961, Western Electric and Sylvania were selected to build a prototype, with Sperry Rand Univac providing the control computer.
By late 1962 a decision on whether or not to deploy Zeus was looming. Bell began considering a replacement for the Zeus missile that would operate at much shorter ranges, and in October sent out study contracts to three contractors to be returned in February. Even before these were returned, in January 1963 McNamara announced that the construction funds allocated for Zeus would not be released, and the funding would instead be used for development of a new system using the latest technologies. The name Nike-X was apparently an ad hoc suggestion by Jack Ruina, the director of ARPA, who was tasked with presenting the options to the President's Science Advisory Committee (PSAC). With the ending of Zeus, the ZMAR radar effort was renamed MAR, and plans for an even more powerful version, MAR-II, became the central part of the Nike-X concept.
### System concept
Decoys are lighter than the RV, and therefore suffer higher atmospheric drag as they begin to reenter the atmosphere. This will eventually cause the RV to move out in front of the decoys. The RV can often be picked out earlier by examining the threat tube and watching for objects that have lower deceleration. This process, known as atmospheric filtering, or more generally, decluttering, will not provide accurate information until the threat tube begins to reenter the denser portions of the atmosphere, at altitudes around 60 kilometers (37 mi). Nike-X intended to wait until the decluttering was complete, meaning the interceptions would take place only seconds before the warheads hit their targets, between 5 and 30 miles (8.0–48.3 km) away from the base.
Low-altitude intercepts would also have the advantage of reducing the problem with nuclear blackout. The lower edge of the extended fireball used to induce this effect extended down to about 60 km, the same altitude at which decluttering became effective. Hence, low-altitude intercepts meant that deliberate attempts to create a blackout would not affect the tracking and guidance of the Sprint missile. Just as importantly, because the Sprint's own warheads would be going off far below this altitude, their fireballs would be much smaller and would only black out a small portion of the sky. The radar would have to survive the electrical effects of EMP, and significant effort was expended on this. It also meant that the threat tube trajectories would have to be calculated rapidly, before or between blackout periods, and the final tracking of the warheads in the 10 seconds or so between clearing the clutter and hitting their targets. This demanded a very high-performance computer, one that did not exist at that time.
The centerpiece of the Nike-X system was MAR, using the then-new active electronically scanned array (AESA) concept to allow it to generate multiple virtual radar beams, simulating any number of mechanical radars needed. While one beam scanned the sky for new targets, others were formed to examine the threat tubes and generate high-quality tracking information very early in the engagement. More beams were formed to track the RVs once they had been picked out, and still more to track the Sprints on their way to the interceptions. To make all of this work, MAR required data processing capabilities on an unprecedented level, so Bell proposed building the system using the newly invented resistor–transistor logic small-scale integrated circuits. Nike-X centralized the battle control systems at their Defense Centers, consisting of a MAR and its associated underground Defense Center Data Processing System (DCDPS).
Because the Sprint was designed to operate at short range, a single base could not provide protection to a typical US city, given urban sprawl. This required the Sprint launchers to be distributed around the defended area. Because a Sprint launched from a remote base might not be visible to the MAR during the initial stages of the launch, Bell proposed building a much simpler radar at most launch sites, the Missile Site Radar (MSR). MSR would have just enough power and logic to generate tracks for its outgoing Sprint missiles and would hand that information off to the DCDPS using conventional telephone lines and modems. Bell noted that the MSR could also provide a useful second-angle look at threat tubes, which might allow the decoys to be picked out earlier. Used as radio receivers, they could also triangulate any radio broadcasts coming from the threat tube, which the enemy might use as a radar jammer.
When the system was first being proposed it was not clear whether the phased-array systems could provide the accuracy needed to guide the missiles to a successful interception at very long ranges. Early concepts retained Zeus Missile Tracking Radars and Target Tracking Radars (MTRs and TTRs) for this purpose. In the end, the MAR proved more than capable of the required resolution, and the additional radars were dropped.
### Problems and alternatives
Nike-X had been defined in the early 1960s as a system to defend US cities and industrial centers against a heavy Soviet attack during the 1970s. By 1965 the growing fleets of ICBMs in the inventories of both the US and USSR were making the cost of such a system very expensive. NIE 11-8-63, published 18 October 1963, estimated the Soviets would have 400–700 ICBMs deployed by 1969, and their deployment eventually reached 1,601 launchers, limited by the SALT agreements.
While Nike-X could be expected to attack these with a reasonable 1 to 1 exchange ratio, compared to Zeus' 20 to 1, it could only do so over a limited area. Most nationwide deployment scenarios contained thousands of Sprint missiles protecting only the largest US cities. Such a system would cost an estimated \$40 billion to build (\$ billion in 2023, about half the annual military budget).
This led to further studies of the system to try to determine whether an ABM would be the proper way to save lives, or if there was some other plan that would do the same for less money. In the case of Zeus, for instance, it was clear that building more fallout shelters would be less expensive and save more lives. A major report on the topic by PSAC in October 1961 made this point, suggesting that Zeus without shelters was useless, and that having Zeus might lead the US to "introduce dangerously misleading assumptions concerning the ability of the US to protect its cities".
This led to a series of increasingly sophisticated models to better predict the effectiveness of an ABM system and what the opposition would do to improve their performance against it. A key development was the Prim-Read theory, which provided an entirely mathematical solution to generating the ideal defensive layout. Using a Prim-Read layout for Nike-X, Air Force Brigadier General Glenn Kent began considering Soviet responses. His 1964 report produced a cost-exchange ratio that required \$2 of defense for every \$1 of offense if one wanted to limit US casualties to 30 percent of the population. The cost increased to 6-to-1 if the US wished to limit casualties to 10 percent. ABMs would only be cheaper than ICBMs if the US was willing to allow over half its population to die in the exchange. When he realized he was using outdated exchange rates for the Soviet rouble, the exchange ratio for the 30 percent casualty rate jumped to 20-to-1.
As the cost of defeating Nike-X by building more ICBMs was less than the cost of building Nike-X to counter them, reviewers concluded that the construction of an ABM system would simply prompt the Soviets to build more ICBMs. This led to serious concerns about a new arms race, which it was believed would increase the chance of an accidental war. When the numbers were presented to McNamara, according to Kent:
> [He] observed that this was a race that we probably would not win and should avoid. He noted that it would be difficult indeed to stay the course with a strategy that aimed to limit the damage. The detractors would proclaim that, with 70 percent surviving, there would be upwards of 60 million dead.
In spite of its technical capabilities, Nike-X still shared one seemingly intractable problem that had first been noticed with Zeus. Facing an ABM system, the Soviets would change their targeting priorities to maximize damage, by attacking smaller, undefended cities for instance. Another solution was to drop their warheads just outside the range of the defensive missiles, upwind of the target. Ground bursts would throw enormous amounts of radioactive dust into the air, causing fallout that would be almost as deadly as a direct attack. This would make the ABM system essentially useless unless the cities were also extensively protected from fallout. Those same fallout shelters would save many lives on their own, to the point that the ABM seemed almost superfluous. While reporting to Congress on the issue in the spring of 1964, McNamara noted:
> I personally will never recommend an anti-ICBM program unless a fallout program does accompany it. I believe that even if we do not have an anti-ICBM program, we nonetheless should proceed with the fallout shelter program.
Under any reasonable set of assumptions, even an advanced system like Nike-X offered only marginal protection and did so for huge costs. Around 1965, the ABM became what one historian calls a "technology in search of a mission". In early 1965, the Army launched a series of studies to find a mission concept that would lead to deployment.
#### Hardpoint and Hardsite
One of the original deployment plans for Zeus had been a defensive system for SAC. The Air Force argued against such a system, in favor of building more ICBMs of their own. Their logic was that every Soviet missile launched in a counterforce strike could destroy a single US missile. If both forces had similar numbers of missiles, such an attack would leave both forces with few remaining missiles to launch a counterstrike. Adding Zeus would reduce the number of losses on the US side, helping ensure a counterstrike force would survive. The same would be true if the US built more ICBMs instead. The Air Force was far more interested in building its own missiles than the Army's, especially in the case of Zeus, which appeared to be easily outwitted.
Things changed in the early 1960s when McNamara placed limits on the Air Force fleet of 1,000 Minuteman missiles and 54 Titan IIs. This meant that the Air Force could not respond to new Soviet missiles by building more of their own. An even greater existential threat to Minuteman than Soviet missiles was the US Navy's Polaris missile fleet, whose invulnerability led to questions about the need for ground-based ICBMs. The Air Force responded by changing missions; the increasingly accurate Minuteman was now tasked with attacking Soviet missile silos, which the less accurate Navy missiles could not do. If the force was going to carry out this mission there had to be the expectation that enough missiles could survive a Soviet attack for a successful counterstrike. An ABM might provide that assurance.
A fresh look at this concept started at ARPA around 1963–64 under the name Hardpoint. This led to the construction of the Hardpoint Demonstration Array Radar, and an even faster missile concept known as HiBEX. This proved interesting enough for the Army and Air Force to collaborate on a follow-up study, Hardsite. The first Hardsite concept, HSD-I, considered the defending of bases within urban areas that would have Nike-X protection anyway. An example might be a SAC command and control center or an airfield on the outskirts of a city. The second study, HSD-II, considered the protection of isolated bases like missile fields. Most follow-up work focused on the HSD-II concept.
HSD-II proposed building small Sprint bases close to Minuteman fields. Incoming warheads would be tracked until the last possible moment, decluttering them completely and generating highly accurate tracks. Since the warheads had to land within a short distance of a missile silo to damage it, any warheads that could be seen to be falling outside that area were simply ignored – only those entering the "Site Protection Volume" needed to be attacked. At the time, Soviet inertial navigation systems (INS) were not particularly accurate. This acted as a force multiplier, allowing a few Sprints to defend against many ICBMs.
Although initially supportive of the Hardsite concept, by 1966 the Air Force came to oppose it largely for the same reasons it had opposed Zeus in the same role. If money was to be spent on protecting Minuteman, they felt that money would be better spent by the Air Force than the Army. As Morton Halperin noted:
> In part this was a reflex reaction, a desire not to have Air Force missiles protected by "Army" ABMs. ... The Air Force clearly preferred that the funds for missile defense be used by the Air Force to develop new hard rock silos or mobile systems.
#### Small City Defense, PAR
During the project's development phase, the siting and size of the Nike-X bases became a major complaint of smaller cities. Originally intended to protect only the largest urban areas, Nike-X was designed to be built at a very large size with many missiles controlled by an expensive computer and radar network. Smaller sites were to be left undefended in the original Nike-X concept since the system was simply too expensive to build with only a few interceptors. These cities complained that they were not only being left open to attack, but that their lack of defenses might make them primary targets. This led to a series of studies on the Small City Defense (SCD) concept. By 1964 SCD had become part of the baseline Nike-X deployment plans, with every major city being provided some level of defensive system.
SCD would consist primarily of a single autonomous battery centered on a cut-down MAR called TACMAR (TACtical MAR), along with a simplified data processing system known as the Local Data Processor (LDP). This was essentially the DCDP with fewer modules installed, reducing the number of tracks it could compile and the amount of decluttering it could handle. To further reduce costs, Bell later replaced the cut-down MAR with an upgraded MSR, the "Autonomous MSR". They studied a wide variety of potential deployments, starting with systems like the original Nike-X proposal with no SCDs, to deployments offering complete continental US protection with many SCD modules of various types and sizes. The deployments were arranged so that they could be built in phases, working up to complete coverage.
One issue that emerged from these studies was the problem of providing early warning to the SCD sites. The SCD's MSR radars provided detection at perhaps 100 miles (160 km), which meant targets would appear on their radars only seconds before launches would have to be carried out. In a sneak attack scenario, there would not be enough time to receive command authority for the release of nuclear weapons. This meant the bases would require launch on warning authority, which was politically unacceptable.
This led to proposals for a new radar dedicated solely to the early warning role, determining only which MAR or SCD would ultimately have to deal with the threat. Used primarily in the first minutes of the attack, and not responsible for the engagements, the system could be considered disposable and did not need anything like the sophistication or hardening of the MAR. This led to the Perimeter Acquisition Radar (PAR), which would operate cheaper electronics at VHF frequencies.
#### X-ray attacks, Zeus EX
The high-altitude explosions that had caused so much concern for Nike Zeus due to blackout had been further studied in the early 1960s and led to a new possibility for missile defense. When a nuclear warhead explodes in a dense atmosphere, its initial high-energy X-rays ionize the air, blocking other X-rays. In the highest layers of the atmosphere, there is too little gas for this to occur, and the X-rays can travel long distances. Sufficient X-ray exposure to an RV can damage its heat shields.
In late 1964 Bell was considering the role of an X-ray-armed Zeus missile in the Nike-X system. A January 1965 report outlines this possibility, noting that it would have to have a much larger warhead dedicated to the production of X-rays, and would have to operate at higher altitudes to maximize the effect. A major advantage was that accuracy needs were much reduced, from a minimum of about 800 feet (240 m) for the original Zeus' neutron-based attack, to something on the order of a few miles. This meant that the range limits of the original Zeus, which were defined by the accuracy of the radars to about 75 miles (121 km), were greatly eased. This, in turn, meant that a less sophisticated radar could be used, one with accuracy on the order of a mile rather than feet, which could be built much less expensively using VHF parts.
This Extended Range Nike Zeus, or Zeus EX for short, would be able to provide protection over a wider area, reducing the number of bases needed to provide full-country defense. Work on this concept continued throughout the 1960s, eventually becoming the primary weapon in the following Sentinel system, and in the modified Sentinel system that was later renamed Safeguard.
#### Nth Country, DEPEX, I-67
In February 1965 the Army asked Bell to consider different deployment concepts under the Nth Country study. This examined what sort of system would be needed to provide protection against an unsophisticated attack with a limited number of warheads. Using Zeus EX, a few bases could provide coverage for the entire US. The system would be unable to deal with large numbers of warheads, but that was not a concern for a system that would only be tasked with beating off small attacks.
With only small numbers of targets, the full MAR was not needed and Bell initially proposed TACMAR to fill this need. This would have a shorter detection range, so a long range radar like PAR would be needed for early detection. The missile sites would consist of a single TACMAR along with about 20 Zeus EX missiles. In October 1965 the TACMAR was replaced by the upgraded MSR from the SCD studies. Since this radar had an even shorter range than TACMAR, it could not be expected to generate tracking information in time for a Zeus EX launch. PAR would thus have to be upgraded to have higher accuracy and the processing power to generate tracks that would be handed off to the MSRs. During this same time, Bell had noted problems with long wavelength radars in the presence of radar blackout. Both of these issues argued for a change from VHF to UHF frequencies for the PAR.
Further work along these lines led to the Nike-X Deployment Study, or DEPEX. DEPEX outlined a deployment that started out very similar to Nth Country, with a few bases primarily using Nike EX to provide lightweight cover, but which also included design features that allowed more bases to be added as the nature of the threat changed. The study described a four-phase deployment sequence that added more and more terminal defenses as the sophistication of the Nth Country missiles increased over time.
In December 1966, the Army asked Bell to prepare a detailed deployment concept combining the light defense of Nth Country with the point defense of Hardsite. On 17 January 1967, this became the I-67 project, which delivered its results on 5 July. I-67 was essentially Nth Country but with more bases near Minuteman fields, armed primarily with Sprint. The wide-area Zeus and short-range Sprint bases would both be supported by the PAR network.
### Continued pressure to deploy
The basic outlines of these various studies were becoming clear by 1966. The heavy defense from the original Nike-X proposals would cost about \$40 billion (\$ billion in 2023) and offer limited protection and damage prevention in an all-out attack, but would be expected to blunt or completely defeat any smaller attack. The thin defense of Nth Country would be much less expensive, around \$5 billion (\$ billion in 2023), but would only have any effect at all under certain limited scenarios. Finally, the Hardsite concepts would cost about the same as the thin defense, and provide some protection against a certain class of counterforce attacks.
None of these concepts appeared to be worth deploying, but there was considerable pressure from Congressional groups dominated by hawks who continued to force development of the ABM even when McNamara and President Johnson had not asked for it. The debate spilled over into the public and led to comments about an "ABM gap", especially by Republican Governor George W. Romney. The Air Force continued their opposition to the ABM concept, having previously criticized their earlier efforts in the press, but the construction of the A-35 ABM systems around Tallinn and Moscow overrode their opposition. The Joint Chiefs of Staff (JCS) used the Soviet ABM as an argument for deployment, having previously had no strong opinion on the matter.
McNamara attempted to short-circuit deployment in early 1966 by stating that the only program that had any reasonable cost-effectiveness was the thin defense against the Chinese, and then noted there was no rush to build such a system as it would be some time before they had an ICBM. Overruling him, Congress provided \$167.9 million (\$ billion in 2023) for immediate production of the original Nike-X concept. McNamara and Johnson met on the issue on 3 November 1966, and McNamara once again convinced Johnson that the system could not justify the cost of deployment. McNamara headed off the expected counterattack from Romney by calling a press conference on the topic of Soviet ABMs and stating that the new Minuteman III and Poseidon SLBM would ensure the Soviet system would be overwhelmed.
Another meeting on the issue was called on 6 December 1966, attended by Johnson, McNamara, the deputy Secretary of Defense Cyrus Vance, Walt Rostow of the National Security Agency (NSA) and the Joint Chiefs. Rostow took the side of the JCS and it appeared that development would start. However, McNamara once again outlined the problems and stated that the simplest way to close the ABM gap was to simply build more ICBMs, rendering the Soviet system impotent and a great waste of money. He then proposed that the money sidelined by Congress for deployment be used for initial deployment studies while the US attempted to negotiate an arms limitation treaty. Johnson agreed with this compromise, and ordered Secretary of State Dean Rusk to open negotiations with the Soviets.
### Nike-X becomes Sentinel
By 1967 the debate over ABM systems had become a major public policy issue, with almost continual debate on the topic in newspapers and magazines. It was in the midst of these debates, on 17 June 1967, that the Chinese tested their first H-bomb in Test No. 6. Suddenly the Nth Country concept was no longer simply theoretical. McNamara seized on this event as a way to deflect criticism over the lack of deployment while still keeping costs under control. On 18 September 1967, he announced that Nike-X would now be known as Sentinel, and outlined deployment plans broadly following the I-67 concept.
## Testing
Although the original Nike-X concept was canceled, some of its components were built and tested both as part of Nike-X and the follow-on Sentinel. MAR, MSR, Sprint and Spartan were the main programs during the Nike-X period.
### MAR
Work in ZMAR was already underway by the early 1960s, before McNamara canceled Zeus in 1963. Initial contracts were offered to Sylvania and General Electric (GE), who both built experimental systems consisting of a single row of elements, essentially a slice of a larger array. Sylvania's design used MOSAR phase-shifting using time delays, while GE's used a "novel modulation scanning system". Sylvania's system won a contract for a test system, which became MAR-I when Nike-X took over from Zeus.
To save money, the prototype MAR-I would only install antenna elements for the inner section of the original 40 foot (12 m) diameter antenna, populating the central 25 feet (7.6 m). This had the side-effect of reducing the number of antenna elements from 6,405 to 2,245 but would not change the basic control logic. The number of elements on the transmitter face was similarly reduced. A full sized, four-sided MAR would require 25,620 parametric amplifiers to be individually wired by hand, so building the smaller MAR-I greatly reduced cost and construction time. Both antennas were built full sized and could be expanded out to full MAR performance at any time. In spite of these cost reduction methods, MAR-I cost an estimated \$100 million to build (\$ million in 2023).
A test site for MAR-I had already been selected at WSMR, about a mile off of US Route 70, and some 25 miles (40 km) north of the Army's main missile launch sites along WSMR Route 2 (Nike Avenue). A new road, WSMR Route 15, was built to connect the MAR-I to Launch Complex 38 (LC38), the Zeus launch site. MAR-I's northern location meant that the MAR would see the many rocket launches taking place at the Army sites to the south, as well as the target missiles that were launched towards them from the north from the Green River Launch Complex in Utah.
Since MAR was central to the entire Nike-X system, it had to survive attacks directed at the radar itself. At the time, the response of hardened buildings to nuclear shock was not well understood, and the MAR-I building was extremely strong. It consisted of a large central hemispherical dome of 10 foot (3.0 m) thick reinforced concrete with similar but smaller domes arranged on the corners of a square bounding the central dome. The central dome held the receiver arrays, and the smaller domes the transmitters. The concept was designed to allow a transmitter and receiver to be built into any of the faces to provide wide coverage around the radar site. As a test site, MAR-I only installed the equipment on the northwest facing side, although provisions were made for a second set on the northeast side that was never used. A tall clutter fence surrounded the building, preventing reflections from nearby mountains.
Groundbreaking on the MAR-I site started in March 1963 and construction proceeded rapidly. The radar was powered up for the first time in June 1964 and achieved its first successful tracking on 11 September 1964, repeatedly tracking and breaking lock on a balloon target over a 50-minute period. However, the system demonstrated very low reliability in the transmitter's travelling wave tube (TWT) amplifiers, which led to an extremely expensive re-design and re-installation. Once upgraded, MAR-I demonstrated the system would work as expected; it could generate multiple virtual radar beams, could simultaneously generate different types of beams for detection, tracking, and discrimination at the same time, and had the accuracy and speed needed to generate many tracks.
By this time work had already begun on MAR-II on Kwajalein; built by General Electric, it differed in form and in its beam steering system. The prototype MAR-II was built on reclaimed land just west of the original Zeus site. MAR-II was built into a pyramid with its back half removed. Like MAR-I, to save money MAR-II would be equipped with only one set of transmitter and receiver elements, but with all the wiring in place in case it had to be upgraded in the future. Nike-X was canceled before MAR-II was complete, and the semi-completed building was instead used as a climate-controlled storage facility.
Testing on MAR-I lasted until 30 September 1967. It continued to be used at a lower level as part of the Sentinel developments. This work ended in May 1969, when the facility was mothballed. In November, the building was re-purposed as the main fallout shelter for everyone at Holloman Air Force Base, about 25 miles (40 km) to the east. To hold the 5,800 staff and their dependents, starting in 1970 the radar and its underground equipment areas were completely emptied. In the early 1980s, the site was selected as the basis for the High Energy Laser Systems Test Facility, and extensively redeveloped.
In 1972, Stirling Colgate, a professor at New Mexico Tech, wrote a letter to Science proposing salvaging MAR. He felt that after minor re-tuning it would make an excellent radio astronomy instrument for observing the hydrogen line. Colgate's suggestion was never adopted, but over 2000 of the Western Electric parametric amplifiers driving the system ended up being salvaged by the university. About a dozen of these found their way into the astronomy field, including Colgate's supernova detector, SNORT.
About 2,000 remained in storage at New Mexico Tech until 1980. An assay at that time discovered that there was well over one ounce of gold in each one, and the remaining stocks were melted down to produce \$941,966 for the university (\$ million in 2023). The money was used to build a new wing on the university's Workman Center, known unofficially as the "Gold Building".
### MSR
Bell ran studies to identify the sweet spot for the MSR that would allow it to have enough functionality to be useful at different stages of the attack, as well as being inexpensive enough to justify its existence in a system dominated by MAR. This led to an initial proposal for an S band system using passive scanning (PESA) that was sent out in October 1963. Of the seven proposals received, Raytheon won the development contract in December 1963, with Varian providing the high-power klystrons (twystrons) for the transmitter.
An initial prototype design was developed between January and May 1964. When used with MAR, the MSR needed only short range, enough to hand off the Sprint missiles. This led to a design with limited radiated power. For Small City Defense, this would not offer enough power to acquire the warheads at reasonable range. This led to an upgraded design with five times the transmitter power, which was sent to Raytheon in May 1965. A further upgrade in May 1966 included the battle control computers and other features for the SCD system.
The earlier Zeus system had taken up most of the available land on Kwajalein Island itself, so the missile launchers and MSR were to be built on Meck Island, about 20 miles (32 km) north. This site would host a complete MSR, allowing the Army to test both MAR-hosted (using MAR-II) and autonomous MSR deployments. A second launcher site was built on Illeginni Island, 17.5 miles (28.2 km) northwest of Meck, with two Sprint and two Spartan launchers. Three camera stations built to record the Illeginni launches were installed, and these continue to be used .
Construction of the launch site on Meck began in late 1967. In this installation, the majority of the system was built above ground in a single-floor rectangular building. The MSR was built in a boxy extension on the northwestern corner of the roof, with two sides angled back to form a half-pyramid shape where the antennas were mounted. Small clutter fences were built to the north and northwest, and the western side faced out over the water which was only a few tens of meters from the building. Illeginni did not have a radar site; it was operated remotely from Meck.
### Sprint
On 1 October 1962, Bell's Nike office sent specifications for a high-speed missile to three contractors. The responses were received on 1 February 1963, and Martin Marietta was selected as the winning bidder on 18 March.
Sprint ultimately proved to be the most difficult technical challenge of the Nike-X system. Designed to intercept incoming warheads at an altitude of about 45,000 feet (14,000 m), it had to have unmatched acceleration and speed. This caused enormous problems in materials, controls, and even receiving radio signals through the ionized air around the missile. The development program was referred to as "pure agony".
In the original Nike-X plans, Sprint was the primary weapon and thus was considered to be an extremely high-priority development. To speed development, a sub-scale version of Sprint known as Squirt was tested from Launch Complex 37 at White Sands, the former Nike Ajax/Hercules test area. A total of five Squirts were fired between 6 November 1964 and 1965. The first Sprint Propulsion Test Vehicle (PTV) was launched from another area at the same complex on 17 November 1965, only 25 months after the final design was signed off. Sprint testing pre-dated construction of an MSR, and the missiles were initially guided by Zeus TTR and MTR radars. Testing continued under Safeguard, with a total of 42 test flights at White Sands and another 34 at Kwajalein.
### Spartan
Zeus B had been test fired at both White Sands and the Zeus base on Kwajalein. For Nike-X, the extended range EX model was planned, replacing Zeus' second stage with a larger model that provided more thrust through the midsection of the boost phase. Also known as the DM-15X2, the EX was renamed Spartan in January 1967. The Spartan never flew as part of the original Nike-X, and its first flight in March 1968 took place under Sentinel.
### Reentry testing
One of the reasons for the move from Zeus to Nike-X was concern that the Zeus radars would not be able to tell the difference between the warhead and a decoy until it was too late to launch. One solution to this problem was the Sprint missile, which had the performance required to wait until decluttering was complete. Another potential solution was to look for some sort of signature of the reentry through the highest levels of the atmosphere that might differ between a warhead and decoy; in particular, it appeared that the ablation of the heat shield might produce a clear signature pointing out the warhead.
The reentry phenomenology was of interest both to the Army, as it might allow long-range decluttering to be carried out, and to the Air Force, whose own ICBMs might be at risk of long-range interception if the Soviets exploited a similar concept. A program to test these concepts was a major part of ARPA's Project Defender, especially Project PRESS, which started in 1960. This led to the construction of high-power radar systems on Roi-Namur, the northernmost point of the Kwajalein atoll. Although the results remain classified, several sources mention the failure to find a reliable signature of this sort.
In 1964, Bell Labs formulated their own set of requirements for radar work in relation to Nike-X. Working with the Army, Air Force, Lincoln Labs and ARPA, the Nike-X Reentry Measurements Program (RMP) ran a long series of reentry measurements with the Project PRESS radars, especially TRADEX. Additionally, a Lockheed EC-121 Warning Star aircraft was refit with optical and infrared telescopes for optical tracking tests. The first series of tests, RMP-A, focused on modern conical reentry vehicles. It concluded on 30 June 1966. These demonstrated that these vehicles were difficult to discriminate because of their low drag. RMP-B ran between 1967 and 1970, supported by 17 launches from Vandenberg, with a wide variety of vehicle shapes and penetration aids.
The program ran until the 1970s, but by the late 1960s, it was clear that discrimination of decoys was an unsolved problem, although some of the techniques developed might still be useful against less sophisticated decoys. This work appears to be one of the main reasons that the thin defense of I-67 was considered worthwhile. At that time, in 1967, ARPA passed the PRESS radars to the Army.
## Description
A typical Nike-X deployment around a major city would have consisted of several missile batteries. One of these would be equipped with the MAR and its associated DCDP computers, while the others would optionally have an MSR. The sites were all networked together using communications equipment working at normal voice bandwidths. Some of the smaller bases would be built north of the MAR to provide protection to this central station.
Almost every aspect of the battle would be managed by the DCDPS at the MAR base. The reason for this centralization was two-fold; one was that the radar system was extremely complex and expensive and could not be built in large numbers, the second was that the transistor-based computers needed to process the data were likewise very expensive. Nike-X thus relied on a few very expensive sites, and many greatly simplified batteries.
### MAR
MAR was an L band active electronically scanned phased-array radar. The original MAR-I had been built into a strongly reinforced dome, but the later designs consisted of two half-pyramid shapes, with the transmitters in a smaller pyramid in front of the receivers. The reduction in size and complexity was the result of studies on nuclear hardening, especially those carried out as part of Operation Prairie Flat and Operation Snowball in Alberta, where a 500-short-ton (450 t) sphere of TNT was detonated to simulate a nuclear explosion.
MAR used separate transmitter and receivers, a necessity at the time due to the size of the individual transmit and receive units and the switching systems that would be required. Each transmitter antenna was fed by its own power amplifier using travelling wave tubes with switching diodes and striplines performing the delays. The broadcast signal had three parts in sequence and the receivers had three channels, one tuned to each part of the pulse chain. This allowed the receiver to send each part of the signal to different processing equipment, allowing search, track, and discrimination in a single pulse.
MAR operated in two modes: surveillance and engagement. In surveillance mode, the range was maximized, and each face performed a scan in about 5 seconds. Returns were fed into systems that automatically extracted the range and velocity, and if the return was deemed interesting, the system automatically began a track for threat verification. During the threat verification phase, the radar spent more time examining the returns in an effort to accurately determine the trajectory and then ignored any objects that would fall outside its area.
Those targets that did pose a threat automatically triggered the switch to engagement mode. This created a new beam constantly aimed at the target, sweeping its focus point through the threat tube to pick out individual objects within it. Data from these beams extracted velocity data to a separate computer to attempt to pick out the warhead as the decoys slowed in the atmosphere. Only one Coherent Signal Processing System (CSPS) was ever built, and for testing it was connected to the Zeus Discrimination Radar on Kwajalein.
Nike-X also considered a cut down version of MAR known as TACMAR. This was essentially a MAR with half of the elements hooked up, reducing its price at the cost of shorter detection range. The processing equipment was likewise reduced in complexity, lacking some of the more sophisticated discrimination processing. TACMAR was designed from the start to be able to be upgraded to full MAR performance if needed, especially as the sophistication of the threat grew. MAR-II is sometimes described as the prototype TACMAR, but there is considerable confusion on this point in existing sources.
### MSR
As initially conceived, MSR was a short-range system for tracking Sprint missiles before they appeared in the MAR's view, as well as offering a secondary target and jammer tracking role. In this initial concept, the MSR would have limited processing power, just enough to create tracks to feed back to the MAR. In the anti-jamming role, each MAR and MSR would measure the angle to the jammer.
The MSR was an S-band passive electronically scanned array (PESA), unlike the actively scanned MAR. A PESA system cannot (normally) generate multiple signals like AESA, but is much less expensive to build because a single transmitter and receiver is used for the entire system. The same antenna array can easily be used for both transmitting and receiving, as the area behind the array is much less cluttered and has ample room for switching in spite of the large radio frequency switches needed at this level of power.
Unlike the MAR, which would be tracking targets primarily from the north, the MSR would be tracking its interceptors in all directions. MSR was thus built into a four-faced truncated pyramid, with any or all of the faces carrying radar arrays. Isolated sites, like the one considered in Hawaii, would normally have arrays on all four faces. Those that were networked into denser systems could reduce the number of faces and get the same information by sending tracking data from site to site.
### Sprint
Sprint was the primary weapon of Nike-X as originally conceived; it would have been placed in clusters around the targets being defended by the MAR system. Each missile was housed in an underground silo and was driven into the air before launch by a gas-powered piston. The missile was initially tracked by the local MSR, which would hand off tracking to the MAR as soon as it became visible. A transponder in the missile would respond to signals from either the MAR or MSR to provide a powerful return for accurate tracking.
Although a primary concern of the Sprint missile was high speed, the design was not optimized for maximum energy, but instead relied on the first stage (booster) to provide as much thrust as possible. This left the second stage (sustainer) lighter than optimal, to improve its manoeuvrability. Staging was under ground control, with the booster cut away from the missile body by explosives. The sustainer was not necessarily ignited immediately, depending on the flight profile. For control, the first stage used a system that injected Freon into the exhaust to cause thrust vectoring to control the flight. The second stage used small air vanes for control.
The first stage accelerated the missile at over 100 g, reaching Mach 10 in a few seconds. At these speeds, aerodynamic heating caused the airframe's outer layer to become hotter than an oxy-acetylene welding torch. The required acceleration required a new solid fuel mixture that burned ten times as fast as contemporary designs such as the Pershing or Minuteman. The burning fuel and aerodynamic heating together created so much heat that radio signals were strongly attenuated through the resulting ionized plasma around the missile body. It was expected that the average interception would take place at about 40,000 feet (12,000 m) at a range of 10 nautical miles (19 km; 12 mi) after 10 seconds of flight time.
Two warheads were designed for Sprint starting in 1963, the W65 at Livermore and the W66 at Los Alamos. The W65 was entering Phase 3 testing in October 1965 with a design yield of around 5 kT, but this was cancelled in January 1968 in favor of the W66. The W66's explosive yield was reported to have been in the "low kiloton" range, with various references claiming it was anywhere from 1 to 20 kT. The W66 was the first enhanced radiation bomb, or neutron bomb, to be fully developed; it was tested in the late 1960s and entered production in June 1974.
## See also
- Project Nike, the technical office that ran Nike-X.
- The A-135 anti-ballistic missile system was the Soviet equivalent to Nike-X. |
10,612,742 | The Livestock Conservancy | 1,151,714,405 | US conservation organization for livestock breeds | [
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| The Livestock Conservancy, formerly known as the American Livestock Breeds Conservancy (ALBC) and prior to that, the American Minor Breeds Conservancy, is a nonprofit organization focused on preserving and promoting rare breeds, also known as "heritage breeds" of livestock. Founded in 1977, through the efforts of livestock breed enthusiasts concerned about the disappearance of many of the US's heritage livestock breeds, The Livestock Conservancy was the pioneer livestock preservation organization in the United States, and remains a leading organization in that field. It has initiated programs that have saved multiple breeds from extinction, and works closely with similar organizations in other countries, including Rare Breeds Canada. With 3,000 members, a staff of eleven and a 19-member board of directors, the organization has an operating budget of over a million dollars.
The Livestock Conservancy maintains a conservation priority list that divides endangered breeds of horses, asses, sheep, goats, cattle, rabbits, pigs and poultry into five categories based on population numbers and historical interest. The organization has published several books, and works with breed registries and other groups on several aspects of breed preservation, including genetic testing, historical documentation, animal rescue and marketing. Preservation of genetic material is of special interest to the Conservancy, and for a period of time it maintained a gene bank that was later transferred to the United States Department of Agriculture. It has also developed and published several heritage definitions, including parameters for heritage breeds of cattle and poultry.
In large part due to the efforts of the organization, heritage turkey populations have increased more than tenfold in little over a decade, and several breeds that once stood on the brink of extinction now maintain healthy populations. The organization also sustains programs that deal with preserving and promoting endangered cattle and pig breeds, as well as breed-specific programs relating to many of its livestock categories. Breeds that The Livestock Conservancy has assisted in saving include the Carolina Marsh Tacky horse, Randall cattle, Red Wattle hogs and the American rabbit.
## History and organization
In the 1960s and 1970s, American livestock breed enthusiasts, including scientists, farmers, and historians, became increasingly aware of the disappearance of many traditional livestock breeds in the US. This awareness was partially due to difficulties encountered in obtaining heritage breeds for living history sites. This was particularly evident when historians were searching for historically authentic breeds to display at the Old Sturbridge Village in Massachusetts and were unable to find sheep of the Vermont strain of Merino, as they had gone extinct. As a result, these historians and others decided to attempt preservation of other rare breeds facing extinction. On March 16, 1977, the American Minor Breeds Conservancy was incorporated in Vermont. It was the first United States organization focused on preserving rare breeds of livestock and promoting genetic diversity among livestock breeds, and remains the preeminent organization in this field in the United States. A similar organization in Great Britain, the Rare Breeds Survival Trust, had been formed in 1973. The organization conducted its first comprehensive survey of American livestock breeds in 1985. Since then, the survey has been repeated every five years, with the status of endangered breeds being monitored in between. The initial survey was called "the most comprehensive assessment of livestock genetic resources ever conducted in the United States". In 1986, a fellow organization, Rare Breeds Canada, was formed, and the two bodies have worked together closely to preserve and promote breeds that have populations in the US and Canada. In 1993, the organization changed its name to the American Livestock Breeds Conservancy (ALBC). In 2013, the organization again shortened its name to "The Livestock Conservancy".
The Livestock Conservancy is headquartered in Pittsboro, North Carolina. Its mission is to protect "genetic diversity in livestock and poultry species through the conservation and promotion of endangered breeds." It organizes and participates in programs to rescue threatened populations, educate the public about rare breeds and genetic diversity, support breeders and breed associations, perform research on endangered breeds and assist gene banks in preserving genetic material. The Conservancy includes among its partners and members the Oklahoma City Zoo, which maintains the Children's Zoo, a petting zoo and children's museum that holds members of eight rare livestock breeds; and Colonial Williamsburg, a living-history museum that maintains populations of ten rare breeds.
According to its literature, the Livestock Conservancy is funded by grants, sales of publications and promotional materials, membership dues and public donations. Publications sold include books on conservation and genetics, livestock husbandry, farming operations and breed guides. In the 1998 fiscal year, the organization claimed slightly over US\$308,000 in income, coming mainly from public donations and membership dues, but also including service revenue, investment income and sales of goods. By 2009, this amount had jumped to slightly more than US\$440,000, mainly from donations, grants and service revenue, but also including investment income. In 1998, the organization claimed slightly over US\$288,000 in expenses, allocated mainly to program services, but with just under US\$30,000 stemming from management, fundraising and general expenses. By 2009, expenses stood at almost US\$490,000, spent mostly on employee salaries, benefits and other compensation (which includes program service expenses), but with almost US\$150,000 stemming from management, fundraising and general expenses. The organization claims around 3,000 members as of 2023, a number up from 2,300 in 1989. It operates with a staff of eleven, headed by an executive director, and a nineteen-member board of directors.
## General programs
The preservation of various pure breeds and strains, including some that are rare today, was once undertaken in North America in large part by large agriculture-focused colleges and universities. However, many of these institutions have changed their focus to commercial or crossbred strains, with many herds being sent to slaughter. The Livestock Conservancy and Rare Breeds Canada intervened in some of these cases, leading to the survival and preservation of some gene stocks. The United States Department of Agriculture (USDA) participates in livestock preservation mainly through technology-based approaches such as gene mapping and germplasm (genetic material) storage. However, although the storage of genetic material is a useful technique in the preservation of rare breeds, it cannot preserve the entire range of genetic diversity within even an individual breed, and stored material cannot react and adapt to environmental or biological changes as live animal populations can. The US federal government rarely supports rare breed live animal population conservation, and while agricultural subsidies were once seen more than they are in present times, they were never focused on individual breeds. The Livestock Conservancy has been instrumental in preserving live populations of many rare livestock breeds in the US.
In the 1980s, the Conservancy began a gene bank designed to preserve the genetic material of rare breeds. After collecting genetic material from over a dozen rare breeds, the bank was transferred to the USDA National Animal Germplasm Program (NAGP). It maintains a close relationship with the NAGP, including assisting in the collection of genetic material from additional rare breeds. The conservation list published by the Conservancy is also used by the SVF Foundation, an organization that uses cryopreservation to preserve germplasm from rare breeds. In the early 1990s, the organization mounted displays of historic rare breed livestock illustrations at the National Agricultural Library and the Carnegie Museum of Natural History, designed to raise public awareness of the declining populations of rare livestock breeds.
In 2004, the Livestock Conservancy entered a partnership with Slow Food USA, Chefs Collaborative, and four other organizations to found the Renewing America's Food Traditions collaboration. The effort resulted in a book, Renewing America's Food Traditions, describing more than 1,000 varieties and species of food that are disappearing from the United States. The organization has written or published over a dozen books on heritage livestock breeds, including several on heritage poultry and waterfowl and more on general livestock conservation. Its conservation criteria and literature on livestock biodiversity are also widely used in independent publications on breeds. The Conservancy organizes an annual conference that focuses on the preservation and promotion of rare livestock breeds. For this conference, it partners with other organizations to teach members and other attendees about various aspects of rare breed livestock. For instance, in 2005, the organization partnered with the NAGP and the American Grassfed Association for a discussion on the cryogenic preservation of rare breed genetic material, which included a tour of the USDA Livestock and Poultry Gene Bank. In 2009, the Conservancy set up an online classified advertisement system to help users find and purchase rare breeds.
### Heritage breeds
The Livestock Conservancy has released three definitions of heritage breeds, pertaining to turkeys, chickens and cattle. Heritage turkeys are defined by the organization as breeds that live longer, grow slower and can mate naturally, with the latter requirement being one of the most important as it is not met by many industrially grown, mass-produced breeds. In 2009, a definition for heritage chickens was released that is similar to the one for turkeys – breeds are required to be considered "standard" by the American Poultry Association, be long-lived and slow-growing, and able to mate naturally. The latter is less of a concern in chickens than in turkeys, as artificial insemination has not progressed as far in the development of industrial chicken farming. In late 2010, the Conservancy released a definition of "heritage cattle", to follow their earlier heritage turkey description. Requirements for heritage cattle breeds include having a long history in the US, being purebred, and being a true genetic breed. Specifications for heritage milk and beef, as well as products made from them, were also released with the definition.
As of 2010, the Conservancy was undertaking several programs to help breeders and the public understand the need for and the way to preserve heritage breeds. As the number of expert livestock breeders continues to dwindle, the Master Breeders' Apprentice Program aims to supplement their number by educating competent and interested members of the public. Through the Breed Rescue and Conservation Acquisition Program, the organization works with breeders and breed registries to begin and sustain conservation programs for rare livestock breeds. The Southeastern Livestock Breed Initiative aims to expand and reintroduce rare breeds from the American southeast, combining traditional breeds with low-impact farming (agriculture that has a lesser impact on the environment than high-intensity commercial farming) to assist in restarting the small, niche market farming that once existed in the area. In 2014, the Conservancy published the book An Introduction to Heritage Breeds describing conserving and care of animals under the purview of the organization, detailing each breed's specific needs and characteristics.
## Conservation Priority List
The Conservation Priority List (CPL) is the Conservancy's list of breeds for which conservation is a priority. Published annually, the list is used as the foundation for all conservation work done by the organization. Each year, it gathers population data on all breeds of livestock, including registration data and, for poultry, census numbers gathered from members, hatcheries and breeders. This data is then used to divide breeds into five categories: critical, threatened, watch, recovering and study. Breeds are placed in the first three categories based on annual registrations with breed registries in the United States and estimated global populations.
Recovering breeds are those that have exceeded the numbers needed for the watch category but that the organization still wishes to monitor. Breeds in the study category lack genetic or historical documentation but are still considered to be of genetic interest. Population numbers may be lacking on these breeds, or proof that they are a true breed, instead of a type or non-true-breeding cross.
As of 2011, there are 33 horse breeds on the equine CPL, comprising seventeen in the critical category, seven in the threatened, five in the watch, three in the recovering and one in study. There are also three breeds of asses, one in each of the critical, threatened and recovering categories. On the CPL for all other livestock species there are 10 pig breeds: seven in the critical category, one threatened, one watched, and one in the study. The 19 cattle breeds listed include eight in the critical category, two in the threatened, three in the watch, five recovering and one in the study. The list contains 23 sheep breeds: five in the critical category, six in the threatened, three in the watch, eight in the recovering and one in the study. Of seven goat breeds listed, two are in the critical category, two in the watch, two recovering and one in the study. Finally, there are 11 rabbit breeds listed on the CPL: three in the critical category, three threatened, and five in the watch.
The organization's poultry conservation list includes chickens, ducks, geese and turkeys. As of 2011 there are 54 chicken breeds on the CPL: 12 in the critical category, 12 in the threatened, 18 in the watch, 7 in the recovering and 5 in the study. For ducks there were fourteen breeds, of which six were considered critical, two threatened, four watch and two study. There were 12 breeds of geese: six in the critical category, one in threatened, three in watch and two study. For turkeys there were 13 breeds, including five considered critical, two threatened, five watch and one study. Any naturally mating, non-standard turkey breed is also of interest to the organization.
## Breed programs
Equine breeds, such as the American Cream Draft, were among the reasons that the organization was formed, and were on the earliest conservation priority lists. The Conservancy has assisted in extensive genetic studies of rare horse breeds, focusing particularly on strains of the Colonial Spanish Horse. Rabbits, having only been added to the CPL in 2005, have been among the least studied, although in 2010, the organization named the American Rabbit as the most endangered breed of rabbit in the US. Work with cattle has also been limited, although in one case, a member rescued the last of the Randall Cattle herd from slaughter; the breed has since been built up to more than 300 members. One major initiative with cattle is the Heritage Dairy Cattle Breed Recovery program, which assists heritage cattle breeders and breed organizations with funding, marketing and communications, with a focus on selling their product to other small operations, including cheese and dairy operations.
### Horses
In 2006, the Livestock Conservancy began investigating the Carolina Marsh Tacky to see if it was truly a descendant of colonial Spanish stock, and during the organization's initial field investigations it was found that many surviving members of the breed fit the physical type for Spanish horses. In 2007, the organization partnered with the Equus Survival Trust in a project to preserve the breed that included DNA sampling, the creation of a new studbook and mapping the genetics of the breed. The Conservancy participated in the rescue of the Wilbur Cruce strain of Colonial Spanish horse when the area in which it lived was to be turned over to a land conservation program that required domestic animals to be removed. After the rescue, a conservation plan was developed for the animals and small breeding groups of horses were placed with responsible parties. It also assisted in formulating a conservation and breeding strategy for a strain of Colonial Spanish horses from Santa Cruz Island in California. This support helped the horses to become recognized and registrable with the Colonial Spanish registry.
### Sheep and goats
In December 1987, the Conservancy performed one of its first breed rescues when it removed a viable population of Santa Cruz sheep from Santa Cruz Island. The sheep were in danger of being eradicated by The Nature Conservancy, which was working to save indigenous vegetation that the breed used as food. The first twelve lambs were removed from the island in 1988, with further animals brought to the mainland in 1991. The population now stands at 125 animals and is considered an important genetic resource due to its island heritage, which kept it isolated from other breeds and forced it to adapt to adverse conditions.
Beginning in the early 1990s, the Conservancy worked to preserve the San Clemente Island goat, a rare Spanish-descended breed from California. In 1991, it added genetic material from the San Clemente to their genetic database, later transferred to the National Animal Germplasm Program. As of June 2010, the organization was working on the rescue of a group of feral Spanish goats from an island in South Carolina. There are less than 2,500 members of the breed in the United States, and the island group is one of only two bloodlines known to exist in the southeastern US. Conservancy members first made trips to the island to document and photograph the herd of around 30 goats, then undertook action to remove some goats from the island to preserve the bloodlines from threatened extinction. A small flock was established in a nature preserve just south of Murrells Inlet, South Carolina, and as of June 2010 plans were in place for satellite herds to be established.
### Pigs
In the course of its breed surveys and monitoring, the Conservancy has found significant changes in the populations of several swine breeds. The Berkshire breed has increased significantly in number, partially due to international demand for its meat, while other breeds have shown significant decreases, most likely due to increasing consolidation of the pork industry to large producers who use only a few specialized pork strains. Breeds such as the Chester White and Poland China have seen population numbers reduced by over 25 percent between 1998 and 2003, while the Hampshire and Yorkshire breeds have decreased by more than 30 percent in the same time.
The Conservancy has been involved with the Red Wattle hog since the 1980s. At that time, the breed had a thriving population, stock was registered by three different breed registries, and breeders resisted suggestions from the organization to create a unified breed registry. However, between 1990 and 1999, purebred stock diminished from 272 animals to just 42 pigs held by six breeders, and in 2000, it was asked to create a unified breed registry for the Red Wattle Hog. Three hogs were registered in the first year, but the next year 90 hogs and three breeders were represented and a breed association was created. By 2008, 111 breeding stock hogs had been registered and 56 breeders were part of the Red Wattle Hog Association.
In November 2008, the Conservancy started the Rare Breed Swine Initiative, which, in cooperation with other organizations, assists in training breeders and cultivating the rare breed pig market. The three main foci of the initiative are marketing breeding stock and products, conserving bloodlines and supporting breed associations. As of 2010, proposals were in place for the funding of a study of porcine genetics, including variability and relationships among breeds, with the aims of maintaining genetic variability among rare pig breeds and releasing a definition of heritage pork.
### Poultry
A breeding program for Buckeye chickens was developed in 2005 by staff members, focusing on using selective breeding to improve the breed and expand its numbers. In 2011, the Buckeye was able to be moved from "critical" status to "threatened", based on a 2010 census that found almost 2,500 birds. The program has since become the template for similar programs focusing on the preservation of other rare chicken breeds.
Heritage turkey breeds have been a focus for the organization since 1997, when a survey showed only 1,335 breeding stock birds of all breeds. A study conducted by the Conservancy and Virginia Tech concluded that heritage turkey breeds had stronger immune systems than those breeds typically used by industrial growers, and as such were more likely to survive disease epidemics. This study and other programs increased awareness of heritage turkey breeds and by 2003 the breeding population stood at 4,275 turkeys of all breeds. By 2007 this had grown to more than 10,000 birds and 17 breeds were no longer considered to be almost extinct. As of 2010, the number is estimated to be close to 15,000.
In 2008 the Conservancy partnered with Slow Food USA and other organizations to conduct a blind taste test of nine breeds of turkeys – eight heritage breeds and one standard industrially grown breed. When the final scores were read, first place went to the Midget White Turkey, second to the Bourbon Red and last place to the Butterball – the single non-heritage breed. This was the largest taste test among turkey breeds to date, and several of the heritage breeds were later added to the Slow Food USA Ark of Taste. |
12,707 | Guy Fawkes | 1,172,678,993 | English member of the Gunpowder Plot of 1605 | [
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| Guy Fawkes (/fɔːks/; 13 April 1570 – 31 January 1606), also known as Guido Fawkes while fighting for the Spanish, was a member of a group of provincial English Catholics involved in the failed Gunpowder Plot of 1605. He was born and educated in York; his father died when Fawkes was eight years old, after which his mother married a recusant Catholic.
Fawkes converted to Catholicism and left for mainland Europe, where he fought for Catholic Spain in the Eighty Years' War against Protestant Dutch reformers in the Low Countries. He travelled to Spain to seek support for a Catholic rebellion in England without success. He later met Thomas Wintour, with whom he returned to England. Wintour introduced him to Robert Catesby, who planned to assassinate King James I and restore a Catholic monarch to the throne. The plotters leased an undercroft beneath the House of Lords; Fawkes was placed in charge of the gunpowder that they stockpiled there. The authorities were prompted by an anonymous letter to search Westminster Palace during the early hours of 5 November, and they found Fawkes guarding the explosives. He was questioned and tortured over the next few days and confessed to wanting to blow up the House of Lords.
Fawkes was sentenced to be hanged, drawn and quartered. However, at his execution on 31 January, he died when his neck was broken as he was hanged, with some sources claiming that he deliberately jumped to make this happen; he thus avoided the agony of his sentence. He became synonymous with the Gunpowder Plot, the failure of which has been commemorated in the UK as Guy Fawkes Night since 5 November 1605, when his effigy is traditionally burned on a bonfire, commonly accompanied by fireworks.
## Early life
### Childhood
Guy Fawkes was born in 1570 in Stonegate, York. He was the second of four children born to Edward Fawkes, a proctor and an advocate of the consistory court at York, and his wife, Edith. Guy's parents were regular communicants of the Church of England, as were his paternal grandparents; his grandmother, born Ellen Harrington, was the daughter of a prominent merchant, who served as Lord Mayor of York in 1536. Guy's mother's family were recusant Catholics, and his cousin, Richard Cowling, became a Jesuit priest. Guy was an uncommon name in England, but may have been popular in York on account of a local notable, Sir Guy Fairfax of Steeton.
The date of Fawkes's birth is unknown, but he was baptised in the church of St Michael le Belfrey, York on 16 April. As the customary gap between birth and baptism was three days, he was probably born about 13 April. In 1568, Edith had given birth to a daughter named Anne, but the child died aged about seven weeks, in November that year. She bore two more children after Guy: Anne (b. 1572), and Elizabeth (b. 1575). Both were married, in 1599 and 1594 respectively.
In 1579, when Guy was eight years old, his father died. His mother remarried several years later, to the Catholic Dionis Baynbrigge (or Denis Bainbridge) of Scotton, Harrogate. Fawkes may have become a Catholic through the Baynbrigge family's recusant tendencies, and also the Catholic branches of the Pulleyn and Percy families of Scotton, but also from his time at St. Peter's School in York. A governor of the school had spent about 20 years in prison for recusancy, and its headmaster, John Pulleyn, came from a family of noted Yorkshire recusants, the Pulleyns of Blubberhouses. In her 1915 work The Pulleynes of Yorkshire, author Catharine Pullein suggested that Fawkes's Catholic education came from his Harrington relatives, who were known for harbouring priests, one of whom later accompanied Fawkes to Flanders in 1592–1593. Fawkes's fellow students included John Wright and his brother Christopher (both later involved with Fawkes in the Gunpowder Plot) and Oswald Tesimond, Edward Oldcorne and Robert Middleton, who became priests (the latter executed in 1601).
After leaving school Fawkes entered the service of Anthony Browne, 1st Viscount Montagu. The Viscount took a dislike to Fawkes and after a short time dismissed him; he was subsequently employed by Anthony-Maria Browne, 2nd Viscount Montagu, who succeeded his grandfather at the age of 18. At least one source claims that Fawkes married and had a son, but no known contemporary accounts confirm this.
### Military career
In October 1591 Fawkes sold the estate in Clifton in York that he had inherited from his father. He travelled to the continent to fight in the Eighty Years War for Catholic Spain against the new Dutch Republic and, from 1595 until the Peace of Vervins in 1598, France. Although England was not by then engaged in land operations against Spain, the two countries were still at war, and the Spanish Armada of 1588 was only five years in the past. He joined Sir William Stanley, an English Catholic and veteran commander in his mid-forties who had raised an army in Ireland to fight in Leicester's expedition to the Netherlands. Stanley had been held in high regard by Elizabeth I, but following his surrender of Deventer to the Spanish in 1587 he, and most of his troops, had switched sides to serve Spain. Fawkes became an alférez or junior officer, fought well at the siege of Calais in 1596, and by 1603 had been recommended for a captaincy. That year, he travelled to Spain to seek support for a Catholic rebellion in England. He used the occasion to adopt the Italian version of his name, Guido, and in his memorandum described James I (who became king of England that year) as "a heretic", who intended "to have all of the Papist sect driven out of England." He denounced Scotland, and the King's favourites among the Scottish nobles, writing "it will not be possible to reconcile these two nations, as they are, for very long". Although he was received politely, the court of Philip III was unwilling to offer him any support.
## Gunpowder Plot
In 1604 Fawkes became involved with a small group of English Catholics, led by Robert Catesby, who planned to assassinate the Protestant King James and replace him with his daughter, third in the line of succession, Princess Elizabeth. Fawkes was described by the Jesuit priest and former school friend Oswald Tesimond as "pleasant of approach and cheerful of manner, opposed to quarrels and strife ... loyal to his friends". Tesimond also claimed Fawkes was "a man highly skilled in matters of war", and that it was this mixture of piety and professionalism that endeared him to his fellow conspirators. The author Antonia Fraser describes Fawkes as "a tall, powerfully built man, with thick reddish-brown hair, a flowing moustache in the tradition of the time, and a bushy reddish-brown beard", and that he was "a man of action ... capable of intelligent argument as well as physical endurance, somewhat to the surprise of his enemies."
The first meeting of the five central conspirators took place on Sunday 20 May 1604, at an inn called the Duck and Drake, in the fashionable Strand district of London. Catesby had already proposed at an earlier meeting with Thomas Wintour and John Wright to kill the King and his government by blowing up "the Parliament House with gunpowder". Wintour, who at first objected to the plan, was convinced by Catesby to travel to the continent to seek help. Wintour met with the Constable of Castile, the exiled Welsh spy Hugh Owen, and Sir William Stanley, who said that Catesby would receive no support from Spain. Owen did, however, introduce Wintour to Fawkes, who had by then been away from England for many years, and thus was largely unknown in the country. Wintour and Fawkes were contemporaries; each was militant, and had first-hand experience of the unwillingness of the Spaniards to help. Wintour told Fawkes of their plan to "doe some whatt in Ingland if the pece with Spaine healped us nott", and thus in April 1604 the two men returned to England. Wintour's news did not surprise Catesby; despite positive noises from the Spanish authorities, he feared that "the deeds would nott answere".
One of the conspirators, Thomas Percy, was appointed a Gentleman Pensioner in June 1604, gaining access to a house in London that belonged to John Whynniard, Keeper of the King's Wardrobe. Fawkes was installed as a caretaker and began using the pseudonym John Johnson, servant to Percy. The contemporaneous account of the prosecution (taken from Thomas Wintour's confession) claimed that the conspirators attempted to dig a tunnel from beneath Whynniard's house to Parliament, although this story may have been a government fabrication; no evidence for the existence of a tunnel was presented by the prosecution, and no trace of one has ever been found; Fawkes himself did not admit the existence of such a scheme until his fifth interrogation, but even then he could not locate the tunnel. If the story is true, however, by December 1604 the conspirators were busy tunnelling from their rented house to the House of Lords. They ceased their efforts when, during tunnelling, they heard a noise from above. Fawkes was sent out to investigate, and returned with the news that the tenant's widow was clearing out a nearby undercroft, directly beneath the House of Lords.
The plotters purchased the lease to the room, which also belonged to John Whynniard. Unused and filthy, it was considered an ideal hiding place for the gunpowder the plotters planned to store. According to Fawkes, 20 barrels of gunpowder were brought in at first, followed by 16 more on 20 July. On 28 July however, the ever-present threat of the plague delayed the opening of Parliament until Tuesday, 5 November.
### Overseas
In an attempt to gain foreign support, in May 1605 Fawkes travelled overseas and informed Hugh Owen of the plotters' plan. At some point during this trip his name made its way into the files of Robert Cecil, 1st Earl of Salisbury, who employed a network of spies across Europe. One of these spies, Captain William Turner, may have been responsible. Although the information he provided to Salisbury usually amounted to no more than a vague pattern of invasion reports, and included nothing which regarded the Gunpowder Plot, on 21 April he told how Fawkes was to be brought by Tesimond to England. Fawkes was a well-known Flemish mercenary, and would be introduced to "Mr Catesby" and "honourable friends of the nobility and others who would have arms and horses in readiness". Turner's report did not, however, mention Fawkes's pseudonym in England, John Johnson, and did not reach Cecil until late in November, well after the plot had been discovered.
It is uncertain when Fawkes returned to England, but he was back in London by late August 1605, when he and Wintour discovered that the gunpowder stored in the undercroft had decayed. More gunpowder was brought into the room, along with firewood to conceal it. Fawkes's final role in the plot was settled during a series of meetings in October. He was to light the fuse and then escape across the Thames. Simultaneously, a revolt in the Midlands would help to ensure the capture of Princess Elizabeth. Acts of regicide were frowned upon, and Fawkes would therefore head to the continent, where he would explain to the Catholic powers his holy duty to kill the King and his retinue.
### Discovery
A few of the conspirators were concerned about fellow Catholics who would be present at Parliament during the opening. On the evening of 26 October, Lord Monteagle received an anonymous letter warning him to stay away, and to "retyre youre self into yowre contee whence yow maye expect the event in safti for ... they shall receyve a terrible blowe this parleament". Despite quickly becoming aware of the letter – informed by one of Monteagle's servants – the conspirators resolved to continue with their plans, as it appeared that it "was clearly thought to be a hoax". Fawkes checked the undercroft on 30 October, and reported that nothing had been disturbed. Monteagle's suspicions had been aroused, however, and the letter was shown to King James. The King ordered Sir Thomas Knyvet to conduct a search of the cellars underneath Parliament, which he did in the early hours of 5 November. Fawkes had taken up his station late on the previous night, armed with a slow match and a watch given to him by Percy "becaus he should knowe howe the time went away". He was found leaving the cellar, shortly after midnight, and arrested. Inside, the barrels of gunpowder were discovered hidden under piles of firewood and coal.
### Torture
Fawkes gave his name as John Johnson and was first interrogated by members of the King's Privy chamber, where he remained defiant. When asked by one of the lords what he was doing in possession of so much gunpowder, Fawkes answered that his intention was "to blow you Scotch beggars back to your native mountains." He identified himself as a 36-year-old Catholic from Netherdale in Yorkshire, and gave his father's name as Thomas and his mother's as Edith Jackson. Wounds on his body noted by his questioners he explained as the effects of pleurisy. Fawkes admitted his intention to blow up the House of Lords, and expressed regret at his failure to do so. His steadfast manner earned him the admiration of King James, who described Fawkes as possessing "a Roman resolution".
James's admiration did not, however, prevent him from ordering on 6 November that "John Johnson" be tortured, to reveal the names of his co-conspirators. He directed that the torture be light at first, referring to the use of manacles, but more severe if necessary, authorising the use of the rack: "the gentler Tortures are to be first used unto him et sic per gradus ad ima tenditur [and so by degrees proceeding to the worst]". Fawkes was transferred to the Tower of London. The King composed a list of questions to be put to "Johnson", such as "as to what he is, For I can never yet hear of any man that knows him", "When and where he learned to speak French?", and "If he was a Papist, who brought him up in it?" The room in which Fawkes was interrogated subsequently became known as the Guy Fawkes Room.
Sir William Waad, Lieutenant of the Tower, supervised the torture and obtained Fawkes's confession. He searched his prisoner, and found a letter addressed to Guy Fawkes. To Waad's surprise, "Johnson" remained silent, revealing nothing about the plot or its authors. On the night of 6 November he spoke with Waad, who reported to Salisbury "He [Johnson] told us that since he undertook this action he did every day pray to God he might perform that which might be for the advancement of the Catholic Faith and saving his own soul". According to Waad, Fawkes managed to rest through the night, despite his being warned that he would be interrogated until "I had gotton the inwards secret of his thoughts and all his complices". His composure was broken at some point during the following day.
The observer Sir Edward Hoby remarked "Since Johnson's being in the Tower, he beginneth to speak English". Fawkes revealed his true identity on 7 November, and told his interrogators that there were five people involved in the plot to kill the King. He began to reveal their names on 8 November, and told how they intended to place Princess Elizabeth on the throne. His third confession, on 9 November, implicated Francis Tresham. Following the Ridolfi plot of 1571, prisoners were made to dictate their confessions, before copying and signing them, if they still could. Although it is uncertain if he was tortured on the rack, Fawkes's scrawled signature suggests the suffering he endured at the hands of his interrogators.
## Trial and execution
The trial of eight of the plotters began on Monday 27 January 1606. Fawkes shared the barge from the Tower to Westminster Hall with seven of his co-conspirators. They were kept in the Star Chamber before being taken to Westminster Hall, where they were displayed on a purpose-built scaffold. The King and his close family, watching in secret, were among the spectators as the Lords Commissioners read out the list of charges. Fawkes was identified as Guido Fawkes, "otherwise called Guido Johnson". He pleaded not guilty, despite his apparent acceptance of guilt from the moment he was captured.
The jury found all the defendants guilty, and the Lord Chief Justice Sir John Popham pronounced them guilty of high treason. The Attorney General Sir Edward Coke told the court that each of the condemned would be drawn backwards to his death, by a horse, his head near the ground. They were to be "put to death halfway between heaven and earth as unworthy of both". Their genitals would be cut off and burnt before their eyes, and their bowels and hearts removed. They would then be decapitated, and the dismembered parts of their bodies displayed so that they might become "prey for the fowls of the air". Fawkes's and Tresham's testimony regarding the Spanish treason was read aloud, as well as confessions related specifically to the Gunpowder Plot. The last piece of evidence offered was a conversation between Fawkes and Wintour, who had been kept in adjacent cells. The two men apparently thought they had been speaking in private, but their conversation was intercepted by a government spy. When the prisoners were allowed to speak, Fawkes explained his not guilty plea as ignorance of certain aspects of the indictment.
On 31 January 1606, Fawkes and three others – Thomas Wintour, Ambrose Rookwood, and Robert Keyes – were dragged from the Tower on wattled hurdles to the Old Palace Yard at Westminster, opposite the building they had attempted to destroy. His fellow plotters were then hanged and quartered. Fawkes was the last to stand on the scaffold. He asked for forgiveness of the King and state, while keeping up his "crosses and idle ceremonies" (Catholic practices). Weakened by torture and aided by the hangman, Fawkes began to climb the ladder to the noose, but either through jumping to his death or climbing too high so the rope was incorrectly set, he managed to avoid the agony of the latter part of his execution by breaking his neck. His lifeless body was nevertheless quartered and, as was the custom, his body parts were then distributed to "the four corners of the kingdom", to be displayed as a warning to other would-be traitors.
## Legacy
On 5 November 1605, Londoners were encouraged to celebrate the King's escape from assassination by lighting bonfires, provided that "this testemonye of joy be carefull done without any danger or disorder". An Act of Parliament designated each 5 November as a day of thanksgiving for "the joyful day of deliverance", and remained in force until 1859. Fawkes was one of 13 conspirators, but he is the individual most associated with the plot.
In Britain, 5 November has variously been called Guy Fawkes Night, Guy Fawkes Day, Plot Night, and Bonfire Night (which can be traced directly back to the original celebration of 5 November 1605). Bonfires were accompanied by fireworks from the 1650s onwards, and it became the custom after 1673 to burn an effigy (usually of the pope) when heir presumptive James, Duke of York, converted to Catholicism. Effigies of other notable figures have found their way onto the bonfires, such as Paul Kruger, Margaret Thatcher, Liz Truss, Rishi Sunak and Vladimir Putin. The "guy" is normally created by children from old clothes, newspapers, and a mask. During the 19th century, "guy" came to mean an oddly dressed person, while in many places it has lost any pejorative connotation and instead refers to any male person and the plural form can refer to people of any gender (as in "you guys").
James Sharpe, professor of history at the University of York, has described how Guy Fawkes came to be toasted as "the last man to enter Parliament with honest intentions". William Harrison Ainsworth's 1841 historical romance Guy Fawkes; or, The Gunpowder Treason portrays Fawkes in a generally sympathetic light, and his novel transformed Fawkes in the public perception into an "acceptable fictional character". Fawkes subsequently appeared as "essentially an action hero" in children's books and penny dreadfuls such as The Boyhood Days of Guy Fawkes; or, The Conspirators of Old London, published around 1905. According to historian Lewis Call, Fawkes is now "a major icon in modern political culture" whose face has become "a potentially powerful instrument for the articulation of postmodern anarchism" in the late 20th century. Fawkes is regarded by some as a martyr, political rebel or freedom-fighter, especially amongst a minority of Catholics in the United Kingdom. |
7,456,201 | John Douglas (English architect) | 1,111,095,881 | English architect (1830–1911) | [
"1830 births",
"1911 deaths",
"Architects from Cheshire",
"English ecclesiastical architects",
"Gothic Revival architects",
"People from Cuddington, Eddisbury"
]
| John Douglas (11 April 1830 – 23 May 1911) was an English architect who designed over 500 buildings in Cheshire, North Wales, and northwest England, in particular in the estate of Eaton Hall. He was trained in Lancaster and practised throughout his career from an office in Chester. Initially he ran the practice on his own, but from 1884 until two years before his death he worked in partnerships with two of his former assistants.
Douglas's output included new churches, restoring and renovating existing churches, church furnishings, new houses and alterations to existing houses, and a variety of other buildings, including shops, banks, offices, schools, memorials and public buildings. His architectural styles were eclectic. Douglas worked during the period of the Gothic Revival, and many of his works incorporate elements of the English Gothic style. He was also influenced by architectural styles from the mainland of Europe and included elements of French, German and Dutch architecture. However he is probably best remembered for his incorporation of vernacular elements in his buildings, in particular half-timbering, influenced by the black-and-white revival in Chester. Other vernacular elements he incorporated include tile-hanging, pargeting and the use of decorative brick in diapering and the design of tall chimney stacks. Of particular importance is Douglas's use of joinery and highly detailed wood carving.
Throughout his career he attracted commissions from wealthy landowners and industrialists, especially the Grosvenor family of Eaton Hall. Most of his works have survived, particularly his churches. The city of Chester contains a number of his structures, the most admired of which are his half-timbered black-and-white buildings and Eastgate Clock. The highest concentration of his work is found in the Eaton Hall estate and the surrounding villages of Eccleston, Aldford and Pulford.
## Biography
### Early life and training
John Douglas was born at Park Cottage, Sandiway, Cheshire, on 11 April 1830 and baptised on 16 May 1830 at St Mary's Church, Weaverham. He was the second of the four children, and the only son, of John Douglas and his wife Mary née Swindley (1792–1863). John Douglas senior was born in Northampton about 1798–1800 and his wife was born in Aldford, a village on the Eaton estate in Cheshire; her father was the village blacksmith at Eccleston, another village in the Eaton estate. John Douglas senior was by trade a builder and joiner, and also described himself as a surveyor and a timber merchant. In 1835 he acted as architect for a house at Hartford, a village between Sandiway and Northwich. At the time of the 1851 census he was employing 48 men. He owned land in Sandiway, and a house and land in the neighbouring village of Cuddington.
Nothing is known of John Douglas junior's school education. He gained knowledge and experience in his father's building yard and workshop which were attached to the family house. In the mid or late 1840s he was articled to E. G. Paley, of Sharpe and Paley, architects in Lancaster, Lancashire. When his articles were completed, Douglas became Paley's chief assistant. In either 1855 or 1860 he established his own office at No. 6 Abbey Square, Chester.
### Family and personal life
Douglas's elder sister, Elizabeth, was born in 1827. His younger sisters were Mary Hannah and Emma, who were born in 1832 and 1834 respectively. Mary Hannah died five months before Emma's birth, and Emma herself died in 1848. Douglas married Elizabeth Edmunds, a farmer's daughter from Bangor-is-y-Coed, Flintshire, on 25 January 1860 in St Dunawd's Church in the village, a church he was later to restore. Initially the couple lived over the office at 6 Abbey Square, and later they moved next door to No. 4. Their five children were born in these houses, John Percy in 1861, Colin Edmunds in 1864, Mary Elizabeth in 1866, Sholto Theodore the following year, and Jerome in 1869. Only two of the children survived to adulthood; Mary Elizabeth died from scarlet fever in 1868, Jerome lived for only a few days, and John Percy died aged 12 in 1873.
About 1876 the family moved to live at 31 and 33 Dee Banks, Chester, one of a pair of semi-detached houses overlooking the River Dee, which were built by Douglas. His wife died in 1878 from laryngitis after a year's illness. Douglas did not remarry. His son Colin trained as an architect and worked in Douglas's office but died in 1887 at the age of 23 from consumption. His other son Sholto is not known to have had any profession but he was a heavy drinker of alcohol. During the 1890s Douglas built a large house for himself, Walmoor Hill, also at Dee Banks overlooking the river. Here he lived until his death on 23 May 1911 at the age of 81. His funeral was held at Overleigh old cemetery, Chester, where he was buried. The following Sunday a memorial service was held at St John the Evangelist's Church, Sandiway. His estate amounted to a little over £32,000 (). Apart from his surviving buildings, only two memorials remain to his memory. One is a tablet in St Paul's Church, Boughton, the church in which he worshipped and which he had rebuilt. The other is a plaque placed on one of his buildings in St Werburgh Street, Chester, in 1923 by his pupils and assistants.
## Practice and personality
Douglas practised on his own until 1884, when his son, Colin, became ill. He then took Daniel Porter Fordham into partnership and practised as Douglas & Fordham. Fordham was born around 1846 and had been an assistant in Douglas's office since at least 1872. In 1898, having developed consumption, Fordham retired from the practice and went to live in Bournemouth where he died the following year. He was replaced as partner by Charles Howard Minshull, who had been born in Chester in 1858 and who became articled to Douglas in 1874; the practice became Douglas & Minshull. During the first decade of the 20th century, Douglas became less active but, for reasons which are unknown, the partnership was dissolved in 1909. The practice returned to the title of John Douglas, Architect. Minshull went into partnership with E. J. Muspratt in Foregate Street, Chester. When Douglas died, this partnership worked from the Abbey Square address as Douglas, Minshull & Muspratt.
Little is known about Douglas's private life and personality. Only two images of him are known to survive. One is a photograph taken in later middle age. The other is a caricature sketch made by an assistant in his office. This shows him in old age, bowed, bent and bespectacled, carrying a portfolio and an ear trumpet. According to architectural historian Edward Hubbard, Douglas's life "seems to have been one of thorough devotion to architecture ... which may well have been intensified by the death of his wife and other domestic worries". His obituary in the Chester Chronicle stated that he "lived heart and soul in his profession".
Douglas was a dedicated Christian who regularly attended his local church, St Paul's Church, Boughton, a church he rebuilt. His house, Walmoor Hill, included an oratory. He also had a "strong sense of national loyalty", incorporating statues of Queen Victoria in niches at Walmoor Hill and in his buildings in St Werburgh Street, Chester. Douglas was not good at handling the financial matters of his practice. The Duke of Westminster's secretary wrote of him in 1884, "A good architect but a poor hand at accounts!". Delay in presenting his accounts often led to difficulties and confusion; such delay sometimes amounted to as much as ten years. Otherwise very little is known about his personal life. No family papers have survived and none of the documents from the office at 6 Abbey Square has been found.
## Styles and practice
### Output and patronage
Douglas designed some 500 buildings. He built at least 40 new churches or chapels, restored, altered or made additions to many other churches, and designed fittings and furniture for the interiors of churches. He designed new houses, altered or made additions to others, and built various structures associated with those houses. Douglas's works also included farms, shops, offices, hotels, a hospital, drinking fountains, clocks, schools, public baths, a library, a bridge, an obelisk, cheese factories, and public conveniences. As his office was in Chester, most of his works were in Cheshire and North Wales, although some were further afield, in Lancashire, Staffordshire, Warwickshire and Scotland.
Throughout his career Douglas attracted commissions from wealthy and important patrons. His first-known independent work was an ornament, which is no longer in existence, for the garden of the Honourable Mrs Cholmondeley. She was the sister-in-law of Hugh Cholmondeley, 2nd Baron Delamere, and it was from the 2nd Baron that Douglas received his first major commission, a considerable rebuilding of the south wing of his seat at Vale Royal Abbey in 1860. Around the same time, Lord Delamere commissioned him to build the church of St John the Evangelist at Over, Winsford, as a memorial to his first wife.
Douglas's most important patrons were the Grosvenor family of Eaton Hall, Cheshire. In 1865 he was commissioned to design the entrance lodge and other structures for Grosvenor Park in Chester, and St John's Church in the village of Aldford in the Eaton Hall estate for Richard Grosvenor, 2nd Marquess of Westminster. When the marquess died in 1869 he was succeeded by his son Hugh Grosvenor, 1st Duke of Westminster. Douglas received a large number of commissions from the 1st Duke and from his son, the 2nd Duke, throughout his career. It is estimated that for the 1st Duke alone he designed four churches and chapels, eight parsonages and large houses, about 15 schools, around 50 farms (in whole or in part), about 300 cottages, lodges and smithies, two factories, two inns and about 12 commercial buildings on the Eaton Hall estate alone. He also designed buildings on the duke's Halkyn estate in Flintshire, including another church.
Other wealthy landowners who commissioned work from Douglas included William Molyneux, 4th Earl of Sefton, Francis Egerton, 3rd Earl of Ellesmere, George Cholmondeley, 5th Marquess of Cholmondeley, Rowland Egerton-Warburton of Arley Hall, Cheshire, and in Wales, the family of Lord Kenyon, and the Gladstone family, including W. E Gladstone. He also received commissions from industrialists, including John & Thomas Johnson, soap and alkali manufacturers from Runcorn, Richard Muspratt, a chemical industrialist from Flint, Flintshire, and W. H. Lever, soap manufacturer and creator of the village of Port Sunlight.
### Styles
Although the firm where Douglas received his training was in a provincial city in the north of England, it was at the forefront of the Gothic Revival in the country. The Gothic Revival was a reaction against the neoclassical style, which had been popular in the 18th and early 19th centuries, and it incorporated features of the Gothic style of the Middle Ages. Both Edmund Sharpe and E. G. Paley had been influenced by the Cambridge Camden Society and, more specifically, by A. W. N Pugin who believed that "Gothic was the only correct and Christian way to build". Sharpe had also been influenced by Thomas Rickman, and he had written papers on medieval scholarship himself. Paley had been influenced by his brother, Frederick Apthorp Paley, who was enthusiastic about Gothic architecture, and who had also been influenced by Rickman. During the time Douglas was working in Lancaster the firm was responsible for building and restoring churches in Gothic Revival style, one of which was St Wilfrid's Church in the Cheshire village of Davenham, some 3 miles (5 km) from Sandiway. Douglas's first church, that of St John the Evangelist at Over, Winsford, was entirely English Gothic in style, more specifically Early Decorated.
Douglas's influences were not from England alone. Although he never travelled abroad, he incorporated Gothic styles from continental countries, especially Germany and France. This combination of Gothic styles contributed to what has come to be known as the High Victorian style. Its features include a sense of massiveness, steep roofs which are frequently hipped, round turrets with conical roofs, pinnacles, heavy corbel tables, and the use of polychromism. Many of Douglas's works, especially his earlier ones, are High Victorian in style, or incorporate High Victorian features. One characteristic feature of Douglas's work is the inclusion of dormer windows rising through the eaves and surmounted by hipped roofs.
Another major influence in his work was the rise of interest in vernacular architecture. By the time Douglas moved to Chester, the black-and-white revival using half-timbering was well under way, and Douglas came to incorporate this style in his buildings in Chester and elsewhere. The black-and-white revival did not start in Chester, but it did become Chester's speciality. The first Chester architect involved in the revival had been Thomas Mainwaring Penson, whose first work in this genre was the restoration of a shop in Eastgate Street in the early 1850s. Other early Chester architects involved in the revival were T. A. Richardson and James Harrison and it came to be developed mainly by T. M. Lockwood and by Douglas. Part of Douglas's earliest work for the Grosvenor family, the entrance lodge to Grosvenor Park, used half-timbering in its upper storey; this is the first known use by Douglas of black-and-white. Other vernacular motifs were taken from earlier styles of English architecture, in particular, the Tudor style. These include tile-hanging, pargetting and massive brick ribbed chimney stacks. In this style, Douglas was influenced by the architects Nesfield and Shaw. Douglas also used vernacular elements from the continent, especially the late medieval brickwork of Germany and the Low Countries.
A characteristic of Douglas's work is his attention to both external and internal detailing. Such detailing was not derived from any particular style and Douglas chose elements from whichever style suited his purpose for each specific project. His detailing applied particularly to his joinery, perhaps inspired by his experience in his father's workshop, and was applied both to wooden fittings and to the furniture he designed. A further Continental influence was his use of a Dutch gable. The most important and consistently used element in Douglas's vernacular buildings was his use of half-timbering, which was usually used for parts of the building. However, in the cases of Rowden Abbey and St Michael and All Angels Church, Altcar, the entire buildings were timber-framed.
## Significant works
### Early works (1860–70)
Douglas's earliest significant commissions were for the 2nd Baron Delamere and were very different in type and style from each another. The addition of a wing to Vale Royal Abbey (1860) was in Elizabethan style while St John's Church at Over (1860–63) was of the Gothic Revival in Early Decorated style. The Congregational Chapel, also at Over (1865) was again different, being built in polychromic brick in High Victorian style. Meanwhile, Douglas had designed a shop at 19–21 Sankey Street, Warrington (1864) with Gothic arcades and detailed stone carving which Hubbard considers to be his "first building of real and outstanding quality...in its way one of the best things he ever did". Shortly after this came the first commissions for the Grosvenor family, consisting of a lodge and other structures in Grosvenor Park, Chester (1865–67), and St John the Baptist's Church, Aldford (1865–66). His first commission for a large house was Oakmere Hall (1867) for John & Thomas Johnson, industrialists of Runcorn. It is in High Victorian style and includes a main block and a service wing, a large tower on the south face, a small tower with turrets, a porte-cochère, steep roofs and dormer windows. Another early church was St Ann's at Warrington (1868–69), again High Victorian in style, which is described as being "quite startlingly bold" and "a prodigy church in Douglas's output". By 1869–70 Douglas had started to design buildings on the Eaton Hall estate; in his study Das englische Haus, the German architect and writer Hermann Muthesius included an illustration of the Eaton "Cheese-dairy". Around this time Douglas also re-modelled St Mary's Church, Dodleston.
### Early mature buildings (1870–84)
#### Secular
Many of the secular buildings in this period were smaller-scale structures. These include cottages in Great Budworth, and cottages, houses, schools and farms in the Eaton Hall estate and its associated villages. In 1872 he designed Shotwick Park, a large house in Great Saughall, built in brick with some half-timbering; it has steep roofs, tall ribbed chimneys and turrets. About the same time he reconstructed Broxton Higher Hall, incorporating much half-timbering. Commissions for more large houses came in the late 1870s and 1880s. The Gelli (1877) is a house in three ranges designed for the Kenyon sisters in the village of Tallarn Green, Flintshire. Also built for the Kenyon family is Llannerch Panna in Penley, Flintshire (1878–79), which is "competent in its handling of timberwork". An entirely black-and-white house with jettying is Rowden Abbey (1881) in Herefordshire. Back in North Wales, Plas Mynach (1883) in Barmouth includes much detailed woodwork internally.
In about 1879–81 Douglas built a terrace of houses on his own land in Chester, 6–11 Grosvenor Park Road, the road leading to the main entrance to Grosvenor Park, in High Victorian style. About 1883 he designed Barrowmore Hall (or Barrow Court) at Great Barrow (since demolished) which was one of his largest houses. Also around this time he designed buildings on the Eaton Hall estate, including Eccleston Hill (1881–82), a large house for the Duke's secretary, the Stud Lodge, a smaller building of the same dates, Eccleston Hill Lodge (1881), a three-storey gatehouse at the main entrance to the park, with a high hipped roof and turrets, and The Paddocks (1882–83), another large house, this time for the Duke's land agent. In Chester city centre his designs included the Grosvenor Club and North and South Wales Bank (1881–83) in Eastgate Street, built in stone and brick, with a turret and a stepped gable, and 142 Foregate Street for the Cheshire County Constabulary (1884), with a shaped gable in Flemish style.
#### Churches
St Mary's Church, Whitegate was restored in 1874–75 for the 2nd Baron Delamere, retaining much of the medieval interior but rebuilding the exterior, adding a short chancel, and incorporating half-timbering. St Paul's Church, Boughton in Chester was Douglas's own parish church which he rebuilt in 1876 incorporating parts of the pre-existing building. Douglas's only church built entirely in half-timbering is the small church of St Michael and All Angels at Great Altcar in Lancashire. A church built in brick with half-timbering is St Chad's (1881) at Hopwas in Staffordshire. During this period Douglas built or restored a series of churches entirely in stone, incorporating mainly Gothic features together with vernacular elements. These include St John the Baptist's Church, Hartford (1873–75), St Paul's, Marston (1874, now demolished), the Presbyterian Chapel (1875) at Rossett, Denbighshire, St Stephen's, Moulton (1876), the rebuilding of Christ Church, Chester (also in 1876), the Church of St Mary the Virgin (1877–78) at Halkyn, Flintshire, and the Welsh Church of St John the Evangelist (1878) in Mold, also in Flintshire. Later in this period he built St Mary's Church, at Pulford in 1881–84 for the Duke of Westminster and in 1882–85 St Werburgh's New Church at Warburton for Rowland Egerton-Warburton.
### Partnerships
#### Douglas & Fordham (1884–98)
In 1885–87 the partnership designed Abbeystead House for the 4th Earl of Sefton in North Lancashire. Hubbard describes this as "the finest of Douglas's Elizabethan houses, and one of the largest which he ever designed". During this time additions were made to Jodrell Hall in Cheshire and Halkyn Castle in Flintshire. In 1885 the Castle Hotel at Conwy, Caernarfonshire, was remodelled, and in 1887–88 a strongroom was added to Hawarden Castle, followed by a porch in 1890. During this period more buildings were added to the Eaton Hall estate, and these included houses and cottages, such as Eccleston Hill, and Eccleston Ferry House, and farms such as Saighton Lane Farm. In 1890–91 an obelisk was built in the Belgrave Avenue approach to Eaton Hall. The last house designed by Douglas on a large scale was Brocksford Hall (1893) in Derbyshire. This was a country house in Elizabethan style using diapered brick and stone dressings with a clock tower. In Chester city centre, 38 Bridge Street (1897) is a timber-framed shop that incorporates a section of Chester Rows and contains heavily decorated carving. From 1892 the partnership designed houses and cottages in Port Sunlight for Lever Brothers. Also in the village they designed the Dell Bridge (1894), and the school (1894–96), which is now called the Lyceum. In 1896 Douglas designed a house for himself, Walmoor Hill in Dee Banks, Chester, in Elizabethan style. Between 1895 and 1897 he designed a range of buildings on the east side of St Werburgh Street in the centre of Chester. At its south end, on the corner of Eastgate Street, is a bank whose ground storey is built in stone, and behind this leading up St Werburgh Street, the ground storey consists of shop fronts. Above this the range consists of two storeys plus an attic, which are covered in highly ornamented timber-framing. On the first floor is a series of oriel windows, the second floor is jettied, and at the top are eleven gables. Pevsner considers that this range of buildings is "Douglas at his best (though also at his showiest)". Hubbard expresses the opinion that "in this work, the city's half-timber revival reached its very apogee".
During the partnership, work continued on designing new churches and restoring older ones. In 1884–85 a chapel was built at Carlett Park at Eastham in the Wirral and in 1884–87 St Deiniol's Church was built in Criccieth, Caernarfonshire. Christ Church, Rossett (1886–92), St Paul's Church, Colwyn Bay (1887–88 with later additions), and St Andrew's Church, West Kirby (1889–91) followed. St John's Church in Barmouth, Merionethshire was built between 1889 and 1895. It is one of the largest of Douglas's churches, although in 1891, during its construction, the tower collapsed and had to be rebuilt. Other churches built in North Wales were Christ Church in Bryn-y-Maen, Colwyn Bay, and All Saints, Deganwy (both 1897–99).
In about 1891–92 the Church of St James the Great, Haydock, was built. This was constructed in half-timber to give protection against possible mining subsidence. Other new churches built during this partnership were St Wenefrede's Church, Bickley (1892), St David's Welsh Church in Rhosllannerchrugog, Denbighshire, All Saints Church, Higher Kinnerton (1893), the Congregational Church in Great Crosby (1897–98), and St John the Evangelist's Church, Weston, Runcorn (1897–1900). A spire was added to St Peter's Church, Chester in 1886–87 and a tower was added to Holy Trinity Church, Capenhurst in about 1889–90. In 1886–87 Douglas added a bell tower to St John the Baptist's Church, Chester and this was followed by the rebuilding of its north aisle. Other restorations, embellishments, and additions of monuments and furniture were carried out in churches during this partnership.
#### Douglas & Minshull (1898–1909) and Douglas alone (1909–11)
In 1898 the firm designed St Oswald's Chambers in St Werburgh Street, Chester, and this was followed by further buildings in the city. In 1902–03 Douglas built St John the Evangelist's Church, in the village of his birth, Sandiway. It was built on land owned by Douglas and he paid for the cost of the chancel and the lych gate. In 1899 the Diamond Jubilee Memorial Clock, constructed in open wrought iron, was erected on the Eastgate in Chester to commemorate Queen Victoria's Diamond Jubilee in 1897. In 1898–1901 Chester's public baths were built; this was an unusual work for Douglas as it involved specialist engineering work. During this period one of Douglas's most important secular buildings was designed, St Deiniol's Library, at Hawarden, Flintshire, for W. E. Gladstone and his family. The first phase was constructed between 1899 and 1902, and the library was completed in 1904–06. Around this time the practice was commissioned to work on two churches in association with Gladstone; St Ethelwold's (1898–1902) was a new church at Shotton in Flintshire, and additions were made to St Matthew's at Buckley, also in Flintshire, between 1897 and 1905. The other new churches built during this period were Douglas's only Scottish church, the Episcopal Church (1903) in Lockerbie, Dumfriesshire, and St Matthew's Church (1910–11) in Saltney, Flintshire. Alterations were made and furniture was designed for other churches. Douglas's last major project was the addition of a tower to his church of St Paul's at Colwyn Bay, but he died before this could be completed.
### Publication
Douglas published no writings of his own and left no records of his ideas and thoughts. The only publication with which he was associated was the Abbey Square Sketch Book, which he edited. The book appeared in three volumes, the first dated 1872 and the others undated; it consisted of sketches and drawings (with some photographs in the third volume) by many contributors. The pictures depicted buildings and furniture, mainly dating from the late medieval period and the 16th and 17th centuries, and mostly from Cheshire and northwest England. Douglas's only contribution was a jointly ascribed plate in the third volume. It is likely that he designed the title pages, or at least the drawing incorporated in it, of the Abbey Gateway in Chester.
## Reputation, influences and legacy
Douglas practised for the whole of his career in a provincial county town, and most of his works were concentrated in Cheshire and North Wales, yet he "conducted a practice which achieved national renown". He was never a member of the Royal Institute of British Architects, but his works featured frequently in national publications, including Building News, The Builder, The Architect, and The British Architect, the last of which particularly praised many of his works. A number of Douglas's works were exhibited at the Royal Academy and appeared in Academy Architecture. Douglas's obituary in The British Architect referred to him as having "achieved a reputation which has long placed him in the front rank of living architects". In the series The Buildings of England, Nikolaus Pevsner described him, without reservation, as "the best Cheshire architect". In the companion series The Buildings of Wales: Clwyd, Hubbard expressed the opinion that he was "the most important and active local architect of the period". Critical praise was not confined to Britain; Douglas's works were acclaimed by the French architect Paul Sédille, and Muthesius wrote of his "consummate mastery of form". Despite this, the only official recognition he received in his lifetime was a medal for Abbeystead House, which was shown at an exhibition in Paris.
Many of the architects training and working in Douglas's office were influenced by him. Perhaps the best known of these were Edmund Kirby and Edward Ould. Kirby is best remembered for his Roman Catholic churches. Ould went on to design a number of buildings in Chester and further afield in a Douglas-like style, including notably Wightwick Manor and various buildings at Port Sunlight. Other architects who did not work in his office were also influenced by him; these include Thomas Lockwood, Richard Thomas Beckett, Howard Hignett, A. E. Powers, James Strong and the Cheshire County Architect, Henry Beswick.
A large proportion of Douglas's buildings still exist, many of them being listed buildings, in a wide variety of types and styles. Douglas is not remembered for any one building type; his churches and houses are considered to be of equal importance. He was not a pioneer of any particular new development, but instead followed national stylistic trends while still retaining his individuality. His buildings are "anything but copyist" and they "bear a highly individual and nearly always recognisable stamp". The major characteristics of his buildings are "sure proportions, imaginative massing and grouping ... immaculate detailing and a superb sense of craftsmanship and feeling for materials". His work is "architecture which can be enjoyed as well as admired".
## See also
- List of works by John Douglas
- List of new churches by John Douglas
- List of church restorations, amendments and furniture by John Douglas
- List of houses and associated buildings by John Douglas
- List of non-ecclesiastical and non-residential works by John Douglas |
5,676 | Californium | 1,172,926,761 | null | [
"Actinides",
"Californium",
"Chemical elements",
"Chemical elements with double hexagonal close-packed structure",
"Ferromagnetic materials",
"Neutron sources",
"Synthetic elements"
]
| Californium is a radioactive chemical element with the symbol Cf and atomic number 98. The element was first synthesized in 1950 at Lawrence Berkeley National Laboratory (then the University of California Radiation Laboratory), by bombarding curium with alpha particles (helium-4 ions). It is an actinide element, the sixth transuranium element to be synthesized, and has the second-highest atomic mass of all elements that have been produced in amounts large enough to see with the naked eye (after einsteinium). The element was named after the university and the U.S. state of California.
Two crystalline forms exist for californium at normal pressure: one above and one below 900 °C (1,650 °F). A third form exists at high pressure. Californium slowly tarnishes in air at room temperature. Californium compounds are dominated by the +3 oxidation state. The most stable of californium's twenty known isotopes is californium-251, with a half-life of 898 years. This short half-life means the element is not found in significant quantities in the Earth's crust. <sup>252</sup>Cf, with a half-life of about 2.645 years, is the most common isotope used and is produced at Oak Ridge National Laboratory in the United States and Research Institute of Atomic Reactors in Russia.
Californium is one of the few transuranium elements with practical applications. Most of these applications exploit the property of certain isotopes of californium to emit neutrons. For example, californium can be used to help start up nuclear reactors, and it is employed as a source of neutrons when studying materials using neutron diffraction and neutron spectroscopy. Californium can also be used in nuclear synthesis of higher mass elements; oganesson (element 118) was synthesized by bombarding californium-249 atoms with calcium-48 ions. Users of californium must take into account radiological concerns and the element's ability to disrupt the formation of red blood cells by bioaccumulating in skeletal tissue.
## Characteristics
### Physical properties
Californium is a silvery-white actinide metal with a melting point of 900 ± 30 °C (1,650 ± 50 °F) and an estimated boiling point of 1,743 K (1,470 °C; 2,680 °F). The pure metal is malleable and is easily cut with a razor blade. Californium metal starts to vaporize above 300 °C (570 °F) when exposed to a vacuum. Below 51 K (−222 °C; −368 °F) californium metal is either ferromagnetic or ferrimagnetic (it acts like a magnet), between 48 and 66 K it is antiferromagnetic (an intermediate state), and above 160 K (−113 °C; −172 °F) it is paramagnetic (external magnetic fields can make it magnetic). It forms alloys with lanthanide metals but little is known about the resulting materials.
The element has two crystalline forms at standard atmospheric pressure: a double-hexagonal close-packed form dubbed alpha (α) and a face-centered cubic form designated beta (β). The α form exists below 600–800 °C with a density of 15.10 g/cm<sup>3</sup> and the β form exists above 600–800 °C with a density of 8.74 g/cm<sup>3</sup>. At 48 GPa of pressure the β form changes into an orthorhombic crystal system due to delocalization of the atom's 5f electrons, which frees them to bond.
The bulk modulus of a material is a measure of its resistance to uniform pressure. Californium's bulk modulus is 50±5 GPa, which is similar to trivalent lanthanide metals but smaller than more familiar metals, such as aluminium (70 GPa).
### Chemical properties and compounds
Californium exhibits oxidation states of 4, 3, or 2. It typically forms eight or nine bonds to surrounding atoms or ions. Its chemical properties are predicted to be similar to other primarily 3+ valence actinide elements and the element dysprosium, which is the lanthanide above californium in the periodic table. Compounds in the +4 oxidation state are strong oxidizing agents and those in the +2 state are strong reducing agents.
The element slowly tarnishes in air at room temperature, with the rate increasing when moisture is added. Californium reacts when heated with hydrogen, nitrogen, or a chalcogen (oxygen family element); reactions with dry hydrogen and aqueous mineral acids are rapid.
Californium is only water-soluble as the californium(III) cation. Attempts to reduce or oxidize the +3 ion in solution have failed. The element forms a water-soluble chloride, nitrate, perchlorate, and sulfate and is precipitated as a fluoride, oxalate, or hydroxide. Californium is the heaviest actinide to exhibit covalent properties, as is observed in the californium borate.
### Isotopes
Twenty isotopes of californium are known (mass number ranging from 237 to 256); the most stable are <sup>251</sup>Cf with half-life 898 years, <sup>249</sup>Cf with half-life 351 years, <sup>250</sup>Cf with half-life 13.08 years, and <sup>252</sup>Cf with half-life 2.645 years. All other isotopes have half-life shorter than a year, and most of these have half-lives less than 20 minutes.
<sup>249</sup>Cf is formed from beta decay of berkelium-249, and most other californium isotopes are made by subjecting berkelium to intense neutron radiation in a nuclear reactor. Though californium-251 has the longest half-life, its production yield is only 10% due to its tendency to collect neutrons (high neutron capture) and its tendency to interact with other particles (high neutron cross section).
Californium-252 is a very strong neutron emitter, which makes it extremely radioactive and harmful. <sup>252</sup>Cf, 96.9% of the time, alpha decays to curium-248; the other 3.1% of decays are spontaneous fission. One microgram (μg) of <sup>252</sup>Cf emits 2.3 million neutrons per second, an average of 3.7 neutrons per spontaneous fission. Most other isotopes of californium, alpha decay to curium (atomic number 96).
## History
Californium was first made at University of California Radiation Laboratory, Berkeley, by physics researchers Stanley Gerald Thompson, Kenneth Street Jr., Albert Ghiorso, and Glenn T. Seaborg, about February 9, 1950. It was the sixth transuranium element to be discovered; the team announced its discovery on March 17, 1950.
To produce californium, a microgram-size target of curium-242 (<sup>242</sup>
<sub>96</sub>Cm
) was bombarded with 35 MeV alpha particles (<sup>4</sup>
<sub>2</sub>He
) in the 60-inch-diameter (1.52 m) cyclotron at Berkeley, which produced californium-245 (<sup>245</sup>
<sub>98</sub>Cf
) plus one free neutron ().
<sup>242</sup>
<sub>96</sub>Cm
+ <sup>4</sup>
<sub>2</sub>He
→ <sup>245</sup>
<sub>98</sub>Cf
+
To identify and separate out the element, ion exchange and adsorsion methods were undertaken. Only about 5,000 atoms of californium were produced in this experiment, and these atoms had a half-life of 44 minutes.
The discoverers named the new element after the university and the state. This was a break from the convention used for elements 95 to 97, which drew inspiration from how the elements directly above them in the periodic table were named. However, the element directly above \#98 in the periodic table, dysprosium, has a name that means "hard to get at", so the researchers decided to set aside the informal naming convention. They added that "the best we can do is to point out [that] ... searchers a century ago found it difficult to get to California".
Weighable amounts of californium were first produced by the irradiation of plutonium targets at Materials Testing Reactor at National Reactor Testing Station, eastern Idaho; these findings were reported in 1954. The high spontaneous fission rate of californium-252 was observed in these samples. The first experiment with californium in concentrated form occurred in 1958. The isotopes <sup>249</sup>Cf to <sup>252</sup>Cf were isolated that same year from a sample of plutonium-239 that had been irradiated with neutrons in a nuclear reactor for five years. Two years later, in 1960, Burris Cunningham and James Wallman of Lawrence Radiation Laboratory of the University of California created the first californium compounds—californium trichloride, californium(III) oxychloride, and californium oxide—by treating californium with steam and hydrochloric acid.
The High Flux Isotope Reactor (HFIR) at Oak Ridge National Laboratory (ORNL) in Oak Ridge, Tennessee, started producing small batches of californium in the 1960s. By 1995, HFIR nominally produced 500 milligrams (0.018 oz) of californium annually. Plutonium supplied by the United Kingdom to the United States under the 1958 US–UK Mutual Defence Agreement was used for making californium.
The Atomic Energy Commission sold <sup>252</sup>Cf to industrial and academic customers in the early 1970s for \$10 per microgram, and an average of 150 mg (0.0053 oz) of <sup>252</sup>Cf were shipped each year from 1970 to 1990. Californium metal was first prepared in 1974 by Haire and Baybarz, who reduced californium(III) oxide with lanthanum metal to obtain microgram amounts of sub-micrometer thick films.
## Occurrence
Traces of californium can be found near facilities that use the element in mineral prospecting and in medical treatments. The element is fairly insoluble in water, but it adheres well to ordinary soil; and concentrations of it in the soil can be 500 times higher than in the water surrounding the soil particles.
Nuclear fallout from atmospheric nuclear weapons testing prior to 1980 contributed a small amount of californium to the environment. Californium isotopes with mass numbers 249, 252, 253, and 254 have been observed in the radioactive dust collected from the air after a nuclear explosion. Californium is not a major radionuclide at United States Department of Energy legacy sites since it was not produced in large quantities.
Californium was once believed to be produced in supernovas, as their decay matches the 60-day half-life of <sup>254</sup>Cf. However, subsequent studies failed to demonstrate any californium spectra, and supernova light curves are now thought to follow the decay of nickel-56.
The transuranium elements from americium to fermium, including californium, occurred naturally in the natural nuclear fission reactor at Oklo, but no longer do so.
Spectral lines of californium, along with those of several other non-primordial elements, were detected in Przybylski's Star in 2008.
## Production
Californium is produced in nuclear reactors and particle accelerators. Californium-250 is made by bombarding berkelium-249 (<sup>249</sup>
<sub>97</sub>Bk
) with neutrons, forming berkelium-250 (<sup>250</sup>
<sub>97</sub>Bk
) via neutron capture (n,γ) which, in turn, quickly beta decays (β<sup>−</sup>) to californium-250 (<sup>250</sup>
<sub>98</sub>Cf
) in the following reaction:
<sup>249</sup>
<sub>97</sub>Bk
(n,γ)<sup>250</sup>
<sub>97</sub>Bk
→ <sup>250</sup>
<sub>98</sub>Cf
+ β<sup>−</sup>
Bombardment of californium-250 with neutrons produces californium-251 and californium-252.
Prolonged irradiation of americium, curium, and plutonium with neutrons produces milligram amounts of californium-252 and microgram amounts of californium-249. As of 2006, curium isotopes 244 to 248 are irradiated by neutrons in special reactors to produce primarily californium-252 with lesser amounts of isotopes 249 to 255.
Microgram quantities of californium-252 are available for commercial use through the U.S. Nuclear Regulatory Commission. Only two sites produce californium-252: the Oak Ridge National Laboratory in the United States, and the Research Institute of Atomic Reactors in Dimitrovgrad, Russia. As of 2003, the two sites produce 0.25 grams and 0.025 grams of californium-252 per year, respectively.
Three californium isotopes with significant half-lives are produced, requiring a total of 15 neutron captures by uranium-238 without nuclear fission or alpha decay occurring during the process. Californium-253 is at the end of a production chain that starts with uranium-238, includes several isotopes of plutonium, americium, curium, berkelium, and the californium isotopes 249 to 253 (see diagram).
## Applications
Californium-252 has a number of specialized uses as a strong neutron emitter; it produces 139 million neutrons per microgram per minute. This property makes it useful as a startup neutron source for some nuclear reactors and as a portable (non-reactor based) neutron source for neutron activation analysis to detect trace amounts of elements in samples. Neutrons from californium are used as a treatment of certain cervical and brain cancers where other radiation therapy is ineffective. It has been used in educational applications since 1969 when Georgia Institute of Technology got a loan of 119 μg of <sup>252</sup>Cf from the Savannah River Site. It is also used with online elemental coal analyzers and bulk material analyzers in the coal and cement industries.
Neutron penetration into materials makes californium useful in detection instruments such as fuel rod scanners; neutron radiography of aircraft and weapons components to detect corrosion, bad welds, cracks and trapped moisture; and in portable metal detectors. Neutron moisture gauges use <sup>252</sup>Cf to find water and petroleum layers in oil wells, as a portable neutron source for gold and silver prospecting for on-the-spot analysis, and to detect ground water movement. The main uses of <sup>252</sup>Cf in 1982 were, reactor start-up (48.3%), fuel rod scanning (25.3%), and activation analysis (19.4%). By 1994, most <sup>252</sup>Cf was used in neutron radiography (77.4%), with fuel rod scanning (12.1%) and reactor start-up (6.9%) as important but secondary uses. In 2021, fast neutrons from <sup>252</sup>Cf were used for wireless data transmission.
<sup>251</sup>Cf has a very small calculated critical mass of about 5 kg (11 lb), high lethality, and a relatively short period of toxic environmental irradiation. The low critical mass of californium led to some exaggerated claims about possible uses for the element.
In October 2006, researchers announced that three atoms of oganesson (element 118) had been identified at Joint Institute for Nuclear Research in Dubna, Russia, from bombarding <sup>249</sup>Cf with calcium-48, making it the heaviest element ever made. The target contained about 10 mg of <sup>249</sup>Cf deposited on a titanium foil of 32 cm<sup>2</sup> area. Californium has also been used to produce other transuranium elements; for example, lawrencium was first synthesized in 1961 by bombarding californium with boron nuclei.
## Precautions
Californium that bioaccumulates in skeletal tissue releases radiation that disrupts the body's ability to form red blood cells. The element plays no natural biological role in any organism due to its intense radioactivity and low concentration in the environment.
Californium can enter the body from ingesting contaminated food or drinks or by breathing air with suspended particles of the element. Once in the body, only 0.05% of the californium will reach the bloodstream. About 65% of that californium will be deposited in the skeleton, 25% in the liver, and the rest in other organs, or excreted, mainly in urine. Half of the californium deposited in the skeleton and liver are gone in 50 and 20 years, respectively. Californium in the skeleton adheres to bone surfaces before slowly migrating throughout the bone.
The element is most dangerous if taken into the body. In addition, californium-249 and californium-251 can cause tissue damage externally, through gamma ray emission. Ionizing radiation emitted by californium on bone and in the liver can cause cancer. |
3,155,168 | Virginia Eliza Clemm Poe | 1,167,510,698 | Wife of Edgar Allan Poe | [
"1822 births",
"1847 deaths",
"19th-century American women",
"19th-century deaths from tuberculosis",
"Burials at Westminster Hall and Burying Ground",
"People from Baltimore",
"Poe family (United States)",
"Reputed virgins",
"Tuberculosis deaths in New York (state)"
]
| Virginia Eliza Poe (née Clemm; August 15, 1822 – January 30, 1847) was the wife of American writer Edgar Allan Poe. The couple were first cousins and publicly married when Virginia Clemm was 13 and Poe was 27. Biographers disagree as to the nature of the couple's relationship. Though their marriage was loving, some biographers suggest they viewed one another more like a brother and sister. In January 1842, she contracted tuberculosis, growing worse for five years until she died of the disease at the age of 24 in the family's cottage, at that time outside New York City.
Along with other family members, Virginia Clemm and Edgar Allan Poe lived together off and on for several years before their marriage. The couple often moved to accommodate Poe's employment, living intermittently in Baltimore, Philadelphia, and New York. A few years after their wedding, Poe was involved in a substantial scandal involving Frances Sargent Osgood and Elizabeth F. Ellet. Rumors about amorous improprieties on her husband's part affected Virginia Poe so much that on her deathbed she claimed that Ellet had murdered her. After her death, her body was eventually placed under the same memorial marker as her husband's in Westminster Hall and Burying Ground in Baltimore, Maryland. Only one image of Virginia Eliza Clemm Poe has been authenticated: a watercolor portrait painted several hours after her death.
The disease and eventual death of his wife had a substantial effect on Edgar Allan Poe, who became despondent and turned to alcohol to cope. Her struggles with illness and death are believed to have affected his poetry and prose, where dying young women appear as a frequent motif, as in "Annabel Lee", "The Raven", and "Ligeia".
## Biography
### Early life
Virginia Eliza Clemm was born in 1822 and named after an older sister who had died at age two only ten days earlier. Her father William Clemm, Jr. was a hardware merchant in Baltimore. He had married Maria Poe, Virginia's mother, on July 12, 1817, after the death of his first wife, Maria's first cousin Harriet. Clemm had five children from his previous marriage and went on to have three more with Maria. After his death in 1826, he left very little to the family and relatives offered no financial support because they had opposed the marriage. Maria supported the family by sewing and taking in boarders, aided with an annual \$240 pension granted to her mother Elizabeth Cairnes, who was paralyzed and bedridden. Elizabeth received this pension on behalf of her late husband, "General" David Poe, a former quartermaster in Maryland who had loaned money to the state.
Edgar Allan Poe first met his cousin Virginia in August 1829, four months after his discharge from the Army. She was seven at the time. In 1832, the family—made up of Elizabeth, Maria, Virginia, and Virginia's brother Henry—was able to use Elizabeth's pension to rent a home at what was then 3 North Amity Street in Baltimore. Poe's older brother William Henry Leonard Poe, who had been living with the family, had recently died on August 1, 1831. Poe joined the household in 1833 and was soon smitten by a neighbor named Mary Devereaux. The young Virginia served as a messenger between the two, at one point retrieving a lock of Devereaux's hair to give to Poe. Elizabeth Cairnes Poe died on July 7, 1835, effectively ending the family's income and making their financial situation even more difficult. Henry died around this time, sometime before 1836, leaving Virginia as Maria Clemm's only surviving child.
In August 1835, Poe left the destitute family behind and moved to Richmond, Virginia to take a job at the Southern Literary Messenger. While Poe was away from Baltimore, another cousin, Neilson Poe, the husband of Virginia's half-sister Josephine Clemm, heard that Edgar was considering marrying Virginia. Neilson offered to take her in and have her educated in an attempt to prevent the girl's marriage to Edgar at such a young age, though suggesting that the option could be reconsidered later. Edgar called Neilson, the owner of a newspaper in Baltimore, Maryland, his "bitterest enemy" and interpreted his cousin's actions as an attempt at breaking his connection with Virginia. On August 29, 1835, Edgar wrote an emotional letter to Maria, declaring that he was "blinded with tears while writing", and pleading that she allow Virginia to make her own decision. Encouraged by his employment at the Southern Literary Messenger, Poe offered to provide financially for Maria, Virginia, and Henry if they moved to Richmond.
### Marriage
Marriage plans were confirmed and Poe returned to Baltimore to file for a marriage license on September 22, 1835. The couple might have been quietly married as well, though accounts are unclear. Their only public ceremony was in Richmond on May 16, 1836, when they were married by a Presbyterian minister named Rev. Amasa Converse. Poe was 27 and Virginia was 13, though her age was listed as 21. This marriage bond was filed in Richmond and included an affidavit from Thomas W. Cleland confirming the bride's alleged age. The ceremony was held in the evening at the home of a Mrs. James Yarrington, the owner of the boarding house in which Poe, Virginia, and Virginia's mother Maria Clemm were staying. Yarrington helped Maria Clemm bake the wedding cake and prepared a wedding meal. The couple then had a short honeymoon in Petersburg, Virginia.
Debate has raged regarding how unusual this pairing was based on the couple's age and blood relationship. Noted Poe biographer Arthur Hobson Quinn argues it was not particularly unusual, nor was Poe's nicknaming his wife "Sissy" or "Sis". Another Poe biographer, Kenneth Silverman, contends that though their first-cousin marriage was not unusual, her young age was. It has been suggested that Clemm and Poe had a relationship more like that between brother and sister than between husband and wife. Biographer Arthur Hobson Quinn disagreed with this view, citing a fervent love letter to argue that Poe "loved his little cousin not only with the affection of a brother, but also with the passionate devotion of a lover and prospective husband." Some scholars, including Marie Bonaparte, have read many of Poe's works as autobiographical and have concluded that Virginia died a virgin. It has been speculated that she and her husband never consummated their marriage, although no evidence is given. This interpretation often assumes that Virginia is represented by the title character in the poem "Annabel Lee": a "maiden... by the name of Annabel Lee". Poe biographer Joseph Wood Krutch suggests that Poe did not need women "in the way that normal men need them", but only as a source of inspiration and care, and that Poe was never interested in women sexually. Friends of Poe suggested that the couple did not share a bed for at least the first two years of their marriage but that, from the time she turned 16, they had a "normal" married life until the onset of her illness.
Virginia and Poe were by all accounts a happy and devoted couple. Poe's one-time employer George Rex Graham wrote of their relationship: "His love for his wife was a sort of rapturous worship of the spirit of beauty." Poe once wrote to a friend, "I see no one among the living as beautiful as my little wife." She, in turn, by many contemporary accounts, nearly idolized her husband. She often sat close to him while he wrote, kept his pens in order, and folded and addressed his manuscripts. She showed her love for Poe in an acrostic poem she composed when she was 23, dated February 14, 1846:
> > Ever with thee I wish to roam — Dearest my life is thine. Give me a cottage for my home And a rich old cypress vine, Removed from the world with its sin and care And the tattling of many tongues. Love alone shall guide us when we are there — Love shall heal my weakened lungs; And Oh, the tranquil hours we'll spend, Never wishing that others may see! Perfect ease we'll enjoy, without thinking to lend Ourselves to the world and its glee — Ever peaceful and blissful we'll be.
### Osgood/Ellet scandal
The "tattling of many tongues" in Virginia's Valentine poem was a reference to actual incidents. In 1845, Poe had begun a flirtation with Frances Sargent Osgood, a married 34-year-old poet. Virginia was aware of the friendship and might even have encouraged it. She often invited Osgood to visit them at home, believing that the older woman had a "restraining" effect on Poe, who had made a promise to "give up the use of stimulants" and was never drunk in Osgood's presence.
At the same time, another poet, Elizabeth F. Ellet, became enamored of Poe and jealous of Osgood. Though, in a letter to Sarah Helen Whitman, Poe called her love for him "loathsome" and wrote that he "could do nothing but repel [it] with scorn", he printed many of her poems to him in the Broadway Journal while he was its editor. Ellet was known for being meddlesome and vindictive, and, while visiting the Poe household in late January 1846, she saw one of Osgood's personal letters to Poe. According to Ellet, Virginia pointed out "fearful paragraphs" in Osgood's letter. Ellet contacted Osgood and suggested she should beware of her indiscretions and asked Poe to return her letters, motivated either by jealousy or by a desire to cause scandal. Osgood then sent Margaret Fuller and Anne Lynch Botta to ask Poe on her behalf to return the letters. Angered by their interference, Poe called them "Busy-bodies" and said that Ellet had better "look after her own letters", suggesting indiscretion on her part. He then gathered up these letters from Ellet and left them at her house.
Though these letters had already been returned to her, Ellet asked her brother "to demand of me the letters". Her brother, Colonel William Lummis, did not believe that Poe had already returned them and threatened to kill him. In order to defend himself, Poe requested a pistol from Thomas Dunn English. English, Poe's friend and a minor writer who was also a trained doctor and lawyer, likewise did not believe that Poe had already returned the letters and even questioned their existence. The easiest way out of the predicament, he said, "was a retraction of unfounded charges". Angered at being called a liar, Poe pushed English into a fistfight. Poe later claimed he was triumphant in the fight, though English claimed otherwise, and Poe's face was badly cut by one of English's rings. In Poe's version, he said, "I gave E. a flogging which he will remember to the day of his death." Either way, the fight further sparked gossip over the Osgood affair.
Osgood's husband stepped in and threatened to sue Ellet unless she formally apologized for her insinuations. She retracted her statements in a letter to Osgood saying, "The letter shown me by Mrs Poe must have been a forgery" created by Poe himself. She put all the blame on Poe, suggesting the incident was because Poe was "intemperate and subject to acts of lunacy". Ellet spread the rumor of Poe's insanity, which was taken up by other enemies of Poe and reported in newspapers. The St. Louis Reveille reported: "A rumor is in circulation in New York, to the effect that Mr. Edgar A. Poe, the poet and author, has been deranged, and his friends are about to place him under the charge of Dr. Brigham of the Insane Retreat at Utica." The scandal eventually died down only when Osgood reunited with her husband. Virginia, however, had been very affected by the whole affair. She had received anonymous letters about her husband's alleged indiscretions as early as July 1845. It is presumed that Ellet was involved with these letters, and they so disturbed Virginia that she allegedly declared on her deathbed that "Mrs. E. had been [her] murderer."
### Illness
By this time, Virginia had developed tuberculosis, first seen sometime in the middle of January 1842. While singing and playing the piano, Virginia began to bleed from the mouth, though Poe said that she merely "ruptured a blood-vessel". Her health declined and she became an invalid, which drove Poe into a deep depression, especially as she occasionally showed signs of improvement. In a letter to a friend, Poe described his resulting mental state: "Each time I felt all the agonies of her death—and at each accession of the disorder I loved her more dearly & clung to her life with more desperate pertinacity. But I am constitutionally sensitive—nervous in a very unusual degree. I became insane, with long intervals of horrible sanity."
Virginia's condition might have been what prompted the Poe family to move, in the hopes of finding a healthier environment for her. They moved several times within Philadelphia in the early 1840s and their last home in that city is now preserved as the Edgar Allan Poe National Historic Site in Spring Garden. In this home, Virginia was well enough to tend the flower garden and entertain visitors by playing the harp or the piano and singing. The family then moved to New York sometime in early April 1844, traveling by train and steamboat. Virginia waited onboard the ship while her husband secured space at a boarding house on Greenwich Street. By early 1846, family friend Elizabeth Oakes Smith said that Virginia admitted, "I know I shall die soon; I know I can't get well; but I want to be as happy as possible, and make Edgar happy." She promised her husband that after her death she would be his guardian angel.
### Move to Fordham
In May 1846, the family (Poe, Virginia, and her mother, Maria) moved to a small cottage in Fordham, about fourteen miles outside the city, a home which is still standing today. In what is the only surviving letter from Poe to Virginia, dated June 12, 1846, he urged her to remain optimistic: "Keep up your heart in all hopelessness, and trust yet a little longer." Of his recent loss of the Broadway Journal, the only magazine Poe ever owned, he said, "I should have lost my courage but for you—my darling little wife you are my greatest and only stimulus now to battle with this uncongenial, unsatisfactory and ungrateful life." But by November of that year, Virginia's condition was hopeless. Her symptoms included irregular appetite, flushed cheeks, unstable pulse, night sweats, high fever, sudden chills, shortness of breath, chest pains, coughing and spitting up blood.
Nathaniel Parker Willis, a friend of Poe's and an influential editor, published an announcement on December 30, 1846, requesting help for the family, though his facts were not entirely correct:
> Illness of Edgar A. Poe. —We regret to learn that this gentleman and his wife are both dangerously ill with the consumption, and that the hand of misfortune lies heavily on their temporal affairs. We are sorry to mention the fact that they are so far reduced as to be barely able to obtain the necessaries of life. That is, indeed, a hard lot, and we do hope that the friends and admirers of Mr. Poe will come promptly to his assistance in his bitterest hour of need.
Willis, who had not corresponded with Poe for two years and had since lost his own wife, was one of his greatest supporters in this period. He sent Poe and his wife an inspirational Christmas book, The Marriage Ring; or How to Make a Home Happy.
The announcement was similar to one made for Poe's mother, Eliza Poe, during her last stages of tuberculosis. Other newspapers picked up on the story: "Great God!", said one, "is it possible, that the literary people of the Union, will let poor Poe perish by starvation and lean faced beggary in New York? For so we are led to believe, from frequent notices in the papers, stating that Poe and his wife are both down upon a bed of misery, death, and disease, with not a ducat in the world." The Saturday Evening Post asserted that Virginia was in a hopeless condition and that Poe was bereft: "It is said that Edgar A. Poe is lying dangerously with brain fever, and that his wife is in the last stages of consumption—they are without money and without friends." Even editor Hiram Fuller, whom Poe had previously sued for libel, attempted in the New York Mirror to garner support for Poe and his wife: "We, whom he has quarrelled with, will take the lead", he wrote.
Virginia was described as having dark hair and violet eyes, with skin so pale it was called "pure white", causing a "bad complexion that spoiled her looks". One visitor to the Poe family noted that "the rose-tint upon her cheek was too bright", possibly a symptom of her illness. Another visitor in Fordham wrote, "Mrs. Poe looked very young; she had large black eyes, and a pearly whiteness of complexion, which was a perfect pallor. Her pale face, her brilliant eyes, and her raven hair gave her an unearthly look." That unearthly look was mentioned by others who suggested it made her look not quite human. William Gowans, who once lodged with the family, described Virginia as a woman of "matchless beauty and loveliness, her eye could match that of any houri, and her face defy the genius of a Canova to imitate". She might have been a little plump. Many contemporary accounts as well as modern biographers remark on her childlike appearance even in the last years of her life.
While dying, Virginia asked her mother: "Darling... will you console and take care of my poor Eddy—you will never never leave him?" Her mother stayed with Poe until his own death in 1849. As Virginia was dying, the family received many visitors, including an old friend named Mary Starr. At one point Virginia put Starr's hand in Poe's and asked her to "be a friend to Eddy, and don't forsake him". Virginia was tended to by 25-year-old Marie Louise Shew. Shew, who served as a nurse, knew medical care from her father and her husband, both doctors. She provided Virginia with a comforter as her only other cover was Poe's old military cloak, as well as bottles of wine, which the invalid drank "smiling, even when difficult to get it down". Virginia also showed Poe a letter from Louisa Patterson, second wife of Poe's foster-father John Allan, which she had kept for years and which suggested that Patterson had purposely caused the break between Allan and Poe.
### Death
On January 29, 1847, Poe wrote to Marie Louise Shew: "My poor Virginia still lives, although failing fast and now suffering much pain." Virginia died the following day, January 30, after five years of illness. Shew helped in organizing her funeral, even purchasing the coffin. Death notices appeared in several newspapers. On February 1, The New York Daily Tribune and the Herald carried the simple obituary: "On Saturday, the 30th ult., of pulmonary consumption, in the 25th year of her age, VIRGINIA ELIZA, wife of EDGAR A. POE." The funeral was February 2, 1847. Attendees included Nathaniel Parker Willis, Ann S. Stephens, and publisher George Pope Morris. Poe refused to look at his dead wife's face, saying he preferred to remember her living. Though now buried at Westminster Hall and Burying Ground, Virginia was originally buried in a vault owned by the Valentine family, from whom the Poes rented their Fordham cottage.
Only one image of Virginia is known to exist, for which the painter had to take her corpse as model. A few hours after her death, Poe realized he had no image of Virginia and so commissioned a portrait in watercolor. She is shown wearing "beautiful linen" that Shew said she had dressed her in; Shew might have been the portrait's artist, though this is uncertain. The image depicts her with a slight double chin and with hazel eyes. The image was passed down to the family of Virginia's half-sister Josephine, wife of Neilson Poe.
In 1875, the same year in which her husband's body was reburied, the cemetery in which she lay was destroyed and her remains were almost forgotten. An early Poe biographer, William Gill, gathered the bones and stored them in a box he hid under his bed. Gill's story was reported in the Boston Herald twenty-seven years after the event: he says that he had visited the Fordham cemetery in 1883 at exactly the moment that the sexton Dennis Valentine held Virginia's bones in his shovel, ready to throw them away as unclaimed. Poe himself had died in 1849, and so Gill took Virginia's remains and, after corresponding with Neilson Poe and John Prentiss Poe in Baltimore, arranged to bring the box down to be laid on Poe's left side in a small bronze casket. Virginia's remains were finally buried with her husband's on January 19, 1885—the seventy-sixth anniversary of her husband's birth and nearly ten years after his current monument was erected. The same man who served as sexton during Poe's original burial and his exhumations and reburials was also present at the rites which brought his body to rest with Virginia and Virginia's mother Maria Clemm.
## Effect and influence on Poe
Virginia's death had a significant effect on Poe. After her death, Poe was deeply saddened for several months. A friend said of him, "the loss of his wife was a sad blow to him. He did not seem to care, after she was gone, whether he lived an hour, a day, a week or a year; she was his all." A year after her death, he wrote to a friend that he had experienced the greatest evil a man can suffer when, he said, "a wife, whom I loved as no man ever loved before", had fallen ill. While Virginia was still struggling to recover, Poe turned to alcohol after abstaining for quite some time. How often and how much he drank is a controversial issue, debated in Poe's lifetime and also by modern biographers. Poe referred to his emotional response to his wife's sickness as his own illness, and that he found the cure to it "in the death of my wife. This I can & do endure as becomes a man—it was the horrible never-ending oscillation between hope & despair which I could not longer have endured without the total loss of reason".
Poe regularly visited Virginia's grave. As his friend Charles Chauncey Burr wrote, "Many times, after the death of his beloved wife, was he found at the dead hour of a winter night, sitting beside her tomb almost frozen in the snow". Shortly after Virginia's death, Poe courted several other women, including Nancy Richmond of Lowell, Massachusetts, Sarah Helen Whitman of Providence, Rhode Island, and childhood sweetheart Sarah Elmira Royster in Richmond. Even so, Frances Sargent Osgood, whom Poe also attempted to woo, believed "that [Virginia] was the only woman whom he ever loved".
### References in literature
Many of Poe's works are interpreted autobiographically, with much of his work believed to reflect Virginia's long struggle with tuberculosis and her eventual death. The most discussed example is "Annabel Lee". This poem, which depicts a dead young bride and her mourning lover, is often assumed to have been inspired by Virginia, though other women in Poe's life are potential candidates including Frances Sargent Osgood and Sarah Helen Whitman. A similar poem, "Ulalume", is also believed to be a memorial tribute to Virginia, as is "Lenore", whose title character is described as "the most lovely dead that ever died so young!" After Poe's death, George Gilfillan of the London-based Critic said Poe was responsible for his wife's death, "hurrying her to a premature grave, that he might write 'Annabel Lee' and 'The Raven'". However, "The Raven" was written and published two years before Virginia's death.
Virginia is also seen in Poe's prose. The short story "Eleonora" (1842)—which features a narrator preparing to marry his cousin, with whom he lives alongside her mother—may also refer to Virginia's illness. When Poe wrote it, his wife had just begun to show signs of her illness. It was shortly thereafter that the couple moved to New York City by boat and Poe published "The Oblong Box" (1844). This story, which shows a man mourning his young wife while transporting her corpse by boat, seems to suggest Poe's feelings about Virginia's impending death. As the ship sinks, the husband would rather die than be separated from his wife's corpse. The short story "Ligeia", whose title character suffers a slow and lingering death, may also be inspired by Virginia. After his wife's death, Poe edited his first published story, "Metzengerstein", to remove the narrator's line, "I would wish all I love to perish of that gentle disease", a reference to tuberculosis.
### References in music
In track 9 of their 2008 debut album Le Pop, Norwegian band Katzenjammer performed a song entitled "Virginia Clemm". Set to the tune of a musical clock, the song's lyrics refer to Virginia's early marriage at 13 years of age ("He was a child I was a child / Sentimental and wild"), to her husband's alleged affairs ("The other woman to explain / Her letters I deplore"), to her untimely death ("For twelve short years / We lived out of health"), to the band's perceived obsessions of Poe's subsequent obsession with his wife's death ("Heir of my illness / Writer of all the stories and the words / That I'm haunting / That I'm haunting") as well as alluding, in the last verse ("And I'll leave you nevermore"), to the poem "The Raven". |
4,072,895 | Barber coinage | 1,171,432,481 | American coins | [
"Coins of the United States",
"Currencies introduced in 1892",
"Eagles on coins",
"Goddess of Liberty on coins",
"United States silver coins",
"Works by Charles E. Barber"
]
| The Barber coinage consists of a dime, quarter, and half dollar designed by United States Bureau of the Mint Chief Engraver Charles E. Barber. They were minted between 1892 and 1916, though no half dollars were struck in the final year of the series.
By the late 1880s, there were increasing calls for the replacement of the Seated Liberty design, used since the 1830s on most denominations of silver coins. In 1891, Mint Director Edward O. Leech, having been authorized by Congress to approve coin redesigns, ordered a competition, seeking a new look for the silver coins. As only the winner would receive a cash prize, invited artists refused to participate and no entry from the public proved suitable. Leech instructed Barber to prepare new designs for the dime, quarter, and half dollar, and after the chief engraver made changes to secure Leech's endorsement, they were approved by President Benjamin Harrison in November 1891. Striking of the new coins began the following January.
Public and artistic opinion of the new pieces was, and remains, mixed. In 1915, Mint officials began plans to replace them once the design's minimum term expired in 1916. The Mint issued Barber dimes and quarters in 1916 to meet commercial demand, but before the end of the year, the Mercury dime, Standing Liberty quarter, and Walking Liberty half dollar had begun production. Most dates in the Barber coin series are not difficult to obtain, but the 1894 dime struck at the San Francisco Mint (1894-S), with a mintage of 24, is a great rarity.
## Background
### Charles Barber
Charles E. Barber was born in London in 1840. His grandfather, John Barber, led the family to America in the early 1850s. Both John and his son William were engravers and Charles followed in their footsteps. The Barber family initially lived in Boston upon their arrival to the United States, though they later moved to Providence to allow William to work for the Gorham Manufacturing Company. William Barber's skills came to the attention of Mint Chief Engraver James B. Longacre, who hired him as an assistant engraver in 1865; when Longacre died in 1869, William Barber became chief engraver and Charles was hired as an assistant engraver.
William Barber died on August 31, 1879, of an illness contracted after swimming at Atlantic City, New Jersey. His son applied for the position of chief engraver, as did George T. Morgan, another British-born engraver hired by the Mint. In early December 1879, Treasury Secretary John Sherman, Mint Director Horatio Burchard, and Philadelphia Mint Superintendent A. Loudon Snowden met to determine the issue. They decided to recommend the appointment of Barber, who was subsequently nominated by President Rutherford B. Hayes and in February 1880, was confirmed by the Senate. Barber would serve nine presidents in the position, remaining until his death in 1917, when Morgan would succeed him.
Coinage redesign was being considered during Barber's early years as chief engraver. Superintendent Snowden believed that the base-metal coins then being struck (the one-, three-, and five-cent pieces) should have uniform designs, as did many of the silver pieces, and also some gold coins. He had Barber create experimental pattern coins. In spite of Snowden's desires, the only design modified was that of the five-cent coin, or nickel; Barber's design, known as the Liberty Head nickel, entered production in 1883. The new coin had its denomination designated by a Roman numeral "V" on the reverse; the three-cent coin had always had a "III" to designate its denomination. Enterprising fraudsters soon realized that the nickel and half eagle (or five-dollar gold piece) were close in size, and plated the base metal coins to pass to the unwary. Amid public ridicule of the Mint, production came to a halt until Barber hastily added the word "cents" to the reverse of his design.
### Movement towards redesign
For much of the second half of the 19th century, most U.S. silver coins bore a design of a seated Liberty. This design had been created by Christian Gobrecht, an engraver at the United States Mint in Philadelphia, after a sketch by artist Thomas Sully, and introduced to U.S. coins in the late 1830s. The design reflected an English influence, and as artistic tastes changed over time, was increasingly disliked in the United States. In 1876, The Galaxy magazine said of the then current silver coins:
> Why is it we have the ugliest money of all civilized nations? The design is poor, commonplace, tasteless, characterless, and the execution is like thereunto. They have rather the appearance of tokens or mean medals. One reason for this is that the design is so inartistic, and so insignificant. That young woman sitting on nothing in particular, wearing nothing to speak of, looking over her shoulder at nothing imaginable, and bearing in her left hand something that looks like a broomstick with a woolen nightcap on it—what is she doing there?
Public dissatisfaction with the newly-issued Morgan dollar led the Mint's engravers to submit designs for the smaller silver coins in 1879. Among those who called for new coinage was editor Richard Watson Gilder of The Century Illustrated Monthly Magazine. Sometime in the early 1880s, he, along with one of his reporters and sculptor Augustus Saint-Gaudens visited Mint Director Burchard to argue for the creation of new designs. They brought along classic Greek and Roman coins in an attempt to persuade Burchard that the coinage could easily be made more beautiful. The visitors left disappointed, after learning that Burchard considered the much-criticized Morgan dollar as beautiful as any of them.
In 1885, Burchard was succeeded as Mint director by James Kimball. The new director was more receptive to Gilder's ideas and in 1887 announced a competition for new designs for the non-gold coinage. These plans were scuttled when Vermont Senator Justin Morrill questioned the Mint's authority to produce new designs. The Mint had claimed authority under the Coinage Act of 1873 in issuing the Morgan dollar in 1878 and the Liberty Head nickel in 1883. Morrill was a supporter of coin redesign and had in the past introduced bills to accomplish this; he felt, however, that this could not be done without an act of Congress. Kimball submitted the issue to government lawyers; they indicated that the Mint lacked the claimed authority. All three men worked to secure a bill to authorize new designs: Morrill by introducing and pressing legislation, Kimball by lobbying for the authority in his annual report, and Gilder by orchestrating favorable coverage. With legislators busy with other matters, it was not until September 26, 1890, that President Benjamin Harrison signed legislation making all denominations of U.S. coins available for immediate redesign by the Mint upon obtaining the Secretary of the Treasury's approval. Each coin could thereafter be altered from the 25th year after it was first produced; for example, a coin first struck in 1892 would be eligible for redesign in 1916.
## Inception
Three days before the signing of the 1890 act, Barber wrote to the superintendent of the Philadelphia Mint, Oliver Bosbyshell, setting forth proposed terms of a competition to select new coin designs. Barber suggested that entrants be required to submit models, as opposed to drawings, and that the designs be in low relief, which was used for coins. He proposed that the entries include the lettering and denomination, as submissions without them would not adequately show the appearance of the finished coin. He received a reply that due to other work, the Mint would not be able to address the question until the spring of 1891.
On October 16, 1890, a new Mint director, Edward O. Leech, took office. Leech, aged 38 at the time, had spent his career at the Bureau of the Mint, and was an enthusiastic supporter of redesign. He took the precaution of obtaining recommendations from Barber as to suitable outside artists who might participate in a competition. Since most of the proposed artists were New York-based, Andrew Mason, superintendent of the New York Assay Office, was given the task of finalizing the list of invitees. Leading Mason's list of ten names was that of Saint-Gaudens. Mason sent Leech the recommendations on April 3, 1891; the following day, the Mint director announced the competition, open to the public, but he specifically invited the ten artists named by Mason to participate. Besides Saint-Gaudens, artists asked to compete included Daniel Chester French, Herbert Adams and Kenyon Cox. Although Barber had warned the director that reputable artists would likely not enter a contest in which only the winner received compensation, Leech offered a \$500 prize to the winner, and no payments to anyone else. He sought new designs for both sides of the dollar, and for the obverses of the half dollar, quarter, and dime—Leech was content to let the reverses of the Seated Liberty coins continue. By law, an eagle had to appear on the quarter and half dollar, but could not appear on the dime.
Most of the artists conferred in New York and responded in a joint letter that they would be willing to participate, but not on the terms set. They proposed a competition with set fees for sketches and designs submitted by the invited artists, to be judged by a jury of their peers, and with the Mint committed to replace the Seated Liberty coins with the result. They also insisted that the same artist create both sides of a given coin, and that more time be given to allow the development of designs. Leech was unable to meet these terms, as there was only enough money available for the single prize. In addition to inviting the ten artists, he had sent thousands of solicitations through the country; a number of designs were submitted in response to the circulars. To judge the submissions, he appointed a jury consisting of Saint-Gaudens, Barber, and Henry Mitchell, a Boston seal engraver and member of the 1890 Assay Commission. The committee met in June 1891 and quickly rejected all entries.
Leech was quoted in the press regarding the result of the contest:
> It is not likely that another competition will ever be tried for the production of designs for United States coins. The one just ended was too wretched a failure ... The result is not very flattering to the boasted artistic development of this country, inasmuch as only two of the three hundred suggestions submitted were good enough to receive honorable mention.
Barber wrote years later about the competition, "many [entries] were sent in, but Mr. St. Gaudens, [sic] who was appointed one of the committee to pass upon designs, objected to everything submitted". Numismatic historian Roger Burdette explained the artistic differences between the two men:
> It is likely they were so far apart in their artistic understanding that neither listened to what the other had to say ... Barber was from the English trades-apprentice approach where engraving and die sinking were crafts closely aligned to other metal workers such as machine tool makers. His father and grandfather were both engravers. Saint-Gaudens was a classically trained sculptor who began his career as an apprentice cameo cutter in New York, later moving to Paris and Rome for extensive training while perfecting his artistry. Barber generally worked in small, circular formats—a three-inch medal was a large size for his sculptures. Saint-Gaudens was uncomfortable with small medals and typically designed life-size or larger figures ... the 1891 competition turned the two against each other for the rest of their lives.
## Preparation
Frustrated at the competition's outcome, Leech instructed Barber on June 11, 1891, to prepare designs for the half dollar, quarter, and dime. As the Morgan dollar was then being heavily struck, the Mint director decided to leave that design unaltered for the time being. For the obverse of the new coins, Leech suggested a depiction of Liberty similar to that on the French coins of the period; he was content that the current reverses be continued. Leech had previously suggested to Barber that he engage outside help if the work was to be done at the Mint; the chief engraver replied that he was aware of no one who could be of help in the preparation of new designs. Leech had spoken with Saint-Gaudens on the same subject; the sculptor stated that only four men in the world were capable of executing high-quality coin designs; three lived in France and he was the fourth.
Leech announced the decision to have Barber do the work in July, stating that he had instructed the engraver to prepare designs for presentation to Secretary of the Treasury Charles Foster. In a letter printed in the New York Tribune, Gilder expressed disappointment that the Mint was planning to generate the new designs in-house, feeling that the Mint, essentially a factory for coins, was ill-equipped to generate artistic coin designs. Due to Gilder's prominence in the coinage redesign movement, Leech felt the need to respond personally, which he did in early August. He told Gilder that "artistic designs for coins, that would meet the ideas of an art critic like yourself, and artists generally, are not always adapted for practical coining". He assured Gilder that the designs which Barber had already prepared had met with the approval of Mitchell, though Leech himself had some improvements to suggest to the chief engraver.
Barber's first attempt, modeled for the half dollar, disregarded Leech's instructions. Instead of a design based on French coinage, it depicted a standing figure of Columbia, bearing a pileus (a crown fashioned from an olive branch) atop a liberty pole; an eagle spreading its wings stands behind her. The reverse utilized the heraldic eagle from the Great Seal of the United States, enclosed inside a thick oak wreath, with the required legends surrounding the rim. Leech rejected the design, and Barber submitted a revised obverse in mid-September with a head of Liberty similar to that on the adopted coin. Leech got feedback from friends and from Secretary Foster; on September 28, he wrote Barber that Liberty's lips were "rather voluptuous" and directed him to prepare a reverse without the wreath. Barber did so, and pattern coins based on the revised design were struck. Barber complained, in a letter on October 2 to Superintendent Bosbyshell, but intended for Leech, that the constant demands for changes were wasting his time. Leech replied, stating that he did not care how much effort was expended in order to improve the design, especially since, once issued, they would have to be used for 25 years. Barber's reply was transmitted to Leech on October 6 with a cover letter from Acting Superintendent Mark Cobb (Bosbyshell was traveling) stating that Barber "disclaims any intention to be captious and certainly did not intend to question your prerogative as one of the officers designed by law to pass upon new designs for coinage". The letter from Barber was a lengthy technical explanation for various design elements, and requested further advice from Leech if he had preferences; the overall tone was argumentative. Leech chose not to write again; he addressed one concern, about whether the olive branches in the design were rendered accurately, by visiting the National Botanical Garden, obtaining one, and sending it to Barber.
The question of how to render the stars (representing the 13 original states) on the coin was posed in the letters; in the end, Leech opted for six-pointed stars on the obverse and five-pointed ones on the reverse. Barber had prepared three versions of the design, each with clouds over the eagle; Leech approved one on October 31 and ordered working dies prepared, but then began to question the presence of the clouds, and had two more versions made. On November 6, President Harrison and his Cabinet considered which of the designs to approve, and chose one without the clouds; the following day, Leech ordered working dies prepared. Barber scaled down his design for the quarter and dime. While the Cabinet approved the designs, members requested that the Mint embolden the words "Liberty" on the obverse and "E Pluribus Unum" on the reverse, believing that these legends would wear away in circulation; despite the resulting changes, this proved to be accurate. For the reverse of the dime, on which, by law, an eagle could not appear, a slight modification of the reverse of the Seated Liberty dime was used, with a wreath of foliage and produce surrounding the words "One Dime".
It is uncertain when pattern dimes and quarters were struck, but this was most likely in mid-November 1891. One variety each of pattern dime and quarter are known, whereas five different half dollars are extant; all known Barber coin patterns are in the National Numismatic Collection and none are in private hands. On December 11, Bosbyshell requested a delay in production to mid-January 1892 to allow the dies to be more thoroughly tested; Leech refused. The first Barber coins were struck at the Philadelphia Mint on January 2, 1892, at 9:00 a.m. By the end of the day, all three denominations had been coined.
## Design
All three denominations of the Barber coinage depict a head of Liberty, facing right. She wears a pileus and a small headband inscribed "Liberty". On the quarter and half dollar, the motto "In God We Trust" appears above her head; she is otherwise surrounded with 13 six-pointed stars and the date. On the dime, her head is surrounded with "United States of America" and the year. The reverse of the quarter and the half dollar depicts a heraldic eagle, based on the Great Seal. The bird holds in its mouth a scroll inscribed "E Pluribus Unum" and in its right claws an olive branch; in its left it holds 13 arrows. Above the eagle are 13 five-pointed stars; it is surrounded by the name of the country and by the coin's denomination. The reverse of the dime depicts a wreath of corn, wheat, maple and oak leaves surrounding the words "One Dime". Barber's monogram "B" is on the cutoff of Liberty's neck; the mint mark, on the dime, is placed beneath the wreath on the reverse and beneath the eagle on the larger denominations.
Barber's head of Liberty is purely classical, and is rendered in the Roman style. The head is modeled after the French "Ceres" silver coinage of the late 19th century, but bears a resemblance to Morgan's design for the silver dollar. This did not escape numismatist Walter Breen in his comprehensive guide to U.S. coins: "Barber must have been feeling unusually lazy. He left the [dime] rev[erse] design as it had been since 1860, with minor simplifications. His obv[erse] was a mirror image of the Morgan dollar head, with much of Miss Anna Willess Williams' back hair cropped off, the rest concealed ... within a disproportionately large cap." In his text introducing the Barber quarter, Breen states, "the whole composition is Germanically stolid, prosy, crowded (especially on rev[erse]), and without discernible merit aside from the technical one of low relief". Burdette terms Barber's designs, "typically mediocre imitations of the current French-style—hardly better than the arcane seated Liberty type they replaced".
Art historian Cornelius Vermeule, in his work on U.S. coins, took a more positive view of Barber's coinage: "the last word as to their aesthetic merits has yet to be written. Little admired or collected for more than three generations after their appearance [writing in 1971], these essentially conservative but most dignified coins have suddenly become extremely popular with collectors". Vermeule argued that "the designs of Barber's coins were more attuned to the times than he perhaps realized. The plumpish, matronly gravitas of Liberty had come to America seven years earlier in the person of Frédéric Bartholdi's giant statue [the Statue of Liberty] ... " He suggested that the features of Daniel Chester French's huge statue Republic, created for the World Columbian Exposition, "were absolutely in harmony with what Charles Barber had created for the coinage in the year of the Fair's opening".
## Reception
Leech released the new designs to the press about November 10, 1891. According to numismatist David Lange, the new coinage received mixed reviews: "while the general press and public seemed satisfied with the new dime, quarter dollar, and half dollar, numismatists were either mildly disappointed with the new coins or remained silent on the matter." Moran records a number of unfavorable reviews, without listing any favorable ones. Vermeule stated that "the initial comment on the new coinage concerned the novelty of a contest, its failure, and the inevitable result that the commission would go, as always, to the Chief Engraver [Barber] and his staff."
George Heath, editor of The Numismatist, discussed the new pieces: "the mechanical work is all that could be desired, and it is probable that owing to the conventional rut in which our mint authorities seem obliged to keep, this is the best that could be done". W.T.R. Martin wrote in the American Journal of Numismatics, "The general effect is pleasing, of the three the Dime is to many the most attractive piece. The head of Liberty is dignified, but although the silly story has been started that the profile is that of a 'reigning belle' of New York, she can hardly be called a beauty; there is a suggestion ... of the classic heads on some of the Roman coins, and a much stronger suggestion of the head on the French Francs of 1871 and onward ... these coins are an advance on what has hitherto been accomplished, but there is yet a long distance between them and the ideal National coin."
Other reactions were unfavorable. Artist Kenyon Cox, one of the invited artists to the 1891 competition, stated, "I think it disgraceful that this great country should have such a coin as this." Harper's Weekly proclaimed, "The mountain had labored and brought forth a mouse." Saint-Gaudens was also interviewed, and as author Moran put it, "injudiciously ranted": "This is inept; this looks like it had been designed by a young lady of sixteen, a miss who had taken only a few lessons in modeling. It is beneath criticism ... There are hundreds of artists in this country, any of whom, with the aid of a designer, could have made a very respectable coin, which this is not."
## Production and collecting
Soon after issuance of the new quarters, the Mint received complaints that they would not stack properly. Barber made adjustments in his design to remedy this problem. Accordingly, there are two versions of the 1892 quarter, dubbed "Type I" and "Type II", both for the version without mint mark struck at Philadelphia and for those struck at the New Orleans Mint (1892-O) and the San Francisco Mint (1892-S). They may be distinguished by their reverses: Type I quarters have about half of the letter "E" in "UNITED" covered by the eagle's wing; with Type II quarters, the letter is almost entirely obscured. Type I quarters are rarer for each mint.
The 1894-S Barber dime is one of the great numismatic rarities, with a published mintage of 24 proof pieces. Various stories attend the question of how so few came to be coined. According to Nancy Oliver and Richard Kelly in their 2011 article for The Numismatist, the San Francisco Mint in June 1894 needed to coin \$2.40 in silver left over from the melting of worn-out coins, just enough to coin 24 dimes. More ten-cent pieces were expected to be struck there later in the year, but this did not occur. Breen, on the other hand, related that San Francisco Mint Superintendent John Daggett had the dimes struck for a group of banker friends, giving three to each. He also gave three to his young daughter Hallie, telling her to retain them until she was as old as he was, and she would be able to sell them for a good price. According to the story, she spent one on a dish of ice cream, but kept the other two until 1954. One of the approximately nine known dimes was retrieved from circulation in 1957, and Breen speculated this may have been the ice cream specimen. One sold for \$1,552,500 at auction in 2007.
In 1900, Barber modified the dies. This change resulted in quarters that were thinner, so that 21 of the new coins would stack in the space occupied by 20 of the old. Barber again set to work on the dies. San Francisco Mint officials wanted permission to use the old dies, which was refused, as it was felt that all mints should be producing coins with the same specifications. There are small differences between quarters produced at the different mints.
Except for the 1894-S dime, there are no great rarities in the Barber series, as mintages were generally adequate to high. Key dates for the dime include the 1895-O (with the lowest mintage), 1896-S, 1897-O, 1901-S and 1903-S. For the quarter, key dates are the very low mintage 1896-S, 1901-S, and 1913-S issues, with the 1901-S particularly scarce. The rarest half dollar is the 1892-O "Micro O", in which the mint mark "O" for New Orleans was impressed on the half dollar die with a puncheon intended for the quarter; other key dates are the regular 1892-O, 1892-S, 1893-S, 1897-O, 1897-S, 1913, 1914, and 1915. The last three dates have very low mintages but were preserved in substantial numbers. As half dollars were heavily circulated, prices tend to steeply rise for all coins in higher grades. "Condition rarities", relatively common and inexpensive in circulated condition but costly in high grades, include the 1901-S, 1904-S, and 1907-S half dollars. Thus, although most dates are easily obtainable, many are scarce in higher and uncirculated grades. Also, in 1909, a new half dollar hub was introduced, which made the headband word "Liberty" stronger, thus changing a grading diagnostic. Earlier Barber halves are frequently separately graded for their obverse and reverse characteristics, as the reverse tended to wear faster. Finally, large quantities of lower grade Barber coins were melted for bullion when silver prices rose in 1979 and early 1980.
## Replacement
According to Burdette, "agitation to replace Barber's banal 1892 Liberty head began almost before the first coins were cold from the press." In 1894, the American Numismatic and Antiquarian Society, in conjunction with various artistic and educational institutes, began to advocate for better designs for U.S. coins, but no change took place in the remainder of the 19th century.
In 1904, President Theodore Roosevelt started to push for improvements to U.S. coins, and arranged for the Mint to engage Saint-Gaudens to redesign coins which could be changed under the 1890 act. Before his death in 1907, the sculptor provided designs for the double eagle and eagle, though the double eagle required adjustment by Barber to lower the relief before it could be released as a circulating coin. Redesign of the smaller gold pieces, Lincoln cent, and Buffalo nickel followed between 1908 and 1913. By then, the dime, quarter, and half dollar were the only coins being struck which had not received a redesign in the 20th century. As the 1916 date approached when the Barber coins could be changed without an act of Congress, calls for a new design increased.
In 1915, a new Mint director, Robert W. Woolley, took office. Woolley advocated the replacement of the silver coins when it was legal to do so, and instructed Barber and Morgan to prepare new designs. He consulted with the Commission of Fine Arts, asking them to examine the designs produced by the Mint's engravers and, if they felt they were not suitable, to recommend artists to design the new coins. The Commission rejected the Barber and Morgan designs and proposed Adolph Weinman, Hermon MacNeil, and Albin Polasek as designers. Although Woolley had hoped that each artist would produce one design, different concepts by Weinman were accepted for the dime and half dollar, and one by MacNeil for the quarter.
Woolley had hoped to begin production of the new coins on July 1, 1916. There was heavy demand for small change, and as delays in actual production stretched into the second half of the year, Woolley was forced to have Barber prepare dies for 1916-dated dimes and quarters bearing the chief engraver's 1892 design. According to numismatist David Lange, "Barber must have secretly smiled to himself as his familiar Roman bust of Liberty once again dropped from the presses by the thousands, and then by the millions." There were sufficient half dollars from 1915 available to meet demand; no Barber halves were struck in 1916. The production difficulties were eventually ironed out, and at least token quantities of each of the new coins were struck in 1916, putting an end to the Barber coinage series. |
1,823,465 | Late Registration | 1,168,239,603 | 2005 Kanye West album | [
"2005 albums",
"Albums produced by Devo Springsteen",
"Albums produced by Jon Brion",
"Albums produced by Just Blaze",
"Albums produced by Kanye West",
"Albums produced by Mike Dean (record producer)",
"Albums produced by Warryn Campbell",
"Albums recorded at Record Plant (Los Angeles)",
"Def Jam Recordings albums",
"Grammy Award for Best Rap Album",
"Kanye West albums",
"Roc-A-Fella Records albums",
"Sequel albums"
]
| Late Registration is the second studio album by American rapper and producer Kanye West. It was released on August 30, 2005, through Def Jam Recordings and Roc-A-Fella Records. West recorded the album over the course of a year during sessions held at studios in Hollywood and New York City, in collaboration with Jon Brion. The album features guest appearances from Adam Levine, Jamie Foxx, Common, Brandy, Jay-Z, and Nas, among others.
West's production for Late Registration departed from the sped-up soul samples of his debut studio album, The College Dropout (2004), moving towards a more elaborate and orchestral style with a 20-piece ensemble. Drawing creative inspiration from alternative acts such as Fiona Apple and Portishead, he experimented with musical shifts, string arrangements, and a variety of instruments not usually associated with hip hop, including a celesta, harpsichord, and Chinese bells. In an effort to write authentic yet relatable lyrics, West engages in storytelling while showcasing his Christian heritage that informed his relationship to the capitalist market economy. He critiques multiple issues, such as institutional racism, higher education, health care, and the blood diamond trade.
A widespread critical success, Late Registration has often been viewed as a progression from The College Dropout and a pivotal release in hip hop. Numerous reviewers praised the former's elegant and ambitious musical direction, while some highlighted West's songwriting and performances for their balance of pop and conscious hip hop sensibilities. It was named to year-end lists for 2005 by multiple publications, such as Rolling Stone, Time, and USA Today. The album led to West receiving eight nominations at the 48th Annual Grammy Awards, including Album of the Year and Best Rap Album, winning the latter.
Matching The College Dropout's commercial success, Late Registration debuted at number one on the US Billboard 200 and sold 860,000 copies in the first week, while reaching the top 10 in nine other countries, including the United Kingdom and Ireland. It eventually sold more than 3,000,000 copies in the US and received a five-times platinum certification from the Recording Industry Association of America (RIAA), as well as sales certifications in several other territories. Five accompanying singles were released, including the hits "Touch the Sky", "Heard 'Em Say", and "Gold Digger", the latter of which topped the Billboard Hot 100. Music videos for all five singles were produced, while West also promoted the album with the Touch the Sky Tour (2005–06) and his debut live album, Late Orchestration (2006). Since then, Late Registration has frequently appeared on top albums lists, including Rolling Stone's "500 Greatest Albums of All Time", on which it ranked 117th in 2020.
## Background
Late Registration is the second of Kanye West's planned four education-themed studio albums, following the major success of his 2004 debut The College Dropout. The album showcased his signature production style of using sped-up vocal samples from soul records, known as "chipmunk soul". However, because of its success, other hip hop artists widely imitated this sampling style. In response to this, and fearing his own dependence on the technique, West decided to find a new sound and progress in both songwriting and stylistic range. West enlisted film score composer and record producer Jon Brion for Late Registration, resulting in Brion serving as co-executive producer for several tracks. The rapper heard and liked Brion's score while watching the 2004 film Eternal Sunshine of the Spotless Mind, and also listened to songs he had produced for singer-songwriter Fiona Apple's second album When the Pawn... (1999). Apple was another one of West's favorite acts and sources of musical inspiration for Late Registration, whose direction West described as "that Coldplay, Portishead, Fiona Apple style". Portishead's 1994 album Dummy was another reference point for West's direction with the album.
Brion was inexperienced in creating hip hop records when initially collaborating with West, yet the two were able to productively work together after only one afternoon in the studio when they discovered that neither confined his musical knowledge and vision to any specific genre. Discussing Late Registration differing in direction from standard hip hop, Brion said, "There are colors and ideas that make [the album] different from average hip-hop, but Kanye is already different from the average hip-hop guy. He's got this sense of pop record-making which is really solid, and he likes tracks with a lot of things going on in them – which is not necessarily common for hip-hop. He was already barking up that tree."
## Recording
West spent two million USD to produce Late Registration, recording it in slightly over a year. The majority of the recording sessions for the album took place at Sony Music Studios in New York City and the Record Plant in Hollywood, California; further sessions were held at other Hollywood locations Chalice Recording Studios and Grandmaster Recording Studios. In June 2004, the rapper made plans to begin recording material after finishing his support of R&B singer Usher's Truth Tour. By November, West had completed around 75 percent of the album. However, he felt unsatisfied with the outcome and this led to Brion becoming involved in March 2005, which drastically altered the project's direction.
The album's recording sessions between West and Brion were largely exploratory, as the pair experimented with a broad spectrum of sounds. West would construct a song's basic structure, bringing in a sample, drum beat programming, and occasionally unfinished rap verses. After thinking through what musical direction to take, he would then select from a variety of unique instruments that Brion both provided and played, including drums and strings. With the instruments, West attempted to incorporate a distinctive sound into the song's texture. West envisioned the recording as the creation of a film: visualizing the songs as scenes, outlining each in such a way that they efficiently conveyed their respective social or introspective context, and ensuring all were synchronized within the fabric of the complete set. This sentiment was shared by Brion who said, "He thinks in frequency ranges. I can recognize when someone sees music architecturally, which is how I work. I see it as a spatial thing: left to right, front to back, up and down. It's animated and it's moving in real time. Kanye has that. He tries things out until it fits, until it sits where it is supposed to sit and everything has the correct emotional function."
For Late Registration, West also collaborated with guest artists, whom he selected based on the effect each of their voices had on him upon hearing them. He cited the serene vocals of pop rock band Maroon 5's lead vocalist Adam Levine, the trademark voice of Brandy, the rap skill of his frequent collaborator Jay-Z, and the lyricism of fellow rapper Paul Wall as primary examples. Levine is featured on the album's opening track, "Heard 'Em Say". The two had previously collaborated on a remix for "This Love" (2004) that Maroon 5 commissioned West to work on and later became good friends when sitting together on a flight to Rome for the 2004 MTV Europe Music Awards. While playing songs from his second album via his iPod for him on the flight, West presented the demo for "Heard 'Em Say", to which Levine added a hook he had recently written and thought was an ideal fit. The song was recorded quickly because the singer only had a couple of hours free for studio time, and Brion was able to effectively work with the composition and Levine's vocal track in a few hours.
West originally produced and recorded "Gold Digger" at Ludacris's home in Atlanta, Georgia, for fellow rapper Shawnna's 2004 debut album Worth tha Weight. He had written the chorus from a female first-person viewpoint, though Shawnna ultimately passed the song on to him. West then rewrote the two verses from his own point of view and shortly before the release of "Gold Digger" in 2005, he penned a third verse; the final recording and mastering was done at Sony Music Studios in a week. After he saw singer Jamie Foxx's portrayal of singer-songwriter Ray Charles when watching the 2004 film Ray with his friend John Mayer, West decided to have him sing an interpolation of Charles' song "I Got a Woman". Once the track was in place, it was layered with additional instruments that Brion contributed.
Wall appears alongside West and his GOOD Music labelmate GLC on "Drive Slow". It was recorded in Los Angeles after the two had formed a friendship while posing for a photo shoot for an August 2005 issue of King, in a spread titled "Coming Kings". West had originally wanted British-Sri Lankan rapper M.I.A. to appear on the track, but she opted out of the appearance due to a busy schedule. "My Way Home" is performed solely by West's GOOD Music associate and fellow rapper Common, whose sixth studio album Be was being produced and recorded by West alongside Late Registration. Certain tracks originally produced by West for the former turned into beats for his own work. 107 tracks were recorded during a Pro Tools session for "Bring Me Down"—48 of which were solely sang by Brandy— and the editing process for the tracks lasted one day.
West first crafted "Diamonds from Sierra Leone" as a song about his friendship with his crew, until he learned of the civil war in Sierra Leone financed by conflict diamonds and re-recorded it. While the original version of the song featured West as the sole performer, he decided to record a remix with a guest verse provided by Jay-Z. Both the original and remix versions of "Diamonds from Sierra Leone" appear on the album, with the former included as a bonus track. The original contains live drums played by Michel Gondry, the director of Eternal Sunshine of the Spotless Mind and later the first music video for "Heard 'Em Say"; he had visited the studio one day when a drum kit was set up by Brion. According to Jay-Z, West mixed "Diamonds from Sierra Leone" about 14 times before he felt comfortable with premiering it. The recording was further delayed when West and Brion were required to wait two weeks to rent the harpsichord that they used for the percussion. West recorded a verse by fellow rapper Nas for the track "We Major", even though the rapper was engaged in a feud with Jay-Z at the time. Despite this, West revealed that the song is regarded by Jay-Z as his favorite on Late Registration. "Hey Mama" was first recorded by West as early as 2000.
Brion experienced difficulty conducting a 20-piece orchestra for "Celebration", as its musicians were distracted when giggling at West's humorous lyrics. West and Brion had some minor discord for "Roses"; Brion initially layered it with keyboard arrangements, only for West to remove his keys along with the beat and completely reconfigure the entire song so that the verses are built around the rhythm of his vocals, while Brion's arrangements arrive during the choruses. Brion later lightheartedly compared the indecision surrounding the construction of the track to that of Prince's well-known last-minute removal of the bassline from "When Doves Cry" (1984). Singer Patti LaBelle recalled having contributed vocals to "Roses": "I was in [West's] studio one night, and he and his mother both asked if I'd just sing something on this song." The singer further stated that she was not credited because the album's liner notes "had already been printed up".
## Music and production
The music of Late Registration blends West's primary hip hop production with Brion's elaborate orchestration and experimentally delves into a wide variety of genres, including pop, R&B, soul, and G-funk. With the presence of Brion, who conducted a 20-piece orchestra and played instruments chosen by West, the album is largely orchestral in nature, featuring string arrangements, drums, gospel choirs, a 360 digital keyboard, guitars, pianos, and brass, among other symphonic instrumentation. Brion further incorporated authentic instruments, such as a celesta, Chamberlin, harpsichord, Chinese bells, and berimbau.
In a piece about Late Registration, Serena Kim of Vibe magazine noted how West uses unconventional styles and sudden musical shifts in song structures, drawing comparisons to the Beatles' experimental era. Kim observed a heavy difference between the album and West's previous work, stating, "West ambitiously attempts to depart from the street sensibilities of Dropout by giving Late Registration a shiny, quasi-alt-pop finish." Rolling Stone writer Rob Sheffield concurred with this sentiment, analyzing that West "claims the whole world of music as hip-hop turf", taking on a "mad quest to explode every cliché about hip-hop identity". The album has been described as a work of pop rap by Caleb Wossen of the Dallas Observer.
The first full track on Late Registration, "Heard 'Em Say" exhibits a cascading piano melody provided by excerpts of "Someone That I Used To Love", as performed by Natalie Cole, embellished over tumbling beats, a bass synthesizer, and brief plucks of acoustic guitar. The song's intricately composed outro features the last vocals fading out as various bells and whistles are incorporated, succeeded by the bass synthesizer. "Touch the Sky" stands as the sole song on the album not to feature production by West. The song was produced by fellow Roc-A-Fella producer Just Blaze, who uses a slowed-down sample of Curtis Mayfield's "Move On Up" (1970), filled with Latin horns. "Gold Digger" contains an interpolation of "I Got a Woman" by Charles and a bouncy beat that relies on handclaps, accompanied by scratches from West's touring DJ A-Trak. Towards the end, the song employs vintage synthesizers, which are joined by a honking keyboard. West's production approach is simplified for "Drive Slow", a song that contains a looped sample of the alto sax from Hank Crawford's recording of the 1973 track "Wildflower" by Skylark, before slowing down the sample towards the end, which is antithetical to West's "chipmunk soul"-styled loops.
The interlude "My Way Home" contains a sample of "Home Is Where The Hatred Is" (1971) by Gil Scott-Heron. "Bring Me Down" has more orchestration than any other track on Late Registration, including string arrangements, violins, and cello. The structure of "Addiction" contains synths, congas, strings, and elements of Etta James's "My Funny Valentine" (1937). All the while, West's vocals go through heavy overdubbing. "Diamonds from Sierra Leone" is built around a sample of Shirley Bassey's theme song for the 1971 James Bond film Diamonds Are Forever, layering it with lush instrumental arrangements that feature drums, horns, strings, and a harpsichord.
Late Registration's longest track, the seven-minute-long "We Major", implements exuberant, amplified backing vocals and a "splashy disco groove" featuring a bassline, electric piano glissandos, and horns. The melody of "Hey Mama" is laced with a looped "La-la-la" vocal sample from the 1972 track "Today Won't Come Again" by Donal Leace, while its beat contains Tin Pan Alley-styled drums. Additionally, the song features vocoder-processed background vocals, an xylophone solo, and a cascading synth outro. "Celebration" is a cinematic-styled song that includes contributions from a 20-piece orchestra and contains a sample of the KayGees's "Heavenly Dream" (1979). A columnist for The Guardian described the song as evoking "the lavish 1970s psychedelic soul of Rotary Connection".
Some of the most elaborate orchestral arrangement expressed on the album is contained within its final official track "Gone". The composition begins with a vocal sample of "It's Too Late" (1965) by Otis Redding that develops into a two-chord piano ostinato, followed by a simplistic funk beat. As the song progresses, its structure gradually morphs and experiences growing musicality. The composition later adds a string arrangement from ten violinists, four violists, and four cellists, which initially comes in brief staccato bursts and acts as a counterpoint to the rise and fall of West's voice. After its third verse, the song enters an instrumental passage.
## Themes and lyrics
According to Time magazine's Josh Tyrangiel, Late Registration acts as a demonstration of West's deliberate storytelling mode. West stated that his goal for the album was to touch on topics that people from all walks of life could find relatable, while remaining true to himself, intending his rapping to be "just as ill as Jadakiss and just as understandable as Will Smith". University of North Carolina scholar Kevin Pyon sees Late Registration as a continuation from The College Dropout in demonstrating how West's Christian heritage has informed his relationship to the capitalist market economy. In his analysis, the album reaffirms West's "paradoxical articulation of market and religion—that is, his simultaneous sacred critique and secular valorization of capitalism". The scholar elaborated that West being an authentic Christian "does not replace or merge with his market authenticity as a materialistic rapper but co-exists with it in uneasy tension". West later told Berlin-based artist Tino Sehgal in 2021 that being "under capitalist rule" is "killing us" and declared, "It's time to change that." Robert Christgau summed up West's lyrical persona to be "mammon in practice, Christ in spirit".
"Heard 'Em Say" is told from the perspective of an afflicted, impoverished American quietly lamenting the fallacies of society and questioning the ways of the world around him. According to rap scholar and author Mickey Hess, West's lyrics contemplate "being honest with yourself in a world that is not". On "Touch the Sky", West expresses wonder about his good fortune, while also admitting that his mistakes helped him with songwriting despite trying to put them right. West speaks about women that drain men of the money in their pockets on "Gold Digger", accompanied by Jamie Foxx's ad libbing. However, another story arises within the third verse, which illustrates a formerly destitute black male who abandons a non-gold digger for a white woman. "Drive Slow" acknowledges car culture and features West reflecting on when he was young, poor, and ambitious. In West's description, "Crack Music" delves into "how crack was placed in the black community". West delivers poetry on "Roses", which sees him criticizing the quality of American health care.
The remix of "Diamonds from Sierra Leone" references the deaths of many civilians in diamond mines, as well as reiterating the tension between criticizing consumerism and failing to resist it. Jay-Z appears towards the end of the remix, focusing on his ongoing feud with Dame Dash. The original version is included as a bonus track, featuring West linking Sierra Leone's civil war to the jewellery trade. The extended raps on "We Major" are a spiritual exultation of generational and personal success, followed by Kanye's dedication to his mother Donda West on "Hey Mama". In the latter song, Kanye West recounts his mother being supportive of him even though he was doing the opposite of what she desired. West looks at the idea of abandoning fame on "Gone", thinking about a simpler life.
Similarly to The College Dropout, a series of skits are voiced by comedian DeRay Davis throughout Late Registration. They involve a fictional black fraternity called "Broke Phi Broke", which West's character joins. The members pride themselves in living a life without money or worldly possessions, despite the clear disadvantages such a lifestyle brings. West's character is eventually expelled from the fraternity after the leader discovers that not only has he been making beats for cash on the side, but has also broken some of its rules, such as eating meals everyday, buying new clothes, and taking showers. According to Hess, the skits serve to encapsulate "a contradiction at the core of contemporary American life: the need to belong, to fit in, with your fellow humans versus the Darwinistic mad grab at material things, success in the latter being the very definition of success in our culture". The album's critique of higher education, including historically black colleges and universities, as a useless institution for African Americans is considered by some scholars to be a variation of French sociologist Pierre Bourdieu's theories connecting education to social and cultural reproduction. According to academic journalist Chris Richardson, West advances "a theme critical of institutional education and the broader social distinctions it produces" that is specifically connected to Bourdieu's concept of symbolic violence, which is "defined as the ability to impose meanings while concealing their underlying power relations".
The fraternity theme is revisited towards the end of the album on the UK edition bonus track "We Can Make It Better", featuring guest raps from Talib Kweli, Q-Tip, Common, and Rhymefest over a sped-up sample of "Make It Easy on Yourself", as covered by the Three Degrees. In his lyrics, West addresses a girl as a tour guide through her first day on a college campus while trying to alleviate her fears of dating black men in the aftermath of an abusive relationship. The guest rappers offer observations on urban threats such as exploitative criminals, drug addicts, and dangerous police officers, concluding with Rhymefest's blame of government tactics in terrorizing African Americans. On the Japanese and Australian Tour editions bonus track "Back to Basics", West explores the materialist-conscious rapper contrast.
## Release and promotion
Late Registration was originally set to be released on July 12, 2005, but was pushed back to August 16 by West's record labels Roc-A-Fella and Def Jam. The release date was postphoned once more to August 30, 2005, for which over 1,600,000 copies were distributed to stores in preparation because the album was expected to be the best-selling record of the year. On the iTunes Store, it became one of the most pre-ordered titles in history up to September 2005.
An advertising campaign for Late Registration was directed by Maggie Rogers and Paul Tuersley, while commissioned by Rachel Paley. It was produced by Abby Johnson for Mr & Mrs Smith Design. At the 2006 Cads Music Vision Awards, the campaign received a nomination for Best Music TV Commercial. Late Registration was released for online streaming via AOL Music on August 30, 2005. That same day, West made an in-store appearance at the Tower Records location in New York's Lincoln Center to autograph copies of the album for fans. In September 2005, Def Jam announced tour dates across North America from October to December of that year for West's Touch the Sky Tour, titled after the song. West was supported by Common, Keyshia Cole, and Fantasia on the tour. Common had cancelled his involvement, until he performed with West for the Touch the Sky Tour's kickoff show at the University of Miami Convocation Center on October 11, 2005. After he finished the tour's first leg, West supported Irish rock band U2 for four dates of their Vertigo Tour at the end of 2005. West later performed five UK dates on the Touch the Sky tour in 2006 and during the last show at the NEC Arena in Solihull, two security guards were shot. The rapper was then supposed to support U2's Australian concerts on their Vertigo Tour in March 2006, but the shows were postponed.
### Artwork and packaging
The art direction and music packaging design for Late Registration were both handled by Brooklyn graphic design studio Morning Breath, Inc, while Louis Marino served as creative director. The photography was done by Sarah A. Friedman and Kris Yiengst, the latter of which also did art coordination. Styling and grooming were handled by Charlene Roxborough and Ibn Jasper, respectively, for the company Partos, while Doug Joswick was responsible for package production. Similar to the cover art of The College Dropout, the artwork features West's "Dropout Bear" mascot, showing it at a child's size and stood in the center of two large wooden doors at Princeton University. The mascot has goggle eyes, perky ears, and a collegian outfit, wearing a blazer with a school insignia. In the album booklet, Dropout Bear appears in the university, sitting alone in classrooms and reads books before exiting. The booklet includes a banner that reads Tardus Subcriptio, translated as Late Registration. West's vision for the style of the pictures was inspired by the works of American satirical painter John Currin, one of his favorite artists.
### Singles
In a preview of Late Registration on April 20, 2005, West appeared on New York radio station Hot 97 and premiered "Diamonds from Sierra Leone". The following month, the song was serviced to US mainstream radio stations as the album's lead single by Roc-A-Fella and Def Jam. It charted at number 43 on the US Billboard Hot 100, alongside reaching number eight on the UK Singles Chart. "Diamonds from Sierra Leone" has been certified platinum in the US by the RIAA for amassing 1,000,000 certified units, while the BPI has awarded it with a silver certification for sales of 200,000 units. An accompanying music video was debuted on June 15, 2005, in which rough scenes of young children mining for diamonds are juxtaposed with shots of West rapping through the streets of Prague. On July 5, "Gold Digger" was released to US rhythmic contemporary radio stations as the second single from Late Registration, through West's labels. The song was a smash hit, topping the Hot 100, ARIA Singles Chart, and NZ Singles Chart. It experienced similar success on the UK Singles Chart, peaking at the second position. In September 2020, "Gold Digger" received an octuple platinum certification from the RIAA for pushing 8,000,000 certified units in the US, standing as one of the best-selling singles digitally in the country. The song was later certified triple platinum by the BPI for selling 1,800,000 units in the UK.
On October 24, 2005, "Heard 'Em Say" was issued on a 12" vinyl as the album's third single by Roc-A-Fella and Def Jam. The song peaked at numbers 26 and 22 on the Billboard Hot 100 and UK Singles Chart, respectively. It has been awarded a platinum certification by the RIAA for shelving 1,000,000 certified units in the US. The song's first music video depicts a Christmas world in Macy's flagship New York store, while the second one utilizes animation and shows West taking on the role of a cab driver in an imaginary city. "Touch the Sky" was released on a digital EP in the UK as the fourth single from Late Registration on January 1, 2006, through West's labels. The song reached number 42 on the Hot 100, while it debuted at number six on the UK Singles Chart. "Touch the Sky" has been certified platinum by both the RIAA and BPI in the US and UK, respectively, having amassed 1,000,000 certified units in the former country and pushed 600,000 units in the latter. The song's music video was debuted in February 2006 and features West portraying the character "Evel Kanyevel", preparing to travel across the Grand Canyon in homage to Evel Knievel's unsuccessful 1974 jump across the Snake River Canyon. On June 6, "Drive Slow" was released on a 12" vinyl as the album's fifth and final single by Roc-A-Fella and Def Jam. The song was later certified gold by the RIAA for shelving 500,000 certified units in the US. An accompanying music video was filmed, featuring cameos from Wall and fellow rapper T.I.
## Critical reception
Late Registration was met with widespread critical acclaim. At Metacritic, which assigns a normalized rating out of 100 to reviews from professional publications, the album received an average score of 85, based on 31 reviews. Reviewers generally regarded it as far superior to The College Dropout.
Writing in Rolling Stone, Sheffield deemed Late Registration "an undeniable triumph" throughout, seeing it as expansive enough to make "the debut sound like a rough draft" and adding that West proves he is a real rapper. The Guardian lead critic Alexis Petridis highlighted West's topicality and subversive studio production on the album; he noticed the indication of "an artist effortlessly outstripping his peers: more ideas, better lyrics, bigger hooks, greater depth". Andy Kellman from AllMusic said the rapper "can be tremendous" as a songwriter and noted his production style had gone from unrefined and erratic-tempo samples to "a more traditionally musical touch" contributed by Brion. Sean Fennessey of Pitchfork felt West provided a worthy successor to The College Dropout with an "expansive, imperfect masterpiece" that draws on his enthusiastic, ambitious, and scattered personality.
Late Registration was hailed by some journalists as a pivotal release in hip hop. Billboard senior editor Gail Mitchell said that with its combination of socially conscious hip hop, club, and personal reflections, the album "represents a watershed moment in rap music history", while Kitty Empire from The Observer viewed it as an important milestone for the genre, declaring West "the Brian Wilson of hip-hop" and observing that he "plays up the struggle between conscience and covetousness, the pop mainstream", and what is achievable within hip hop's traditional boundaries. Similarly, Steve Yates from the same publication compared West's aspirations in working with Brion to how Stevie Wonder collaborated in his classic 1970s period, adding that by being "creative, intelligent, funny and daring" he is the only act besides rap group Outkast "to walk the tightrope between pop sensibility, conscious rap and the outright nihilism of your common-or-garden [variety] gangsta". In the Los Angeles Times, Robert Hilburn compared West's dignified execution of pop crossover to that of the Beatles, Johnny Cash, and Bob Marley. Robert Christgau, writing in The Village Voice, praised the lyrical and musical "exquisite details" of the album, saying that West may be arrogant, "only that's not why he always samples". He concluded that West is as good as he believes himself, calling the rapper "a backpacker at heart who, like many brilliant nerds before him, has accrued precious metal by following his dream".
Some reviewers were more qualified in their praise. In The A.V. Club, Nathan Rabin found Late Registration as ambitious as The College Dropout, albeit "less successful" because of melodramatic lyricism and symphony music without a "strong narrative" to hold the songs together; he finalized that the album "plays like a brilliant first draft, flawed and uneven, but radiating humor and heart". The New York Times critic Jon Pareles believed West's elevated status undermined the underdog quality that had accentuated his debut, writing that "for much of Late Registration, the striver has turned into a hip-hop V.I.P.", with his "cool arrogance" being prominent on the songs. Hattie Collins of NME was highly impressed by the beats in the music, which she called "pure cranium-crushing boom bap at its best", but lamented the lack of "rubbish lyrics" and clumsy charm that made The College Dropout appeal to West's hardcore fans. In the eyes of Spin magazine's Jon Caramanica, the improved versatility and eccentricity of West's flow still "pales in comparison to his sonic ambition".
### Rankings
Late Registration appeared on year-end best album lists for 2005 by numerous publications, including being named the best album of the year by Spin, Time, and USA Today. Rolling Stone also gave the album this accolade, with the staff hailing it as a "sweepingly generous, absurdly virtuosic hip-hop classic". In The Village Voice's 2005 Pazz & Jop nationwide poll of 795 popular music critics, Late Registration finished at number one with 2,525 points. It scored a 107-point lead, standing as the narrowest margin in the poll's history. Christgau, the poll's supervisor, also ranked Late Registration first on his own list, and assigned it an "A+" grade in his "Consumer Guide" column. On the Washington City Paper's list of the top 20 favourite albums of 2005 calculated from points assigned by the magazine's music writers, the album finished at number four with 43 points, becoming one of the five albums to score over 40 that year. Late Registration was West's second consecutive album to be rated "XXL" by XXL, the magazine's highest rank, which had been awarded to only 16 other hip hop albums by 2005.
MSN Music selected the album as the seventh best album of the 2000s decade; the staff praised West's work with Brion for expanding his genre range. PopMatters ranked Late Registration as the 15th best album of the 2000s, while Pitchfork named it the decade's 18th best album. Observer Music Monthly listed the album as the 19th best of the decade, and the staff noted that West reached his ambition to be "bigger than hip-hop". Consequence named Late Registration the 26th best album of the 2000s, whereas La Vanguardia picked it as the 36th best of the decade. The album finished at number 40 on Rolling Stone's list of the best albums of the 2000s, with the staff highlighting West's decision to work with Brion.
In 2012, Rolling Stone placed Late Registration at number 118 on their revised list of the "500 Greatest Albums of All Time". The album was the highest entry among both recent albums and the three West releases to appear on the list. On a 2013 list published by Vibe of the 50 best albums since 1993, it was positioned 16th. In 2012, Late Registration was placed at number 100 on Spin's list of the 125 best albums of the past 25 years. Three years later, the magazine ranked the album at number 104 on its list of the 300 best albums of the past 30 years. Late Registration was later listed at number 117 on Rolling Stone's 2020 edition of the 500 Greatest Albums of All Time.
### Industry awards
Late Registration was a contender for numerous industry awards. In December 2005, prior to the nominations being announced for the 2006 Grammy Awards, West complained that he would have a problem with not winning the Album of the Year award. Late Registration received a nomination for the award at the ceremony, and West recalled himself and Brion saying in the studio, "We're making the Album of the Year!" At the 2006 Grammys, the album won the award of Best Rap Album, becoming West's second consecutive album to do so and he delivered an acceptance speech that night. "Gold Digger" and "Diamonds From Sierra Leone" were winners of the awards for Best Rap Solo Performance and Best Rap Song, respectively, at the same ceremony, while the former was also nominated for Record of the Year. West's nominations for the album were six of the eight awards that he contended for at the 2006 Grammys, tying with Mariah Carey and John Legend for the show's most nominations. Despite West having stating he would have a problem with not winning, he was happy with eight nominations. However, Late Registration won the Best Album award at the 2006 MP3.com Awards.
## Commercial performance
In its first week of release, Late Registration debuted at number one on the US Billboard 200 with first week sales of 860,000 copies, selling over 600,000 more copies than Tony Yayo's album Thoughts of a Predicate Felon at number two. This stood as West's first chart-topping album in the United States and gave him first-week sales nearly double those of The College Dropout. The album had the highest-selling first week sales in the US for two years, until West's next album Graduation suprassed it in September 2007 by selling 957,000 copies. The former's first-week sales also ranked as the seventh largest for a rap album up to March 3, 2020. In Late Registration's second week, it remained atop the Billboard 200 and sold an additional 283,000 copies, resulting in more than 1,140,000 copies sold within the first two weeks on the chart. In early 2006, the Recording Industry Association of America (RIAA) awarded the album a triple platinum certification, indicating sales of 3,000,000 copies in the US. In June 2013, Late Registration reached 3,100,000 copies sold in the US. On July 21, 2022, it was certified five-times platinum by the RIAA for sales of 5,000,000 album-equivalent units in the country.
Late Registration also debuted at number one on the Canadian Albums Chart. On February 14, 2006, it was certified double platinum by Music Canada (MC) for shipments of 200,000 copies in Canada. In the United Kingdom, the album entered the UK Albums Chart at number two for the issue date of September 5, 2005, being prevented from topping the chart by McFly's album Wonderland. The former was certified triple platinum by the British Phonographic Industry (BPI) for sales of 900,000 units in the UK on March 12, 2022. As of May 2018, Late Registration is the 12th highest-selling rap album in the UK in the 21st century. By November of that year, the album had sold 852,000 copies in the UK, ranking as West's highest selling album in the country. Late Registration reached numbers two and three on the Irish Albums Chart and Scottish Albums Chart, respectively, while it received a double platinum certification from the Irish Recorded Music Association (IRMA) by the end of 2005 for pushing 30,000 units in Ireland. The album also charted within the top 10 in Norway, Greece, Switzerland, and Japan, as well as entering the European Top 100 Albums chart at number six. In 2021, Vibe reported that Late Registration became one of the rap albums released before 2010 to have been streamed one billion times through Spotify.
## Legacy and influence
With the album's commercial success, West established himself as a recording artist in his own right outside of his earlier success with hip hop productions for other rappers. By surpassing the sales and acclaim of The College Dropout, Late Registration proved that "the Kanye West experiment was no longer an experiment, it was a business model", according to author Shea Serrano. He explained, "It helped revitalize sampling soul music, it stitched together pop music themes generally attributable to the easily ignorable 'conscious rap' quadrant ('Gold Digger' is secretly a clever examination of the effects money has on relationships), and it created a precedent for the larger-scale gazing he'd go on to do. Rap followed along right behind him." As The Ringer's Logan Murdock chronicles, Late Registration proved his unprecedented artistry and relentless ambition with "a story to tell, an underdog tale that the masses related to", particularly the black community. The journalist relates his own experience connecting with the music, recalling having been a fan of West at 12 years old in Oakland, California, recognizing "the same struggles [he] spoke about plaguing my own environment. Like West, I had educated parents and a stable home life, but was aware of the world around me. Like West, I struggled to get acceptance, living a double life."
Released in the wake of Hurricane Katrina's destructive landfall on the US Gulf Coast, Late Registration was followed a few days later by West's appearance on the live telethon A Concert for Hurricane Relief. In a segment alongside actor Mike Myers, he made harsh remarks criticizing the US government's response to the storm and the media for lacking empathy toward black people disproportionately impacted. According to Murdock, West's remarks were in line with both the criticism then-President George W. Bush would receive for his handling of Hurricane Katrina and "with the defiance that Late Registration displayed" through its insight into the "systematic racism faced by those in the water". A few weeks later, West performed tracks from the album at Abbey Road Studios in London for a live record entitled Late Orchestration, which was released in April 2006 and also includes accompanying music videos on the home video edition.
In retrospect, Highsnobiety writer Shahzaib Hussain recognized Late Registration in West's opening trilogy of highly successful albums that "cemented his role as a progressive rap progenitor". Similarly, the staff of XXL felt satisfied with the album as the second work of West's education-themed trilogy and noted that a sophomore slump was avoided. The staff commented that it "relied on his production savvy to craft some of the most stellar beats of his career", which they felt was equaled by West's lyricism. According to Jay Willis of GQ, Late Registration marked the last great album by "the old Kanye"; he remembered it being the soundtrack to many of his life activities.
## Track listing
Sample credits
- "Wake Up Mr. West" and "Heard 'Em Say" both contain excerpts of "Someone That I Used to Love" as performed by Natalie Cole.
- "Touch the Sky" contains samples of "Move On Up" as performed by Curtis Mayfield.
- "Gold Digger" contains samples of "I Got a Woman" as performed by Ray Charles.
- "Drive Slow" contains samples of "Wildflower" as performed by Hank Crawford.
- "My Way Home" contains samples of "Home Is Where The Hatred Is" as performed by Gil Scott-Heron.
- "Crack Music" contains samples of "Since You Came in My Life" as performed by New York Community Choir.
- "Roses" contains samples of "Rosie" as performed by Bill Withers.
- "Addiction" contains elements of "My Funny Valentine" as performed by Etta James.
- "Diamonds from Sierra Leone" contains samples of "Diamonds Are Forever" as performed by Shirley Bassey.
- "We Major" contains samples of "Action" as performed by Orange Krush.
- "Hey Mama" contains samples of "Today Won't Come Again" as performed by Donal Leace.
- "Celebration" contains samples of "Heavenly Dream" as performed by The Kay-Gees.
- "Gone" contains samples of "It's Too Late" as performed by Otis Redding.
- "Late" contains samples of "I'll Erase Away Your Pain" by The Whatnauts.
- "We Can Make It Better" contains a sample of "Make It Easy on Yourself" as performed by The Three Degrees.
## Personnel
Credits are adapted from the album's liner notes.
### Musicians
- Eric Gorfain – violin (tracks 10, 17, 19)
- Daphne Chen – violin (tracks 10, 17, 19)
- Victoria Lanier – violin (tracks 10, 17, 19)
- Julie Rogers – violin (tracks 10, 17, 19)
- Alyssa Park – violin (tracks 10, 17, 19)
- Audrey Solomon – violin (tracks 10, 17, 19)
- Terry Glenny – violin (tracks 10, 17, 19)
- Susan Chatman – violin (tracks 10, 17, 19)
- Marisa Kuney – violin (tracks 10, 17, 19)
- Amy Wickman – violin (tracks 10, 17, 19)
- Marda Todd – viola (tracks 10, 17, 19)
- Piotr Jandule – viola (tracks 10, 17, 19)
- Tom Tally – viola (tracks 10, 17, 19)
- David Sage – viola (tracks 10, 17, 19)
- Richard Dodd – cello (tracks 10, 17, 19)
- Matt Cooker – cello (tracks 10, 17, 19)
- Armen Ksadjikian – cello (tracks 10, 17, 19)
- Victor Lawrence – cello (tracks 10, 17, 19)
- Jason Torreano – contrabass (tracks 10, 17)
- Francis Senger – contrabass (tracks 10, 17)
- Denise Briese – contrabass (tracks 10, 17)
- Gary Grant – trumpet, flugelhorn (tracks 10, 17)
- Dan Fornero – trumpet, flugelhorn (tracks 10, 17)
- Andrew Martin – trombone (tracks 10, 17)
- Stephen Holtman – trombone (tracks 10, 17)
- Bruce Otto – bass trombone (tracks 10, 17)
- Rick Todd – French horn (tracks 10, 17)
- Brad Warnaar – French horn (tracks 10, 17)
- Ervin "EP" Pope – keyboards (tracks 9, 17)
- Keenan "Keynote" Holloway – bass (tracks 9, 17)
- Tom Craskey – keyboards (tracks 13, 20)
- Dave Tozer – guitar (tracks 13, 20)
- Michel Gondry – live drums (tracks 13, 20)
- A-Trak – scratches (track 4)
- Tony "Penafire" Williams – additional vocals (tracks 2, 6, 8, 9, 14)
- John Legend – additional vocals (tracks 16, 17)
- DeRay Davis – additional vocals (track 1)
- Plain Pat – additional vocals (track 4)
- Don C. – additional vocals (track 4)
- Keyshia Cole – additional vocals (track 8)
- Charlie Wilson – additional vocals (track 8)
- Patti LaBelle – additional vocals (track 9)
- Strings – additional vocals (track 11)
### Production
- Anthony Kilhoffer – recording (tracks 3, 4, 6, 8–14, 16, 17, 19, 20)
- Andrew Dawson – recording (tracks 2–4, 6–8, 16, 17, 21), mixing (tracks 8, 16, 17, 19)
- Tom Biller – recording (tracks 2, 4, 11–14, 16, 17), strings recording (tracks 10, 17, 19, 20)
- Brian Sumner – recording (tracks 8, 9, 21)
- Richard Reitz – recording (track 6)
- Mike Dean – mixing (tracks 2–4, 6, 7)
- Craig Bauer – mixing (tracks 9–12)
- Manny Marroquin – mixing (tracks 13, 20)
- Nate Connelly – assistant engineering (tracks 2–4, 6, 9, 10, 14, 21)
- Mike Mo – assistant engineering (tracks 2–4, 6, 10, 14)
- Matt Green – assistant engineering (tracks 3, 4, 8, 10, 16, 17)
- Taylor Dow – assistant engineering (tracks 2, 7, 16, 17, 19)
- James Auwarter – assistant engineering (tracks 9–12)
- Ryan Neuschafer – assistant engineering (tracks 9–12)
- Jon Brion – string arrangement (tracks 10, 17, 19), brass arrangement (tracks 10, 17)
- Eric Gorfain – strings orchestration (tracks 10, 17, 19)
- Vlado Meller – mastering
### Design
- Louis Marino – creative direction
- Morning Breath, Inc. – art direction, design
- Sarah A. Friedman – photography
- Kris Yiengst – photography, art coordination
- Charlene Roxborough – styling
- Ibn Jasper – grooming
## Charts
### Weekly charts
### Year-end charts
### Decade-end charts
## Certifications
## See also
- 2005 in hip hop music
- List of albums containing a hidden track: W
- List of best-selling albums in the United States of the Nielsen SoundScan era
- List of number-one albums of 2005 (Canada)
- List of UK top-ten albums in 2005
- List of UK R&B Albums Chart number ones of 2005
- List of Billboard 200 number-one albums of 2005
- List of number-one rap albums of 2005 (U.S.)
- List of Billboard number-one R&B albums of 2005 |
293,678 | Croatian Spring | 1,170,562,085 | Political crisis in Croatia and Yugoslavia in late 1960s and early 1970s | [
"1960s in Croatia",
"1960s in politics",
"1970s in Croatia",
"1970s in politics",
"Franjo Tuđman",
"Labor disputes in Croatia",
"Political repression in Yugoslavia",
"Protests in Croatia",
"Socialist Federal Republic of Yugoslavia",
"Socialist Republic of Croatia"
]
| The Croatian Spring (Croatian: Hrvatsko proljeće), or Maspok, was a political conflict that took place from 1967 to 1971 in the Socialist Republic of Croatia, at the time part of the Socialist Federal Republic of Yugoslavia. As one of six republics comprising Yugoslavia at the time, Croatia was ruled by the League of Communists of Croatia (SKH), nominally independent from the League of Communists of Yugoslavia (SKJ), led by President Josip Broz Tito. The 1960s in Yugoslavia were marked by a series of reforms aimed at improving the economic situation in the country and increasingly politicised efforts by the leadership of the republics to protect the economic interests of their respective republics. As part of this, political conflict occurred in Croatia when reformers within the SKH, generally aligned with the Croatian cultural society Matica hrvatska, came into conflict with conservatives.
In the late 1960s, a variety of grievances were aired through Matica hrvatska, which were adopted in the early 1970s by a reformist faction of the SKH led by Savka Dabčević-Kučar and Miko Tripalo. The complaints initially concerned economic nationalism. The reformists wished to reduce transfers of hard currency to the federal government by companies based in Croatia. They later included political demands for increased autonomy and opposition to real or perceived overrepresentation of the Serbs of Croatia in the security services, politics, and in other fields within Croatia. A particular point of contention was the question of whether the Croatian language was distinct from Serbo-Croatian.
The Croatian Spring increased the popularity of figures from Croatia's past, such as the 19th century Croat politician and senior Austrian military officer, Josip Jelačić, and the assassinated leader of the Croatian Peasant Party, Stjepan Radić, as well as an increase in patriotic songs, works of art, and other expressions of Croatian culture. Plans were made for increased representation of Croatia-related materials in the school curriculum, measures to address the overrepresentation of Serbs in key positions in Croatia and to amend the Constitution of Croatia to emphasise the nature of the republic as the national state of Croats. There were also demands for increased powers for the constituent republics at the expense of Yugoslavia's federal government. These issues increased tensions between Croats and the Serbs of Croatia, as well as between the reformist and conservative factions of the SKH.
While other republics, the SKJ, and Tito himself were not initially involved in the internal Croatian struggle, the increasing prominence of Croatian nationalism led Tito and the SKJ to intervene. Similar to reformers in other Yugoslav republics, the SKH leadership was compelled to resign. Nevertheless, their reforms were left intact and most demands of the ousted leadership were later adopted, ushering in a form of federalism that contributed to the subsequent breakup of Yugoslavia.
## Background
### Economic crisis
In the early 1960s, the Federal People's Republic of Yugoslavia was a federation according to its constitution (comprising the people's republics of Bosnia and Herzegovina, Croatia, Macedonia, Montenegro, Serbia, and Slovenia), but de facto operated as a centralised state. The Yugoslav economy was in recession, prompting economic reforms, which were hastily implemented and proved ineffective. By 1962, the country's economic difficulties worsened, prompting debate on the foundations of the economic system. In March 1962, President Josip Broz Tito convened the extended central committee of the country's ruling party, the League of Communists of Yugoslavia (SKJ), to discuss the role of the SKJ and the relationship between the central government and the constituent republics. The meeting exposed a clash between Serbs, openly supported by a Serb deputy prime minister Aleksandar Ranković, and Slovene members of the body, particularly Miha Marinko and Sergej Kraigher, cautiously supported by Slovene deputy prime minister Edvard Kardelj. The Slovene delegation advocated for devolving power and authority to the constituent republics. The Serb delegation sought to preserve the central government's monopoly on decision-making and the distribution of tax revenue to less-developed republics. As it was less developed than PR Slovenia and PR Croatia, PR Serbia would have benefited from such an arrangement. In 1963, a new constitution was adopted, granting additional powers to the republics, and the 8th Congress of the SKJ expanded the powers of the SKJ branches the following year.
### Politicisation of reforms
Further economic reforms were adopted in 1964 and 1965, transferring considerable powers from the federation to the republics and individual companies. Some of the reform measures exacerbated conflict between the banks, insurers, and foreign trade organisations owned by the Yugoslav government versus those owned by the constituent republics, a conflict that became increasingly political and nationalist. Competing alliances were established. Ranković gained the support of Bosnia and Herzegovina and Montenegro, in addition to Serbia. Slovenia was supported by Croatia, based on the belief of Vladimir Bakarić—the Secretary of the Central Committee of the League of Communists of Croatia (SKH)—that decentralisation would benefit others in Yugoslavia. Bakarić persuaded Krste Crvenkovski, the head of the League of Communists of Macedonia (SKM), to support the Slovene–Croatian reformist bloc, which managed to enact substantial legislation curbing federal powers in favour of the republics. The conflict was framed as a contest between Serbia's interests against those of Slovenia and Croatia.
In Croatia, positions adopted by Ranković's allies in the League of Communists of Serbia (SKS) and the League of Communists of Montenegro (SKCG) were interpreted as hegemonistic, which in turn increased the appeal of Croatian nationalism. By the mid-1960s, the United States consul in Zagreb, Helene Batjer, estimated that about half of SKH members and 80 percent of the population of Croatia held nationalist views.
### Peak of the reformist forces
By early 1966, it was clear that the reforms had not produced the desired results. The SKJ blamed the Serbian leadership for resistance to the reforms. In early 1966, Kardelj persuaded Tito to remove Ranković from the SKJ Central Committee and dismiss him as vice president of Yugoslavia. Ranković was accused of plotting to seize power, disregarding the decisions of the eighth congress of the SKJ (December 1964), abuse of the State Security Administration directly or through allies, and illegally wire-tapping the SKJ leadership, including Tito himself. Tito saw Ranković's removal as an opportunity to implement greater decentralisation. In devolving power to constituent units of the federation, Tito assumed the role of sole arbiter in inter-republican disputes.
In 1967 and 1968, the Yugoslav constitution was amended once again, further reducing federal authority in favour of the constituent republics. The peak of the reformist coalition occurred at the 9th congress of the SKJ in March 1969, during which decentralisation of all aspects of the country was proposed. A World Bank loan for the construction of motorways caused a major rift in the reformist coalition after the federal government decided to shelve plans to develop a highway section in Slovenia and build one highway section in Croatia and one in Macedonia instead. For the first time, a constituent republic (Slovenia) protested a decision of the federal government, but Slovene demands were rejected. The situation became heated, prompting the Slovene authorities to publicly state that they had no plan to secede. In the aftermath of the affair, the Slovenian authorities withdrew their support for the reformist coalition. Regardless, the SKH and the SKM pressured the SKJ to adopt the principle of unanimity in decision-making, obtaining veto power for the republican branches of the SKJ in April 1970.
Student demonstrations erupted in Belgrade in June 1968 against authoritarian aspects of the Yugoslav regime, market reforms, and their impact on Yugoslav society. The students were inspired by the worldwide protests of 1968, and criticism of the reforms leveled by the Marxist humanist Praxis School. They opposed decentralisation and criticised nationalism in Yugoslavia through the Praxis journal. In November 1968, Petar Stambolić and other SKS leaders whose political views were a blend of communist dogmatism and Serbian nationalism, were removed on Tito's initiative. Tito specifically blamed Stambolić for not stopping the student demonstrations in a timely fashion. The replacements were Marko Nikezić, as the president, and Latinka Perović as the secretary of the SKS, respectively. Nikezić and Perović supported market-based reforms and a policy of non-interference in other republics' affairs except where officials from those republics denounced Serbian nationalism outside of Serbia.
## National revival
### Grievances
By the end of the 1960s, the economic reforms had not resulted in discernible improvement within Croatia. Belgrade-based federal banks still dominated the Yugoslav loan market and foreign trade. Croatia-based banks were pushed out from Dalmatia, a popular tourist region, and hotels there were gradually taken over by large companies based in Belgrade. Croatian media reported that favourable purchase agreements for Serbian companies were the result of political pressure and bribery, and the situation was framed as an ethnic rather than economic conflict.
Furthermore, the situation was worsened by a perception among Croatian nationalists of cultural and demographic threats to Croatia from the following policies: use of school textbooks to suppress Croatian national sentiment, a campaign to standardise the Serbo-Croatian language in a way favouring Serbian dialects, demographic displacement by Serbs, and encouragement of Dalmatian regionalism. Calls for the establishment of autonomous Serbian provinces in Dalmatia and elsewhere in Croatia, seen as a threat to Croatia's territorial integrity, added to these concerns. Many people in Croatia believed these to be substantive threats intended to weaken the republic, and rejected alternate explanations of them attributing the changes to economic phenomena or results of modernisation. Early in 1969, a number of grievances were listed in an article by the Croatian Writers' Association president, Petar Šegedin, in Kolo, a magazine published by Matica hrvatska. In the article, Šegedin accused the Yugoslav government of attempting cultural assimilation of Croatia.
### Language question
In 1967, the first two volumes of the Dictionary of Serbo-Croatian Literary and Vernacular Language based on the 1954 Novi Sad Agreement were published, sparking controversy about whether Croatian was a separate language. Both volumes excluded common Croatian expressions or treated them as local dialect while Serbian variants were often presented as the standard. The unrelated 1966 Serbo-Croatian dictionary published by Miloš Moskovljević [sr] further inflamed the situation by omitting the term "Croat" from the vocabulary.
The Declaration on the Name and Status of the Croatian Literary Language was issued by 130 Croatian linguists, including 80 communists, on 17 March 1967. The declaration criticised the 1967 dictionary and called for official recognition of Croatian as a separate language and for a requirement for the government of Croatia to use the Croatian language in official business. This step would have disadvantaged the many Serb bureaucrats in Croatia. The declaration drew "A Proposal for Reflection" in response, drafted by 54 Serbian writers calling for TV Belgrade to use Cyrillic script and to provide education for the Serbs of Croatia in the Serbian language. There were also several denunciations of the declaration on the Name and Status of the Croatian Literary Language from the SKJ within days. The declaration was not universally supported in Croatia. The deputy speaker of the Sabor, Miloš Žanko [hr], denounced Franjo Tuđman, the head of the Institute for the History of Workers’ Movement of Croatia [hr], and Većeslav Holjevac, the head of the Croatian Heritage Foundation, for hiring known Croatian nationalists. The declaration marked the beginning of the four-year long period of increased Croatian nationalism commonly referred to as the Croatian Spring.
Matica hrvatska withdrew from the Novi Sad Agreement on 22 November 1970 because Matica srpska insisted that Croatian was only a dialect of Serbian. Matica hrvatska went on to publish a new Croatian dictionary and orthography manual by Stjepan Babić, Božidar Finka, and Milan Moguš, which was condemned by Serbia. The Croatian nationalists reacted by promoting linguistic purism and by revising school textbooks to increase coverage of Croatian history and culture. Matica hrvatska became the rallying point of the nationalist revival, and its economic secretary Šime Đodan was particularly popular. In 1970, Matica hrvatska's membership grew from about 2,000 to 40,000, increasing its political influence. It also enabled complaints to Yugoslav Railways, backed by the SKH, that Serbian Ekavian spelling ought to be supplemented with Croatian Ijekavian spelling in all official notices and schedules.
While multiple newspapers and magazines supported Matica hrvatska, the organisation also introduced its own organ, Hrvatski tjednik [hr] (Croatian Weekly), which enthusiastically promoted Croatian nationalism. Edited by Vlado Gotovac, it quickly surpassed the number of subscribers of all other newspapers including Vjesnik, the newspaper of record in Croatia.
### SKH factions
Initially, the SKH was internally divided over support for Matica hrvatska, and its leadership remained mostly silent on the matter. The party was led by a reformist faction consisting of SKH Secretary of the Central Committee Savka Dabčević-Kučar and Miko Tripalo, supported by Pero Pirker, Dragutin Haramija, Ivan Šibl, and others. Dabčević-Kučar, Tripalo and Pirker assumed the top positions in the SKH in 1969 with Bakarić's support. The reformists were opposed by a conservative or anti-reformist faction including Žanko and Stipe Šuvar, Dušan Dragosavac, Jure Bilić, and Milutin Baltić [hr]. In search of support, the conservative faction allied with the Praxis School. Dabčević-Kučar and Tripalo, on the other hand, found support in SKH ranks closer to or associated with Matica hrvatska such as Đodan and Marko Veselica. In late 1969, Žanko also criticised the SKH leadership as well as Bakarić, accusing them of nationalism and anti-socialist attitudes in an article for Borba. He also wrote a series of articles denouncing Vjesnik, Radio Television Zagreb, and literary magazine Hrvatski književni list [hr] and Bruno Bušić as a writer contributing to the magazine. Others accused by Žanko of stirring up nationalist views were writers Šegedin, Gotovac, and Tomislav Ladan; literary critics Vlatko Pavletić, Igor Mandić and Branimir Donat [hr]; Vjesnik u srijedu weekly editor Krešimir Džeba and Vjesnik political columnist Neda Krmpotić; editor of Roman Catholic Archdiocese of Zagreb-published weekly Glas Koncila Živko Kustić, historian Trpimir Macan, art historian Grgo Gamulin, as well as economists Đodan, Hrvoje Šošić [hr], Marko and Vladimir Veselica. On 19 December, Tito criticised Žanko's actions. In January 1970, Dabčević-Kučar accused Žanko of unitarism and of trying to topple the SKH leadership. Žanko was removed from all political functions and the SKH moved closer to Matica hrvatska's positions. Some sources, including Perović, mark Žanko's dismissal as the beginning of the Croatian Spring.
Throughout, the SKH's central economic demand was that Croatia be permitted to retain more of its foreign currency earnings. To this end, the SKH maintained good relations with counterparts from Slovenia and Macedonia, and also attempted to secure the support of the League of Communists of Kosovo. Due to its rejection of the SKH's economic agenda, the SKS was dismissed as "unionist" by the SKH despite Nikezić's support for other reforms. The SKH also opposed the under-representation of Croats in the police, security forces, and the military, as well as in political and economic institutions in Croatia as well as across Yugoslavia. The predominance of Serbs in these positions led to widespread calls for their replacement by Croats. At the federal level, Serbs represented about 39 percent of the Yugoslav population, while Croats accounted for about 19 percent. Serbs were over-represented and Croats under-represented in the civil service by a factor of two, accounting for 67 percent and nine percent of civil servants, respectively. Similarly, Serbs made up between 60–70 percent of the officer corps of the Yugoslav People's Army (JNA). In Croatia alone, Serbs represented about 15 percent of the population, but accounted for nearly one-quarter of the SKH's members and more than one-half of the police force.
### SKH involvement until mid-1971
In December 1970, the SKH candidate lost the election of student pro-rector of the Zagreb University to an independent, Ivan Zvonimir Čičak [hr]. Non-communist candidates took over the remaining student organisations headquartered in Zagreb in April 1971. Dražen Budiša was elected the head of the Zagreb Student Federation, and Ante Paradžik became the head of the Croatian Student Federation.
Within days of the student-body elections, Tito requested that Dabčević-Kučar order the arrests of Šegedin, Marko Veselica, Budiša, Čičak and Đodan, but she declined. This decision made Dabčević-Kučar very popular in Croatia. At a rally of 200,000 people to mark the 26th anniversary of the 1945 fall of Zagreb to the Yugoslav Partisans on 7 May, observers from the United States reported that her speech was interrupted about 40 times by cheering and applause directed at her rather than the SKH. According to the British ambassador to Yugoslavia Dugald Stewart, Dabčević-Kučar and Tripalo were very skilled at use of public political rallies and their speeches drew crowds typically expected only at football matches.
Another set of amendments to the Yugoslav constitution was adopted further restricting federal powers in June 1971. The only powers retained by the federal government were foreign affairs, foreign trade, defence, common currency, and common tariffs. Inter-republic committees were set up to make decisions by the federal government before ratification. The SKH wanted further decentralisation in 1971 to include banking and foreign trade, and changes that would allow Croatia to retain more foreign currency earnings. Other demands were coming from outside the SKH Central Committee, ranging from establishing a Croatian military to complete independence. Ultimately the Croatian Spring involved a wide variety of elements including anti-centralists, moderate and extreme nationalists, pro-Ustaše, anti-communists, reformists, democrats and democratic socialists, liberals, and libertarians.
The SKS leadership did not criticise the SKH; on the contrary, Nikezić and Perović defended Croatia's reformist leadership to Tito in 1971. Serbian and Croatian newspapers traded accusations of mutual hostility, nationalism, and unitarism, leading Tito to admit that the SKJ had lost control of the media. In a meeting with the SKH leaders in July 1971, Tito expressed concern with the political situation and offered Tripalo the post of Prime Minister of Yugoslavia to move him away from the SKH, but Tripalo declined. Later that month, the conservative faction managed to gain sufficient support to expel Đodan and Marko Veselica from the SKH as "nationalist ringleaders".
On 2 August, the SKH announced an Action Programme, criticising nationalism which was referred to in the programme as "national movement", and denouncing unnamed individuals associated with Matica hrvatska for conspiring against the SKH and the SKJ. The SKH leaders determined that the Action Programme would be formally adopted or rejected by its next plenary session in November. The SKH arranged another meeting with Tito on 14 September, insisting he had been misinformed about the situation. After the meeting, Tito said he was convinced that the stories about chauvinism reigning in Croatia were absurd. He also implied that he favoured the SKH's proposal to reform Yugoslavia's foreign currency policy. After the meeting, Tripalo suggested that the Action Programme would no longer be considered.
### Looking for role models from the past
The Croatian Spring spurred increased interest in Croatian historical figures. A commemorative plaque to Stjepan Radić, the founder of the Croatian Peasant Party (HSS) and a champion of the Croatian cause in pre-war Yugoslavia, was put up in Zagreb, followed by a monument to him in the town of Metković. The city of Šibenik cancelled a plan to erect a monument to the victims of fascism, instead erecting a statue of the medieval Croatian king Peter Krešimir IV. A marching band and a living history troop named after the 18th-century Trenck's Pandurs were re-established in Požega in 1969. There were also unsuccessful calls to restore a monument to the 19th-century Ban of Croatia Josip Jelačić, which had been removed from Zagreb's central square by the SKH in 1947.
Traditional Croatian patriotic songs—some of them banned—experienced a resurgence in popularity. The most popular and controversial singer of such songs at the time was Vice Vukov. Lijepa naša domovino returned to formal use as a patriotic song when a plaque was placed in the Zagreb Cathedral commemorating the noblemen involved in the 17th-century Magnate conspiracy. The opera Nikola Šubić Zrinski, retelling the 16th-century Siege of Szigetvár, was regularly sold out whenever it played at the Croatian National Theatre in Zagreb. Paintings by Oton Iveković (1869–1939) depicting events from Croatian history became very popular. Croatia's historical chequy coat of arms became a famous symbol sewn by youths on jackets and berets or applied on stickers to car windshields. In 1969, it was incorporated into the football club crest Dinamo Zagreb. While the Yugoslav flag was still flown, it was always paired with the Croatian one. The latter was also used on its own, and in overall use in Croatia, it outnumbered the Yugoslav flag by ten to one.
The SKH pointed out the significance of the Catholic Church in Croatian culture and political identity. Dabčević-Kučar later said that the move was motivated by her wish to counterbalance the Serbian Orthodox Church as a "source of Serbian chauvinism". While the Catholic Church did not play an important role in the Croatian Spring, it contributed to the strengthening of national identity by introducing the Cult of Mary as a Croatian national symbol around the same time. This contribution was reinforced by the canonisation of the 14th-century Croatian Franciscan friar and missionary Nicholas Tavelic in 1970.
The SKH maintained that its current policy was rooted in the Partisan legacy, arguing that the Yugoslav federation was not set up as envisaged by the World War II-era State Anti-fascist Council for the National Liberation of Croatia (ZAVNOH); in particular, ZAVNOH's solution to the Croatian question was not implemented. The SKH said that national sentiments were a legitimate expression of interests which communists must defend and that Yugoslavia must be organised as a community of national sovereign republics. Hrvatski tjednik published an article by Tuđman praising ZAVNOH. Its cover page carried a photo of the wartime secretary of the Communist Party of Croatia, Andrija Hebrang, whom the SKJ had considered a Soviet spy and a traitor since the 1948 Tito–Stalin split. The article also coincided with a request, ignored by the SKH, to posthumously rehabilitate Hebrang. The initiative was launched as a form of "moral rehabilitation" by anti-communist émigrés including former high-ranking KPJ official Ante Ciliga.
### Demands for autonomy and a new constitution
At the time of the Croatian Spring, civic relations between Croats and Serbs in Croatia were increasingly framed by diverging narratives of World War I and especially World War II. While Croats focused on the role of the Royal Serbian Army in the creation of the Serb-dominated Kingdom of Yugoslavia, and killings of collaborationist Ustaše troops and their sympathisers in the 1945 Yugoslav pursuit of Nazi collaborators, Serbs negatively evaluated the Croatian participation in Austria-Hungary's Serbian campaign during World War I, and especially the genocide of Serbs committed by the Ustaše in the Axis puppet state known as the Independent State of Croatia (NDH). In a series of articles in Hrvatski tjednik, Tuđman expressed the view of the majority of the SKH as well as Matica hrvatska: that Croats had made a significant contribution to the Partisan struggle and were not collectively to blame for Ustaše atrocities.
Among Croatian Serbs, Serbian nationalism flared in response to the Croatian national resurgence. By 1969, the cultural society Prosvjeta came to the forefront of Croatian Serb nationalist discourse. A plan put forward by SKH reformists to revise elementary and middle school literature and history curricula so 75 per cent of the coverage would be on Croatian topics drew complaints from Prosvjeta, which argued that the plan was a threat to Serb cultural rights. Prosvjeta also objected to the SKH's attempts to reinterpret the wartime Partisan struggle as a liberation of Croatian nationality within the Yugoslav framework. By 1971, Prosvjeta demanded that the Serbian language and Cyrillic script be officially used in Croatia alongside the Croatian language and Latin script, as well as legislative safeguards guaranteeing the national equality of Serbs. Prosvjeta rejected the federal model advocated by the ZAVNOH and the SKH, arguing that nationalism was no longer needed in Yugoslavia. Furthermore, Prosvjeta denounced the work of Matica hrvatska and asserted that the Serbs of Croatia would preserve their national identity by relying on Serbia's help regardless of the borders of the republics.
Finally, Prosvjeta's Rade Bulat demanded the establishment of an autonomous province for the Croatian Serbs, and there were calls to grant autonomy for Dalmatia as well. The SKH Central Committee declared that no region of Croatia could make any legitimate claim to autonomy of any kind and labelled calls for regional Dalmatian autonomy as treason to the Croatian nation. Such responses aligned with the SKH's objective of national homogenisation. To that end, the SKH blocked the option of declaring one's ethnic identity as regional in the 1971 census. The campaign led by Matica hrvatska to emphasise the distinction between Croatian and Serbian was reflected in the prevailing speech of Croatian Serbs, which changed from predominantly Ijekavian, or an Ekavian-Ijekavian blend, to predominantly Ekavian.
The Serbian philosopher Mihailo Đurić argued that Croatia's constitution should be amended to describe the republic as the national state of Croats and Serbs. This remark sparked another series of public debates in March 1971 in the context of the constitutional reform of Yugoslavia. The SKJ responded by bringing charges against Đurić and imprisoning him. Matica hrvatska proposed an amendment to the constitution, further emphasising the national character of Croatia. The SKH dismissed the proposal and drafted its own wording, arguing it was a compromise. Ultimately passed, the SKH's amendment mentioned the Croatian Serbs specifically but defined Croatia as a "national state" of the Croats, avoiding use of the exact same phrase for the Croatian Serbs. The meaning of this difference in formulations was not explained in the text of the constitution. By mid-September 1971, ethnic tensions had worsened to the point that in northern Dalmatia, some Serb and Croat villagers took up arms in fear of each other.
### Outside Croatia
In February 1971, the Croatian nationalist émigré magazine Hrvatska država, printed by Branimir Jelić in West Berlin, published a story attributed to its Moscow correspondent claiming that the Warsaw Pact would help Croatia achieve its independence, granting it a status comparable to that enjoyed by Finland at the time. The article also stated that the SKH was collaborating with Ustaše émigrés. The Yugoslav Military Mission in Berlin reported the story to the military intelligence service along with the names of alleged Ustaše émigré operatives in Croatia. The report was initially believed, leading the Yugoslav authorities to become concerned that the Soviet Union might be instigating and aiding the SKH and the Ustaše émigrés. A federal investigation concluded on 7 April that the story was false, and the authorities decided to bury the affair. Immediately, the SKH announced that foreign and domestic enemies of the SKH stood behind the allegations. The same day, Vladimir Rolović, the Yugoslav ambassador to Sweden, was mortally wounded in an unrelated attack by Ustaše émigrés, further escalating tensions. According to Dabčević-Kučar, the SKH leadership treated the enthusiasm of the émigrés with suspicion, believing it to be linked with the Yugoslav State Security Administration, and also because their activity weakened the SKH's position.
Even though the leadership of Bosnia and Herzegovina was cautious in its response to the SKH's January 1970 shift towards Matica hrvatska's positions, relations became much tenser, primarily reflected through texts published by Matica hrvatska journals and Oslobođenje, the newspaper of record in Bosnia and Herzegovina. The leadership of Bosnia and Herzegovina initially distinguished between the positions of the SKH and those held by Matica hrvatska, but this distinction eroded over time. In September, Matica hrvatska expanded its work to Bosnia and Herzegovina and the Serbian autonomous province of Vojvodina, claiming Croats were underrepresented in government institutions there due to policies implemented during Ranković's tenure. By November 1971, Croatian nationalists advocated annexing a part of Bosnia and Herzegovina to Croatia to rectify the situation. In response, Serbian nationalists claimed other parts of Bosnia and Herzegovina for Serbia. Officials from Bosnia and Herzegovina responded by prohibiting the establishment of Matica hrvatska branches within the republic.
### Foreign policy considerations
During a meeting of the SKJ leadership at the Brijuni Islands on 28–30 April 1971, Tito received a telephone call from Soviet leader Leonid Brezhnev. According to Tito, Brezhnev offered help to resolve the political crisis in Yugoslavia, and Tito declined. The offer was likened by the SKH and by Tito to Brezhnev's call to the First Secretary of the Communist Party of Czechoslovakia Alexander Dubček in 1968 ahead of the Warsaw Pact invasion of Czechoslovakia—as being a threat of imminent Warsaw Pact invasion. Some members of the SKH Central Committee suggested that Tito invented it to strengthen his position, but the First Deputy Premier of the Soviet Union Dmitry Polyansky confirmed the conversation took place.
Aiming to improve the United States' position in the Mediterranean area following the Black September crisis in Jordan, the United States President Richard Nixon toured several countries in the region. Nixon's state visit to Yugoslavia lasted from 30 September until 2 October 1970 and included a trip to Zagreb, where Nixon sparked controversy in a toast at the Banski dvori, the seat of the Croatian government. His toast ended with the words "Long live Croatia! Long live Yugoslavia!", which were interpreted variously as a show of support for the independence of Croatia, or alternatively as just a common courtesy. The Yugoslav ambassador to the United States interpreted the episode as strategic positioning for a breakup of Yugoslavia.
Brezhnev visited Yugoslavia from 22 to 25 September 1971 amid continuing tension between Yugoslavia and the Soviet Union following the 1968 invasion of Czechoslovakia. Brezhnev offered a friendship agreement, but Tito declined to sign it to avoid appearing to move closer to the Eastern Bloc. Yugoslav officials notified Nixon through Secretary of State William P. Rogers that the meeting with Brezhnev did not go well. An official visit of Tito to the United States was arranged to reassure Tito of the United States' political, economic, and military support for Yugoslavia. Nixon and Tito met on 30 October in Washington, D.C.
## Suppression and purges
### November plenum and student protest
At the 5 November plenary session of the SKH, Dabčević-Kučar said that the national movement was evidence of the unity of the nation and the SKH, which she said should not be sacrificed to achieve revolutionary purity. After she rejected several of Bakarić's proposals to modify the SKH's policies, the conservative faction—most vocally Bilić and Dragosavac—demanded the enforcement of the August Action Programme. The issue was not resolved by the plenum but, in the aftermath of the session, Bakarić decided to support Bilić and Dragosavac and to ask Tito to intervene. On 12–15 November, Tito visited Bugojno in Bosnia and Herzegovina, where he was hosted by the republic's leadership (Branko Mikulić, Hamdija Pozderac, and Dragutin Kosovac [sr]). On 13 November, they were joined by the Yugoslav prime minister, Džemal Bijedić, who criticised the SKH's demands for changing the distribution of foreign currency earnings. Dragosavac met with Tito on 14 and 15 November to discuss the Croatian Spring. On 15 November, Tito was joined by the heads of the JNA to view recordings of political rallies in Croatia where nationalists and SKH members spoke and where anti-Tito shouts could be heard.
The extended SKH Central Committee secretly met from 17 to 23 November, but the two opposing factions could not agree. On 22 November, about 3,000 Zagreb University students voted to begin a strike the next morning. Initially, they protested federal regulations on hard currency, banking and commerce. At Paradžik's urging, a series of proposed constitutional amendments was added to the demands: defining Croatia as a sovereign and national state of Croats, making Croatian the official language, guaranteeing that residents of Croatia would complete their compulsory military service in Croatia, and formally establishing Zagreb as Croatia's capital and Lijepa naša domovino as the anthem of Croatia. The protesters singled out Bakarić for sabotaging Tripalo's currency reform. The Croatian Student Federation expanded the strike over Croatia. Within days, 30,000 students were on strike demanding the expulsion of Bilić, Dragosavac, Baltić, Ema Derossi-Bjelajac and Čedo Grbić from the SKH as unitarists. On 25 November, Tripalo met with the students, urging them to stop the strike, and Dabčević-Kučar made the same request four days later.
### Karađorđevo meeting and the purges
Tito contacted the United States to inform them of his plan to remove the reformist leadership of Croatia, and the United States did not object. Tito considered deploying the JNA but opted for a political campaign instead. On 1 December, Tito convened a joint meeting of the SKJ and the SKH leaders at the Karađorđevo hunting ground in Vojvodina. SKH conservatives first criticised the SKH leadership, asking for stern action against nationalism. SKJ presidium members from other republics and provinces then gave speeches supporting the conservative stance, and the SKH leadership was told to control the situation in Croatia. Tito particularly criticised Matica hrvatska, accusing it of being a political party and attempting to establish a fascist state similar to the NDH. The next day, after the Karađorđevo meeting, Tito's speech was broadcast to all of Yugoslavia, warning of the threat of counter-revolution.
After the broadcast, the student strike was called off and the SKH leadership announced their agreement with Tito. On 6 December, Bakarić criticised the SKH leadership for not taking any practical steps to comply with Tito's speech of two days earlier, especially for not taking action against Matica hrvatska. Bakarić accused Tripalo of attempting to split the SKH by exaggerating the popular support for the reformists. Two days later, the SKJ leadership met again and concluded that the SKH was not implementing the decisions adopted in Karađorđevo. Student strike leaders were arrested on 11 December, and Dabčević-Kučar and Pirker were forced to resign by Tito the next day. At that point, Tripalo, Marko Koprtla and Janko Bobetko immediately also resigned. In the following days, more resignations were tendered, including the head of the government, Haramija. Milka Planinc became the head of the SKH. Five hundred students protested in Zagreb against the resignations and were suppressed by riot police.
Subsequently, tens of thousands were expelled from the SKH, including 741 high-ranking officials such as Dabčević-Kučar, Tripalo, and Pirker. Another 280 SKH members were compelled to resign their posts and 131 were demoted. SKH conservatives demanded a major show trial with Tuđman as the main defendant, but Tito blocked this proposal. Instead, Tuđman was convicted of trying to overthrow the "democratic self-managing socialism". Overall, 200–300 people were convicted of political crimes, but thousands more were imprisoned without formal charges for two to three months. Matica hrvatska and Prosvjeta were banned, including the former's fourteen publications. Purges targeting media professionals, writers, filmmakers, and university staff continued until late 1972. Even though the purges took place only in the period after the 1 December 1971 Karađorđevo meeting, this date is usually thought of as the end of the Croatian Spring in commemorations of the events. Authorities seized and destroyed 40,000 copies of the Moguš, Finka & Babić orthography manual as chauvinist. The remaining 600 copies were bound without any foreword or index and marked "for internal use only". This version was reprinted by London-based Croatian émigré magazine Nova Hrvatska [hr] (New Croatia) in 1972 and 1984. The book was published again in Croatia in 1990.
## Aftermath
### Maintenance of reforms
Under the new SKH leadership, Ivo Perišin replaced Haramija as the President of its Executive Council in late December 1971. In February 1972, the Croatian Parliament passed a series of 36 amendments to the Constitution of the Socialist Republic of Croatia, one of which introduced Lijepa naša domovino as the republic's anthem.
After the downfall of the reformist SKH leadership, anti-communist émigrés wrote about the Croatian Spring as a movement presaging democratisation and praised Dabčević-Kučar and Tripalo as people of "unusual political virtues". Some émigrés believed that the political situation in Yugoslavia, especially among Croats, was conducive to an uprising. Consequently, nineteen members of the Croatian Revolutionary Brotherhood terrorist organisation launched an armed incursion into Yugoslavia in mid-1972, hoping to incite a rebellion that would lead to the re-establishment of the NDH. After a month of deadly skirmishes with the authorities, the incursion ended in failure.
Pirker died in August 1972, and his funeral drew 100,000 supporters. The size of the crowd attending the funeral confirmed continued broad support for Dabčević-Kučar and Tripalo, irrespective of their recent purge.
To reduce the popular support for the Croatian nationalists, Tito granted many of the demands of the ousted SKH leaders. For example, export companies were allowed to retain 20 per cent of foreign exchange earnings instead of 7–12 percent while tourism companies increased their retention of foreign currency earnings from 12 per cent to 45 per cent. Devaluation of the Yugoslav dinar by 18.7 per cent, increased the value of the retained foreign currency income on the domestic market.
The new SKH leadership was unwilling to undo the changes implemented by their predecessors and subsequently lost support from the Croatian Serbs. Some Serbs called for the constitution of Croatia to be amended to redefine Croatia as a national state of both Croats and Serbs and create a Serb committee in the Sabor. Those ideas were defeated by Grbić, who held the position of deputy speaker of the Croatian Parliament; as a result, Serbian nationalists denounced Grbić as a traitor to their cause.
The 1974 Yugoslav Constitution preserved the 1971 reforms almost entirely, expanded the economic powers of the constituent republics, and granted reformist demands related to banking, commerce, and foreign currency.
### Legacy in the final decades of Yugoslavia
In the aftermath of the 1971 purge, the authorities began to pejoratively refer to the events that had transpired as the Maspok, a portmanteau of masovni pokret meaning "mass movement", as a reference to the politicisation of the masses to ensure the involvement of actors beyond the SKH in Croatia's politics. The term Croatian Spring was coined retroactively, after the 1971 purges, by those holding a more favourable view of the events. The latter term was not permitted to be publicly used in Yugoslavia until 1989.
The end of the Croatian Spring ushered in a period known as the Croatian Silence (Hrvatska šutnja), which lasted until the late 1980s, during which the public kept its distance from the unpopular imposed authorities. Discussion about the position of the Croatian Serbs was avoided by the new Croatian leadership, and Grbić and others became concerned that the question would be left to the Serbian Orthodox Church and nationalists from Serbia to pose solutions without any counterargument.
The Croatian Spring was a significant event for all of Yugoslavia. Reformist factions in the SKS, SKM and the League of Communists of Slovenia were also suppressed by the end of 1972, replaced by mediocre and obedient politicians. During this period, pressure for the complete breakup of Yugoslavia intensified, religious leaders gained influence, and the Partisan legacy that legitimised the state was weakened. The purges of the 1970s in Croatia and elsewhere in Yugoslavia drove many reformist communists and supporters of social democracy away from politics in the country's final decades.
From 1989, several people previously involved with the SKH or Matica hrvatska during the Croatian Spring returned to Croatian politics. Budiša and Gotovac had leading roles in the Croatian Social Liberal Party (HSLS), which was formed before the 1990 Croatian parliamentary election. Čičak was prominent in the HSS. In January 1989, Marko and Vladimir Veselica, Tuđman, Šošić, and Ladan launched an initiative to found the Croatian Democratic Union (HDZ). Dissatisfied with Tuđman's election to lead the HDZ, the Veselica brothers left, and formed the Croatian Democratic Party (HDS) in November. The HDZ gained Stjepan Mesić, another SKH official ousted after the Croatian Spring. Dabčević-Kučar, Tripalo, and Haramija formed the Coalition of People's Accord coalition as independents, supported by several parties, including the HSLS and HDS. The HDZ won the elections, Tuđman became the President of the Presidency (later President) and Mesić became the President of the Executive Council (later referred to as Prime Minister). |
29,191,177 | SMS Grosser Kurfürst (1913) | 1,159,351,524 | Battleship of the German Imperial Navy | [
"1913 ships",
"König-class battleships",
"Maritime incidents in 1919",
"Ships built in Hamburg",
"World War I battleships of Germany",
"World War I warships scuttled at Scapa Flow"
]
| SMS Grosser Kurfürst was the second dreadnought battleship of the four-ship König class. Grosser Kurfürst (or Großer Kurfürst) served in the Imperial German Navy during World War I. The battleship was laid down in October 1911 and launched on 5 May 1913. She was formally commissioned into the Imperial Navy on 30 July 1914, days before the outbreak of war between Germany and the United Kingdom. Her name means Great Elector, and refers to Frederick William I, the Prince-elector of Brandenburg. Grosser Kurfürst was armed with ten 30.5-centimeter (12.0 in) guns in five twin turrets and could steam at a top speed of 21 knots (39 km/h; 24 mph).
Along with her three sister ships, König, Markgraf, and Kronprinz, Grosser Kurfürst took part in most of the fleet actions during the war, including the Battle of Jutland on 31 May and 1 June 1916. The ship was subjected to heavy fire at Jutland, but was not seriously damaged. She shelled Russian positions during Operation Albion in September and October 1917. Grosser Kurfürst was involved in a number of accidents during her service career; she collided with König and Kronprinz, grounded several times, was torpedoed once, and hit a mine.
After Germany's defeat and the signing of the Armistice in November 1918, Grosser Kurfürst and most of the capital ships of the High Seas Fleet were interned by the Royal Navy in Scapa Flow. The ships were disarmed and limited to skeleton crews while the Allied powers negotiated the final version of the Treaty of Versailles. On 21 June 1919, days before the treaty was signed, the commander of the interned fleet, Rear Admiral Ludwig von Reuter, ordered the fleet to be scuttled to ensure that the British would not be able to seize the ships. Unlike her sister ships, Grosser Kurfürst was raised in 1938 for scrapping and subsequently broken up in Rosyth.
## Design
The four König-class battleships were ordered as part of the Anglo-German naval arms race; they were the fourth generation of German dreadnought battleships, and they were built in response to the British Orion class that had been ordered in 1909. The Königs represented a refinement of the earlier Kaiser class, with the primary improvement being a more efficient arrangement of the main battery. The ships had also been intended to use a diesel engine on the center propeller shaft to increase their cruising range, but development of the diesels proved to be more complicated than expected, so an all-steam turbine powerplant was retained.
Grosser Kurfürst displaced 25,796 t (25,389 long tons) as built and 28,600 t (28,100 long tons) fully loaded, with a length of 175.4 m (575 ft 6 in), a beam of 29.5 m (96 ft 9 in) and a draft of 9.19 m (30 ft 2 in). She was powered by three AEG-Vulcan steam turbines, with steam provided by three oil-fired and twelve coal-fired Schulz-Thornycroft water-tube boilers, which developed a total of 45,570 shaft horsepower (33,980 kW) and yielded a maximum speed of 21 knots (39 km/h; 24 mph). The ship had a range of 8,000 nautical miles (15,000 km; 9,200 mi) at a cruising speed of 12 knots (22 km/h; 14 mph). Her crew numbered 41 officers and 1,095 enlisted men.
She was armed with ten 30.5 cm (12 in) SK L/50 guns arranged in five twin gun turrets: two superfiring turrets each fore and aft and one turret amidships between the two funnels. Her secondary armament consisted of fourteen 15 cm (5.9 in) SK L/45 quick-firing guns and six 8.8 cm (3.5 in) SK L/45 quick-firing guns, all mounted singly in casemates. As was customary for capital ships of the period, she was also armed with five 50 cm (19.7 in) underwater torpedo tubes, one in the bow and two on each beam.
The ship's armored belt consisted of Krupp cemented steel that was 35 cm (13.8 in) thick in the central citadel that protected the propulsion machinery spaces and the ammunition magazines, and was reduced to 18 cm (7.1 in) forward and 12 cm (4.7 in) aft. In the central portion of the ship, horizontal protection consisted of a 10 cm (3.9 in) deck, which was reduced to 4 cm (1.6 in) on the bow and stern. The main battery turrets had 30 cm (11.8 in) of armor plate on the sides and 11 cm (4.3 in) on the roofs, while the casemate guns had 15 cm (5.9 in) of armor protection. The sides of the forward conning tower were also 30 cm thick.
## Service history
Grosser Kurfürst was ordered under the provisional name Ersatz Kurfürst Friedrich Wilhelm and built at the AG Vulcan shipyard in Hamburg under construction number 4. Her keel was laid in October 1911 and she was launched on 5 May 1913. At her launching ceremony, Prince Oskar of Prussia christened the ship, which was named for the earlier armored frigate Grosser Kurfürst. Due to the heightening political tensions in Europe in mid-1914, the final construction work was accelerated, so the first set of dockyard trials were conducted on 15 July, and fitting-out work was completed by the 30th, the day she was commissioned into the High Seas Fleet. After her commissioning, she underwent sea trials in the Baltic. The ship's first combat operation was the Raid on Yarmouth on 2–3 November 1914. The raid was conducted by the battlecruisers of Rear Admiral Franz von Hipper's I Scouting Group. She and the other dreadnoughts sailed in distant support of Hipper's force. After a brief bombardment, the German fleet withdrew to port. On 7 December, she sustained no damage when she accidentally rammed her sister König.
Her second operation, the raid on Scarborough, Hartlepool and Whitby, followed on 15–16 December. On the evening of the 15th, the German battle fleet of some twelve dreadnoughts and eight pre-dreadnoughts came to within 10 nmi (19 km; 12 mi) of an isolated squadron of six British battleships. However, skirmishes between the rival destroyer screens in the darkness convinced Admiral Friedrich von Ingenohl, the fleet commander, that he was faced with the entire Grand Fleet. Under orders from Kaiser Wilhelm II to avoid risking the fleet unnecessarily, von Ingenohl broke off the engagement and turned the battlefleet back toward Germany.
On 22 January 1915, she and the rest of III Squadron were detached from the fleet to conduct maneuver, gunnery, and torpedo training in the Baltic. They returned to the North Sea on 11 February, too late to assist I Scouting Group at the Battle of Dogger Bank. Following the loss of SMS Blücher at the Battle of Dogger Bank, the Kaiser removed von Ingenohl from his post on 2 February. Admiral Hugo von Pohl replaced him as commander of the fleet. She then took part in several sorties into the North Sea. On 29 March, she sailed with the fleet out to Terschelling without any contact with the enemy. Another fleet advance occurred on 22 April, again without result. On 23 April, III Squadron returned to the Baltic for another round of exercises lasting until 10 May.
She participated in a fleet advance into the North Sea from 29 until 31 May which ended without combat. The ship covered a minelaying operation on 11–12 September off Texel. Another uneventful fleet advance followed on 23–24 October. She ended the year with a two-week training cruise in the Baltic, which lasted from 5 to 20 December. Another round of exercises in the Baltic followed on 18–23 January 1916. She went into drydock in Wilhelmshaven for periodic maintenance on 12 February. Work lasted until 3 March; two days later the ship sailed for a sweep into the Hoofden, though this again failed to encounter any British forces. The fleet conducted another sortie on 23 March to the Amrun Bank, followed by another a month later to Horns Reef on 21–22 April.
On 24–25 April, Hipper's battlecruisers conducted another bombardment of the English coast; Grosser Kurfürst and the rest of the High Seas Fleet sailed in support. The battlecruisers left the Jade Estuary at 10:55 CET, and the rest of the High Seas Fleet followed at 13:40. The battlecruiser Seydlitz struck a mine while en route to the target, and had to withdraw. The other battlecruisers bombarded the town of Lowestoft unopposed, but during the approach to Yarmouth, they encountered the British cruisers of the Harwich Force. A short artillery duel ensued before the Harwich Force withdrew. Reports of British submarines in the area prompted the retreat of I Scouting Group. At this point, Admiral Reinhard Scheer, who had been warned of the sortie of the Grand Fleet from its base in Scapa Flow, also withdrew to safer German waters.
### Battle of Jutland
Grosser Kurfürst was present during the fleet operation on 31 May and 1 June 1916 that resulted in the Battle of Jutland. The German fleet again sought to draw out and isolate a portion of the Grand Fleet and destroy it before the main British fleet could retaliate. She was the second ship in the German line, behind her sister König and followed by Markgraf and Kronprinz. The four ships made up V Division of III Battle Squadron, and they were the vanguard of the fleet. III Battle Squadron was the first of three battleship units; directly astern were the Kaiser-class battleships of VI Division, III Battle Squadron. III Squadron was followed by the Helgoland and Nassau classes of I Battle Squadron; in the rear guard were the obsolescent Deutschland-class pre-dreadnoughts of II Battle Squadron.
Shortly before 16:00 the battlecruisers of I Scouting Group encountered the British 1st Battlecruiser Squadron under the command of David Beatty. The opposing ships began an artillery duel that resulted in the destruction of Indefatigable, shortly after 17:00, and Queen Mary less than half an hour later. By this time, the German battlecruisers were steaming south to draw the British ships toward the main body of the High Seas Fleet. At 17:30, König's crew spotted both I Scouting Group and the 1st Battlecruiser Squadron approaching. The German battlecruisers were steaming to starboard, while the British ships steamed to port. At 17:45, Scheer ordered a two-point turn to port to bring his ships closer to the British battlecruisers, and a minute later, the order to open fire was given.
Grosser Kurfürst engaged the battlecruiser HMS Princess Royal at a range of 21,000 yd (19,000 m). Simultaneously, her secondary guns fired on British destroyers attempting to make torpedo attacks against the German fleet. The faster British ships began to pull away from their pursuers, and at 18:00 she was forced to shift fire from Princess Royal to the battleship Valiant, though by 18:16 Valiant too had moved out of range. Her shells straddled Valiant four times and her gunners incorrectly claimed a hit on the British ship. The ship did not escape unscathed herself though; at 18:09 she was hit by a 15 in (380 mm) shell from either the battleships Malaya or Warspite. The shell struck the water some 30 to 60 ft (9.1 to 18.3 m) from the ship and either ricocheted or exploded, impacting the hull approximately 85 ft (26 m) from the bow. The hit caused no significant damage. During this period, she claimed three hits from her 15 cm battery on a destroyer, which was most likely Moorsom. At 18:22, the ship briefly fired her secondary guns at the destroyer HMS Moresby at extreme range, without scoring a hit. At the same time, Grosser Kurfürst came back into range of the battleship Valiant, and engaged her with her two forward turrets. The ship fired for eight minutes, though her shots all fell short of their target.
Shortly after 19:00, the German cruiser Wiesbaden had become disabled by a shell from the British battlecruiser Invincible; Rear Admiral Paul Behncke in König attempted to maneuver his four ships to cover the stricken cruiser. Simultaneously, the British 3rd and 4th Light Cruiser Squadrons began a torpedo attack on the German line; while advancing to torpedo range, they smothered Wiesbaden with fire from their main guns. Grosser Kurfürst and her sisters fired heavily on the British cruisers, but even sustained fire from the battleships' main guns failed to drive off the British cruisers. She fired a pair of salvos at extremely close range from her main guns at the armored cruiser Defence, which, under heavy fire from several German capital ships, exploded and sank at 19:19. Observers aboard the ship noted that both salvos hit Defence, though did not ascribe credit for the latter's destruction to the hits. She then shifted fire to the armored cruiser Warrior, which was heavily damaged and forced to withdraw. Warrior foundered on the trip back to port the following morning.
By 20:00, the German line was ordered to turn eastward to disengage from the British fleet, commanded by Admiral John Jellicoe. Shortly thereafter, four British light cruisers from the 2nd Light Cruiser Squadron resumed the attacks on the crippled Wiesbaden; the leading German battleships, including Grosser Kurfürst, opened fire on the cruisers in an attempt to drive them off. She began firing at 20:07, at ranges between 10,000 and 18,000 yd (9,100 and 16,500 m). Despite the heavy fire, the British cruisers managed to escape without serious damage. At around the same time, the British fleet came back into range and seven battleships took V Division under heavy fire. Grosser Kurfürst was hit seven times, four hits occurring at 20:18 and 20:19. Three of the hits were from the 13.5 in (34 cm) guns of Marlborough, though her gunners incorrectly claimed a fourth hit. The remaining four hits came from the 15-inch guns of Barham or Valiant. One of the 15-inch shells destroyed the No. 2 port-side 15 cm gun, and another struck the main belt and burst on impact. Though it did not penetrate the belt, it forced the plating in by as much as 13 in (33 cm) for a length of some 26 ft (7.9 m). Damage control teams managed to temporarily stop the resulting flooding, after approximately 800 t (790 long tons; 880 short tons) of water had entered the ship. The flooding caused a list of 4°, though counter-flooding efforts reduced it to less than a degree. As the battle continued, the flooding worsened, and by the time she reached Helgoland the following morning, an estimated 3,000 t (2,950 long tons; 3,310 short tons) of water had entered the ship. More hits were sustained, but these shells burst on impact and caused relatively minor damage.
The heavy fire of the British fleet forced Scheer to order the fleet to turn away; this turn reversed the order of the fleet and placed her toward the end of the line. After successfully withdrawing from the British, Scheer ordered the fleet to assume night cruising formation, though communication errors between Scheer, aboard Friedrich der Grosse, and Westfalen, the lead ship, caused delays. The fleet fell into formation by 23:30, with Grosser Kurfürst the 15th vessel in the line of 24 capital ships. Around 02:45, several British destroyers mounted a torpedo attack against the rear half of the German line; she spotted six unidentified destroyers in the darkness. She engaged them with her 15 cm and 8.8 cm guns while turning away to avoid any torpedoes that might have been launched. She scored one 15 cm hit on the destroyer Nessus at a range of about 2,200 yd (2,000 m), disabling one of Nessus's boilers. Heavy fire from the German battleships forced the British destroyers to withdraw.
The High Seas Fleet managed to punch through the British light forces without drawing the attention of Jellicoe's battleships, and subsequently reached Horns Reef by 04:00 on 1 June. Off Helgoland, Grosser Kurfürst had taken in so much water that she was forced to reduce speed. She fell out of formation, but later rejoined the fleet outside the Schillig roadstead. Upon reaching Wilhelmshaven, she went into harbor while several other battleships took up defensive positions in the outer roadstead. The ship was transferred to Hamburg where she was repaired in AG Vulcan's large floating dock. Repair work was completed by 16 July. In the course of the battle, she fired a total of 135 shells from her main battery and 216 rounds from her 15 cm guns. She was hit by eight large-caliber shells, which killed fifteen men and wounded ten.
### Subsequent operations
Following completion of the repair work, Grosser Kurfürst conducted training maneuvers in the Baltic until 4 August. Admiral Scheer attempted a repeat of the original Jutland plan on 18–19 August. The battlecruiser squadron, however, had been reduced to only two operational ships—Von der Tann and Moltke—so Grosser Kurfürst, Markgraf, and the newly commissioned Bayern were temporarily transferred to the squadron. 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.
Unit training with III Squadron followed from 21 October to 2 November. Two days later, the ship formally rejoined III Squadron. On the 5th, a pair of U-boats grounded on the Danish coast. Light forces were sent to recover the vessels, and III Squadron, which was in the North Sea en route to Wilhelmshaven, was ordered to cover them. The British submarine J1 torpedoed Grosser Kurfürst some 30 nmi (56 km; 35 mi) northwest of Horns Reef. The torpedo destroyed the port-side rudder and flooded the rudder rooms, though the ship maintained a speed of 19 kn (35 km/h; 22 mph). She returned to the AG Vulcan dockyard, where she was repaired from 10 November to 9 February. That same day, while in transit to Kiel, the ship ran aground off Krautsand in the Elbe river. Damage was minimal and the ship proceeded to unit training in the Baltic, but on the return to the North Sea on 4 March, she accidentally rammed Kronprinz. Her bow was pushed in, necessitating repairs in the Imperial Dockyard in Wilhelmshaven until 22 April.
Grosser Kurfürst rejoined the fleet on 23 April and conducted training with the rest of III Squadron in the Baltic from 17 May to 8 June. After returning to the North Sea the ship was assigned to security duties in the German Bight. Another round of exercises in the Baltic followed on 11–23 September. She then sailed to Putziger Wiek to prepare for Operation Albion, the planned conquest of the islands off Riga. On 12 October, Grosser Kurfürst took up a position in Tagga Bay off Cape Ninnast. But she struck a mine while maneuvering into firing position, which allowed around 280 t (280 long tons; 310 short tons) of water into the ship. Despite the mine damage, the ship continued with the bombardment of Russian coastal guns on the Cape. She was detached from the invasion force later that day; she sailed to Wilhelmshaven via Kiel, where repairs were completed by 1 December.
Upon her return to service, Grosser Kurfürst resumed picket duties in the Bight. She was present during the abortive anti-convoy operation on 23–25 April 1918. While entering the lock outside Wilhelmshaven following the conclusion of the operation, the ship was damaged. She was back in dock for repairs from 27 April to 2 May. At the end of the month, Grosser Kurfürst ran aground just off the Helgoland's north harbor. The ship's port-side propeller shaft was bent, necessitating repairs at the Imperial Dockyard in Kiel from 2–9 June and 21–31 July. She finally rejoined the fleet on 12 August.
### Fate
Grosser Kurfürst and her three sisters were to have taken part in a final fleet action at the end of October 1918, days before the Armistice was to take effect. 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 Grand Admiral (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, despite the expected casualties. However, many of the war-weary sailors felt the operation would disrupt the peace process and prolong the war. On the morning of 29 October 1918, the order was given to sail from Wilhelmshaven the following day. Starting on the night of 29 October, sailors on Thüringen and then on several other battleships mutinied. On the 31st, Scheer ordered the fleet dispersed; Grosser Kurfürst and the rest of III Squadron was sent to Kiel. On 4 November, the ship's crew joined the general mutiny and hoisted the red flag of the Socialists. The unrest ultimately forced Hipper and Scheer to cancel the operation. When informed of the situation, the Kaiser stated, "I no longer have a navy."
Following the capitulation of Germany in November 1918, most of the High Seas Fleet's ships, under the command of Rear Admiral Ludwig von 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 von 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 escorted 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 Versailles Treaty. Von 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 to the 23rd, 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. Grosser Kurfürst sank at 13:30; unlike her sisters, she was ultimately raised on 29 April 1938 and sold for scrapping in Rosyth. Her bell was sold and was used for many years as a garden ornament. It was sold at auction in March 2014 and was bought by the National Museum of the Royal Navy, Portsmouth, Hampshire. |
2,233 | Ælle of Sussex | 1,157,716,460 | First king of the South Saxons | [
"510s deaths",
"5th-century English monarchs",
"6th-century English monarchs",
"Anglo-Saxon warriors",
"Founding monarchs",
"People whose existence is disputed",
"South Saxon monarchs",
"Year of birth unknown"
]
| Ælle (also Aelle or Ella) is recorded in early sources as the first king of the South Saxons, reigning in what is now called Sussex, England, from 477 to perhaps as late as 514.
According to the Anglo-Saxon Chronicle, Ælle and three of his sons are said to have landed at a place called Cymensora and fought against the local Britons. The chronicle goes on to report a victory in 491, at present day Pevensey, where the battle ended with the Saxons slaughtering their opponents to the last man.
Ælle was the first king recorded by the 8th century chronicler Bede to have held "imperium", or overlordship, over other Anglo-Saxon kingdoms. In the late 9th-century Anglo-Saxon Chronicle (around four hundred years after his time) Ælle is recorded as being the first bretwalda, or "Britain-ruler", though there is no evidence that this was a contemporary title. Ælle's death is not recorded and although he may have been the founder of a South Saxon dynasty, there is no firm evidence linking him with later South Saxon rulers. The 12th-century chronicler Henry of Huntingdon produced an enhanced version of the Anglo-Saxon Chronicle that included 514 as the date of Ælle's death, but this is not secure.
## Historical context
Historians are divided on the detail of Ælle's life and existence as it was during the least-documented period in English history of the last two millennia.
By the early 5th century, Britain had been Roman for over three hundred and fifty years. Amongst the enemies of Roman Britain were the Picts of central and northern Scotland, and the Gaels known as Scoti, who were raiders from Ireland. Also vexatious were the Saxons, the name Roman writers gave to the peoples who lived in the northern part of what is now Germany and the southern part of the Jutland peninsula. Saxon raids on the southern and eastern shores of England had been sufficiently alarming by the late 3rd century for the Romans to build the Saxon Shore forts, and subsequently to establish the role of the Count of the Saxon Shore to command the defence against these incursions. Roman control of Britain finally ended in the early part of the 5th century; the date usually given as marking the end of Roman Britain is 410, when the Emperor Honorius sent letters to the British, urging them to look to their own defence. Britain had been repeatedly stripped of troops to support usurpers' claims to the Roman empire, and after 410 the Roman armies never returned.
Sources for events after this date are extremely scarce, but a tradition, reported as early as the mid-6th century by a British priest named Gildas, records that the British sent for help against the barbarians to Aetius, a Roman consul, probably in the late 440s. No help came. Subsequently, a British leader named Vortigern is supposed to have invited continental mercenaries to help fight the Picts who were attacking from the north. The leaders, whose names are recorded as Hengest and Horsa, rebelled, and a long period of warfare ensued. The invaders—Angles, Saxons, Jutes, and Frisians—gained control of parts of England, but lost a major battle at Mons Badonicus (the location of which is not known). Some authors have speculated that Ælle may have led the Saxon forces at this battle, while others reject the idea out of hand.
The British thus gained a respite, and peace lasted at least until the time Gildas was writing: that is, for perhaps forty or fifty years, from around the end of the 5th century until midway through the sixth. Shortly after Gildas's time, the Anglo-Saxon advance was resumed, and by the late 6th century nearly all of southern England was under the control of the continental invaders.
## Early sources
There are two early sources that mention Ælle by name. The earliest is The Ecclesiastical History of the English People, a history of the English church written in 731 by Bede, a Northumbrian monk. Bede mentions Ælle as one of the Anglo-Saxon kings who exercised what he calls "imperium" over "all the provinces south of the river Humber"; "imperium" is usually translated as "overlordship". Bede gives a list of seven kings who held "imperium", and Ælle is the first of them. The other information Bede gives is that Ælle was not a Christian—Bede mentions a later king as "the first to enter the kingdom of heaven".
The second source is the Anglo-Saxon Chronicle, a collection of annals assembled in the Kingdom of Wessex in c. 890, during the reign of Alfred the Great. The Chronicle has three entries for Ælle, from 477 to 491, as follows:
- 477: Ælle and his 3 sons, Cymen and Wlencing and Cissa, came to the land of Britain with 3 ships at the place which is named Cymen's shore, and there killed many Welsh and drove some to flight into the wood called Andredes leag.
- 485: Here Ælle fought against the Welsh near the margin of Mearcred's Burn.
- 491: Here Ælle and Cissa besieged Andredes cester, and killed all who lived in there; there was not even one Briton left there.
The Chronicle was put together about four hundred years after these events. It is known that the annalists used material from earlier chronicles, as well as from oral sources such as sagas, but there is no way to tell where these lines came from. The terms 'British' and 'Welsh' were used interchangeably, as 'Welsh' is the Saxon word meaning 'foreigner', and was applied to all the native Romano-British of the era.
Three of the places named may be identified:
1. "Cymen's shore" ("Cymenes ora" in the original) is believed to be located at what is now a series of rocks and ledges, in the English Channel off Selsey Bill, on the south coast, known as the Owers. It has been suggested that Ower is derived from the word ora that is found only in placenames where Jutish and West Saxon dialects were in operation (mainly in southern England). It is possible that the stretch of low ground along the coast from Southampton to Bognor was called Ora, "the shore", and that district names were used by the various coastal settlements, Cymens ora being one of them.
2. The wood called "Andredes leag" is the Weald, which at that time was a forest extending from north-west Hampshire all through northern Sussex.
3. "Andredes cester" is thought to be Anderitum, the Saxon Shore fort built by the Roman rebel Carausius in the late 3rd century at Pevensey Castle, just outside the town. Some believe Andredes cester may have been an imperial stronghold somewhere else as Henry of Huntingdon described the place as a fortified city and gave a very full account of the siege which is inconsistent with the geography of ancient Pevensey and little archaeological evidence of sustained settlement there. Also, in his "Britannia", William Camden suggests that it could be Newenden, Kent.
The Chronicle mentions Ælle once more under the year 827, where he is listed as the first of the eight "bretwaldas", or "Britain-rulers". The list consists of Bede's original seven, plus Egbert of Wessex. There has been much scholarly debate over just what it meant to be a "bretwalda", and the extent of Ælle's actual power in southern England is an open question. It is also noteworthy that there is a long gap between Ælle and the second king on Bede's list, Ceawlin of Wessex, whose reign began in the late 6th century; this may indicate a period in which Anglo-Saxon dominance was interrupted in some way.
Earlier sources than Bede exist which mention the South Saxons, though they do not name Ælle. The earliest reference is still quite late, however, at about 692: a charter of King Nothhelm's, which styles him "King of the South Saxons". Charters are documents which granted land to followers or to churchmen, and which would be witnessed by the kings who had power to grant the land. They are one of the key documentary sources for Anglo-Saxon history, but no original charters survive from earlier than 679.
There are other early writers whose works can shed light on Ælle's time, though they do not mention either him or his kingdom. Gildas's description of the state of Britain in his time is useful for understanding the ebb and flow of the Anglo-Saxon incursions. Procopius, a Byzantine historian, writing not long after Gildas, adds to the meagre sources on population movement by including a chapter on England in one of his works. He records that the peoples of Britain—he names the English, the British, and the Frisians—were so numerous that they were migrating to the kingdom of the Franks in great numbers every year, although this is probably a reference to Britons emigrating to Armorica to escape the Anglo-Saxons. They subsequently gave their name to the area they settled as Brittany, or la petite Bretagne (lit., "little Britain").
## Evidence from place names in Sussex
The early dates given in the Anglo-Saxon Chronicle for the colonization of Sussex are supported by an analysis of the place names of the region. The strongest evidence comes from place names that end in "-ing", such as Worthing and Angmering. These are known to derive from an earlier form ending in "-ingas". "Hastings" for example, derives from "Hæstingas" which may mean "the followers or dependents of a person named Hæsta", although others suggest the heavily Romanised region may have had names of Gallo-Roman origin derived from "-ienses". From west of Selsey Bill to east of Pevensey can be found the densest concentration of these names anywhere in Britain. There are a total of about forty-five place names in Sussex of this form, but personal names either were not associated with these places or fell out of use.
The preservation of Ælle's sons in Old English place names is unusual. The names of the founders, in other origin legends, seem to have British and/ or Latin roots not Old English. It is likely that the foundation stories were actually known before the 9th century, but the annalists manipulated them to provide a common origin for the new regime. The origin stories purported that the British were defeated and replaced by invading Anglo-Saxons arriving in small ships. These stories were largely believed right up to the 19th century, but are now regarded as myths.
## Reign
If the dates given by the Anglo-Saxon Chronicle are accurate to within half a century, then Ælle's reign lies in the middle of the Anglo-Saxon expansion, and prior to the final conquest of the Britons. It also seems consistent with the dates given to assume that Ælle's battles predate Mons Badonicus.This in turn would explain the long gap, of fifty or more years, in the succession of the "bretwaldas": if the peace gained by the Britons did indeed hold till the second half of the 6th century, it is not to be expected that an Anglo-Saxon leader should have anything resembling overlordship of England during that time. The idea of a pause in the Anglo-Saxon advance is also supported by the account in Procopius of 6th century migration from Britain to the kingdom of the Franks. Procopius's account is consistent with what is known to be a contemporary colonization of Armorica (now Brittany, in France); the settlers appear to have been at least partly from Dumnonia (modern Cornwall), and the area acquired regions known as Dumnonée and Cornouaille. It seems likely that something at that time was interrupting the general flow of the Anglo-Saxons from the continent to Britain.
The dates for Ælle's battles are also reasonably consistent with what is known of events in the kingdom of the Franks at that time. Clovis I united the Franks into a single kingdom during the 480s and afterwards, and the Franks' ability to exercise power along the southern coast of the English channel may have diverted Saxon adventurers to England rather than the continent.
It is possible, therefore, that a historical king named Ælle existed, who arrived from the continent in the late 5th century, and who conquered much of what is now Sussex. He may have been a prominent war chief with a leadership role in a federation of Anglo-Saxon groups fighting for territory in Britain at that time. This may be the origin of the reputation that led Bede to list him as holding overlordship over southern Britain. The battles listed in the Chronicle are compatible with a conquest of Sussex from west to east, against British resistance stiff enough to last fourteen years. His area of military control may have extended as far as Hampshire and north to the upper Thames valley, but it certainly did not extend across all of England south of the Humber, as Bede asserts.
The historian Guy Halsall argues that as Ælle immediately preceded the late sixth-century King Ceawlin as Bretwalda, it is far more likely that Ælle dates to the mid sixth century, and that the Chronicle has moved his dates back a century in order to provide a foundation myth for Sussex which puts it chronologically and geographically between the origins of the kingdoms of Kent and Wessex.
## Death and burial
Ælle's death is not recorded by the Chronicle, which gives no information about him, or his sons, or the South Saxons until 675, when the South Saxon king Æthelwalh was baptized.
It has been conjectured that, as Saxon war leader, Ælle may have met his death in the disastrous battle of Mount Badon when the Britons halted Saxon expansion. If Ælle died within the borders of his own kingdom then it may well have been that he was buried on Highdown Hill with his weapons and ornaments in the usual mode of burial among the South Saxons. Highdown Hill is the traditional burial-place of the kings of Sussex.
## See also
- Timeline of conflict in Anglo-Saxon Britain
## Primary sources
## Secondary sources |
55,791 | Voting Rights Act of 1965 | 1,168,609,782 | US federal legislation that prohibits racial discrimination in voting | [
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"Electoral reform in the United States",
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| The Voting Rights Act of 1965 is a landmark piece of federal legislation in the United States that prohibits racial discrimination in voting. It was signed into law by President Lyndon B. Johnson during the height of the civil rights movement on August 6, 1965, and Congress later amended the Act five times to expand its protections. Designed to enforce the voting rights guaranteed by the Fourteenth and Fifteenth Amendments to the United States Constitution, the Act sought to secure the right to vote for racial minorities throughout the country, especially in the South. According to the U.S. Department of Justice, the Act is considered to be the most effective piece of federal civil rights legislation ever enacted in the country. It is also "one of the most far-reaching pieces of civil rights legislation in U.S. history."
The act contains numerous provisions that regulate elections. The act's "general provisions" provide nationwide protections for voting rights. Section 2 is a general provision that prohibits state and local government from imposing any voting rule that "results in the denial or abridgement of the right of any citizen to vote on account of race or color" or membership in a language minority group. Other general provisions specifically outlaw literacy tests and similar devices that were historically used to disenfranchise racial minorities. The act also contains "special provisions" that apply to only certain jurisdictions. A core special provision is the Section 5 preclearance requirement, which prohibited certain jurisdictions from implementing any change affecting voting without first receiving confirmation from the U.S. attorney general or the U.S. District Court for D.C. that the change does not discriminate against protected minorities. Another special provision requires jurisdictions containing significant language minority populations to provide bilingual ballots and other election materials.
Section 5 and most other special provisions applied to jurisdictions encompassed by the "coverage formula" prescribed in Section 4(b). The coverage formula was originally designed to encompass jurisdictions that engaged in egregious voting discrimination in 1965, and Congress updated the formula in 1970 and 1975. In Shelby County v. Holder (2013), the U.S. Supreme Court struck down the coverage formula as unconstitutional, reasoning that it was obsolete. The court did not strike down Section 5, but without a coverage formula, Section 5 is unenforceable. The jurisdictions which had previously been covered by the coverage formula massively increased the rate of voter registration purges after the Shelby decision.
In 2021, the Brnovich v. Democratic National Committee Supreme Court ruling reinterpreted Section 2 of the Voting Rights Act of 1965, substantially weakening it. The ruling interpreted the "totality of circumstances" language of Section 2 to mean that it does not generally prohibit voting rules that have disparate impact on the groups that it sought to protect, including a rule blocked under Section 5 before the Court inactivated that section in Shelby County v. Holder. In particular, the ruling held that fears of election fraud could justify such rules, even without evidence that any such fraud had occurred in the past or that the new rule would make elections safer.
Research shows that the Act had successfully and massively increased voter turnout and voter registrations, in particular among black people. The Act has also been linked to concrete outcomes, such as greater public goods provision (such as public education) for areas with higher black population shares, more members of Congress who vote for civil rights-related legislation, and greater Black representation in local offices.
## Background
As initially ratified, the United States Constitution granted each state complete discretion to determine voter qualifications for its residents. After the Civil War, the three Reconstruction Amendments were ratified and limited this discretion. The Thirteenth Amendment (1865) prohibits slavery "except as a punishment for crime"; the Fourteenth Amendment (1868) grants citizenship to anyone "born or naturalized in the United States" and guarantees every person due process and equal protection rights; and the Fifteenth Amendment (1870) provides that "[t]he right of citizens of the United States to vote shall not be denied or abridged by the United States or by any State on account of race, color, or previous condition of servitude." These Amendments also empower Congress to enforce their provisions through "appropriate legislation".
To enforce the Reconstruction Amendments, Congress passed the Enforcement Acts in the 1870s. The acts criminalized the obstruction of a citizen's voting rights and provided for federal supervision of the electoral process, including voter registration. However, in 1875 the Supreme Court struck down parts of the legislation as unconstitutional in United States v. Cruikshank and United States v. Reese. After the Reconstruction Era ended in 1877, enforcement of these laws became erratic, and in 1894, Congress repealed most of their provisions.
Southern states generally sought to disenfranchise racial minorities during and after Reconstruction. From 1868 to 1888, electoral fraud and violence throughout the South suppressed the African-American vote. From 1888 to 1908, Southern states legalized disenfranchisement by enacting Jim Crow laws; they amended their constitutions and passed legislation to impose various voting restrictions, including literacy tests, poll taxes, property-ownership requirements, moral character tests, requirements that voter registration applicants interpret particular documents, and grandfather clauses that allowed otherwise-ineligible persons to vote if their grandfathers voted (which excluded many African Americans whose grandfathers had been slaves or otherwise ineligible). During this period, the Supreme Court generally upheld efforts to discriminate against racial minorities. In Giles v. Harris (1903), the court held that regardless of the Fifteenth Amendment, the judiciary did not have the remedial power to force states to register racial minorities to vote.
Prior to the enactment of the Voting Rights Act of 1965 there were several efforts to stop the disenfranchisement of black voters by Southern states,. Besides the above-mentioned literacy tests and poll taxes other bureaucratic restrictions were used to deny them the right to vote. African Americans also "risked harassment, intimidation, economic reprisals, and physical violence when they tried to register or vote. As a result, very few African Americans were registered voters, and they had very little, if any, political power, either locally or nationally." In the 1950s the Civil Rights Movement increased pressure on the federal government to protect the voting rights of racial minorities. In 1957, Congress passed the first civil rights legislation since Reconstruction: the Civil Rights Act of 1957. This legislation authorized the attorney general to sue for injunctive relief on behalf of persons whose Fifteenth Amendment rights were denied, created the Civil Rights Division within the Department of Justice to enforce civil rights through litigation, and created the Commission on Civil Rights to investigate voting rights deprivations. Further protections were enacted in the Civil Rights Act of 1960, which allowed federal courts to appoint referees to conduct voter registration in jurisdictions that engaged in voting discrimination against racial minorities.
Although these acts helped empower courts to remedy violations of federal voting rights, strict legal standards made it difficult for the Department of Justice to successfully pursue litigation. For example, to win a discrimination lawsuit against a state that maintained a literacy test, the department needed to prove that the rejected voter-registration applications of racial minorities were comparable to the accepted applications of whites. This involved comparing thousands of applications in each of the state's counties in a process that could last months. The department's efforts were further hampered by resistance from local election officials, who would claim to have misplaced the voter registration records of racial minorities, remove registered racial minorities from the electoral rolls, and resign so that voter registration ceased. Moreover, the department often needed to appeal lawsuits several times before the judiciary provided relief because many federal district court judges opposed racial minority suffrage. Thus, between 1957 and 1964, the African-American voter registration rate in the South increased only marginally even though the department litigated 71 voting rights lawsuits. Efforts to stop the disfranchisement by the Southern states had achieved only modest success overall and in some areas had proved almost entirely ineffectual, because the "Department of Justice's efforts to eliminate discriminatory election practices by litigation on a case-by-case basis had been unsuccessful in opening up the registration process; as soon as one discriminatory practice or procedure was proven to be unconstitutional and enjoined, a new one would be substituted in its place and litigation would have to commence anew."
Congress responded to rampant discrimination against racial minorities in public accommodations and government services by passing the Civil Rights Act of 1964. The act included some voting rights protections; it required registrars to equally administer literacy tests in writing to each voter and to accept applications that contained minor errors, and it created a rebuttable presumption that persons with a sixth-grade education were sufficiently literate to vote. However, despite lobbying from civil rights leaders, the Act did not prohibit most forms of voting discrimination. President Lyndon B. Johnson recognized this, and shortly after the 1964 elections in which Democrats gained overwhelming majorities in both chambers of Congress, he privately instructed Attorney General Nicholas Katzenbach to draft "the goddamndest, toughest voting rights act that you can". However, Johnson did not publicly push for the legislation at the time; his advisers warned him of political costs for vigorously pursuing a voting rights bill so soon after Congress had passed the Civil Rights Act of 1964, and Johnson was concerned that championing voting rights would endanger his Great Society reforms by angering Southern Democrats in Congress.
Following the 1964 elections, civil rights organizations such as the Southern Christian Leadership Conference (SCLC) and the Student Nonviolent Coordinating Committee (SNCC) pushed for federal action to protect the voting rights of racial minorities. Their efforts culminated in protests in Alabama, particularly in the city of Selma, where County Sheriff Jim Clark's police force violently resisted African-American voter registration efforts. Speaking about the voting rights push in Selma, James Forman of SNCC said: "Our strategy, as usual, was to force the U.S. government to intervene in case there were arrests—and if they did not intervene, that inaction would once again prove the government was not on our side and thus intensify the development of a mass consciousness among blacks. Our slogan for this drive was 'One Man, One Vote.'"
In January 1965, Martin Luther King Jr., James Bevel, and other civil rights leaders organized several peaceful demonstrations in Selma, which were violently attacked by police and white counter-protesters. Throughout January and February, these protests received national media coverage and drew attention to the issue of voting rights. King and other demonstrators were arrested during a march on February 1 for violating an anti-parade ordinance; this inspired similar marches in the following days, causing hundreds more to be arrested. On February 4, civil rights leader Malcolm X gave a militant speech in Selma in which he said that many African Americans did not support King's nonviolent approach; he later privately said that he wanted to frighten whites into supporting King. The next day, King was released and a letter he wrote addressing voting rights, "Letter From A Selma Jail", appeared in The New York Times.
With increasing national attention focused on Selma and voting rights, President Johnson reversed his decision to delay voting rights legislation. On February 6, he announced he would send a proposal to Congress. Johnson did not reveal the proposal's content or disclose when it would come before Congress.
On February 18 in Marion, Alabama, state troopers violently broke up a nighttime voting-rights march during which officer James Bonard Fowler shot and killed young African-American protester Jimmie Lee Jackson, who was unarmed and protecting his mother. Spurred by this event, and at the initiation of Bevel, on March 7 SCLC and SNCC began the first of the Selma to Montgomery marches, in which Selma residents intended to march to Alabama's capital, Montgomery, to highlight voting rights issues and present Governor George Wallace with their grievances. On the first march, demonstrators were stopped by state and county police on horseback at the Edmund Pettus Bridge near Selma. The police shot tear gas into the crowd and trampled protesters. Televised footage of the scene, which became known as "Bloody Sunday", generated outrage across the country. A second march was held on March 9, which became known as "Turnaround Tuesday". That evening, three white Unitarian ministers who participated in the march were attacked on the street and beaten with clubs by four Ku Klux Klan members. The worst injured was Reverend James Reeb from Boston, who died on Thursday, March 11.
In the wake of the events in Selma, President Johnson, addressing a televised joint session of Congress on March 15, called on legislators to enact expansive voting rights legislation. In his speech, he used the words "we shall overcome", adopting the rallying cry of the civil rights movement. The Voting Rights Act of 1965 was introduced in Congress two days later while civil rights leaders, now under the protection of federal troops, led a march of 25,000 people from Selma to Montgomery.
## Legislative history
Efforts to eliminate discriminatory election practices by litigation on a case-by-case basis by the United States Department of Justice had been unsuccessful and existing federal anti-discrimination laws were not sufficient to overcome the resistance by state officials to enforcement of the 15th Amendment. Against this backdrop Congress came to the conclusion that a new comprehensive federal bill was necessary to break the grip of state disfranchisement. The United States Supreme Court explained this in South Carolina v. Katzenbach (1966) with the following words:
> In recent years, Congress has repeatedly tried to cope with the problem by facilitating case-by-case litigation against voting discrimination. The Civil Rights Act of 1957 authorized the Attorney General to seek injunctions against public and private interference with the right to vote on racial grounds. Perfecting amendments in the Civil Rights Act of 1960 permitted the joinder of States as parties defendant, gave the Attorney General access to local voting records, and authorized courts to register voters in areas of systematic discrimination. Title I of the Civil Rights Act of 1964 expedited the hearing of voting cases before three-judge courts and outlawed some of the tactics used to disqualify Negroes from voting in federal elections. Despite the earnest efforts of the Justice Department and of many federal judges, these new laws have done little to cure the problem of voting discrimination. [...] The previous legislation has proved ineffective for a number of reasons. Voting suits are unusually onerous to prepare, sometimes requiring as many as 6,000 man-hours spent combing through registration records in preparation for trial. Litigation has been exceedingly slow, in part because of the ample opportunities for delay afforded voting officials and others involved in the proceedings. Even when favorable decisions have finally been obtained, some of the States affected have merely switched to discriminatory devices not covered by the federal decrees, or have enacted difficult new tests designed to prolong the existing disparity between white and Negro registration. Alternatively, certain local officials have defied and evaded court orders or have simply closed their registration offices to freeze the voting rolls. The provision of the 1960 law authorizing registration by federal officers has had little impact on local maladministration, because of its procedural complexities.
In South Carolina v. Katzenbach (1966) the Supreme Court also held that Congress had the power to pass the Voting Rights Act of 1965 under its Enforcement Powers stemming from the Fifteenth Amendment:
> Congress exercised its authority under the Fifteenth Amendment in an inventive manner when it enacted the Voting Rights Act of 1965. First: the measure prescribes remedies for voting discrimination which go into effect without any need for prior adjudication. This was clearly a legitimate response to the problem, for which there is ample precedent under other constitutional provisions. See Katzenbach v. McClung, 379 U. S. 294, 379 U. S. 302–304; United States v. Darby, 312 U. S. 100, 312 U. S. 120–121. Congress had found that case-by-case litigation was inadequate to combat widespread and persistent discrimination in voting, because of the inordinate amount of time and energy required to overcome the obstructionist tactics invariably encountered in these lawsuits. After enduring nearly a century of systematic resistance to the Fifteenth Amendment, Congress might well decide to shift the advantage of time and inertia from the perpetrators of the evil to its victims. [...] Second: the Act intentionally confines these remedies to a small number of States and political subdivisions which, in most instances, were familiar to Congress by name. This, too, was a permissible method of dealing with the problem. Congress had learned that substantial voting discrimination presently occurs in certain sections of the country, and it knew no way of accurately forecasting whether the evil might spread elsewhere in the future. In acceptable legislative fashion, Congress chose to limit its attention to the geographic areas where immediate action seemed necessary. See McGowan v. Maryland, 366 U. S. 420, 366 U. S. 427; Salsburg v. Maryland, 346 U. S. 545, 346 U. S. 550–554. The doctrine of the equality of States, invoked by South Carolina, does not bar this approach, for that doctrine applies only to the terms upon which States are admitted to the Union, and not to the remedies for local evils which have subsequently appeared. See Coyle v. Smith, 221 U. S. 559, and cases cited therein.
### Original bill
#### Senate
The Voting Rights Act of 1965 was introduced in Congress on March 17, 1965, as S. 1564, and it was jointly sponsored by Senate majority leader Mike Mansfield (D-MT) and Senate minority leader Everett Dirksen (R-IL), both of whom had worked with Attorney General Katzenbach to draft the bill's language. Although Democrats held two-thirds of the seats in both chambers of Congress after the 1964 Senate elections, Johnson worried that Southern Democrats would filibuster the legislation because they had opposed other civil rights efforts. He enlisted Dirksen to help gain Republican support. Dirksen did not originally intend to support voting rights legislation so soon after supporting the Civil Rights Act of 1964, but he expressed willingness to accept "revolutionary" legislation after learning about the police violence against marchers in Selma on Bloody Sunday. Given Dirksen's key role in helping Katzenbach draft the legislation, it became known informally as the "Dirksenbach" bill. After Mansfield and Dirksen introduced the bill, 64 additional senators agreed to cosponsor it, with a total 46 Democratic and 20 Republican cosponsors.
The bill contained several special provisions that targeted certain state and local governments: a "coverage formula" that determined which jurisdictions were subject to the Act's other special provisions ("covered jurisdictions"); a "preclearance" requirement that prohibited covered jurisdictions from implementing changes to their voting procedures without first receiving approval from the U.S. attorney general or the U.S. District Court for D.C. that the changes were not discriminatory; and the suspension of "tests or devices", such as literacy tests, in covered jurisdictions. The bill also authorized the assignment of federal examiners to register voters, and of federal observers to monitor elections, to covered jurisdictions that were found to have engaged in egregious discrimination. The bill set these special provisions to expire after five years.
The scope of the coverage formula was a matter of contentious congressional debate. The coverage formula reached a jurisdiction if (1) the jurisdiction maintained a "test or device" on November 1, 1964, and (2) less than 50 percent of the jurisdiction's voting-age residents either were registered to vote on November 1, 1964, or cast a ballot in the November 1964 presidential election. This formula reached few jurisdictions outside the Deep South. To appease legislators who felt that the bill unfairly targeted Southern jurisdictions, the bill included a general prohibition on racial discrimination in voting that applied nationwide. The bill also included provisions allowing a covered jurisdiction to "bail out" of coverage by proving in federal court that it had not used a "test or device" for a discriminatory purpose or with a discriminatory effect during the 5 years preceding its bailout request. Additionally, the bill included a "bail in" provision under which federal courts could subject discriminatory non-covered jurisdictions to remedies contained in the special provisions.
The bill was first considered by the Senate Judiciary Committee, whose chair, Senator James Eastland (D-MS), opposed the legislation with several other Southern senators on the committee. To prevent the bill from dying in committee, Mansfield proposed a motion to require the Judiciary Committee to report the bill out of committee by April 9, which the Senate overwhelmingly passed by a vote of 67 to 13. During the committee's consideration of the bill, Senator Ted Kennedy (D-MA) led an effort to amend the bill to prohibit poll taxes. Although the Twenty-fourth Amendment—which banned the use of poll taxes in federal elections— was ratified a year earlier, Johnson's administration and the bill's sponsors did not include a provision in the voting rights bill banning poll taxes in state elections because they feared courts would strike down the legislation as unconstitutional. Additionally, by excluding poll taxes from the definition of "tests or devices", the coverage formula did not reach Texas or Arkansas, mitigating opposition from those two states' influential congressional delegations. Nonetheless, with the support of liberal committee members, Kennedy's amendment to prohibit poll taxes passed by a 9–4 vote. In response, Dirksen offered an amendment that exempted from the coverage formula any state that had at least 60 percent of its eligible residents registered to vote or that had a voter turnout that surpassed the national average in the preceding presidential election. This amendment, which effectively exempted all states from coverage except Mississippi, passed during a committee meeting in which three liberal members were absent. Dirksen offered to drop the amendment if the poll tax ban were removed. Ultimately, the bill was reported out of committee on April 9 by a 12–4 vote without a recommendation.
On April 22, the full Senate started debating the bill. Dirksen spoke first on the bill's behalf, saying that "legislation is needed if the unequivocal mandate of the Fifteenth Amendment ... is to be enforced and made effective, and if the Declaration of Independence is to be made truly meaningful." Senator Strom Thurmond (D-SC) retorted that the bill would lead to "despotism and tyranny", and Senator Sam Ervin (D-NC) argued that the bill was unconstitutional because it deprived states of their right under Article I, Section 2 of the Constitution to establish voter qualifications and because the bill's special provisions targeted only certain jurisdictions. On May 6, Ervin offered an amendment to abolish the coverage formula's automatic trigger and instead allow federal judges to appoint federal examiners to administer voter registration. This amendment overwhelmingly failed, with 42 Democrats and 22 Republicans voting against it. After lengthy debate, Ted Kennedy's amendment to prohibit poll taxes also failed 49–45 on May 11. However, the Senate agreed to include a provision authorizing the attorney general to sue any jurisdiction, covered or non-covered, to challenge its use of poll taxes. An amendment offered by Senator Robert F. Kennedy (D-NY) to enfranchise English-illiterate citizens who had attained at least a sixth-grade education in a non-English-speaking school also passed by 48–19. Southern legislators offered a series of amendments to weaken the bill, all of which failed.
On May 25, the Senate voted for cloture by a 70–30 vote, thus overcoming the threat of filibuster and limiting further debate on the bill. On May 26, the Senate passed the bill by a 77–19 vote (Democrats 47–16, Republicans 30–2); only senators representing Southern states voted against it.
#### House of Representatives
Emanuel Celler (D-NY), Chair of the House Judiciary Committee, introduced the Voting Rights Act in the House of Representatives on March 19, 1965, as H.R. 6400. The House Judiciary Committee was the first committee to consider the bill. The committee's ranking Republican, William McCulloch (R-OH), generally supported expanding voting rights, but he opposed both the poll tax ban and the coverage formula, and he led opposition to the bill in committee. The committee eventually approved the bill on May 12, but it did not file its committee report until June 1. The bill included two amendments from subcommittee: a penalty for private persons who interfered with the right to vote and a prohibition of all poll taxes. The poll tax prohibition gained Speaker of the House John McCormack's support. The bill was next considered by the Rules Committee, whose chair, Howard W. Smith (D-VA), opposed the bill and delayed its consideration until June 24, when Celler initiated proceedings to have the bill discharged from committee. Under pressure from the bill's proponents, Smith allowed the bill to be released a week later, and the full House started debating the bill on July 6.
To defeat the Voting Rights Act, McCulloch introduced an alternative bill, H.R. 7896. It would have allowed the attorney general to appoint federal registrars after receiving 25 serious complaints of discrimination against a jurisdiction, and it would have imposed a nationwide ban on literacy tests for persons who could prove they attained a sixth-grade education. McCulloch's bill was co-sponsored by House minority leader Gerald Ford (R-MI) and supported by Southern Democrats as an alternative to the Voting Rights Act. The Johnson administration viewed H.R. 7896 as a serious threat to passing the Voting Rights Act. However, support for H.R. 7896 dissipated after William M. Tuck (D-VA) publicly said he preferred H.R. 7896 because the Voting Rights Act would legitimately ensure that African Americans could vote. His statement alienated most supporters of H.R. 7896, and the bill failed on the House floor by a 171–248 vote on July 9. Later that night, the House passed the Voting Rights Act by a 333–85 vote (Democrats 221–61, Republicans 112–24).
#### Conference committee
The chambers appointed a conference committee to resolve differences between the House and Senate versions of the bill. A major contention concerned the poll tax provisions; the Senate version allowed the attorney general to sue states that used poll taxes to discriminate, while the House version outright banned all poll taxes. Initially, the committee members were stalemated. To help broker a compromise, Attorney General Katzenbach drafted legislative language explicitly asserting that poll taxes were unconstitutional and instructed the Department of Justice to sue the states that maintained poll taxes. To assuage concerns of liberal committee members that this provision was not strong enough, Katzenbach enlisted the help of Martin Luther King Jr., who gave his support to the compromise. King's endorsement ended the stalemate, and on July 29, the conference committee reported its version out of committee. The House approved this conference report version of the bill on August 3 by a 328–74 vote (Democrats 217–54, Republicans 111–20), and the Senate passed it on August 4 by a 79–18 vote (Democrats 49–17, Republicans 30–1). On August 6, President Johnson signed the Act into law with King, Rosa Parks, John Lewis, and other civil rights leaders in attendance at the signing ceremony.
### Amendments
Congress enacted major amendments to the Act in 1970, 1975, 1982, 1992, and 2006. Each amendment coincided with an impending expiration of some or all of the Act's special provisions. Originally set to expire by 1970, Congress repeatedly reauthorized the special provisions in recognition of continuing voting discrimination. Congress extended the coverage formula and special provisions tied to it, such as the Section 5 preclearance requirement, for five years in 1970, seven years in 1975, and 25 years in both 1982 and 2006. In 1970 and 1975, Congress also expanded the reach of the coverage formula by supplementing it with new 1968 and 1972 trigger dates. Coverage was further enlarged in 1975 when Congress expanded the meaning of "tests or devices" to encompass any jurisdiction that provided English-only election information, such as ballots, if the jurisdiction had a single language minority group that constituted more than five percent of the jurisdiction's voting-age citizens. These expansions brought numerous jurisdictions into coverage, including many outside of the South. To ease the burdens of the reauthorized special provisions, Congress liberalized the bailout procedure in 1982 by allowing jurisdictions to escape coverage by complying with the Act and affirmatively acting to expand minority political participation.
In addition to reauthorizing the original special provisions and expanding coverage, Congress amended and added several other provisions to the Act. For instance, Congress expanded the original ban on "tests or devices" to apply nationwide in 1970, and in 1975, Congress made the ban permanent. Separately, in 1975 Congress expanded the Act's scope to protect language minorities from voting discrimination. Congress defined "language minority" to mean "persons who are American Indian, Asian American, Alaskan Natives or of Spanish heritage." Congress amended various provisions, such as the preclearance requirement and Section 2's general prohibition of discriminatory voting laws, to prohibit discrimination against language minorities. Congress also enacted a bilingual election requirement in Section 203, which requires election officials in certain jurisdictions with large numbers of English-illiterate language minorities to provide ballots and voting information in the language of the language minority group. Originally set to expire after 10 years, Congress reauthorized Section 203 in 1982 for seven years, expanded and reauthorized it in 1992 for 15 years, and reauthorized it in 2006 for 25 years. The bilingual election requirements have remained controversial, with proponents arguing that bilingual assistance is necessary to enable recently naturalized citizens to vote and opponents arguing that the bilingual election requirements constitute costly unfunded mandates.
Several of the amendments responded to judicial rulings with which Congress disagreed. In 1982, Congress amended the Act to overturn the Supreme Court case Mobile v. Bolden (1980), which held that the general prohibition of voting discrimination prescribed in Section 2 prohibited only purposeful discrimination. Congress responded by expanding Section 2 to explicitly ban any voting practice that had a discriminatory effect, regardless of whether the practice was enacted or operated for a discriminatory purpose. The creation of this "results test" shifted the majority of vote dilution litigation brought under the Act from preclearance lawsuits to Section 2 lawsuits. In 2006, Congress amended the Act to overturn two Supreme Court cases: Reno v. Bossier Parish School Board (2000), which interpreted the Section 5 preclearance requirement to prohibit only voting changes that were enacted or maintained for a "retrogressive" discriminatory purpose instead of any discriminatory purpose, and Georgia v. Ashcroft (2003), which established a broader test for determining whether a redistricting plan had an impermissible effect under Section 5 than assessing only whether a minority group could elect its preferred candidates. Since the Supreme Court struck down the coverage formula as unconstitutional in Shelby County v. Holder (2013), several bills have been introduced in Congress to create a new coverage formula and amend various other provisions; none of these bills have passed.
## Provisions
The act contains two types of provisions: "general provisions", which apply nationwide, and "special provisions", which apply to only certain states and local governments. "The Voting Rights Act was aimed at the subtle, as well as the obvious, state regulations which have the effect of denying citizens their right to vote because of their race. Moreover, compatible with the decisions of this Court, the Act gives a broad interpretation to the right to vote, recognizing that voting includes "all action necessary to make a vote effective." 79 Stat. 445, 42 U.S.C. § 19731(c)(1) (1969 ed., Supp. I). See Reynolds v. Sims, 377 U. S. 533, 377 U. S. 555 (1964)." Most provisions are designed to protect the voting rights of racial and language minorities. The term "language minority" means "persons who are American Indian, Asian American, Alaskan Natives or of Spanish heritage." The act's provisions have been colored by numerous judicial interpretations and congressional amendments.
### General provisions
#### General prohibition of discriminatory voting laws
Section 2 prohibits any jurisdiction from implementing a "voting qualification or prerequisite to voting, or standard, practice, or procedure ... in a manner which results in a denial or abridgement of the right ... to vote on account of race," color, or language minority status. Section 2 of the law contains two separate protections against voter discrimination for laws which, in contrast to Section 5 of the law, are already implemented. The first protection is a prohibition of intentional discrimination based on race or color in voting. The second protection is a prohibition of election practices that result in the denial or abridgment of the right to vote based on race or color. If the violation of the second protection is intentional, then this violation is also a violation of the Fifteenth Amendment. The Supreme Court has allowed private plaintiffs to sue to enforce these prohibitions. In Mobile v. Bolden (1980), the Supreme Court held that as originally enacted in 1965, Section 2 simply restated the Fifteenth Amendment and thus prohibited only those voting laws that were intentionally enacted or maintained for a discriminatory purpose. In 1982, Congress amended Section 2 to create a "results" test, which prohibits any voting law that has a discriminatory effect irrespective of whether the law was intentionally enacted or maintained for a discriminatory purpose. The 1982 amendments stipulated that the results test does not guarantee protected minorities a right to proportional representation. In Thornburg v. Gingles (1986) the United States Supreme Court explained with respect to the 1982 amendment for section 2 that the "essence of a Section 2 claim is that a certain electoral law, practice, or structure interacts with social and historical conditions to cause an inequality in the opportunities enjoyed by black and white voters to elect their preferred representatives." The United States Department of Justice declared that section 2 is not only a permanent and nationwide-applying prohibition against discrimination in voting to any voting standard, practice, or procedure that results in the denial or abridgement of the right of any citizen to vote on account of race, color, or membership in a language minority group, but also a prohibition for state and local officials to adopt or maintain voting laws or procedures that purposefully discriminate on the basis of race, color, or membership in a language minority group.
The United States Supreme Court expressed its views regarding Section 2 and its amendment from 1982 in Chisom v. Roemer (1991). Under the amended statute, proof of intent is no longer required to prove a § 2 violation. Now plaintiffs can prevail under § 2 by demonstrating that a challenged election practice has resulted in the denial or abridgement of the right to vote based on color or race. Congress not only incorporated the results test in the paragraph that formerly constituted the entire § 2, but also designated that paragraph as subsection (a) and added a new subsection (b) to make clear that an application of the results test requires an inquiry into "the totality of the circumstances." Section 2(a) adopts a results test, thus providing that proof of discriminatory intent is no longer necessary to establish any violation of the section. Section 2(b) provides guidance about how the results test is to be applied. There is a statutory framework to determine whether a jurisdiction's election law violates the general prohibition from Section 2 in its amended form:
> Section 2 prohibits voting practices that “result[] in a denial or abridgment of the right \* \* \* to vote on account of race or color [or language-minority status],” and it states that such a result “is established” if a jurisdiction’s “political processes \* \* \* are not equally open” to members of such a group “in that [they] have less opportunity \* \* \* to participate in the political process and to elect representatives of their choice.” 52 U.S.C. 10301. [...] Subsection (b) states in relevant part:
>
> A violation of subsection (a) is established if, based on the totality of circumstances, it is shown that the political processes leading to nomination or election in the State or political subdivision are not equally open to participation by members of a class of citizens protected by subsection (a) in that its members have less opportunity than other members of the electorate to participate in the political process and to elect representatives of their choice.
The Office of the Arizona Attorney general stated with respect to the framework to determine whether a jurisdiction's election law violates the general prohibition from Section 2 in its amended form and the reason for the adoption of Section 2 in its amended form:
> To establish a violation of amended Section 2, the plaintiff must prove,“based on the totality of circumstances,” that the State’s “political processes” are “not equally open to participation by members” of a protected class, “in that its members have less opportunity than other members of the electorate to participate in the political process and to elect representatives of their choice.” § 10301(b). That is the “result” that amended Section 2 prohibits: “less opportunity than other members of the electorate,” viewing the State’s “political processes” as a whole. The new language was crafted as a compromise designed to eliminate the need for direct evidence of discriminatory intent, which is often difficult to obtain, but without embracing an unqualified “disparate impact” test that would invalidate many legitimate voting procedures. S. REP. NO. 97–417, at 28–29, 31–32, 99 (1982)
In Brnovich v. Democratic National Committee (2021) the United States Supreme Court introduced the means to review Section 2 challenges. The slip opinion stated in its Syllabus section in this regard that "The Court declines in these cases to announce a test to govern all VRA [Section 2] challenges to rules that specify the time, place, or manner for casting ballots. It is sufficient for present purposes to identify certain guideposts that lead to the Court's decision in these cases." The Court laid out these guideposts used to evaluate the state regulations in context of Section 2, which included: the size of the burden created by the rule, the degree which the rule deviates from past practices, the size of the racial imbalance, and the overall level of opportunity afforded voters in considering all election rules.
When determining whether a jurisdiction's election law violates the general prohibition from Section 2 of the VRA, courts have relied on factors enumerated in the Senate Judiciary Committee report associated with the 1982 amendments ("Senate Factors"), including:
1. The history of official discrimination in the jurisdiction that affects the right to vote;
2. The degree to which voting in the jurisdiction is racially polarized;
3. The extent of the jurisdiction's use of majority vote requirements, unusually large electoral districts, prohibitions on bullet voting, and other devices that tend to enhance the opportunity for voting discrimination;
4. Whether minority candidates are denied access to the jurisdiction's candidate slating processes, if any;
5. The extent to which the jurisdiction's minorities are discriminated against in socioeconomic areas, such as education, employment, and health;
6. Whether overt or subtle racial appeals in campaigns exist;
7. The extent to which minority candidates have won elections;
8. The degree that elected officials are unresponsive to the concerns of the minority group; and
9. Whether the policy justification for the challenged law is tenuous.
The report indicates not all or a majority of these factors need to exist for an electoral device to result in discrimination, and it also indicates that this list is not exhaustive, allowing courts to consider additional evidence at their discretion.
Section 2 prohibits two types of discrimination: "vote denial", in which a person is denied the opportunity to cast a ballot or to have their vote properly counted, and "vote dilution", in which the strength or effectiveness of a person's vote is diminished. Most Section 2 litigation has concerned vote dilution, especially claims that a jurisdiction's redistricting plan or use of at-large/multimember elections prevents minority voters from casting sufficient votes to elect their preferred candidates. An at-large election can dilute the votes cast by minority voters by allowing a cohesive majority group to win every legislative seat in the jurisdiction. Redistricting plans can be gerrymandered to dilute votes cast by minorities by "packing" high numbers of minority voters into a small number of districts or "cracking" minority groups by placing small numbers of minority voters into a large number of districts.
In Thornburg v. Gingles (1986), the Supreme Court used the term "vote dilution through submergence" to describe claims that a jurisdiction's use of an at-large/multimember election system or gerrymandered redistricting plan diluted minority votes, and it established a legal framework for assessing such claims under Section 2. Under the Gingles test, plaintiffs must show the existence of three preconditions:
1. The racial or language minority group "is sufficiently numerous and compact to form a majority in a single-member district";
2. The minority group is "politically cohesive" (meaning its members tend to vote similarly); and
3. The "majority votes sufficiently as a bloc to enable it ... usually to defeat the minority's preferred candidate."
The first precondition is known as the "compactness" requirement and concerns whether a majority-minority district can be created. The second and third preconditions are collectively known as the "racially polarized voting" or "racial bloc voting" requirement, and they concern whether the voting patterns of the different racial groups are different from each other. If a plaintiff proves these preconditions exist, then the plaintiff must additionally show, using the remaining Senate Factors and other evidence, that under the "totality of the circumstances", the jurisdiction's redistricting plan or use of at-large or multimember elections diminishes the ability of the minority group to elect candidates of its choice.
Subsequent litigation further defined the contours of these "vote dilution through submergence" claims. In Bartlett v. Strickland (2009), the Supreme Court held that the first Gingles precondition can be satisfied only if a district can be drawn in which the minority group comprises a majority of voting-age citizens. This means that plaintiffs cannot succeed on a submergence claim in jurisdictions where the size of the minority group, despite not being large enough to comprise a majority in a district, is large enough for its members to elect their preferred candidates with the help of "crossover" votes from some members of the majority group. In contrast, the Supreme Court has not addressed whether different protected minority groups can be aggregated to satisfy the Gingles preconditions as a coalition, and lower courts have split on the issue.
The Supreme Court provided additional guidance on the "totality of the circumstances" test in Johnson v. De Grandy (1994). The court emphasized that the existence of the three Gingles preconditions may be insufficient to prove liability for vote dilution through submergence if other factors weigh against such a determination, especially in lawsuits challenging redistricting plans. In particular, the court held that even where the three Gingles preconditions are satisfied, a jurisdiction is unlikely to be liable for vote dilution if its redistricting plan contains a number of majority-minority districts that is proportional to the minority group's population size. The decision thus clarified that Section 2 does not require jurisdictions to maximize the number of majority-minority districts. The opinion also distinguished the proportionality of majority-minority districts, which allows minorities to have a proportional opportunity to elect their candidates of choice, from the proportionality of election results, which Section 2 explicitly does not guarantee to minorities.
An issue regarding the third Gingles precondition remains unresolved. In Gingles, the Supreme Court split as to whether plaintiffs must prove that the majority racial group votes as a bloc specifically because its members are motivated to vote based on racial considerations and not other considerations that may overlap with race, such as party affiliation. A plurality of justices said that requiring such proof would violate Congress's intent to make Section 2 a "results" test, but Justice White maintained that the proof was necessary to show that an electoral scheme results in racial discrimination. Since Gingles, lower courts have split on the issue.
Although most Section 2 litigation has involved claims of vote dilution through submergence, courts also have addressed other types of vote dilution under this provision. In Holder v. Hall (1994), the Supreme Court held that claims that minority votes are diluted by the small size of a governing body, such as a one-person county commission, may not be brought under Section 2. A plurality of the court reasoned that no uniform, non-dilutive "benchmark" size for a governing body exists, making relief under Section 2 impossible. Another type of vote dilution may result from a jurisdiction's requirement that a candidate be elected by a majority vote. A majority-vote requirement may cause a minority group's candidate of choice, who would have won the election with a simple plurality of votes, to lose after a majority of voters unite behind another candidate in a runoff election. The Supreme Court has not addressed whether such claims may be brought under Section 2, and lower courts have reached different conclusions on the issue.
In addition to claims of vote dilution, courts have considered vote denial claims brought under Section 2. The Supreme Court, in Richardson v. Ramirez (1974), held that felony disenfranchisement laws cannot violate Section 2 because, among other reasons, Section 2 of the Fourteenth Amendment permits such laws. A federal district court in Mississippi held that a "dual registration" system that requires a person to register to vote separately for state elections and local elections may violate Section 2 if the system has a racially disparate impact in light of the Senate Factors. Starting in 2013, lower federal courts began to consider various challenges to voter ID laws brought under Section 2.
#### Specific prohibitions
The act contains several specific prohibitions on conduct that may interfere with a person's ability to cast an effective vote. One of these prohibitions is prescribed in Section 201, which prohibits any jurisdiction from requiring a person to comply with any "test or device" to register to vote or cast a ballot. The term "test or device" is defined as literacy tests, educational or knowledge requirements, proof of good moral character, and requirements that a person be vouched for when voting. Before the Act's enactment, these devices were the primary tools used by jurisdictions to prevent racial minorities from voting. Originally, the Act suspended tests or devices temporarily in jurisdictions covered by the Section 4(b) coverage formula, but Congress subsequently expanded the prohibition to the entire country and made it permanent. Relatedly, Section 202 prohibits jurisdictions from imposing any "durational residency requirement" that requires persons to have lived in the jurisdiction for more than 30 days before being eligible to vote in a presidential election.
Several further protections for voters are contained in Section 11. Section 11(a) prohibits any person acting under color of law from refusing or failing to allow a qualified person to vote or to count a qualified voter's ballot. Similarly, Section 11(b) prohibits any person from intimidating, harassing, or coercing another person for voting or attempting to vote. Two provisions in Section 11 address voter fraud: Section 11(c) prohibits people from knowingly submitting a false voter registration application to vote in a federal election, and Section 11(e) prohibits voting twice in a federal election.
Finally, under Section 208, a jurisdiction may not prevent anyone who is English-illiterate or has a disability from being accompanied into the ballot box by an assistant of the person's choice. The only exceptions are that the assistant may not be an agent of the person's employer or union.
#### Bail-in
Section 3(c) contains a "bail-in" or "pocket trigger" process by which jurisdictions that fall outside the coverage formula of Section 4(b) may become subject to preclearance. Under this provision, if a jurisdiction has racially discriminated against voters in violation of the Fourteenth or Fifteenth Amendments, a court may order the jurisdiction to have future changes to its election laws preapproved by the federal government. Because courts have interpreted the Fourteenth and Fifteenth Amendments to prohibit only intentional discrimination, a court may bail in a jurisdiction only if the plaintiff proves that the jurisdiction enacted or operated a voting practice to purposely discriminate.
Section 3(c) contains its own preclearance language and differs from Section 5 preclearance in several ways. Unlike Section 5 preclearance, which applies to a covered jurisdiction until such time as the jurisdiction may bail out of coverage under Section 4(a), bailed-in jurisdictions remain subject to preclearance for as long as the court orders. Moreover, the court may require the jurisdiction to preclear only particular types of voting changes. For example, the bail-in of New Mexico in 1984 applied for 10 years and required preclearance of only redistricting plans. This differs from Section 5 preclearance, which requires a covered jurisdiction to preclear all of its voting changes.
During the Act's early history, Section 3(c) was little used; no jurisdictions were bailed in until 1975. Between 1975 and 2013, 18 jurisdictions were bailed in, including 16 local governments and the states of Arkansas and New Mexico. Although the Supreme Court held the Section 4(b) coverage formula unconstitutional in Shelby County v. Holder (2013), it did not hold Section 3(c) unconstitutional. Therefore, jurisdictions may continue to be bailed-in and subjected to Section 3(c) preclearance. In the months following Shelby County, courts began to consider requests by the attorney general and other plaintiffs to bail in the states of Texas and North Carolina, and in January 2014 a federal court bailed in Evergreen, Alabama.
A more narrow bail-in process pertaining to federal observer certification is prescribed in Section 3(a). Under this provision, a federal court may certify a non-covered jurisdiction to receive federal observers if the court determines that the jurisdiction violated the voting rights guaranteed by the Fourteenth or Fifteenth Amendments. Jurisdictions certified to receive federal observers under Section 3(a) are not subject to preclearance.
### Special provisions
#### Coverage formula
Section 4(b) contains a "coverage formula" that determines which states and local governments may be subjected to the Act's other special provisions (except for the Section 203(c) bilingual election requirements, which fall under a different formula). Congress intended for the coverage formula to encompass the most pervasively discriminatory jurisdictions. A jurisdiction is covered by the formula if:
1. As of November 1, 1964, 1968, or 1972, the jurisdiction used a "test or device" to restrict the opportunity to register and vote; and
2. Less than half of the jurisdiction's eligible citizens were registered to vote on November 1, 1964, 1968, or 1972; or less than half of eligible citizens voted in the presidential election of November 1964, 1968, or 1972.
As originally enacted, the coverage formula contained only November 1964 triggering dates; subsequent revisions to the law supplemented it with the additional triggering dates of November 1968 and November 1972, which brought more jurisdictions into coverage. For purposes of the coverage formula, the term "test or device" includes the same four devices prohibited nationally by Section 201—literacy tests, educational or knowledge requirements, proof of good moral character, and requirements that a person be vouched for when voting—and one further device defined in Section 4(f)(3): in jurisdictions where more than five percent of the citizen voting age population are members of a single language minority group, any practice or requirement by which registration or election materials are provided only in English. The types of jurisdictions that the coverage formula applies to include states and "political subdivisions" of states. Section 14(c)(2) defines "political subdivision" to mean any county, parish, or "other subdivision of a State which conducts registration for voting."
As Congress added new triggering dates to the coverage formula, new jurisdictions were brought into coverage. The 1965 coverage formula included the whole of Alabama, Alaska, Georgia, Louisiana, Mississippi, South Carolina, and Virginia; and some subdivisions (mostly counties) in Arizona, Hawaii, Idaho, and North Carolina. The 1968 coverage resulted in the partial coverage of Alaska, Arizona, California, Connecticut, Idaho, Maine, Massachusetts, New Hampshire, New York, and Wyoming. Connecticut, Idaho, Maine, Massachusetts, and Wyoming filed successful "bailout" lawsuits, as also provided by section 4. The 1972 coverage covered the whole of Alaska, Arizona, and Texas, and parts of California, Florida, Michigan, New York, North Carolina, and South Dakota.
The special provisions of the Act were initially due to expire in 1970, and Congress renewed them for another five years. In 1975, the Act's special provisions were extended for another seven years. In 1982, the coverage formula was extended again, this time for 25 years, but no changes were made to the coverage formula, and in 2006, the coverage formula was again extended for 25 years.
Throughout its history, the coverage formula remained controversial because it singled out certain jurisdictions for scrutiny, most of which were in the Deep South. In Shelby County v. Holder (2013), the Supreme Court declared the coverage formula unconstitutional because the criteria used were outdated and thus violated principles of equal state sovereignty and federalism. The other special provisions that are dependent on the coverage formula, such as the Section 5 preclearance requirement, remain valid law. However, without a valid coverage formula, these provisions are unenforceable.
#### Preclearance requirement
Section 5 requires that covered jurisdictions receive federal approval, known as "preclearance", before implementing changes to their election laws. A covered jurisdiction has the burden of proving that the change does not have the purpose or effect of discriminating on the basis of race or language minority status; if the jurisdiction fails to meet this burden, the federal government will deny preclearance and the jurisdiction's change will not go into effect. The Supreme Court broadly interpreted Section 5's scope in Allen v. State Board of Election (1969), holding that any change in a jurisdiction's voting practices, even if minor, must be submitted for preclearance. The court also held that if a jurisdiction fails to have its voting change precleared, private plaintiffs may sue the jurisdiction in the plaintiff's local district court before a three-judge panel. In these Section 5 "enforcement actions", a court considers whether the jurisdiction made a covered voting change, and if so, whether the change had been precleared. If the jurisdiction improperly failed to obtain preclearance, the court will order the jurisdiction to obtain preclearance before implementing the change. However, the court may not consider the merits of whether the change should be approved.
Jurisdictions may seek preclearance through either an "administrative preclearance" process or a "judicial preclearance" process. If a jurisdiction seeks administrative preclearance, the attorney general will consider whether the proposed change has a discriminatory purpose or effect. After the jurisdiction submits the proposed change, the attorney general has 60 days to interpose an objection to it. The 60-day period may be extended an additional 60 days if the jurisdiction later submits additional information. If the attorney general interposes an objection, then the change is not precleared and may not be implemented. The attorney general's decision is not subject to judicial review, but if the attorney general interposes an objection, the jurisdiction may independently seek judicial preclearance, and the court may disregard the attorney general's objection at its discretion. If a jurisdiction seeks judicial preclearance, it must file a declaratory judgment action against the attorney general in the U.S. District Court for D.C. A three-judge panel will consider whether the voting change has a discriminatory purpose or effect, and the losing party may appeal directly to the Supreme Court. Private parties may intervene in judicial preclearance lawsuits.
In several cases, the Supreme Court has addressed the meaning of "discriminatory effect" and "discriminatory purpose" for Section 5 purposes. In Beer v. United States (1976), the court held that for a voting change to have a prohibited discriminatory effect, it must result in "retrogression" (backsliding). Under this standard, a voting change that causes discrimination, but does not result in more discrimination than before the change was made, cannot be denied preclearance for having a discriminatory effect. For example, replacing a poll tax with an equally expensive voter registration fee is not a "retrogressive" change because it causes equal discrimination, not more. Relying on the Senate report for the Act, the court reasoned that the retrogression standard was the correct interpretation of the term "discriminatory effect" because Section 5's purpose is " 'to insure that [the gains thus far achieved in minority political participation] shall not be destroyed through new [discriminatory] procedures' ". The retrogression standard applies irrespective of whether the voting change allegedly causes vote denial or vote dilution.
In 2003, the Supreme Court held in Georgia v. Ashcroft that courts should not determine that a new redistricting plan has a retrogressive effect solely because the plan decreases the number of minority-majority districts. The court emphasized that judges should analyze various other factors under the "totality of the circumstances", such as whether the redistricting plan increases the number of "influence districts" in which a minority group is large enough to influence (but not decide) election outcomes. In 2006, Congress overturned this decision by amending Section 5 to explicitly state that "diminishing the ability [of a protected minority] to elect their preferred candidates of choice denies or abridges the right to vote within the meaning of" Section 5. Uncertainty remains as to what this language precisely means and how courts may interpret it.
Before 2000, the "discriminatory purpose" prong of Section 5 was understood to mean any discriminatory purpose, which is the same standard used to determine whether discrimination is unconstitutional. In Reno v. Bossier Parish (Bossier Parish II) (2000), the Supreme Court extended the retrogression standard, holding that for a voting change to have a "discriminatory purpose" under Section 5, the change must have been implemented for a retrogressive purpose. Therefore, a voting change intended to discriminate against a protected minority was permissible under Section 5 so long as the change was not intended to increase existing discrimination. This change significantly reduced the number of instances in which preclearance was denied based on discriminatory purpose. In 2006, Congress overturned Bossier Parish II by amending Section 5 to explicitly define "purpose" to mean "any discriminatory purpose."
#### Federal examiners and observers
Until the 2006 amendments to the Act, Section 6 allowed the appointment of "federal examiners" to oversee certain jurisdictions' voter registration functions. Federal examiners could be assigned to a covered jurisdiction if the attorney general certified that
1. The Department of Justice received 20 or more meritorious complaints that the covered jurisdiction denied its residents the right to vote based on race or language minority status; or
2. The assignment of federal examiners was otherwise necessary to enforce the voting rights guaranteed by the Fourteenth or Fifteenth Amendments.
Federal examiners had the authority to register voters, examine voter registration applications, and maintain voter rolls. The goal of the federal examiner provision was to prevent jurisdictions from denying protected minorities the right to vote by engaging in discriminatory behavior in the voter registration process, such as refusing to register qualified applicants, purging qualified voters from the voter rolls, and limiting the hours during which persons could register. Federal examiners were used extensively in the years following the Act's enactment, but their importance waned over time; 1983 was the last year that a federal examiner registered a person to vote. In 2006, Congress repealed the provision.
Under the Act's original framework, in any jurisdiction certified for federal examiners, the attorney general could additionally require the appointment of "federal observers". By 2006, the federal examiner provision was used solely as a means to appoint federal observers. When Congress repealed the federal examiner provision in 2006, Congress amended Section 8 to allow for the assignment of federal observers to jurisdictions that satisfied the same certification criteria that had been used to appoint federal examiners.
Federal observers are tasked with observing poll worker and voter conduct at polling places during an election and observing election officials tabulate the ballots. The goal of the federal observer provision is to facilitate minority voter participation by deterring and documenting instances of discriminatory conduct in the election process, such as election officials denying qualified minority persons the right to cast a ballot, intimidation or harassment of voters on election day, or improper vote counting. Discriminatory conduct that federal observers document may also serve as evidence in subsequent enforcement lawsuits. Between 1965 and the Supreme Court's 2013 decision in Shelby County v. Holder to strike down the coverage formula, the attorney general certified 153 local governments across 11 states. Because of time and resource constraints, federal observers are not assigned to every certified jurisdiction for every election. Separate provisions allow for a certified jurisdiction to "bail out" of its certification.
#### Bailout
Under Section 4(a), a covered jurisdiction may seek exemption from coverage through a process called "bailout." To achieve an exemption, a covered jurisdiction must obtain a declaratory judgment from a three-judge panel of the District Court for D.C. that the jurisdiction is eligible to bail out. As originally enacted, a covered jurisdiction was eligible to bail out if it had not used a test or device with a discriminatory purpose or effect during the 5 years preceding its bailout request. Therefore, a jurisdiction that requested to bail out in 1967 would have needed to prove that it had not misused a test or device since at least 1962. Until 1970, this effectively required a covered jurisdiction to prove that it had not misused a test or device since before the Act was enacted five years earlier in 1965, making it impossible for many covered jurisdictions to bail out. However, Section 4(a) also prohibited covered jurisdictions from using tests or devices in any manner, discriminatory or otherwise; hence, under the original act, a covered jurisdiction would become eligible for bailout in 1970 by simply complying with this requirement. But in the course of amending the Act in 1970 and 1975 to extend the special provisions, Congress also extended the period of time that a covered jurisdiction must not have misused a test or device to 10 years and then to 17 years, respectively. These extensions continued the effect of requiring jurisdictions to prove that they had not misused a test or device since before the Act's enactment in 1965.
In 1982, Congress amended Section 4(a) to make bailout easier to achieve in two ways. First, Congress provided that if a state is covered, local governments in that state may bail out even if the state is ineligible to bail out. Second, Congress liberalized the eligibility criteria by replacing the 17-year requirement with a new standard, allowing a covered jurisdiction to bail out by proving that in the 10 years preceding its bailout request:
1. The jurisdiction did not use a test or device with a discriminatory purpose or effect;
2. No court determined that the jurisdiction denied or abridged the right to vote based on racial or language minority status;
3. The jurisdiction complied with the preclearance requirement;
4. The federal government did not assign federal examiners to the jurisdiction;
5. The jurisdiction abolished discriminatory election practices; and
6. The jurisdiction took affirmative steps to eliminate voter intimidation and expand voting opportunities for protected minorities.
Additionally, Congress required jurisdictions seeking bailout to produce evidence of minority registration and voting rates, including how these rates have changed over time and in comparison to the registration and voting rates of the majority. If the court determines that the covered jurisdiction is eligible for bailout, it will enter a declaratory judgment in the jurisdiction's favor. The court will retain jurisdiction for the following 10 years and may order the jurisdiction back into coverage if the jurisdiction subsequently engages in voting discrimination.
The 1982 amendment to the bailout eligibility standard went into effect on August 5, 1984. Between that date and 2013, 196 jurisdictions bailed out of coverage through 38 bailout actions; in each instance, the attorney general consented to the bailout request. Between that date and 2009, all jurisdictions that bailed out were located in Virginia. In 2009, a municipal utility jurisdiction in Texas bailed out after the Supreme Court's opinion in Northwest Austin Municipal Utility District No. 1 v. Holder (2009), which held that local governments that do not register voters have the ability to bail out. After this ruling, jurisdictions succeeded in at least 20 bailout actions before the Supreme Court held in Shelby County v. Holder (2013) that the coverage formula was unconstitutional.
Separate provisions allow a covered jurisdiction that has been certified to receive federal observers to bail out of its certification alone. Under Section 13, the attorney general may terminate the certification of a jurisdiction if 1) more than 50 percent of the jurisdiction's minority voting age population is registered to vote, and 2) there is no longer reasonable cause to believe that residents may experience voting discrimination. Alternatively, the District Court for D.C. may order the certification terminated.
#### Bilingual election requirements
Two provisions require certain jurisdictions to provide election materials to voters in multiple languages: Section 4(f)(4) and Section 203(c). A jurisdiction covered by either provision must provide all materials related to an election—such as voter registration materials, ballots, notices, and instructions—in the language of any applicable language minority group residing in the jurisdiction. Language minority groups protected by these provisions include Asian Americans, Hispanics, Native Americans, and Native Alaskans. Congress enacted the provisions to break down language barriers and combat pervasive language discrimination against the protected groups.
Section 4(f)(4) applies to any jurisdiction encompassed by the Section 4(b) coverage formula where more than five percent of the citizen voting age population are members of a single language minority group. Section 203(c) contains a formula that is separate from the Section 4(b) coverage formula, and therefore jurisdictions covered solely by 203(c) are not subject to the Act's other special provisions, such as preclearance. The Section 203(c) formula encompasses jurisdictions where the following conditions exist:
Section 203(b) defines "limited-English proficient" as being "unable to speak or understand English adequately enough to participate in the electoral process". Determinations as to which jurisdictions satisfy the Section 203(c) criteria occur once a decade following completion of the decennial census; at these times, new jurisdictions may come into coverage while others may have their coverage terminated. Additionally, under Section 203(d), a jurisdiction may "bail out" of Section 203(c) coverage by proving in federal court that no language minority group within the jurisdiction has an English illiteracy rate that is higher than the national illiteracy rate. After the 2010 census, 150 jurisdictions across 25 states were covered under Section 203(c), including statewide coverage of California, Texas, and Florida.
## Impact
After its enactment in 1965, the law immediately decreased racial discrimination in voting. The suspension of literacy tests and the assignments of federal examiners and observers allowed for high numbers of racial minorities to register to vote. Nearly 250,000 African Americans registered in 1965, one-third of whom were registered by federal examiners. In covered jurisdictions, less than one-third (29.3 percent) of the African American population was registered in 1965; by 1967, this number increased to more than half (52.1 percent), and a majority of African American residents became registered to vote in 9 of the 13 Southern states. Similar increases were seen in the number of African Americans elected to office: between 1965 and 1985, African Americans elected as state legislators in the 11 former Confederate states increased from 3 to 176. Nationwide, the number of African American elected officials increased from 1,469 in 1970 to 4,912 in 1980. By 2011, the number was approximately 10,500. Similarly, registration rates for language minority groups increased after Congress enacted the bilingual election requirements in 1975 and amended them in 1992. In 1973, the percent of Hispanics registered to vote was 34.9 percent; by 2006, that amount nearly doubled. The number of Asian Americans registered to vote in 1996 increased 58 percent by 2006.
After the Act's initial success in combating tactics designed to deny minorities access to the polls, the Act became predominately used as a tool to challenge racial vote dilution. Starting in the 1970s, the attorney general commonly raised Section 5 objections to voting changes that decreased the effectiveness of racial minorities' votes, including discriminatory annexations, redistricting plans, and election methods such as at-large election systems, runoff election requirements, and prohibitions on bullet voting. In total, 81 percent (2,541) of preclearance objections made between 1965 and 2006 were based on vote dilution. Claims brought under Section 2 have also predominately concerned vote dilution. Between the 1982 creation of the Section 2 results test and 2006, at least 331 Section 2 lawsuits resulted in published judicial opinions. In the 1980s, 60 percent of Section 2 lawsuits challenged at-large election systems; in the 1990s, 37.2 percent challenged at-large election systems and 38.5 percent challenged redistricting plans. Overall, plaintiffs succeeded in 37.2 percent of the 331 lawsuits, and they were more likely to succeed in lawsuits brought against covered jurisdictions.
By enfranchising racial minorities, the Act facilitated a political realignment of the Democratic and Republican parties. Between 1890 and 1965, Black disenfranchisement enabled the Democratic Party to dominate Southern politics. After Johnson signed the Act into law, newly enfranchised Black voters began to push the Democratic Party to the left throughout the South; this in turn pushed Southern white conservatives to switch their support from the Democratic to Republican party. This trend caused the two parties to ideologically polarize, with the Democratic Party becoming more Liberal and the Republican Party becoming more Conservative. The trends also created competition between the two parties, which Republicans capitalized on by implementing the Southern strategy. Over the subsequent decades, the creation of majority-minority districts to remedy racial vote dilution claims also contributed to these developments. By packing liberal-leaning racial minorities into small numbers of majority-minority districts, large numbers of surrounding districts became more solidly white, conservative, and Republican. While this increased the elected representation of racial minorities as intended, it also decreased white Democratic representation and increased the representation of Republicans overall. By the mid-1990s, these trends culminated in a political realignment: the Democratic Party and the Republican Party became more ideologically polarized and defined as liberal and conservative parties, respectively; and both parties came to compete for electoral success in the South, with the Republican Party controlling most of Southern politics.
Research shows that the Act successfully and massively increased voter turnout and voter registration, in particular among African Americans. The act has also been linked to concrete outcomes, such as greater public goods provision (such as public education) for areas with higher black population shares and more members of Congress who vote for civil rights-related legislation. A 2016 study in the American Journal of Political Science found "that members of Congress who represented jurisdictions subject to the preclearance requirement were substantially more supportive of civil rights-related legislation than legislators who did not represent covered jurisdictions." A 2013 Quarterly Journal of Economics study found that the Act boosted voter turnout and increases in public goods transfers from state governments to localities with higher black population. A 2018 study in The Journal of Politics found that Section 5 of the 1965 Voting Rights Act "increased black voter registration by 14–19 percentage points, white registration by 10–13 percentage points, and overall voter turnout by 10–19 percentage points. Additional results for Democratic vote share suggest that some of this overall increase in turnout may have come from reactionary whites." A 2019 study in the American Economic Journal found that preclearance substantially increased turnout among minorities, even as far as to 2012 (the year prior to the Supreme Court ruling ending preclearance). The study estimates that preclearance led to an increase in minority turnout of 17 percentage points. A 2020 study found that the jurisdictions which had previously been covered by preclearance massively increased the rate of voter registration purges after the 2013 United States Supreme Court Shelby County v. Holder decision in which the "coverage formula" in Section 4(b) of the VRA that determined which jurisdictions had to presubmit changes in their election policies for federal approval was struck down. Another 2020 study found that VRA coverage halved the incidence and the onset of political violence.
## Constitutionality
### Voter eligibility provisions
Early in the history of enforcement for the Act, the Supreme Court of the United States was rather quick to address both the constitutionality of the Act in its entirety as well as the constitutionality of several provisions relating to voter qualifications and prerequisites to voting. During the following year, in 1966, two legal cases were adjudicated by the Court regarding the Act. On the seventh day of March, in the landmark case of South Carolina v. Katzenbach (1966), the Supreme Court held that the Voting Rights Act of 1965 is a constitutional method to enforce the Fifteenth Amendment. A few months later, on the thirteenth day of June, the Supreme Court held that section 4(e) of the Voting Rights Act of 1965 was constitutional in the case of Katzenbach v. Morgan (1966). This section prohibits jurisdictions from administering literacy tests to citizens who attain a sixth-grade education in an American school in which the predominant language was Spanish, such as schools in Puerto Rico. Although the Court had earlier held that literacy tests did not violate the Fourteenth Amendment, in the case of Lassiter v. Northampton County Board of Elections (1959), the Katzenbach-Morgan case allowed Congress could enforce Fourteenth Amendment rights—such as the right to vote—by prohibiting conduct that it deemed to interfere with such rights, even if that conduct may not be independently unconstitutional. After Congress created a nationwide ban on all literacy tests and similar devices in 1970, in the case of Oregon v. Mitchell (1970), the Supreme Court upheld the ban as being constitutional. In that case, the Court also addressed the constitutionality of various other provisions relating to voter qualifications and prerequisites to voting; the Court upheld Section 202 of the 1965 law, which prohibits every state and local government from requiring people to live in their borders for longer than 30 days before allowing them to vote in a presidential election. Additionally, the Court upheld the provision lowering the minimum voting age to 18 years in federal elections, but it held that Congress exceeded its power by lowering the voting age to 18 in state elections; this precipitated the ratification of the Twenty-sixth Amendment the following year, which lowered the voting age in all elections from 21 years to 18 years in age. The Court was deeply divided in the Oregon-Mitchell case and a majority of the justices did not agree on one rationale for the holding.
### Section 2 results test
The question of constitutionality regarding section 2 of the Voting Rights Act of 1965, which contains a general prohibition on discriminatory voting laws, has not been definitively explained by the Supreme Court. As amended in 1982, section 2 prohibits any voting practice that has a discriminatory effect, irrespective of whether the practice was enacted or is administered for the purpose of discriminating. This "results test" contrasts with the Fourteenth and Fifteenth Amendments, both of which directly prohibit only purposeful discrimination. Given this disparity, whether the Supreme Court would uphold the constitutionality of section 2 as appropriate legislation that was passed to enforce the Fourteenth and Fifteenth Amendments, and under what rationale, remains unclear.
In Mississippi Republican Executive Opinion v. Brooks (1984), the Supreme Court summarily affirmed, without a written opinion, a lower court's decision that 1982 amendment to section 2 is constitutional. Justice Rehnquist, joined by Chief Justice Burger, dissented from the opinion. They reasoned that the case presented complex constitutional issues that warranted a full hearing. When making later decisions, the Supreme Court is more likely to disregard a previous judgment if it lacks a written opinion, but for lower courts the Supreme Court's unwritten summary affirmances are as binding as are Supreme Court judgments with written opinions. Partially due to Brooks, the constitutionality of the section 2 results test has since been unanimously upheld by lower courts.
The case of Brnovich v. Democratic National Committee (2021) evaluated the applicability of section 2 of the 1965 law in the wake of the decision in the case of Shelby County v. Holder (2013). The Democratic National Committee asserted a set of Arizona election laws and policies were discriminatory towards Hispanics and Native Americans under section 2 of the Voting Rights Act of 1965. While lower courts upheld the election laws, an en banc Ninth Circuit reversed the decision and found these laws to be in violation of section 2 of the 1965 law. The Arizona law was upheld by the Supreme Court after it introduced the means to review section 2 challenges.
### Coverage formula and preclearance
The Supreme Court has upheld the constitutionality of the Section 5 preclearance requirement in three cases. The first case was South Carolina v. Katzenbach (1966), which was decided about five months after the Act's enactment. The court held that Section 5 constituted a valid use of Congress's power to enforce the Fifteenth Amendment, reasoning that "exceptional circumstances" of pervasive racial discrimination, combined with the inadequacy of case-by-case litigation in ending that discrimination, justified the preclearance requirement. The court also upheld the constitutionality of the 1965 coverage formula, saying that it was "rational in both practice and theory" and that the bailout provision provided adequate relief for jurisdictions that may not deserve coverage.
The Supreme Court again upheld the preclearance requirement in City of Rome v. United States (1980). The court held that because Congress had explicit constitutional power to enforce the Reconstruction Amendments "by appropriate legislation", the Act did not violate principles of federalism. The court also explicitly upheld the "discriminatory effect" prong of Section 5, stating that even though the Fifteenth Amendment directly prohibited only intentional discrimination, Congress could constitutionally prohibit unintentional discrimination to mitigate the risk that jurisdictions may engage in intentional discrimination. Finally, the court upheld the 1975 extension of Section 5 because of the record of discrimination that continued to persist in the covered jurisdictions. The court further suggested that the temporary nature of the special provisions was relevant to Section 5's constitutionality.
The final case in which the Supreme Court upheld Section 5 was Lopez v. Monterey County (Lopez II) (1999). In Lopez II, the court reiterated its reasoning in Katzenbach and Rome, and it upheld as constitutional the requirement that covered local governments obtain preclearance before implementing voting changes that their parent state required them to implement, even if the parent state was not itself a covered jurisdiction.
The 2006 extension of Section 5 was challenged before the Supreme Court in Northwest Austin Municipal Utility District No. 1 v. Holder (2009). The lawsuit was brought by a municipal water district in Texas that elected members to a water board. The District wished to move a voting location from a private home to a public school, but that change was subject to preclearance because Texas was a covered jurisdiction. The District did not register voters, and thus it did not appear to qualify as a "political subdivision" eligible to bail out of coverage. Although the court indicated in dicta (a non-binding part of the court's opinion) that Section 5 presented difficult constitutional questions, it did not declare Section 5 unconstitutional; instead, it interpreted the law to allow any covered local government, including one that does not register voters, to obtain an exemption from preclearance if it meets the bailout requirements.
In a 5–4 decision in Shelby County v. Holder (2013), the Supreme Court struck down Section 4(b) as unconstitutional. The court reasoned that the coverage formula violates the constitutional principles of "equal sovereignty of the states" and federalism because its disparate treatment of the states is "based on 40 year-old facts having no logical relationship to the present day", rendering the formula outdated. The court did not strike down Section 5, but without Section 4(b), no jurisdiction may be subject to Section 5 preclearance unless Congress enacts a new coverage formula. After the decision, several states that were fully or partially covered—including Texas, Mississippi, North Carolina, and South Carolina—implemented laws that were previously denied preclearance. This prompted new legal challenges to these laws under other provisions unaffected by the court's decision, such as Section 2. Research has shown that the coverage formula and the requirement of preclearance substantially increased turnout among racial minorities, even as far as the year before Shelby County. Some jurisdictions that had previously been covered by the coverage formula increased the rate of voter registration purges after Shelby County. On 1 July 2021, the Act's preclearance requirements were further weakened at the state and local level following the Brnovich v. Democratic National Committee in a 6-3 Supreme Court ruling which held that Section 2 preclearance provisions could not apply to out-of-precinct voting or ballot collecting.
### Racial gerrymandering
While Section 2 and Section 5 prohibit jurisdictions from drawing electoral districts that dilute the votes of protected minorities, the Supreme Court has held that in some instances, the Equal Protection Clause of the Fourteenth Amendment prevents jurisdictions from drawing district lines to favor protected minorities. The court first recognized the justiciability of affirmative "racial gerrymandering" claims in Shaw v. Reno (1993). In Miller v. Johnson (1995), the court explained that a redistricting plan is constitutionally suspect if the jurisdiction used race as the "predominant factor" in determining how to draw district lines. For race to "predominate", the jurisdiction must prioritize racial considerations over traditional redistricting principles, which include "compactness, contiguity, [and] respect for political subdivisions or communities defined by actual shared interests." If a court concludes that racial considerations predominated, then the redistricting plan is considered "racially gerrymandered" and must be subjected to strict scrutiny, meaning that the redistricting plan will be upheld as constitutional only if it is narrowly tailored to advance a compelling state interest. In Bush v. Vera (1996), a plurality of the Supreme Court assumed that complying with Section 2 or Section 5 constituted compelling interests, and lower courts have allowed only these two interests to justify racial gerrymandering.
## See also
### Federal laws
- National Voter Registration Act of 1993 (NVRA)
- Help America Vote Act (HAVA)
- Uniformed and Overseas Citizens Absentee Voting Act (UOCAVA)
### Attempted federal legislation
- For the People Act (2019 and 2021)
- John Lewis Voting Rights Act (2019 and 2021)
### State laws
- California Voting Rights Act
- Voting Rights Act of Virginia
### More
- Voter suppression in the United States
- Women's suffrage in the United States |
3,241,283 | Vermilion flycatcher | 1,149,557,477 | Species of bird in the Americas | [
"Birds described in 1839",
"Birds of Central America",
"Birds of South America",
"Fauna of the Chihuahuan Desert",
"Fauna of the Mojave Desert",
"Fauna of the Sonoran Desert",
"Pyrocephalus",
"Taxa named by John Gould",
"Taxobox binomials not recognized by IUCN"
]
| The vermilion flycatcher (Pyrocephalus obscurus) is a small passerine bird in the tyrant flycatcher family found throughout South America and southern North America. It is a striking exception among the generally drab Tyrannidae due to its vermilion-red coloration. The males have bright red crowns, chests, and underparts, with brownish wings and tails. Females lack the vivid red coloration and can be hard to identify—they may be confused for the Say's phoebe. The vermilion flycatcher's song is a pit pit pit pidddrrrreeedrr, which is variable and important in establishing a territory. Riparian habitats and semi-open environments are preferred. As aerial insectivores, they catch their prey while flying. Their several months-long molt begins in summer.
Despite being socially monogamous, vermilion flycatchers will engage in extra-pair copulation. They also practice within-species brood parasitism, whereby females lay their eggs in the nest of another individual. Females build shallow open cup nests and incubate the brown-speckled whitish eggs. The male feeds the female during incubation. Two broods of two or three eggs are laid in a season lasting from March through June. Once hatched, both males and females feed the chicks, which are ready to fledge after 15 days.
The species was first described in the late 1830s as a result of the voyages of Charles Darwin. The taxonomy of the genus Pyrocephalus was revised in 2016, which led to the identification of several new species from the vermilion flycatcher's subspecies, including the now-extinct San Cristóbal flycatcher. Populations have declined because of habitat loss, though the species remains abundant. The overall population numbers in the millions, thus the International Union for Conservation of Nature considers it a species of least concern.
## Taxonomy and systematics
The tyrant flycatcher family, Tyrannidae, is a group of passerine birds present only in the Americas; its members are generally drab in coloration. Within it, the subfamily Fluvicolinae comprises the genera Pyrocephalus, Contopus, Empidonax, and Sayornis. They likely share a common ancestor that belonged in the genus Contopus or Xenotriccus and later diversified. The Pyrocephalus are most closely related to Sayornis in terms of morphology, but genetic analysis shows they may be more closely related to Fluvicola.
The first description of the vermilion flycatcher was in 1839 by John Gould, who created the current genus Pyrocephalus, and designated his find as Pyrocephalus obscurus. The identification was based on specimens brought back by Charles Darwin on the second voyage of HMS Beagle, which lasted from 1831 to 1836. The species was then designated as Pyrocephalus rubinus by the English zoologist George Robert Gray in 1840, based on Darwin's specimen taken from James Island. A 2016 molecular study changed the taxonomy of the species, splitting off several new species and re-designated the original bird as Pyrocephalus obscurus. Before the study it was considered a monotypic genus, but now taxonomists (including the International Ornithologists' Union) have elevated three of the vermilion flycatcher subspecies to the rank of species: the Darwin's, San Cristóbal, and scarlet flycatchers.
The genus name Pyrocephalus is Greek and roughly translates to "fire head" or "flame headed". The specific epithet obscurus is Latin and means "dark" or "dusky". The common name comes from its vibrant coloration and its membership in the flycatcher family, which is reflected in its insect-rich diet.
### Subspecies
Before 2016, authors had recognized between 11 and 13 subspecies (sometimes called races). A 2016 molecular study revised that to nine subspecies, made two others their own species (P. nanus—Darwin's flycatcher, P. dubius—San Cristóbal flycatcher, P. rubinus—scarlet flycatcher), and determined that another was not valid (P. major). Some works still refer to the vermilion flycatcher as Pyrocephalus rubinus, which can lead to confusion with the scarlet flycatcher (also called Pyrocephalus rubinus). The vermilion flycatcher likely evolved around 1.15 million years ago (mya), the species on the Galápagos Islands having split off around 0.82 mya. The South American subspecies had coalesced by about 0.56 mya, and the North American subspecies had diverged from the South American by 0.25 mya.
There are nine widely recognized subspecies, which differ primarily in the color and saturation of the male's plumage and the color and amount of streaking of the female's. The geographic boundaries between some subspecies are not well defined:
- P. o. obscurus (Gould, 1839)—The nominate race, which is found in the Lima region of western Peru.
- P. o. mexicanus (Sclater, 1859)—Found from southern Texas in the United States south to central and southern Mexico. Its upperparts are the blackest of any race, and the male lacks any mottling on the red parts. This subspecies is named after Mexico.
- P. o. saturatus (von Berlepsch and Hartert, 1902)—Found in northeastern Colombia, western and northern Venezuela, Guyana and northern Brazil. The female has pink underparts. Saturatus means "richly colored" in Latin.
- P. o. blatteus (Bangs in 1911)—Found in southeastern Mexico, Belize and northern Guatemala. The upperparts are paler, and the underparts more red compared to the nominate race, lacking an orange tinge. It is also smaller than the other Mexican races. Blatteus means "purple colored" in Latin.
- P. o. flammeus (van Rossem, 1934)—Found in the southwestern United States and northwestern Mexico. The upperparts are paler and slightly gray, and the underparts are more orange colored than the nominate race. Males may also have orange mottling in the crown and breast, whereas the females are less streaky. Flammeus means "flame colored" in Latin.
- P. o. ardens (Zimmer, 1941)—Found in northern Peru, in extreme eastern Piura, Cajamarca and Amazonas. Their coloration has been described as "fiery red". The front of the females crown is slightly pink. Ardens means "burning" in Latin.
- P. o. cocachacrae (Zimmer, 1941)—Found from southwestern Peru south to extreme northern Chile. The male has a browner mantle and less red underparts, while the female has less white underparts, compared to the nominate race. The type locality is the Cocachacra District in Peru.
- P. o. piurae (Zimmer, 1941)—Found from western Colombia south to northwestern Peru, it is named for the Piura province in Peru.
- P. o. pinicola (Howell, 1965)—Found in eastern Honduras and northeastern Nicaragua. It is smaller than P. o. blatteus, and the females have more orange underparts. It prefers pine savanna habitats, which is reflected in the name Pinicola: it roughly translates to "pine tree dweller" from Latin.
## Description
The vermilion flycatcher is a small bird, measuring 13–14 cm (5.1–5.5 in) from tip to tail, around 7.8 cm (3.1 in) from wingtip to body, with a mass between 11 and 14 g (0.39 and 0.49 oz). Wingspan ranges from 24 to 25 cm (9.4 to 9.8 in). It is strongly dimorphic. Males are bright red, with contrasting dark brown plumage. Females are drab and have a peach-colored belly with a dark gray upperside. The reddish color varies, but can be vermilion, scarlet, or orangish. In males, the crown, chest, and underparts are red. The lores (region in front of the eyes), nape, ear coverts, wings, upperparts and tail are all brown to blackish brown. The female has a grayish crown, as well as grayish ear coverts, wings and tail. The flight feathers and wing coverts are slightly paler gray, which create a barring effect. The supercilium (eyebrow) is whiter. The underparts start white but become light red moving downward. Juveniles of both sexes look similar to adult females; juvenile males have much brighter red underparts, whereas juvenile females have yellowish underparts. Plumage appears constant throughout the year for both adult sexes and for juveniles. They have a slight crest, which can be raised when needed. Males are not easily mistaken for other species, but the drab females may be confused with the Say's phoebe.
Worn feathers are replaced by molting, which takes between 62 and 79 days and begins in July, lasting until September. Many vermilion flycatchers molt only after completing their migration to warmer regions. The molt is fairly slow compared to that of other families, as quick molting creates poor feathers and interrupts flight, which is untenable for an aerially feeding species. A 2013 study determined that monsoon rain patterns do not affect molting, as had been previously expected. Instead, latitude-based temporal effects are more important in timing the molt.
### Vocalizations
Ornithologist David Sibley describes the perching song as a pit pit pit pidddrrrreedrr, whereas the Cornell Lab of Ornithology describes it as a ching-tink-a-le-tink, with an emphasis on the last syllable. The flight song is given by males who fly high above the canopy, and is described as a pt-pt-pre-ee-een by the Cornell Lab. The regular song may also be given as a slower chatter call. Other noises include a pees noise that is given as a call. A peent is giving while foraging, but a more aggressive variety is also used between males. As a lead-up to copulation, the female may give a tjee-tjee-tjee call.
The call of the vermilion flycatcher is important in establishing its territory. Males make only a single song while perching, but can alter the song to convey different intentions. The male's song consists of a variable first part, and a second part with four elements. The first part of the song gets longer after nest construction, and before dawn. The first part encodes information regarding the quality of the male to potential mates and the level of threat to other males—which is related to the intensity with which males defend their territory. Females do not usually sing. Urban noise pollution appears to affect songs; a population in Mexico City was found to sing louder and longer songs as ambient noise increased. Singing is not heard year-round; populations in Arizona and Texas sing only from late February through July.
Non-vocal sounds include snapping the beak, by males between songs and by females while watching male courtship flights. Their wings may also be used to create a whirring noise while perch hopping or during territorial displays, though this is practiced infrequently.
## Distribution and habitat
Their range includes almost all of Mexico, extending north into the southwestern United States, and south to scattered portions of Central America, and parts of northwestern and central South America. It has ranged as far north as Canada. North American populations are generally resident, migrating only at the edge of the range. South American populations, especially those further south, may make long migrations to the northernmost parts of the Brazilian Amazon. This reflects a tendency to overwinter in areas where the temperature does not go below −1 °C (30 °F). Migrations may extend up to 4,000 km (2,500 mi). North American populations generally migrate by late August and return between February and April. Their ability to migrate likely aided their wide colonization of the Americas.
Vermilion flycatchers prefer somewhat open areas and are found in trees or shrubs in savanna, scrub, agricultural areas, riparian woodlands, and desert as well, but usually near water. They range up to elevations of 3,000 m (9,800 ft). A study in Arizona found that their preferred breeding range included cottonwood or mesquite tree canopies, although Fremont cottonwoods were not favored. Goodding's willow was preferred as a nesting site where found. Understory plants mainly consisted of invasive Cynodon dactylon grass.
## Behavior
Vermilion flycatchers are generally solitary, though they may form small flocks of not more than five individuals during winter. They spend most of their time in trees perching, landing on the ground only rarely to catch insects. They do not generally hop, preferring to fly to get around, and glide only infrequently.
### Breeding and nesting
Vermilion flycatchers are socially monogamous, but engage in extra-pair copulation. Both males and females will breed with individuals other than their monogamous mate. A 2002 study found that 11% of offspring were from extra-paternal copulation. They also practice intra-specific brood parasitism, where females lay their eggs in the nest of another vermilion flycatcher. Between 9.5 and 19% of offspring were the result of brood-parasitism. Females often spend long times away from the nest, which enables others to lay eggs in their nests while absent. This may simply be a form of parasitism, wherein the pair whose nest is being parasitized gains no benefit. But for promiscuous birds, this may provide some genetic fitness. For a male mating with many females, and those females laying many of their eggs outside of their nest, this increases the odds that a promiscuous male's offspring are laid in his nest. This allows the male to outsource the energy-intensive process of egg-laying away from his mate and allows a female to outsource the process of raising her chick. This is supported by examples of males letting females parasitize their nests in exchange for copulation. The flycatcher is a frequent victim of brood parasitism by brown-headed cowbirds. Males establish and aggressively defend territory during breeding season. While defending, males raise their crest and fan their tail out. They will also pump their tail and snap their beak. Males will chase other males out of their territory by flying after them. Once nestlings are present, they will also chase off other bird species. Courtship involves the male fluffing his crest and chest feathers, fanning the tail, and engaging in a fluttery flight while singing to a female.
Males then choose a nesting site, and females begin construction. The vermilion flycatcher's nest is a shallow cup made of small twigs and soft materials, lined with feathers; the nest's rim is often covered with lichen. Spiderwebs may be used to bind the nest together. Females use a rocking motion of their body to shape the nest during construction. Even after construction, the female will continue to add insulating material, such as plant materials, hair, fur, or man-made materials like string. Average nest sizes are about 64–76 mm (2.5–3.0 in) across, 25–51 mm (0.98–2.01 in) tall, and with a cup depth of less than 25 mm (0.98 in). Nests are typically located within 6 ft (1.8 m) of the ground; the nest is placed in the horizontal fork of a tree branch. About 12% of nests are reused, and old nests may be raided for materials for new nests.
Egg-laying begins in March and runs through June; eggs are laid once a day in the early morning. Eggs are ovate and approximately 17 mm (0.67 in) × 13 mm (0.51 in). They average 1.6 g (0.06 oz) in weight, which is about 11% of the female's body mass. They are a dull whitish color and have large brown splotches in a wreath pattern on the larger end, though egg coloration varies. Spotting may be more intense, and the base color may be creamy or even be tan or brown. Clutches usually contain two or three eggs but may occasionally include up to four. Eggs are incubated solely by the female for 13–15 days. The male feeds the female while she incubates eggs, though females never beg for food. Feedings are sometimes followed by copulation. The female is very attentive while on the nest. The young are altricial, meaning they are incapable of fending for themselves after birth. Both parents feed the chicks, although the male may tend to fledglings while the female builds another nest. Nests may be reused during the same season, but this is uncommon; one study found that only 12% of nests were reused, and only if they had been successful in raising a brood. Re-using nests saves time and energy but perhaps at the cost of a higher parasite load. Nestlings open their eyes four days after hatching. The young are ready to leave the nest 15 days after hatching. All young generally fledge on the same day, although some may leave a day earlier. If the nest is disturbed, nestlings older than 11 days will abandon the nest prematurely. There are usually two broods per year, although three are possible.
### Feeding
The vermilion flycatcher feeds mostly on insects such as flies, grasshoppers and beetles—though the exact composition of the diet is poorly studied. These are usually taken in mid-air, after a short sally flight from a perch. It is an opportunistic feeder, and has been observed eating small fish, though it is not known to eat plant material. Bees may also be taken as forage. Non-digestible insect parts are regurgitated as pellets. While waiting for insects, they will sit on thin branches and pump their tail up and down. While active, about 90% of their day is spent perching, and only 4–11% is spent chasing prey. Once they have spotted prey, they jump up from their perch and give chase. If insects are missed on the first attempt, the bird is capable of quite a nimble flight to catch them. Once caught, the insects may be beaten before being swallowed whole. Occasionally, insects will be caught on the ground. Otherwise, most prey is caught within 3 m (9.8 ft) of the ground and rarely above water.
### Survival
The predators of the vermilion flycatcher are not well known. Unusual reports of predation include by a scrub-jay, and a group of live nestlings eaten by fire ants. The oldest recorded individual lived to five and a half years, but otherwise, lifespan data is lacking, as is data about mortality causes. Yearly nesting success (the percentage of laid eggs which were raised to fledglings) in a Texas study varied from 59 to 80%. Half of the lost nests contained eggs and half contained young. The causes of failure included nest abandonment and egg infertility. A similar study in Ecuador showed success rates from 20 to 59%.
Several ectoparasites affect the species, Dermanyssus mites being common. A 2008 study found that mites did not greatly affect nesting success, nor did nesting reuse greatly enhance mite populations. Fledglings were successfully raised even in infested nests, while nearby, un-infested nests, did not raise any fledglings. Though not directly parasitic, flies may lay their eggs in nests, providing a home for their larva.
Although the diseases of the vermilion flycatcher are not well studied, the diseases of the birds of the Galapagos are known, and these diseases may have affected the closely related San Cristóbal flycatcher. Introduced and destructive diseases include avian malaria, Marek's disease, Newcastle disease, and many others. Avian pox viruses and crop canker (caused by Trichomanes gallinae) may have directly contributed to the extinction of the Galapagos sister species.
## Relationship to humans
The vermilion flycatcher is a favorite with birders, but it is not generally kept in aviculture as the males tend to lose their vermilion coloration when in captivity. This is likely a diet-based effect, as maintaining bright red coloration in birds requires substantial quantities of yellow precursor zeaxanthin molecules which are then metabolized into red pigment. This acts as an indicator of genetic fitness to potential mates, as a bright male is using his diet-based coloration to show off his ability to survive and catch food.
The Audubon Society of Tucson, Arizona, publishes an eponymous journal named for the vermilion flycatcher.
## Status
Because of its enormous range and sizable population—with a population estimated ranging between 5,000,000 and 50,000,000 individuals—the vermilion flycatcher is listed as a species of least concern by the International Union for Conservation of Nature. Its overall numbers are declining; between 1966 and 2007, populations declined an average of 1.7% per year. Texas populations are declining faster, at 2.6% per year. Once prolific in southern California, it has become increasingly rare, although it is expanding into new areas such as Florida and Oklahoma. Arizona populations are increasing, at a rate of 2.2% per year. Vermilion flycatchers have adapted to human structures by increasingly nesting in parks and golf courses. However, the increased productivity of these areas may be outweighed by an increased presence of brown-headed cowbirds—whose parasitic young leave less food for flycatcher young—as well as increased nest predation. Habitat destruction is a major concern for the flycatcher, especially in riparian areas. A prime example is along the Lower Colorado River Valley, where changes in water management combined with the destruction of cottonwood-willow riparian habitat have led to the loss of almost all breeding and foraging areas.
The San Cristóbal flycatcher, which was once considered part of the species, was endemic to the Galápagos Islands but went extinct sometime between 1987 and 2012. The Darwin's flycatcher, which was also once part of the species, is considered a vulnerable species by the International Union for Conservation of Nature. |
849,697 | Ludwigsburg Palace | 1,142,851,642 | Palace in Baden-Württemberg, Germany | [
"1733 architecture",
"Art museums and galleries in Germany",
"Baroque architecture in Baden-Württemberg",
"Baroque palaces in Germany",
"Burial sites of the House of Beauharnais",
"Burial sites of the House of Urach",
"Burial sites of the House of Württemberg",
"Ceramics museums in Germany",
"Fashion museums",
"Gardens in Baden-Württemberg",
"Historic house museums in Baden-Württemberg",
"Houses completed in 1733",
"Museums in Baden-Württemberg",
"Palaces in Baden-Württemberg",
"Royal residences in Baden-Württemberg"
]
| Ludwigsburg Palace, nicknamed the "Versailles of Swabia", is a 452-room palace complex of 18 buildings located in Ludwigsburg, Baden-Württemberg, Germany. Its total area, including the gardens, is 32 ha (79 acres) – the largest palatial estate in the country. The palace has four wings: the northern wing, the Alter Hauptbau, is the oldest and was used as a ducal residence; the east and west wings were used for court purposes and housing guests and courtiers; the southern wing, the Neuer Hauptbau, was built to house more court functions and was later used as a residence.
Eberhard Louis, Duke of Württemberg, appointed Philipp Joseph Jenisch to direct the work and construction began in 1704. In 1707, Jenisch was replaced with Johann Friedrich Nette, who completed the majority of the palace and surrounding gardens. Nette died in 1714, and Donato Giuseppe Frisoni finished much of the palace façades. In the final year of construction, Eberhard Louis died and the Neue Hauptbau's interiors were left incomplete. Charles Eugene's court architect, Philippe de La Guêpière, completed and refurbished parts of the New Hauptbau in the Rococo style, especially the palace theatre. Charles Eugene abandoned the palace for Stuttgart in 1775. Duke Frederick II, later King Frederick I, began using Ludwigsburg as his summer residence in the last years of Charles Eugene's reign. Frederick and his wife Charlotte, Princess Royal, resided at Ludwigsburg and employed Nikolaus Friedrich von Thouret to renovate the palace in the Neoclassical style. Thouret converted much of Ludwigsburg's interiors over the reign of Frederick and later life of Charlotte. As a result of each architect's work, Ludwigsburg is a combination of Baroque, Rococo, Neoclassical, and Empire style architecture.
The constitutions of the Kingdom and Free People's State of Württemberg were ratified at Ludwigsburg Palace, in 1819 and 1919 respectively. It was the residence for four of Württemberg's monarchs and some other members of the House of Württemberg and their families. The palace was opened to the public in 1918 and survived World War II intact. It underwent periods of restoration in the 1950s, 1960s, and 1990s and again for the palace's 300th anniversary in 2004. The palace had more than 350,000 visitors in 2017 and has hosted the Ludwigsburg Festival every year since 1947.
Surrounding the palace are the Blooming Baroque (Blühendes Barock) gardens, arranged in 1954 as they might have appeared in 1800. Nearby is Schloss Favorite, a hunting lodge built in 1717 by Frisoni. Within the palace are two museums operated by the Landesmuseum Württemberg dedicated to fashion and porcelain respectively.
## History
"Ludwigsburg," meaning "Louis's castle," was named after its builder, Eberhard Louis, Duke of Württemberg, in 1705. On its site stood a hunting estate and lodge owned by the Dukes of Württemberg. This was destroyed by invading French troops in 1692, during the Nine Years' War, and replaced by another lodge built from 1697 to 1701. The beginning in 1701 of another war, the War of the Spanish Succession, against France and Bavaria, interrupted construction of this lodge, though Württemberg deferred entering the war until late 1702. Württemberg was subsequently invaded by France and Bavaria, but in 1704, the Bavarian Elector was defeated at the Battle of Blenheim and exiled, and Bavaria was occupied. Eberhard Louis, a participant of Blenheim and the subsequent occupation, spent the winter of 1705–06 at the Elector's residence, Nymphenburg Palace. Eberhard Louis used these developments to press claims to Bavarian lands, but illegally occupied the claimed lands. He was further undone by another French invasion of Württemberg in 1707 that resulted in the destruction of his capital and the flight of his family to Switzerland. Eberhard Louis's designs were at last defeated by the Treaty of Utrecht in 1713, which restored the territory and title of the Bavarian Elector. Unable to compete with Bavaria militarily or politically, and desiring to sideline the influence of the Estates of Württemberg, Eberhard Louis decided instead to compete culturally and build a new palace and town inspired by Versailles, which would be the center of his domestic society and diplomacy. Located 10 kilometers (6.2 mi) from Stuttgart, Eberhard Louis could set up a court with his mistress, Wilhelmine von Grävenitz, and demonstrate his absolutist status as a monarch.
Construction of Ludwigsburg Palace had officially begun in May 1704 with the laying of the Alter Hauptbau's cornerstone by Eberhard Louis. The year before, he sent Philipp Joseph Jenisch [de] to study architecture abroad, and himself studied architecture while staying at Nymphenburg. Upon Jenisch's return the next year, Eberhard Louis appointed director of construction. Jenisch, however, only managed to finish the Alter Hauptbau's (Old main building) first floor and some of the southern garden before falling out of the duke's favor in 1707. Jenisch was replaced in 1707 with Johann Friedrich Nette, an engineer. By 1709, it had become apparent that the massive undertaking of the palace's construction eventually necessitated the building of a town, also known as Ludwigsburg. That cost of construction provoked financial consequences, opposition at court, and criticism from the populace.
### Construction
Nette was now charged with building a complete Baroque palace from Jenisch's central corps de logis, to which an east wing and a west wing were to be added, aligned at 11°. Nette based his plans on those of Jenisch, enabling him to complete his design for a three-wing palace in the same year as his appointment. The galleries of the Alter Hauptbau were completed in 1707, then the corps de logis the next year. The Ordensbau and Riesenbau were constructed from 1709 to 1713, and their interiors were completed in 1714. Nette began the interior of the Alter Hauptbau, which he would never finish. Construction of the building's pavilions dragged on into 1722. Nette made two trips to Prague and his native Brandenburg to expand his pool of talent. He hired Johann Jakob Stevens von Steinfels [de], Tomasso Soldati, and Donato Giuseppe Frisoni in 1708, Andreas Quitainner in 1709, and then Luca Antonio Colomba, Riccardo Retti and Diego Francesco Carlone. Nette fled to Paris from an accusation of embezzlement from Jenisch's allies but was ordered back to Ludwigsburg by Eberhard Louis. On his return trip, he died suddenly of a stroke on 9 December 1714 in Nancy at the age of 41. At the time of his death, most of the northern section of the modern palace and its northern garden was complete.
Eberhard Louis stunted an attempt by Jenisch to reprise his previous role as director, replacing Nette in 1715 with Frisoni. Frisoni, although having no formal training in architecture, enjoyed the support of the court chamberlain and impressed the duke with his stucco work in the Alter Hauptbau. Frisoni resumed construction with the palace's churches, beginning the Schlosskapelle in 1716 and the Ordenskapelle in 1720, then finished the Kavalierbauten in 1722. Frisoni also added the mansard roof to the top of the Alter Hauptbau, as its flat roof was prone to water damage. This had become a common issue with Nette's work because of the pressure the duke placed on him to finish the palace as soon as possible. Frisoni's work thus far led him to believe that he did not have a large enough talent pool to satisfy the duke's desires for the palace and town, so Frisoni brought in Giacomo Antonio Corbellini and Paolo Retti, his brother and son-in-law respectively, who were followed by Diego Carlone in 1718.
In 1721, the duke began to run out of room in the Alter Hauptbau for the functions of his court and Frisoni began planning to enlarge it. The duke dismissed the idea in 1724 and ordered Frisoni to construct the Neuer Hauptbau. Frisoni designed a four-story structure, double the height of the existing palace, but plans changed several times after construction began in 1725 atop the first terrace of the south garden. Frisoni settled on a three-story building that still afforded Eberhard Louis six rooms for his suite to the three in the Alter Hauptbau. To connect the Neuer Hauptbau to the existing palace, Frisoni built the Bildergalerie and Festinbau on the west side, and the Ahnengalerie and Schlosstheater (Palace theater) on the east. The Bildergalerie and Ahnengalerie were decorated from 1731 to 1733. With the exception of the interiors of the Neuer Hauptbau and Schlosstheater, all work was finished in 1733, but Eberhard Louis died that same year. Only a few rooms in the west end of the Neuer Hauptbau had been completed when he died. Construction of the Neuer Hauptbau and its connecting galleries cost 465,000 guilders and was managed by Paolo Retti, who at times had more than 650 stone masons, cutters, and basic laborers working on the facades between 1726 and 1728. Construction of Ludwigsburg Palace cost the Duchy of Württemberg 3,000,000 florins.
### Residence
Eberhard Louis left no heirs and was succeeded by Charles Alexander. Charles Alexander ended funding for the palace, dismissed its staff, and moved the capital back to Stuttgart in 1733 to modernize Württemberg's army and fortifications. As central figures in the construction of what was now decried as the "sin palace", Frisoni and Paolo Retti were arrested in 1733 on fraudulent charges of embezzlement. The two men were acquitted in 1735 after they paid a hefty fine to the ducal treasury, despite attempted intervention by the Margrave of Ansbach to free them earlier. Frisoni died in Ludwigsburg on 29 November 1735. Charles Alexander himself died suddenly two years later on 12 March 1737 as he prepared to leave Ludwigsburg Palace to inspect the duchy's fortresses. After his death, the nine-year-old Charles Eugene became Duke, beginning a regency that lasted until 1744.
Charles Eugene began the construction of a new palace in Stuttgart in 1746 but unofficially used Ludwigsburg as his residence until 1775. The function of certain rooms at Ludwigsburg changed frequently; Johann Christoph David von Leger [de] converted the Ordenskapelle to a Lutheran church from 1746 to 1748 for Duchess Elisabeth Fredericka Sophie. Beginning in 1757 and lasting into the next year, the suites of the beletage were extensively modified by Philippe de La Guêpière. La Guêpière completed the Schlosstheater in 1758–59, adding a stage, machinery, and the auditorium. A wooden opera house, adorned with mirrors, was constructed in 1764–65, located east of the Alter Hauptbau. Although Charles Eugene officially declared Ludwigsburg Palace his residence in 1764, he made no further modifications after 1770. The palace that had hosted a court that Giacomo Casanova called "the most magnificent in Europe" began a steady decline. Charles Eugene died without a legitimate heir in 1793 and was succeeded by his brother, Frederick II Eugene, who was succeeded by his son Frederick II in 1797. Ludwigsburg Palace had already been Frederick II's summer residence since 1795, and he continued to use it as such with Duchess Charlotte after marrying her on 18 May 1797.
Napoleon's armies occupied Württemberg from 1800 to 1801, forcing the duke and duchess to flee to Vienna. The royals returned when Frederick II agreed in 1803 to pledge allegiance to Napoleon and part with Württemberg's territory on the Left Bank, an area of 388 square kilometers (150 sq mi). In exchange, according to the Treaty of Lunéville, Frederick II was named an Elector-prince and given 1,609 square kilometers (621 sq mi) of Right Bank territory. Frederick II, now Elector Frederick I, tasked his court architect Nikolaus Friedrich von Thouret with renovating the palace in the Neoclassical style. Thouret started in the Ahengalerie and the Ordensbau, working there from 1803 to 1806. For two days in October 1805, Napoleon visited Ludwigsburg to coerce Frederick I into joining the Confederation of the Rhine and thus becoming his ally, compensating Württemberg with neighboring territories in the Holy Roman Empire and Frederick I with the title of King. Frederick I again tasked Thouret with a remodeling, from 1808 to 1811, of the Ordenskapelle and the king's apartment. The final modernizations ordered by the king took place from 1812 to 1816 in the Schlosstheater and Marble Hall. During this time, the ceiling frescoes of the Guard Room and the main staircases of the Neuer Hauptbau were repainted. By the time Frederick I died in 1816, the majority of the palace had been converted to reflect the latest style.
Following her husband's death, Charlotte continued to reside at Ludwigsburg, receiving visitors such as her siblings. She tasked Thouret with the renovation of her own apartment, which was carried out between 1816 and 1824. The dowager queen died at the palace on 5 October 1828 following a bout of apoplexy. Charlotte was the last ruler of Württemberg to reside at Ludwigsburg, as Frederick's son and successor, Wilhelm I, and future kings did not show any interest in the palace. Members of the House of Württemberg continued to reside at the palace into the early 20th century, while the Württembergs moved to Bebenhausen Abbey after the abolition of the monarchy in 1918.
### Later history
In 1817, ownership of Ludwigsburg Palace passed from the House of Württemberg to the government of the Kingdom of Württemberg, which established offices there the next year. King Wilhelm I chose the Order Hall, the throne room of his father, for the ratification of the kingdom's constitution in 1819. The palace's first restoration took place at the Alter Hauptbau in 1865.
On 9 November 1918, the Kingdom of Württemberg was dissolved with the abdication of King Wilhelm II. Ludwigsburg Palace was opened to the public that same year and a new constitution was ratified for the Free People's State of Württemberg on 12 January 1919. At this time, two apartments at Ludwigsburg Palace were still occupied by members of the House of Württemberg, Duke Ulrich and Princess Olga. The new state ordered them vacated until 1 April for the ratification. Ulrich moved out of Ludwigsburg in January, but Olga rented a new suite in the Neuer Hauptbau in February. She continued to reside at Ludwigsburg in her apartment with her family until her death in 1932.
The Schlosstheater hosted the Württemberg State Theatre for a production of Handel's Rodelinda in 1923, the first musical performance at the palace since 1853. In the early 1930s, Wilhelm Krämer [de] began hosting the Ludwigsburger Schloßkonzerte (Ludwigsburg Palace Concerts), which comprised six to ten concerts annually from 1933 to 1939. The palace survived World War II unscathed, though its furnishings were removed in 1944–45 and held at the monasteries at Alpirsbach and Lorch. It was chosen as the site of the Borkum Island war crimes trial in 1946. The concerts resumed in 1947 with 34 performances, a record that would not be broken until 1979. In 1952, the concerts were packed into a single week as the Ludwigsburger Schloßtage ("Palace Days"). They gained national significance when President Theodor Heuss attended a production of Mozart's Titus two years later. The concerts were named Ludwigsburger Schloßfestspiele in 1966, and were internationally known as the Ludwigsburg Festival. In 1980, the state of Baden-Württemberg made the festival an official state event. On 9 September 1962, Charles de Gaulle delivered his "speech to the German youth" in the courtyard of Ludwigsburg Palace to 20,000 people.
Restorations were undertaken in the 1950s and 1960s and again in the 1990s, in time for the palace's tricentenary in 2004. The anniversary was commemorated by the state government with three new museums. On 19 October 2011, Minister-President Winfried Kretschmann hosted a reception for the U.S. Army's 21st Theater Sustainment Command at the palace, which was attended by John D. Gardner, former deputy commander of EUCOM, and Gert Wessels [de], commander of all German troops in Baden-Württemberg. Ludwigsburg appeared again on Federal postage stamps in the Burgen und Schlösser series. The 50th anniversary of Charles de Gaulle's speech at Ludwigsburg was celebrated on 22 September 2012 and included appearances by German Chancellor Angela Merkel, Minister-President Kretschmann, and French President François Hollande. Merkel and Hollande both spoke at the event, the former directly referencing de Gaulle's speech in French. A painting of Frederick the Great on display was found to be a rare original by Antoine Pesne in November 2017. Michael Hörrmann – the director of the Staatliche Schlösser und Gärten Baden-Württemberg [de] – valued the portrait at a minimum of €1 million. Baden-Württemberg's Minister of Finance, Edith Sitzmann visited Ludwigsburg to see the painting and attend a press conference, where she spoke about the cultural importance of Ludwigsburg Palace.
In 2017, 350,642 people visited Ludwigsburg Palace. By March 2020, Staatliche Schlösser und Gärten Baden-Württemberg plans to have spent €4 million to furnish the Neuer Hauptbau as it would have been during the reign of King Frederick I. To this end, about 500 paintings, 400 pieces of furniture, and 500 lamps, clocks, and sculptures – will be sourced, sorted, and restored.
As a result of the 2019-20 coronavirus pandemic, Staatliche Schlosser und Garten announced on 17 March 2020 the closure of all its monuments and cancellation of all events until 3 May. Monuments began reopening in early May, from 1 May to 17 May.
## Architecture
Ludwigsburg Palace's Baroque architecture was built under Eberhard Louis from 1704 to 1733 and is characterized by a great deal of Austrian and Czech Baroque influence. This is most evident in the two churches, which resemble the Hospital Church [cs] of Kuks and the Sanctuary Church [de] of Steyr. The palace's two Baroque architects, Johann Friedrich Nette and Donato Frisoni, were educated and worked in Bohemia and hired staff experienced in the Bohemian style. Frisoni even knew or was related to some of the artisans who worked at the Steyr church. French influence is also present, for example in the mirror halls in both the corps de logis and the palace's many mansard roofs. The combination of work by Germans (Philipp Jenisch and Nette) and Italians (Frisoni, Diego and Carlo Carlone, Giuseppe Baroffio [it], Scotti and Luca Antonio Colomba) produced a strong resemblance to late 17th century works in Prague and Vienna. Charles Eugene brought the Rococo style to Ludwigsburg in 1747 and his court architect, Philippe de La Guêpière, worked in that style until 1775.
Nikolaus Friedrich von Thouret, working with Antonio Isopi, renovated much of Ludwigsburg Palace for Frederick I and Charlotte Mathilde from 1797 to 1824. Thouret's work was heavily influenced by the French Imperial and Renaissance styles, the work of Charles Percier and Pierre François Léonard Fontaine, and Egyptian motifs that became popular in Europe with Napoleon's three-year Egyptian campaign. Isopi would simplify Thouret's plans, which were then carried out by the Biedermeier woodworker Johannes Klinckerfuß and court painter Jean Pernaux. As a result, the palace's Neoclassical architecture does not reflect a single style or correspond to any one designer.
### North wing (Alter Hauptbau)
The north wing, referred to as the Alter Hauptbau (Old Main building), is the oldest portion of the palace. It was originally built to house the apartments of Eberhard Louis and Princess Henrietta Maria. Its facade was built from 1705 to 1708 and its interiors were mostly completed by 1715, although work inside its pavilions lasted into 1722. In 1809, and from 1826 to 1828, the rooms facing the courtyard in the beletage (main floor) were remodeled in the Neoclassical style, but their Baroque frescoes were revealed in 1865. The corps de logis opens with a wide vestibule, decorated by Frisoni in 1712, that terminates in an unadorned staircase. At the top of the stairs is a guard room and the four suites on the beletage. These follow the French Baroque model of a living room, audience chamber, and bedroom. Eberhard Louis's apartment features a hall of mirrors decorated with stucco by Frisoni and a hidden staircase, since removed, into the room of his mistress Wilhelmine von Grävenitz. The third floor, finished in 1708, houses two galleries. The first takes up most of the south wall and served as a portrait gallery and ahnentafel (table of ancestors), with stucco portraits of Eberhard Louis and his ancestors created by Frisoni and Soldati in 1713. The ceiling frescoes were lost in the 1808 renovation that divided into smaller rooms. The gallery was restored between 2000 and 2004. Above the third floor is a mansard roof that now houses Zwiefalten Abbey's original clockwork, taken by King Frederick I in 1809.
The two pavilions to the west and east of the corps de logis are connected to it by arcaded galleries, completed in 1713 and 1715 respectively, that close off the northern edge of the cour d'honneur. The western gallery celebrates peace with stucco statuary, medallions, and reliefs of the Judgement of Paris, Aeneas fleeing Troy, Hercules and Omphale, and Apollo and Daphne. Its terminus, the Jagdpavillon (Hunting pavilion), contains the Marmorsaletta (Little marble hall) decorated with scagliola by Riccardo Retti and frescoes by Luca Antonio Colomba. Adjoined to the hall are three cabinet rooms, the first and third of which are decorated with Turkish and Chinese imagery respectively. The eastern gallery celebrates war with stucco trophy captives and weapons, reliefs of Eberhard Louis's monogram, and depictions of the cardinal virtues and the classical elements. Spanning the entire gallery is Colomba's ceiling fresco of the war between the Olympian gods and the giants. At the end of the gallery is the Spielpavillon, completed in 1716, whose center is a rounded, cruciform hall with four corner rooms that contain imitation Delftware images of Jacques Callot's Grotesque Dwarves. The dome fresco by Colomba and Emanuel Wohlhaupter [de] depicts the four seasons and their corresponding zodiac signs.
### East wing
The first structure of the eastern wing is the Riesenbau (Giants' building), built by Johann Friedrich Nette in 1712–13. The vestibule, decorated by Andreas Quittainer and Colomba, prominently features two sphinxes and four giants as the atlases under the staircase to the beletage. Originally, these stairs led up to a room for the Hunting Order, which was segregated into residences from 1720 to 1723. Ahead of the giants is a statue of Minerva, and the frescoes on the ceiling above the staircase show Justitia and Fortitudo, the four seasons, and the four classical elements. In 1810, the rooms on the beletage were remodeled in the Neoclassical style, but they were restored to the Baroque style and opened as a museum in the 1950s. The apartments of Frederick Louis and Charles Alexander were decorated by Frisoni and Colomba, but Charles Alexander's apartment also features a landscape painting by Adolf Friedrich Harper.
Directly south of the Riesenbau is the Östlicher Kavalierbau (East Cavaliers' Building), built from 1715 to 1719 for housing courtiers. It contains four apartments on both floors, decorated with stucco ornament by Riccardo Retti and an original fresco on the ceiling of the beletage by Leopoldo Retti. The southwestern apartment on the second floor contains a museum dedicated to the Schlosstheater (Palace theater), attached by a gallery to the Östlicher Kavalierbau and the Schlosskapelle. Europe's oldest theater was constructed by Frisoni from 1729 to 1733 but was first furnished in 1758–59 by La Guêpière, who added the stage, auditorium, and machinery. Thouret remodeled the Schlosstheater in Neoclassical in 1811–12. Casanova is known to have visited the Schlosstheater, making notes on the performances held there.
The Schlosskapelle (Palace chapel) was built from 1716 to 1724. The chapel is made up of a rotunda with three semi-domes and a private box for the duke and his family, accessed from the second floor. The box was painted around 1731 with the story of David and given its red velvet wallpaper and a ceiling fresco by Livio Retti. The chapel was painted by Frisoni, Colomba, and Carlo Carlone, who were restricted by Protestant doctrine to illustrations of biblical topics, such as the Apostles and scenes from the Old Testament. A crypt under the chapel is the burial site of all rulers of Württemberg from Duke Eberhard Louis to King Frederick I. The Schlosskapelle did not receive any major remodeling in the 19th century.
The southernmost part of the east wing is the Ahnengalerie, built in 1729 and 490-foot (150 m) long. The original ceiling frescoes by Carlo Carlone, which illustrate the story of Achilles, were moved to the Bildergalerie after their completion in 1732. Instead, Carlone painted an homage to Eberhard Louis from 1731 to 1733, glorifying his reign with depictions of Alexander the Great, Apelles, Venus, Mars, Apollo, Phobos, and the Muses, among others. Frederick I had Thouret remodel the Ahnengalerie in 1805–06, retaining Carlone's frescoes and adding stucco to the two antechambers. The portraits in the Ahnengalerie trace the lineage of the rulers of Württemberg from Eberhard I the Bearded, the first Duke of Württemberg, to Wilhelm II, the last King of Württemberg.
### West wing
The first building of the west wing is the Ordensbau (Order building, in reference to the ducal Order of the Golden Eagle), containing three apartments on the ground floor and the banquet hall. The vestibule features a ceiling fresco of Pheme with a genius. Pictures of Hercules adorn its walls and continue into the stairwell. The antechamber of the Order Hall is decorated with stucco reliefs of cherubs, masks, birds, and weapons by Tomasso Soldati and Frisoni. The Order Hall's stucco was also by Soldati and Frisoni, but the ceiling fresco is a later repainting by Scotti and Baroffio in 1731, as the original by Colomba was damaged by water and removed. King Frederick I had the Hall renovated into a throne room in 1805–06 and moved the ceremonies of the Order to the Ordenskapelle. Thouret designed the king's throne and baldachin, opposite Johann Baptist Seele [de]'s 1808 portrait of the king. It was in the Order Hall that the constitutions of the Kingdom and the Free People's State of Württemberg were ratified in 1819 and 1919, respectively.
Immediately southwest of the Ordensbau is the oval Ordenskapelle (Order chapel), built from 1715 to 1723. The Ordenskapelle was remodeled from 1746 to 1748 by Johann Christoph David von Leger [de] on behalf of Duke Charles Eugene for Duchess Elisabeth Fredericka. Leger removed the floor between the chapel and a second-floor Order hall and reused existing pilasters for new Rococo decor by Pietro Brilli. Retti painted scenes from the life of Jesus on the ceiling. On the second floor is the duchess's box, decorated in 1747–48 with stucco and frescoes of the birth of Christ and allegories of faith, hope, and love. In 1798, Frederick I moved the Ordenskapelle's church functions to the Schlosskapelle. Nine years later, he designated it for use by the Order of the Golden Eagle and tasked Thouret with remodeling it in the Empire style. Thouret walled up the first-floor windows in 1807–08 for additional seating room and for the king's canopied throne under its star-studded semidome.
The Westlicher Kavalierbau (West Cavaliers' building) is attached to the Ordenskapelle, identical in layout and design to its eastern counterpart. It was built in 1719–20, and retains some original stucco and ceiling frescoes by Riccardo and Retti. The Festinbau, attached to the Westlicher Kavalierbau, was originally designed as a kitchen built from 1729 to 1733, and used from 1770 to 1775 as a theater. Since 2004, the Westlicher Kavalierbau and Festinbau have housed a fashion museum. The actual kitchen, the Küchenbau, was built separate from the palace to its west, to keep odors and possible fires at bay. Inside are seven hearths, a bakery, a butcher's shop, several pantries, and the quarters for the servant staff in the attic and on the first floor.
The Bildergalerie (Picture gallery), the southernmost part of the west wing, was built by Frisoni in 1731–32. The only remaining Baroque decor is Scotti's ceiling fresco depicting the life of Achilles, which first adorned the ceiling of the Ahnengalerie. Thouret renovated the Bildergalerie in Tuscan Neoclassicism from 1803 to 1805, adding a fireplace by Isopi and a statue of Apollo opposite it. The frescoes in the Bildergalerie's antechambers were painted in 1730 by either Scotti or Carlo Carlone.
### South wing (Neuer Hauptbau)
The south wing, the Neuer Hauptbau (New Main building), was designed and constructed by Frisoni on the order of Duke Eberhard Louis, who found that the Alter Hauptbau was too small to serve the needs of his court. Frisoni planned for a four-story building in 1725 but wound up building three stories. Eberhard Louis died before he could move into the Neuer Hauptbau, leaving its interiors unfinished until Duke Charles Eugene finished them in 1747, but abandoned the palace in 1775. The next royals to reside there were Württemberg's first King and Queen, Frederick I and Charlotte Mathilde, who extensively remodeled parts of the palace in the Neoclassical style from 1802 to 1824. The building was used in 1944–45 to store furnishings recovered from the recently destroyed New Palace in Stuttgart.
The Neuer Hauptbau opens with an oval vestibule decorated by Carlo Carlone. It houses a statue of Duke Eberhard Louis, surrounded by terms supporting the ceiling. In the niches behind the columns are statues of Apollo, a woman and a sphinx, and two maenads with a satyr. A vaulted passageway decorated with two figures of Hercules leads into a salon, featuring a ceiling fresco by Diego Carlone and statues of Roman deities in niches. The King's and Queen's Staircases bookend the vestibule and lead up to the Neuer Hauptbau's beletage. The King's Staircase has statuary themed after unhappy romances, and the cavettos above are adorned with stucco depictions of the seasons personified and medals bearing Eberhard Louis's initials. The Queen's Staircase is a mirror of the King's, but the statuary depicts virtues and the ribbonwork above displays Apollo, Artemis, and the four classical elements.
Two galleries lead from the stairs to a guardroom decorated by Diego Carlone in 1730 with stucco weapon trophies and fresco. Thouret covered over Carlone's work with Neoclassical ornamentation in 1815. The guardroom leads into the Marble Hall (Marmorsaal), the palatial dining hall once used to receive Francis II of Austria and Alexander I of Russia. Thouret began work here in 1813–14 by installing a new, curved ceiling and finished two years later with the Marble Hall's scagliola walls. Pilasters and windows form the lower wall, decorated with stucco garlands and candelabras by Antonio Isopi. Reproductions of the Medusa Rondanini, Hermes Ludovisi, and the Medici Vase are present around the doors. Above the hall is a walkway in the attica, divided by pillars clad with caryatids holding plates and pitchers designed by Johann Heinrich von Dannecker. The ceiling fresco, by Pernaux, is of a partly cloudy blue sky that contains an eagle and four smaller birds that each hoist a chandelier. The roof above the Marble Hall, though curved, has no visible supports. This was achieved by cantilevering its weight upon the entablatures at the top of the walls of the Marble Hall.
To the east of the Marble Hall is Queen Charlotte's apartment, originally the suites intended to house Prince Frederick Louis and Princess Henrietta Maria. When Charlotte joined Frederick I in residence at Ludwigsburg in 1798, the separating walls were removed to form one suite. Thouret only made small changes to the queen's suite from 1802 to 1806, principally adding damask to the primary antechamber and to the assembly and audience rooms. Extensive renovations, lasting from 1816 to 1824, came after the queen fully established herself at Ludwigsburg. Charlotte's audience chamber contains her throne, red silk walls, and paintings of Cybele, Minerva, and personified virtues by Viktor Heideloff [de] over the doors and in the lunettes of the mirrors. The adjacent bedroom was remodeled in 1824 with marbled green pilasters and an alcove containing red silk from 1760. The study is unusual for a Neoclassical interior because of its large mirrors. Finally, there is the summer study and the queen's library, remodeled in 1818 with blue damask and Rococo overdoors that carry over into the library to the west. The entire apartment is furnished in the Biedermeier style by Johannes Klinckerfuß, whose work Charlotte herself covered with embroidery.
The king's apartment, to the west of Charlotte's, was to house Duke Eberhard Louis and Wilhelmine von Grävenitz, and later Johanna Elisabeth of Baden-Durlach. Charles Eugene became the first to reside here in 1744 with his wife. When Frederick I took up residence, he had Thouret remodel his 12-room suite from 1802 to 1811. The suite opens with the antechamber, containing decorations dated to 1785, likely taken from Hohenheim Palace, and an original ceiling fresco by Carlo Carlone of Bacchus and Venus. Adjacent to it is the audience chamber, decorated with Baroque red damask and Neoclassical borders. The room contains Frederick's throne and furniture by Isopi, embellished with griffins in relief. Past the conference room and its Rococo overdoors by Heideloff are the king's bedchambers. The Baroque wooden wall paneling and overdoors survived the room's 1811 remodeling. The walls and furnishings of the king's office are Neoclassical, decorated with the heads of Greek gods and cornucopias, but the ceiling fresco is a Guibal original from 1779 of Chronos and Clio.
Duke Charles Eugene moved into the Neuer Hauptbau in 1757 and tasked La Guêpière with the apartment's decoration. Two years later, La Guêpière completed the entire suite except for the bedchamber, as the Duke occupied his wife's former suite in 1760 for his actual residence. The rest of the suite was used for social functions until it was emptied of furnishings in the next decade. A staircase and antechamber lead to the entrance of today's apartment, a gallery decorated by Ludovico Bossi. The initial rooms are the first and second antechambers, clad in green damask with portraits by Antoine Pesne and paneling by Michel Fressancourt, overdoors by Matthäus Günther, boiserie flooring, and furniture by Jacques-Philippe Carel and Jean-Baptiste Hédouin that Charles Eugene acquired around 1750. The Assembly Room, restored in 2003, prominently features overdoors by Adolf Friedrich Harper and trophies of musical instruments above the windows. Charles Eugene's third-floor residence begins with the Corner Room, again painted by Harper, which feeds into a cabinet room and then finally the bedchamber, completed in 1770. Bossi created the ceiling's stucco in 1759–60, but the room and its two closets took another decade to complete. Additional rooms on the third floor housed relatives of the rulers of Württemberg and these have been occupied by the Ceramics Museum since 2004.
## Grounds and gardens
The gardens were to be centered in the north with an Italian terraced garden and were largely completed when Eberhard Louis turned his attention to the south garden. There he laid out a large symmetrical French garden. Charles Eugene filled in the terraces in 1749 to replace them with a large broderie. He then reorganized and expanded the south garden over the next decade. Frederick I again reorganized the south garden in 1797 in a Neoclassical style and Mediterranean theme. He retained the original pathways, but added a canal and fountain to the garden's center. The south garden was divided into four equally sized lawns, with hillocks in their center topped with a large vase crafted by Antonio Isopi. Frederick also expanded the garden east to form an English landscape garden (Lower east) and demolished Charles Eugene's opera house to form a medieval-themed landscape garden (Upper east). Two additional gardens, for Frederick and Charlotte, were laid out adjacent to their palace suites. Also in the fantasy garden is the Emichsburg, a folly built from 1798 to 1802 and named after the fabled ancestor of the House of Württemberg, a knight of the House of Hohenstaufen. William I abandoned Ludwigsburg for Rosenstein Palace in Stuttgart and opened the south garden to the public in 1828. The canal was filled in and an orchard planted on the southern lawns, later used to grow potatoes.
In 1947, Albert Schöchle [de], Director of the State Parks and Gardens Authority, was charged with maintaining the gardens. After visiting the 1951 Bundesgartenschau in Hanover, he decided to restore the gardens. Schöchle convinced Baden-Württemberg's Minister of Finance Karl Frank [de] to help fund the venture in 1952 on the condition that the town of Ludwigsburg also assisted. Ludwigsburg's mayor, Elmar Doch [de], and the town council agreed to this stipulation. Frank approved the start of work on 23 March 1953, but it lasted late into the year. The restoration of the garden required the moving of 100,000 cubic meters (3,531,467 cu ft) of earth by bulldozers supplied and operated by American soldiers and the planting of tens of thousands of trees and hedges, 22,000 roses, and 400,000 other flowers. The Blooming Baroque (Blühendes Barock) gardens were opened on 23 April 1954 as a special horticultural show and attracted more than 500,000 visitors by the end of May, among them President Theodor Heuss. When the show closed in the fall of 1954, it had recouped all but 150,000 Deutsche Marks of the investment in the restoration of the gardens and became a permanent landmark. The opening of the Fairy-Tale Garden and its recreations of fairy-tales in 1959 was also an immediate success and increased revenue by 50% for that year. The Blooming Baroque gardens, covering an area of 32 hectares (79 acres), attract 520,000 to 550,000 visitors annually.
### Schloss Favorite
By 1710 Eberhard Louis had decided to use Ludwigsburg as his main residence, but he still desired a hunting retreat. Inspired by a garden palace he had seen in Vienna, he tasked Frisoni with the design of a new Rococo palace on a hill to the north of Ludwigsburg. Frisoni largely completed Favorite within that year but was unable to complete his extensive plans for its grounds. Only the roads to the main palace and to Monrepos Palace were laid out. In 1800, the interior was remodeled by Thouret for Frederick I. Only one room, in the western half of the building, retains its original baroque appearance. When Frederick was appointed an elector in 1803 and then a king in 1806, he chose both times to celebrate the occasion at Schloss Favorite. Favorite fell into disrepair in the 20th century but was extensively restored from 1972 to 1982.
### Museums
On the first and third floors of the Alter Hauptbau is the Baroque Gallery (Barockgalerie), a subsidiary museum of the Staatsgalerie Stuttgart opened in 2004. It displays 120 paintings, some of which are originals from a purchase Duke Charles Alexander made in 1736 of about 400 paintings from Gustav Adolf von Gotter [de]. Examples of German and Italian Baroque paintings on display include Martin van Meytens's portrait of Charles Alexander, works by Johann Heinrich Schönfeld, Carl Borromäus Andreas Ruthart, Johann Heiss, and Katharina Treu, as well as works that formerly were in the collection of Cosimo III, Grand Duke of Tuscany.
The Landesmuseum Württemberg maintains two subsidiary museums at Ludwigsburg Palace, the Ceramics Museum and Fashion Museum (Keramikmuseum and Modemuseum, respectively), both opened in 2004. The first of these takes up all of the third floor of the Neuer Hauptbau except the apartment of Duke Charles Eugene, a space of 2,000 square meters (22,000 sq ft) containing more than 4,500 exhibits of porcelain, ceramics, faience and pottery, and of their history, making it one of the largest collections of ceramics in Europe. It includes 2,000 pieces of original Ludwigsburg porcelain and 800 pieces of maiolica, purchased by Charles Eugene from dealers in Augsburg and Nuremberg. It also includes porcelain from the manufactories at Meissen, Berlin, Sèvres, and Vienna, and 20th century Art Nouveau pieces purchased from six countries since 1950. The Fashion Museum, housed in the Festinbau and West Kavalierbau, displays about 700 pieces of clothing and accessories from the 1750s to the 1960s, including works by Charles Frederick Worth, Paul Poiret, Christian Dior, and Issey Miyake.
On the ground floor of the Neuer Hauptbau is a lapidarium, housing original Baroque statuary by Andreas Quittainer, Johann Wilhelm Beyer and Pierre François Lejeune. Charles Eugene's apartment houses the Princess Olga Cabinet Exhibition, exploring the lives of Princess Olga and her family at Ludwigsburg from 1901 to 1932.
Kinderreich (Children's Kingdom) is an interactive museum that educates children four years and older about life at the court of the Duke of Württemberg. In the Palace Theatre, about 140 original set pieces and props from the 18th and 19th centuries are preserved that were discovered during restoration of the theatre, such as oil lamps used for stage lighting. These items were extensively restored to their original condition from 1987 to 1995, and since 1995 one of the original stage pieces, a winter background, has been used for the Junge Bühne (Young stage).
## See also
- List of Baroque residences
- Würzburg Residence |
5,735,156 | The Cat and the Canary (1927 film) | 1,158,248,370 | Silent horror film by Paul Leni | [
"1920s American films",
"1920s English-language films",
"1920s comedy horror films",
"1920s mystery films",
"1927 comedy films",
"1927 films",
"1927 horror films",
"American black-and-white films",
"American comedy horror films",
"American films based on plays",
"American haunted house films",
"American mystery films",
"American silent feature films",
"Articles containing video clips",
"Comedy mystery films",
"Films about inheritances",
"Films directed by Paul Leni",
"Films set in New York (state)",
"Films set in country houses",
"German Expressionist films",
"Silent American comedy films",
"Silent American drama films",
"Silent comedy-drama films",
"Silent horror films",
"Silent mystery films",
"Universal Pictures films"
]
| The Cat and the Canary is a 1927 American silent comedy horror film directed by the German Expressionist filmmaker Paul Leni. An adaptation of John Willard's 1922 black-comedy play of the same name, the film stars Laura La Plante as Annabelle West, Forrest Stanley as Charlie Wilder, and Creighton Hale as Paul Jones. The plot revolves around the death of Cyrus West, who is Annabelle, Charlie, and Paul's uncle, and the reading of his will twenty years later. Annabelle inherits her uncle's fortune, but when she and her family spend the night in his haunted mansion, they are stalked by a mysterious figure. Meanwhile, a lunatic mainly known as the Cat escapes from an asylum and hides in the mansion.
The film is part of the genre of comedy horror films inspired by 1920s Broadway stage plays. Leni's adaptation of Willard's play blended expressionism with humor, a style for which Leni was notable and recognized by critics as unique. His directing style made The Cat and the Canary influential in the "old dark house" genre of films popular from the 1930s through the 1950s. The film was one of Universal's early horror productions and is considered "the cornerstone of Universal's school of horror". The play has been filmed five other times, most notably in 1939, starring Bob Hope and Paulette Goddard.
## Plot
In a decaying mansion overlooking the Hudson River, millionaire Cyrus West approaches death. His greedy family descends upon him like "cats around a canary", causing him to become insane. West orders that his last will and testament remain locked in a safe and go unread until the 20th anniversary of his death. As the appointed time arrives, West's lawyer, Roger Crosby (Tully Marshall), discovers that a second will mysteriously appeared in the safe. The second will may only be opened if the terms of the first will are not fulfilled. The caretaker of the West mansion, Mammy Pleasant (Martha Mattox), blames the manifestation of the second will on the ghost of Cyrus West, a notion that the astonished Crosby quickly rejects.
As midnight approaches, West's relatives arrive at the mansion: nephews Harry Blythe (Arthur Edmund Carewe), Charles "Charlie" Wilder (Forrest Stanley), Paul Jones (Creighton Hale), his sister Susan Sillsby (Flora Finch) and her niece Cecily Young (Gertrude Astor), and niece Annabelle West (Laura La Plante). Cyrus West's fortune is bequeathed to the most distant relative bearing the name "West": Annabelle. The will, however, stipulates that to inherit the fortune, she must be judged sane by a doctor, Ira Lazar (Lucien Littlefield). If she is deemed insane, the fortune is passed to the person named in the second will. The fortune includes the West diamonds which her uncle hid years ago. Annabelle realizes that she is now like her uncle, "in a cage surrounded by cats."
While the family prepares for dinner, a guard (George Siegmann) barges in and announces that an escaped lunatic called the Cat is either in the house or on the grounds. The guard tells Cecily, "He's a maniac who thinks he's a cat, and tears his victims like they were canaries!" Meanwhile, Crosby suspects someone in the family might try to harm Annabelle and decides to inform her of her successor. Before he speaks the person's name, a hairy hand with long nails emerges from a secret passage in a bookshelf and pulls him in, terrifying Annabelle. When she explains what happened to Crosby, the family immediately concludes that she is insane.
Alone in her assigned room, Annabelle examines a note slipped to her which reveals the location of the family jewels, fashioned into an elaborate necklace. She follows the note's instructions and soon discovers the hiding place, in a secret panel above the fireplace. She retires for the night, wearing the diamond-encrusted necklace.
While Annabelle sleeps, the same mysterious hand emerges from the wall behind her bed and snatches the diamonds from her neck. Once again, her sanity is questioned, but as Harry and Annabelle search the room, they discover a hidden passage in the wall and in it the corpse of Roger Crosby. Mammy Pleasant leaves to call the police, while Harry searches for the guard; Susan runs away in hysterics and hitches a ride with a milkman (Joe Murphy). Paul and Annabelle return to her room to search for the missing envelope, and discover that Crosby's body is missing. Paul vanishes as the secret passage closes behind him. Wandering in the hidden passages, Paul is attacked by the Cat and left for dead. He regains consciousness in time to rescue Annabelle. The police arrive and arrest the Cat, who is actually Charlie Wilder in disguise; the guard is his accomplice. Wilder is the person named in the second will; he had hoped to drive Annabelle insane so that he could receive the inheritance.
## Cast
## Production
The Cat and the Canary is the product of early 20th-century German Expressionism. According to art historian Joan Weinstein, expressionism includes the art styles of Die Brücke and Der Blaue Reiter, cubism, futurism, and abstraction. The key element that connects these styles is the concern for the expression of inner feelings over verisimilitude to nature. Film historian Richard Peterson notes that "German cinema became famous for stories of psychological horror and for uncanny moods generated through lighting, set design and camera angles." Such filmmaking techniques drew on expressionist themes. Influential examples of German expressionist film include Robert Wiene's The Cabinet of Dr. Caligari (1920) about a deranged doctor and Paul Leni's Waxworks (1925) about a wax figure display at a fair.
Waxworks impressed Carl Laemmle, the German-born president of Universal Pictures. Laemmle was struck by Leni's departure from expressionism by the inclusion of humor and playfulness during grotesque scenes. Meanwhile, in the United States, D. W. Griffith's One Exciting Night (1922) began a Gothic horror film trend that Laemmle wanted to capitalize on; subsequent films in the genre like Alfred E. Green's now lost The Ghost Breaker (1922), Frank Tuttle's Puritan Passions (1923), Roland West's The Monster (1925) and The Bat (1926), and Alfred Santell's The Gorilla (1927)—all comedy horror film adaptations of Broadway stage plays—proved successful.
Laemmle turned to John Willard's popular play The Cat and the Canary, which centered on an heiress whose family tries to drive her insane to steal her inheritance. Willard hesitated in permitting Laemmle to film his play because, as historian Douglas Brode explains, "that would have exposed to virtually everyone the trick ending, ... destroying the play's potential as an ongoing moneymaker." Nevertheless, Willard was convinced and the play was adapted into a screenplay by Alfred A. Cohn and Robert F. Hill.
### Casting
The Cat and the Canary features veteran silent film stars Laura La Plante, Creighton Hale, and Forrest Stanley. According to film historian Gary Don Rhodes, La Plante's part in The Cat and the Canary was typical for women in horror and mystery films: "The female in the horror film ... becomes the hunted, the quarry. She has little to do, and so the question becomes 'What will be done with her?'" Rhodes adds, "The heroines are young and beautiful, but represent more a prize to be possessed—whether "stolen" by a villain or "owned" by a young hero at the films' conclusions." Following The Cat and the Canary, La Plante maintained a career with Universal, but she is described as a "victim of talkies." She received a star on the Hollywood Walk of Fame before her death in 1996 from Alzheimer's disease.
Universal chose Irish actor Creighton Hale to play hero Paul Jones, Annabelle's cousin. Hale had appeared in 64 silent films before The Cat and the Canary, notably the 1914 serial The Exploits of Elaine and D. W. Griffith's Way Down East (1920) and Orphans of the Storm (1921). Hale's role in The Cat and the Canary was to provide comic relief. According to critic John Howard Reid, "He is forever backing into furniture or finding himself in a risqué position under a bed or wrestling with stray objects like falling books or enormous bed-springs." Hale had trouble finding a solid career in sound film. Many of his parts were minor and uncredited.
The villain Charles Wilder was played by Forrest Stanley, an actor who had been cast in films such as When Knighthood Was in Flower (1922), Bavu (1923), Through the Dark (1924) and Shadow of the Law (1926). After his performance in The Cat and the Canary, Stanley played lesser roles in films such as Show Boat (1936) and Curse of the Undead (1959) and the television series Alfred Hitchcock Presents, Studio 57, and Gunsmoke.
The film contained a supporting cast referred to by one film historian as "second-rate" and "excellent" by another. Tully Marshall played the suspicious lawyer Roger Crosby, Martha Mattox was cast as the sinister and superstitious housekeeper Mammy Pleasant, and Gertrude Astor and Flora Finch played greedy relatives Cecily Young and Aunt Susan Sillsby, respectively. Lucien Littlefield was cast as deranged psychiatrist Dr. Ira Lazar who bore an eerie resemblance to Werner Krauss's title character in The Cabinet of Dr. Caligari.
### Directing
As Universal anticipated, director Paul Leni turned Willard's play into an expressionist film suited to an American audience. Historian Bernard F. Dick observes that "Leni reduced German expressionism, with its weird chiaroscuro, asymmetric sets, and excessive stylization, to a format compatible with American film practice." Jenn Dlugos argues that "many stage play movie adaptations [of the 1920s] fall into the trap of looking like 'a stage play taped for the big screen' with minimal emphasis on the environment and plenty of stage play overacting." This, however, was not the case for Leni's film. Richard Scheib notes that "Leni's style is something that lifts The Cat and the Canary up and away from being merely a filmed stage play and gives it an amazing visual dynamism."
Leni used similar camera effects found in German expressionist films such as The Cabinet of Dr. Caligari to set the atmosphere of The Cat and the Canary. The film opens with a hand wiping cobwebs away to reveal the title credits. Other effects include "dramatic shadows, portentous superimpositions and moody sequences in which the camera glides through corridors with billowing curtains." Film historian Jan-Christopher Horak explains that a "matched dissolve from an image of the mansion and its oddly shaped towers to the oversized bottles of medicine that the dearly departed has been forced to consume functions as a double image of a prison, dwarfing the old man who sits alive with his will in a corner of the frame." Leni worked with the cast to add to the mood created by lighting and camera angles. Cinematographer Gilbert Warrenton recalled that Leni used a gong to startle the actors. Warrenton mused, "He beat that thing worse than the Salvation Army beat a drum."
While the film contains elements of horror, according to film historian Dennis L. White it "is structured with an end other than horror in mind. Some scenes may achieve horror, and some characters dramatically experience horror, but for these films conventional clues and a logical explanation, at least an explanation plausible in hindsight, are usually crucial, and are of necessity their makers' first concern."
Besides directing, Leni was a painter and set designer. The sets of the film were designed by Leni and fabricated by Charles D. Hall, who later designed the sets of Dracula (1931) and Frankenstein (1931). Leni hoped to eschew realism for visual designs that reflected the emotions of characters. He wrote, "It is not extreme reality that the camera perceives, but the reality of the inner event, which is more profound, effective and moving than what we see through everyday eyes ...." Leni went on to direct the Charlie Chan film The Chinese Parrot (1927), The Man Who Laughs (1928), and The Last Warning (1929) before his death in 1929 from blood poisoning.
## Reception and influence
The Cat and the Canary debuted in New York City's Colony Theatre on September 9, 1927, and was a "box office success". Variety opined, "What distinguishes Universal's film version of the ... play is Paul Leni's intelligent handling of a weird theme, introducing some of his novel settings and ideas with which he became identified .... The film runs a bit overlong .... Otherwise it's a more than average satisfying feature ...." A New York Times review expounded, "This is a film which ought to be exhibited before many other directors to show them how a story should be told, for in all that he does Mr. Leni does not seem to strain at a point. He does it as naturally as a man twisting the ends of his mustache in thought." Nonetheless, as film historian Bernard F. Dick points out, "[e]xponents of Caligarisme, expressionism in the extreme ... naturally thought Leni had vulgarized the conventions [of expressionism]". Dick, however, notes that Leni had only "lighten[ed] [expressionist themes] so they could enter American cinema without the baggage of a movement that had spiraled out of control."
Modern critics address the film's impact and influence. Michael Atkinson of The Village Voice remarks, "[Leni's] adroitly atmospheric film is virtually an ideogram of narrative suspension and impact"; Chris Dashiell states that "[e]verything is so exaggerated, so lacking in subtlety, that we soon stop caring what happens, despite a few mildly scary effects", although he admits that the film "had a great effect on the horror genre, and even Hitchcock cited it as an influence." Tony Rayns has called the film "the definitive 'haunted house' movie .... Leni wisely plays it mainly for laughs, but his prowling, Murnau-like camera work generates a frisson or two along the way. It is, in fact, hugely entertaining ...." John Calhoun feels that what makes the film both "important and influential" was "Leni's uncanny ability to bring out the period's slapstick elements in the story's hackneyed conventions: the sliding panels and disappearing acts are so fast paced and expertly timed that the picture looks like a first-rate door-slamming farce .... At the same time, Leni didn't short-circuit the horrific aspects ...."
Although not the first film set in a supposed haunted house, The Cat and the Canary started the pattern for the "old dark house" genre. The term is derived from English director James Whale's The Old Dark House (1932), which was heavily influenced by Leni's film, and refers to "films in which murders are committed by masked killers in old mansions." Supernatural events in the film are all explained at the film's conclusion as the work of a criminal. Other films in this genre influenced by The Cat and the Canary include The Last Warning, House on Haunted Hill (1959), and the monster films of Abbott and Costello and Laurel and Hardy.
In 2001, the American Film Institute nominated this film for AFI's 100 Years...100 Thrills. On Rotten Tomatoes, the film holds a rating of 93% based on 41 reviews with the consensus: "Bringing its sturdy setup thrillingly to life, The Cat and the Canary proves Paul Leni a director with a deft hand for suspenseful stories and expertly assembled ensembles."
## Other film versions
The Cat and the Canary has been filmed five other times. Rupert Julian's The Cat Creeps (1930) and the Spanish language La Voluntad del muerto (The Will of the Dead Man) directed by George Melford and Enrique Tovar Ávalos were the first "talkie" versions of the play; they were produced and distributed by Universal Pictures in 1930. Although the first sound films produced by Universal, neither was as influential on the genre as the first film and The Cat Creeps is lost.
The plot had become too familiar, as film historian Douglas Brode notes, and it "seemed likely the play would be put away in a drawer [indefinitely]." Yet Elliott Nugent's film, The Cat and the Canary (1939), proved successful. Nugent "had the inspired idea to openly play the piece for laughs." The film was produced by Paramount and stars comedic actor Bob Hope. Hope plays Wally Campbell, a character based on Creighton Hale's performance as Paul Jones. One critic suggests that Hope developed the character better than Hale and was funnier and more engaging.
Other film adaptations include Katten och kanariefågeln (The Cat and the Canary), a 1961 Swedish television film directed by Jan Molander and The Cat and the Canary (1978), a British film directed by Radley Metzger. The 1978 version was produced by Richard Gordon, who explained "Well, it hadn't been done since the Bob Hope version, it had never been done in colour, it was a well-known title, had a certain reputation, and it was something that logically could or in fact should be made in England." |
2,659,050 | Australia at the Winter Olympics | 1,094,872,120 | Participation of Australia in the Winter Olympics | [
"Australia at the Winter Olympics",
"Winter sports in Australia"
]
| Australia first competed in the Winter Olympic Games in 1936 in Garmisch-Partenkirchen, and has participated in every games since, with the exception of the 1948 Games in St. Moritz.
In the early years, Australia's athletes did poorly; only two athletes placed in the top half of their events before 1976, while the vast majority placed in the bottom quarter, including some who finished last. This lack of success was attributed to the Australian culture, climate and lack of snow, as well as the lack of support for the athletes—sports administrators regarded investment in winter sports as futile.
After the appointment of Geoff Henke—who had been unable to compete in 1956 after the administrators neglected to endorse his ice hockey team's application—as team manager in 1976, the results slowly began to improve, and by the 1990s, some Australians were regarded as medal prospects. The upturn in performance was accompanied by increased government funding for winter sports, the creation of the Olympic Winter Institute of Australia and the purchase of an alpine training base in Austria.
Australia won its first medal, a bronze, in 1994 in the men's 5,000 metres short track relay speed skating event. Zali Steggall gained Australia's first individual medal in 1998, when she won bronze in the slalom event. In 2002, Steven Bradbury won the 1,000 metres short track speed skating and Alisa Camplin won the aerials event, making Australia the only southern hemisphere country to have won a gold medal at a Winter Olympics until 2022.
Australia sent 40 competitors to compete in 10 sports at the 2006 Games in Turin. Their goal of winning a medal was achieved when Dale Begg-Smith won the gold in men's freestyle moguls skiing. Camplin claimed her second medal, a bronze in the aerials event.
At the 2010 Games in Vancouver Australia had its most successful Winter Olympics taking home two gold and one silver medal. Begg-Smith won a silver in the moguls, while Torah Bright and Lydia Lassila won the women's half-pipe snowboarding and aerial freestyle skiing respectively.
At the 2014 Games, Australia sent its largest ever Winter Olympic Team, 60 athletes, to Sochi, competing in 10 sports. The Sochi Team included 31 female athletes making it the first Australian Olympic Team, Summer or Winter, with more female athletes than male. Australia again won three medals with David Morris (aerial skiing) and Torah Bright (snowboard halfpipe) winning silver and Lydia Lassila (aerial skiing) finishing with bronze.
Overall Australia has won 19 Winter Olympic medals - 6 gold, 7 silver and 6 bronze.
## History
### Early struggles
Winter sports have traditionally been second to summer pursuits in Australian sporting culture, but interest and support in the former has grown. The decision-making bodies of the Australian Olympic Federation (AOF) allowed winter sports to be represented, but their representatives were usually overruled by their summer counterparts.
The first Winter Olympics took place in 1924. Australia first competed at the Winter Olympics in 1936, when its sole representative, Kenneth Kennedy, participated in speed skating. Kennedy came 33rd in both the 1500 m and 5000 m, near the bottom of the standings. He was entirely on his own; no Australian support staff were in attendance, even though the AOF officially sanctioned Kennedy's entry.
The Olympics were then halted due to the outbreak of World War II. Australia did not send a team to the 1948 Winter Olympics, but has competed at every Winter Olympics since, sending nine athletes to the 1952 Olympics. There were five skiers, two cross-country and three downhill—who either failed to finish or whose results were unknown—three figure skaters and one speed skater. Adrian Swan and Nancy Burley, who finished 10th and 14th in figure skating, respectively, were the only two Australia competitors to place in the top 20, although neither placed in the top half of the field. Burley and fellow figure skater Gweneth Molony were the first two women to represent Australia at the Winter Olympics.
Supervision and support for the athletes were relatively minimal in the early years. Colin Hickey said that he never received clothing from the AOF, except for a black armband and tie for the 1952 Olympics to mourn the death of King George VI. He also said that Australian officials had "no control over me ... All they'd do was tell me what times I had to do". Hickey was uncoached and had travelled to Europe at the age of 18 to support himself and race. In 1952, a support staffer was present for the first time; Robert "George" Chisholm was the first manager of an Australian Winter Olympic team. The lack of administrative attention was highlighted when Chisholm incorrectly declared that the campaign was Australia's first at the Winter Olympics.
At the 1956 Winter Olympics, Hickey, a "rink rat" who was overlooked for ice hockey when he was young because of his small frame, came seventh in the 500 and 1000 metres speed skating at his second Olympics. He later won a bronze medal at the world championships. Australia's nine other competitors were less successful; two male figure skaters—Allan Ganter and Charles Keeble—placed in the top 15 but in the bottom 25% in the individual event, while the pairs combination of Mervyn Bower and Jacqueline Mason failed to take to the ice after Bower was injured. The five downhill skiers were Australia's least successful entrants; the highest finish was 33rd and the median was 60th, and all were near the bottom of their events. Australia sent its first coach and female staffer for the 1956 campaign; C. Mason oversaw the skaters and Lillian Chisholm acted as the chaperone. The ice hockey team offered to pay their own way to compete; the only thing that they needed from the AOF was formal permission. However, the AOF never responded to their request; they were unable to attend, and criticised the AOF for their lack of interest. One of the affected athletes was Geoff Henke, later credited for ending the neglect of winter sports when he became an administrator.
Australia sent 31 athletes in 1960, its largest team before the 2006 Winter Olympics; their size was boosted by an outclassed 18-man ice hockey team, which conceded 83 goals in losing all six matches. They lost to Czechoslovakia 18–1 and the United States 12–1 in their two group matches, and were then placed into a group with Finland and Japan, the last-placed teams in the two other preliminary groups. The Australians played two matches against each of the other teams to determine the three worst teams in the nine-country contest. They lost all four matches, conceding a total of 53 goals. Australia scored only 10 goals in reply.
Hal Nerdal competed in Nordic combined, the only time that Australia has participated in the event at the Olympics, and finished last. Four years after injury prevented them from competing, Bower and Mason recorded Australia's best result, placing 12th in the pairs figure skating, although they were still second to last. Hickey and two male figure skaters—who were close to last—were the only Australians to place in the top 20, while Christine Davy became the first Australian to break into the top 30 in a skiing event, although she too was in the bottom 20% of the competition. The athletes were accompanied by seven staff members, the largest Australian support contingent until 1988. Chisholm mistakenly noted in his official report that it was Australia's second participation, forgetting the delegations sent in 1936, 1952 and 1956.
With the ice hockey team in mind, there was debate about the trade-off between selection standards and participation after the 1960 Winter Olympics. At a 1963 meeting, Kenneth Kennedy complained that the ice hockey team was not given overseas trips to compete because they were not world class, but could never become competitive unless they had experience in international matches. Edgar Tanner said "I ask the winter sports whether they really believe they are in world class, or world ranking, in the field of sport and whether they can do Australia credit, or just be there." Bill Young, of cycling, disagreed, saying "I thought the first spirit of the Games was to compete", but was overruled by Tanner.
In contrast to the large 1960 team, the teams in subsequent Olympics were scaled back and were the smallest since 1936. The 1964 Winter Olympics were marred by the deaths of Australian skier Ross Milne—who crashed during a practice run—and a British luge competitor. Milne had skidded off the course and crashed into a tree. Members of the IOC asked the AOF whether Milne was negligently sent to compete despite a lack of experience, which the AOF denied. The Australian manager John Wagner blamed the accident on a large group of skiers who had congregated lower down on the course during the practice session, forcing Milne to take evasive action. The Australian delegation felt that the training arrangements had not been enacted strictly, making the course unsafe. Australia was represented by five skiers—excluding Milne. Christine Smith placed in the top 30 in two events, but the remainder placed 40th or lower, although all were in the bottom half of the field. Milne's replacement Peter Wenzel placed 68th in both the downhill and giant slalom.
Motivated in part by a desire to prove that Australians could compete at the highest level, and believing that claims that his brother died due to inexperience was a smokescreen intended to cover-up the poor safety standards, Malcolm Milne represented Australia at the next two Winter Olympics, won a World Cup event and came third in a World Championship. In 1968, Milne finished 24th in both the downhill and slalom events, Australia's best result in a skiing event up to that point. Ross Martin came 60th in both cross-country events, and Colin Coates came 41st and 49th in his two speed skating events. Australia had more officials present than athletes, with five competitors and three administrators. This trend continued at the 1972 Olympics in Sapporo, which were attended by five staff and four athletes. Milne rose up the rankings to finish 23rd and 24th in the downhill and slalom respectively, as did Coates, who came in the top 30 in three of his four events, including an 18th-place result in the 10,000 m event. Milne was considered a medal contender and the team manager felt that but for a near-fall, he would have placed near the medalists.
### Henke era
Up to this point, Australia's performances had been poor, and winter athletes were often derided by the summer-dominated administrators. During one meeting, a cross-country representative asked for the selection of six athletes, prompting the selection committee chairman to interject. The chairman said that a seventh place would be needed, and went on to explain that a dog was required to find the athletes after they got lost in the snow. The majority of his colleagues burst into laughter.
After the 1968 Winter Olympics, at which the only Australian alpine skier was Milne, skiing delegate Peter Blaxland said that the country should not send a solitary skier for psychological reasons. The Winter Olympics team manager reported that his European counterparts were surprised by Australia's small team. The response from the board—dominated by Summer Olympics delegates—was unsympathetic, with Sir Wilfrid Kent Hughes expressing concern that uncompetitive athletes might be selected. The neglect of the Winter Olympics continued until Henke's appointment as team manager in 1976. Henke held the position for two decades, until Ian Chesterman took over in 1998. He rose to become vice-president of the AOF, and is credited with ending the administrative neglect of winter sport. Up until Henke's appointment, Hickey and Milne were the only athletes to have placed in the top half of any event. In 1981, Henke took AOF board members into the Australian Alps for a board meeting, allowing him to exploit the environment to promote winter sport. He said that the next Olympics "was the first time the AOF ever really got behind the winter team".
Coates reached his peak at the 1976 games in Innsbruck. He competed in five events, and apart from a 25th-place finish in the 500 m event, did no worse than 11th in the remaining four. He came sixth in the 10,000 m, eighth in the 1,500 m and tenth in the 5,000 m. It was only the second time that an Australian had placed in the top 10, and remained Australia's best result until 1994. His five skiing compatriots were less productive; they registered in 13 races between them and completed only seven due to crashes and disqualifications, with only one top 30 result.
In 1980, Australia's competing contingent rose into double figures for the first time since 1960, with 10 representatives. Jacqui Cowderoy became the first Australian to break into the top 20 in a skiing event, placing 17th in the slalom. The brother-and-sister pairing of Peter and Elizabeth Cain, Australia's first representatives in figure skating in 20 years, came 11th. Coates was unable to repeat his performances of four years earlier and his 18th and 19th places were Australia's only other top 20 results.
In 1984 in Sarajevo, Steven Lee and Cameron Medhurst placed 19th in the downhill and individual figure skating respectively. No other top 20 finishes were recorded among the 11 athletes, and the two cross-country skiers and the first Australian Olympic biathlete, Andrew Paul, finished no better than 47th in their eight events. Australia sent 15 athletes to the 1988 Olympics in Calgary, where they competed in the bobsleigh for the first time. The two two-man bobsleigh teams came 23rd and 26th respectively, well down the field.
Although a competitor on paper in 1988, Coates was supposed to only be a coach and was forbidden to compete. The Australian Skating Union had refused to select him as they wanted to allow younger athletes an opportunity to race. However, the AOF officially listed Coates as a competitor so that he could train with the others on the ice, and because the artificially inflated athlete count would entitle the Australian team to take more support staff. However, Coates was informed that the registration was only for show and that he was not to race. However, when it was time for his event, he put on a uniform, defied team orders and skated his best time ever. Henke publicly excoriated Coates in front of the cameras, but stopped when he found out that Prime Minister Bob Hawke had sent Coates a congratulatory message. However, Coates' new Australian record was only good enough for 26th place and ended his sixth and final Olympic campaign. His speed skating teammates Michael Richmond and Danny Kah managed two top 15 finishes each, and Medhurst was the only other Australian to place in the top 20.
The 1992 Winter Olympics in Albertville, France was viewed as the potential start of a new era in Australian winter sports, with hopes that a maiden medal would result. Australia's short track relay team went into the 1992 Olympics as world champions, but crashed in the semi-finals. The Australians were in third place when Richard Nizielski lost his footing and knocked over teammate John Kah during a changeover; they finished fourth and failed to reach the final. In the individual speed skating events, Australia scored only four top 20 finishes from 12 starts, with none higher than 12th, and only one placing in the top half. Kirstie Marshall was in the process of winning the 1992 World Cup series, and was one of the favourites for the women's aerial skiing, which was a demonstration event, but she crash-landed and finished seventh. Lee managed two top 20 finishes in alpine skiing events, and finished in the top half of the competitors in four events; most of the Australians remained in the bottom half in all of their events. Despite the disappointments of the near-misses, Australia increased their investment in the Winter Olympics, purchasing a training base called Sonnpark in Austria in 1993. The 1992 Games also included Speedskiing as a demonstration sport, with four athletes qualified for the Games: Nick Kirshner, Les Herstik, Geoff Tasker and Daniel Guerin. Tasker and Kirshner's nominations where both rejected after their arrival in the village.
### First medals
In 1994, the short track relay team won Australia's first Winter Olympic medal, a bronze. They qualified for the four-team final after edging out Japan and New Zealand, finishing second in their semi-final. The quartet adopted a plan of staying on their feet as the first priority, and remaining undisqualified and defeating at least one of the other three finalists. During the race, the Canadians fell and lost a significant amount of time, meaning that Australia would win a medal if they raced conservatively and avoided a crash. Late in the race, Nizielski was fighting with his American counterpart for track position to claim the silver medal, but took the safe option and yielded, mindful of the lost opportunity of the crash in Albertville. It was a successful campaign for the largest team that Australia had sent—apart from 1960. The 27 athletes recorded an unprecedented five top 10 finishes. Marshall placed first in the opening round of the aerials, but faded to sixth in the final, while Kerryn Rim placed eighth in the 15 km biathlon and Steven Bradbury and Nizielski of the medal-winning relay team placed eighth and tenth in the 500 m and 1,000 m short track events respectively. In contrast to the previous games, the Australian short track speed skaters placed in the top half of the field in six of their eight individual starts. However, the Australians in the remaining disciplines generally finished in the bottom half of their competition.
Further medal success was anticipated at the 1998 Olympics in Nagano, which were attended by 24 Australian athletes. Zali Steggall, who months earlier had become the first Australian woman to win a World Cup event and was ranked sixth in the world, won the country's first individual medal with a bronze in slalom skiing. Her time of 1 m 32.67 s was only 0.27 s behind the gold medallist. Marshall, the world champion in 1997 and 1999, and Jacqui Cooper—ranked second in the world—were expected to do well in the aerials, but both crashed and failed to make the final. Bradbury, Nizielski and Kieran Hansen, three of the quartet that won Australia's maiden medal in 1994, returned but finished last, in eighth place.
### Golden breakthrough
The improved results of the 1990s prompted higher expectations from the Australian Winter Olympic hierarchy. At the start of the 2002 Olympics, the Australian chef de mission Ian Chesterman addressed the team, saying "historically our winter teams have been the child racked by self-doubt, shy in nature as we saw our big brother, our summer Games team, take on and conquer the world." He added, "but over time we have developed a belief in ourselves".
Australia competed in five sports in 2002, the fewest sports entered in since 1984. Australian cross-country skiers were absent for the first time since 1976, and there were no bobsleigh sliders for the first time since Australia's debut in the sport in 1988. This was partly due to the AOC's higher selection standards than those of the IOC. Australian bobsledder Will Alstergren lamented that "We also beat half the teams currently in Salt Lake City, but unfortunately we couldn't meet the very high standard of the AOC". According to the Skiing Australia Cross Country Committee, tougher AOC selection standards contributed to the failure to compete in the discipline in 2002.
In 2002, Australia won their first two gold medals, the first time any southern hemisphere country had won an event. Australia's maiden gold came in highly unlikely circumstances. Steven Bradbury, a member of the bronze-winning 1994 relay team, won gold in short track speed skating on 17 February when all of his competitors in the 1,000 m final crashed out on the final turn while jostling for the medal positions. He had qualified for the final after benefiting from similar incidents and disqualifications in the quarter and semifinals. Bradbury came third in his quarterfinal and would have been eliminated, but world champion Marc Gagnon was disqualified for obstruction and the Australian progressed.
Bradbury's strategy from the semifinal onwards was to cruise behind his opponents and hope that they crashed, as he realised that he could not match their raw pace. His reasoning was that risk-taking by the favourites could cause a racing incident, and if two (or more) riders collided and fell, the remaining three would all receive medals, and that as he was slower than his opponents, trying to challenge them directly would only increase his chance of being caught in a collision and falling.
In the semifinal, three skaters, including the defending champion, crashed into each other and Bradbury moved up into second place to qualify for the final. In the final, Bradbury was substantially slower than his opponents and was safely in last place, around 15 m behind with only 50 m to go, when all four rivals collided and fell over, allowing him to avoid the pile-up and take the victory. The unlikely win turned Bradbury into something of a folk hero across Australia and around the world.
Having won three consecutive World Cup titles, Jacqui Cooper was the favourite in the aerials, but injured herself in training and was sent home days before the competition. Alisa Camplin, who had never won a World Cup event, won after exceeding her rivals' points tally on the second and final jump.
In 2006, Australia sent 40 athletes to compete in 10 sports. It was a record number of competitors and events, and Australian officials publicly declared their expectations of medal success. Aerial skiing medal hopeful Lydia Ierodiaconou injured herself when she landed badly on the second qualification jump, while Jacqui Cooper, who placed first in the qualification round, crashed in both of her finals jumps. Camplin won bronze, her second Olympic medal. Dale Begg-Smith, considered the favourite in moguls skiing, won gold in the event. Torah Bright was rated as a medal chance in snowboarding half-pipe, and came fifth. Damon Hayler, rated as a medal chance in snowboard cross, came seventh. Michelle Steele, a beach flag sprinter less than two years earlier, was seen as a medal possibility in the skeleton, but inexperience with the intimidating and technical track contributed to her 13th place. As only eight teams competed in the men's short track speed skating relay, Australia had a good mathematical chance of winning a medal, but they failed to reach the final.
In 2010, Australia had its most successful Winter Olympics, ending with two gold and one silver. There were a further seven finishes in the top ten. Flagbearer Bright returned and won gold. After falling in her first run in the final—only the highest of the two runs is counted—she had to perform her second run before all the other competitors as she was ranked last after the first phase, and produced the top-score; the later competitors could not match her and she took victory. In 2010, Lydia Lassila (née Ierodiaconou) took gold, having come into the event as the reigning World Cup champion and favourite after setting a record score at a recent World Cup competition. After being second after the first jump, she scored highly on her final attempt, and the leader Xu Mengtao from China failed to land her second jump cleanly, sealing Lassila's win. Cooper returned for a final campaign and came fifth. Begg-Smith was again the favorite after three consecutive World Cup wins, but he was narrowly beaten by local skier Alexandre Bilodeau.
Russian-born short-track speed skater Tatiana Borodulina, whose citizenship was expedited to allow her to compete, made the semifinals in two events, placing 7th and 11th. In the snowboard cross, Hayler came tenth, while Alex Pullin was fastest in the qualification time trial, but crashed in the first round of racing. Scott Kneller came seventh in the men's ski cross, while Holly Crawford came eighth in half-pipe and Emma Lincoln-Smith tenth in the skeleton.
In 2014 at the Sochi, Russia Olympic Winter Games Australia won three Olympic medals and a total of 15 top 10 performances were recorded, a significant increase from the nine achieved in Vancouver in 2010. In addition Australia recorded 27 top 16 performances compared to 15 in Vancouver four years earlier.
This was a Team of history makers. Torah Bright became Australia's most successful female Winter Olympian by adding a silver medal to her gold from Vancouver in 2010. In Sochi, Bright was the only athlete to attempt three Snowboard events at the one Olympics: Slopestyle, Halfpipe and Snowboard Cross. David Morris, Australia's only male Aerialist at the Sochi Games wrote his own piece of Olympic history by completing a double-full full-full (quad twisting somersault) in the men's Freestyle Skiing – Aerials super-final. Morris scored 110.41 points for his jump and was awarded the silver medal. He was later honoured for his achievement by carrying the Australian flag in the Closing Ceremony. Aerials teammate and defending Olympic Aerial Skiing Champion Lydia Lassila was in Sochi to make history. Lydia chose to execute a jump in the women's super-final that no other woman in the history of the sport had attempted in competition, a quad twisting triple somersault. The high degree of difficulty jump scored her 72.12 points and the bronze medal. This historical effort has taken the sport of women's Aerials to a whole new level. Lassila is also the first mother to win a Winter Olympic medal for Australia. Bobsleigh's Jana Pittman became the first female Olympian to compete in both a Summer and Winter Olympics. Callum and Aimee Watson became the first siblings to compete at the same Games in Cross Country. Alex Almoukov pulled off the best ever performance by a male Australian biathlete when he finished 45th in the 20 km Individual. Other historic bests were John Farrow finishing 17th in the men's Skeleton, Belle Brockhoff, eighth in the women's Snowboard Cross and Kent Callister, ninth in the men's Snowboard Halfpipe.
## Infrastructure and training
Although Australia has competed in every Winter Olympics since 1936, it was not until the late 1980s that the athletes were supported by institutionalised training, government infrastructure or sports science. Malcolm Milne's success prompted the eventual starting of the Australian Ski Federation by Geoff Henke in the 1980s, and with it, a program to sponsor talented young skiers and send them to Europe to hone their craft. The beneficiaries of this program included Lee, Zali Steggall, and aerial skiers Cooper and Marshall. In 1993, a training centre and base called Sonnpark was set up in Axams, near Innsbruck, Austria, a joint venture between the Australian and Austrian Olympic Committees for summer and winter sports. Colin Hickey said about Sonnpark "Yeah. It's great ... With that sort of back-up, we'd have given them [the Europeans] a run for their money." Australia sold the base in 2002. After the 1998 Winter Olympics in Nagano, the Olympic Winter Institute of Australia (OWIA, initially called the Australian Institute of Winter Sports) was created. It was given a million-dollar annual budget; for the first time, Australia had a federal government–funded full-time winter sports training program to accompany the Australian Institute of Sport. This led to a steady rise in the number of Australians who won medals at World Cup events in the immediate years after the OWIA's creation. After the 2010 Olympics, the OWIA mooted plans to build a half-pipe course at Perisher in the Australian Alps, and a water jump in Brisbane for aerials freestyle training. In 2010, the OWIA's new training base, Icehouse, was opened in Melbourne. The largest facility of its type in the southern hemisphere, it features two large skating rinks and cost AUD58 million.
The Australian Olympic Committee (AOC, formerly the Australian Olympic Federation) is the peak body responsible for Australia's participation at the Olympics. Aside from funding the participation at the Olympics, the AOC provides money for the training and preparation of athletes. This occurs through their funding of the OWIA, grants for athletes to travel overseas to compete and the provision of monetary awards to athletes and their coaches if they win medals at World Cup events or World Championships in the lead up to the Olympics. The funding of the OWIA by the AOC varies by year, but hovers between AUD500,000 and 1,000,000, with a higher budget in the years immediately before an Olympics. Through the Australian Sports Commission, the federal government also sponsors OWIA, contributing more than half a million dollars a year. In 2009, the OWIA lobbied the government for an increase in its annual budget from AUD2.1m to AUD29.4m, a fraction of the AUD132m spent by Canada—the host of the 2010 Olympics. In contrast, the current funding for the Summer Olympics team is AUD128m per annum and the AOC asked for an increase of AUD108m annually in 2009. Australia aimed to win two medals in 2010, something that was achieved, and which Chesterman touted as justification for further funding to maintain and increase rankings in the face of growing expenditure by other countries.
## Public participation and support for winter sports in Australia
Although Australia is generally considered to be more suited to summer sport, several ice-based sports take place as well. Snow falls on the Australian Alps and parts of Tasmania. The Australian Alps are within six hours' drive for residents of Sydney, but within two hours' drive for residents of Melbourne and Canberra, Tasmanian ski slopes are within a day's drive for residents of the major cities of Hobart and Launceston. However, the season is quite short, as the snow is skiable for only about four months per year. Skiing in Australia was first introduced by Norwegian miners in the goldrush town of Kiandra, New South Wales, around 1859, near today's Selwyn Snowfields ski resort. The sport remains a popular winter activity in the south-eastern states and territories. Major alpine skiing resorts include Thredbo, Perisher and Charlotte Pass in New South Wales; Mount Hotham, Falls Creek and Mount Buller in Victoria and Mount Ben Lomond in Tasmania. Victoria has three dedicated cross-country ski resorts and extensive areas are available for cross-country skiing within national parks including Kosciuszko National Park (NSW), Alpine National Park (VIC); Namadgi National Park (ACT) and in the Tasmanian Wilderness.
The Kiandra snow shoe club is easily among the oldest continuing ski clubs in the world and was established by Norwegian gold prospectors in the mid-19th century. The Australian gold rushes first brought a population of skiers to the Australian snowfields in the 1860s. Ski chalets were established closer to Mount Kosciuszko in the early 20th century and the construction of the Snowy Mountains Hydro-Electric Scheme brought easier access and European workers with an interest in skiing, who helped build the modern ski resorts of New South Wales. In 2004, a mogul course called "Toppa's Dream" was constructed on Blue Cow. The Mount Buller World Aerials is an annual event on the World Cup calendar. Aerial skiers practice extensively on water before trying jumps on snow; Camplin jumped in a pond outside Melbourne. The Kangaroo Hoppet, a member of the Worldloppet Ski Federation series of cross-country skiing races, is an annual citizen race that attracts competitors from several countries. Ski jumping is currently non-existent in Australia.
Many major Australian cities have indoor ice rinks, enabling participation in some winter sports regardless of the climate. These began to appear at the end of the 19th century, and ice hockey was played as early as 1904. Sydney hosted the 1991 short-track speed skating World Championships, and the 2001 Goodwill Games—hosted in Brisbane—included figure skating. Australia has no tracks usable for bobsleigh, luge and skeleton, but there is a bobsleigh push track in the Docklands area of Melbourne.
In keeping with an existing tradition for Australian gold medallists at the Summer Olympics, Bradbury, Camplin and Begg-Smith's victories were recognised by Australia Post, which released stamps depicting their triumphs, and gave the athletes royalties for the use of their image. Due to the relative lack of interest in winter sport in Australia, both Camplin and Bradbury had been without sponsorship before their Olympic triumphs, and were effectively broke.
## Results
### Medalists
### Medal tally
## Overview by sport
The Olympic Winter Institute of Australia has programs in alpine skiing, freestyle skiing (aerial and mogul), snowboarding, short track speed skating, figure skating and (along with the Australian Institute of Sport) skeleton. Australia also competed in biathlon, cross-country skiing, bobsleigh and luge at the 2006 Winter Olympics.
### Alpine skiing
Australia has competed in alpine skiing at every Olympics since 1952. Australia's first female skier, Christine Davy, competed in 1956. Malcolm Milne was considered a possible medalist at the 1972 Olympics, having finished on the podium at the world championships, but a knee injury and a near fall snuffed out his chances.
Steven Lee represented Australia at three Winter Olympics; he won a World Cup event in Furano, Japan in the Super G event in 1985, and was the second Australian to do so. He achieved three top-25 finishes in his career. Zali Steggall won Australia's second Olympic bronze in the slalom event in 1998. Twelve skiers represented Australia at the 2002 Olympics with Jenny Owens achieving the best result in the Downhill Combined event with a 9th place. Four skiers represented Australia in 2006 and only half the number participated in 2010.
### Biathlon
Australia has participated in biathlon at every Olympics since 1984 except for 2002; Kerryn Rim's eighth place in 1994 in the 15 km individual event was their best result. Cameron Morton represented Australia in 2006 and finished in the bottom 10% in each of his two races. In 2010, Australia's sole representative Alexei Almoukov came second last in his event—one competitor did not finish. Rim's result remains the only top-20 finish by an Australian in the discipline, and more than 80% of Australian entrants have finished in the bottom half of the field, including many in the bottom fifth.
### Figure skating
Australia first competed in figure skating in 1952, and has competed in 1956, 1960 and every Olympics since 1980. In earlier years, Australia earned some last places or near-misses. Until 1988, no Australian had placed above the 20th percentile, but results have slowly improved; Anthony Liu finished 10th out of 28 competitors in the men's event in 2002. Joanne Carter represented Australia in 1998 & 2006. She had placed 12th in 2002 and apart from Liu is the only Australian to have placed in the top half of the field. In 2010, Australia's lone participant Cheltzie Lee came 20th. Australia has competed in ice dancing only twice—in 1988 and 2014—when their solitary representative in both the men and women's individual event came last.
### Freestyle skiing
Australia has contested moguls freestyle skiing in every Olympics since it became an official sport in 1992, as well as 1988, when it was a demonstration sport. Australia has participated in every aerial freestyle event since it became official in 1994, as well as 1992, when it was a demonstration event.
Unlike in other winter disciplines, Australia started in the upper half of the field in the moguls; Nicholas Cleaver and Adrian Costa placed 11th and 14th out of 47 competitors in 1992. Since then, the results deteriorated into the lower half of the rankings, until 2006, when Canadian-born Dale Begg-Smith won gold and four Australians qualified for the 35-man competition. Manuela Berchtold, the only female Australian representative in 2006, came 14th out of 30 competitors. In 2010, Begg-Smith won silver, while two other moguls racers, one male and one female, were outside the top half and did not pass the first round.
Australia has been strong in women's aerial skiing, having recruited gymnasts into the sport, and Kirstie Marshall and Jacqui Cooper have both been regarded as major medal chances in the last 15 years. However, both were plagued by injuries and crashes and failed to medal at the Olympic level despite enjoying success in World Cup or world-championship events. Alisa Camplin won Australia's second gold in 2002. Australia fielded 4 of the 23 qualifiers in the women's aerials in 2006. Lydia Ierodiaconou injured herself when she landed badly in the second qualification jump and failed to reach the final. Camplin and Cooper contested the aerials finals, after the latter qualified first with a world record score of 213.36. Cooper managed only 152.69 in the final and finished eighth, and Camplin went on to win bronze. In 2010, Lassila (née Ierodiaconou) took gold. After being second after the first jump, she scored highly on her final attempt, and the leader Xu Mengtao from China failed to land her second jump cleanly, sealing Lassila's win. Cooper returned for a final campaign and came fifth, while Elizabeth Gardner came 12th in the final. In contrast, Australia has not had a strong male tradition. Until 2010, no male had competed in aerials—one athlete was selected but did not end up taking to the snow due to injury. In 2010, David Morris ended the trend and came 13th out of 25 entrants.
Ski cross was introduced in 2010. Scott Kneller reached the semifinals and placed seventh in the male competition, while Jenny Owens and Katya Cremer came 13th and 15th, all in the top half of the field.
### Nordic events
Australia has competed in cross-country skiing in 1952, 1960, 1968, 1980 to 1998, and since 2006. The two Australian representatives in 1952 occupied the last two places, and before 1984, no Australian finished above the bottom 15% of racers. Results have slowly improved, but most Australian entrants in the last two decades have placed in the bottom 25%. In 1992, Anthony Evans became the first Australian to place in the top half, finishing in the top 40 in two events. Australia fielded three competitors in cross-country skiing in 2006, its largest contingent in the event. Paul Murray and Esther Bottomley competed in the sprint; Clare-Louise Brumley was selected for the pursuit and 30 km freestyle, but competed only in the former due to illness. Nobody broke into the top half in their respective races. At the 2010 Games, Australia had three representatives. Ben Sim came in the top half in one event, but he, Bottomley and Murray finished in the bottom 20% in their remaining four events. Australia has never competed in ski jumping, and their sole entry in Nordic combined was by Hal Nerdal in 1960, who came last.
### Sliding events
The first Australian to compete in bobsleigh represented Great Britain. Frederick McEvoy drove the British two-man and four-man bobsleighs in 1936, earning fourth place and a bronze respectively, and carried the British flag at the opening ceremony. Australia first competed in bobsleigh in 1988, and has competed in the event in every Olympics since, except for 2002. Paul Narracott became the first Australian to compete at both the Summer and Winter Olympics: he competed in the 1984 Summer Olympics in athletics, and participated in bobsleigh in 1992 as the brakeman. Australia competed in luge in 1992 and 1994. They did not compete in skeleton in 2002.
Australia competed in all three sports in 2006. In bobsleigh, Australia competed in the two-man and two-woman events, and was the highest-placed country to miss qualifications for an Olympic berth in the four-man event at the 2006 Challenge Cup. The Australian Olympic Committee unsuccessfully tried to have the Brazilian bobsleigh team thrown out due to the use of drugs by Armando dos Santos, so that Australia would take its place. Hannah Campbell-Pegg came 23rd in luge, and Michelle Steele, a beach flag sprinter chosen from a systematic program to identify a potential skeleton medal-winner from female non-winter athletes, came 13th due to inexperience with the intimidating and technical track. Shaun Boyle represented Australia in the men's skeleton and placed 22nd. In 2010, Australia was represented by two 2-man bobsleigh teams, Chris Spring with Duncan Harvey, and Jeremy Rolleston with Duncan Pugh. Australia's second Skeleton athlete to complete at an Olympic Games, Anthony Deane, finished 23rd after only 18 months in the sport, while Emma Lincoln-Smith and Melissa Hoar came 10th and 12th respectively. Until 2010, Australia had placed in the bottom half of the field in every sliding event it has entered, and came last in the luge in 1994. Lincoln-Smith's effort in the skeleton in 2010 changed this record. In 2018, Australia added another two Skeleton athletes to their list of Olympians, John Farrow and Jackie Narracott, finishing 19th and 16th respectfully.
### Speed skating
Australia has competed in either the long track or short track forms of speed skating at every Olympics that it has attended, except 1964. Australia's Winter Olympic inaugural participant was long track speed skater Kenneth Kennedy, who competed in 1936 and placed in the bottom 25% in all of his four events. Colin Hickey finished seventh in 1956 in the 500 and 1,000 m long track speed skating, and placed 13th and 14th four years later. Until 1968, Hickey's four aforementioned results were the only times that an Australian finished in the top half of their event.
Colin Coates participated in six Winter Olympics, from 1968 to 1988, and came sixth in the 10,000 m event in 1976, Australia's best result before Lillehammer. His four top-11 finishes in 1976 made him only the third Australian to place in the top half of a Winter Olympic event. Before the 1988 Olympics, three other athletes had represented Australia in long track racing, and all had placed near the bottom. In 1988, Danny Kah and Michael Richmond both broke into the top 15 and the top half in two events each, and in 1994, the former recorded Australia's best long track result, finishing fifth in the 5,000 m event. However, Australia did not compete in long track again until 2010, when sole representative Sophie Muir became the first woman to compete for the country in the discipline; she came in the bottom fifth of entrants in both her races.
Short track speed skating has provided the country with many firsts. Australia won its first World Championships in a winter sport when their relay team won the 5,000 m race in 1991, which was hosted in Sydney. However, they crashed at the 1992 Olympics when the discipline was introduced and failed to win a medal, and all of the individual competitors finished in the bottom half of the field. They recovered to post a series of strong performances in Lillehammer in 1994. The short track relay yielded Australia's first Winter Olympic medal, a bronze. The Australians also did well individually; all four representatives finished in the top 13 in at least one of their races, and in the top half in six of their eight events, including top-ten finishes for Steven Bradbury and Richard Nizielski.
Bradbury won Australia's first winter gold medal in Salt Lake City in 2002, when he was the "last man standing" in the 1,000 m event. Five men and Emily Rosemond competed in short track in 2006. Rosemond placed 12th in the 1,000 m, but none of the others managed to pass the first round. From 1994 to 2006, Bradbury (three times in 2002) and Rosemond have been the only two Australians to finish in the top half of the field, and the men's relay team has missed the final on every occasion. In 2010, the sole male racer Lachlan Hay was eliminated in the first round, while the sole female, Tatiana Borodulina made the semifinals in two events, placing 7th and 11th.
### Team ice sports
Australia has competed once in ice hockey, in 1960. The team lost every game, placing last out of nine countries. Australia has not competed in curling as an official sport at the Olympics, but has competed in it as a demonstration sport, placing seventh in 1992. These are the only times that Australia has competed in team sports involving ball-like objects.
### Snowboarding
Zeke Steggall—brother of Zali—represented Australia in snowboarding's first two appearances at the Olympics in 1998 and 2002, finishing in the bottom 20% in each of his slalom races. The number of events in the discipline was increased and the 2006 team consisted of nine athletes, who competed in all three events for both men and women.
The team representing Australia at the 2006 Winter Olympics was Mitchell Allan (halfpipe), Torah Bright (halfpipe), Andrew Burton (halfpipe), Holly Crawford (halfpipe), Damon Hayler (snowboard cross), Ben Mates (halfpipe), Emanuel Oppliger (parallel giant slalom), Johanna Shaw (parallel giant slalom) and Emily Thomas (snowboard cross). Bright came fifth, and Hayler came seventh, and the pair were the only Australians—apart from Oppliger (15th)—to finish in the top half of their respective events. In 2010, Bright returned and won gold. After falling in her first run in the final—only the highest of the two runs is counted—she had to perform her second run before all the other competitors as she was ranked last after the first phase, and produced the top-score, which the others could not match. Crawford came eighth in the final. Australia's two male competitors Mates and Scott James finished in the middle of the field and missed the finals. In the snowboard cross, Hayler came tenth, while Alex Pullin was fastest in the qualification time trial, but crashed in the first round of racing, while the sole female racer Stephanie Hickey finished near bottom. Shaw was again Australia's sole slalom racer, and ended in the bottom half.
## Australia at the Winter Paralympics
Australia has competed in every Winter Paralympics since the inaugural games in 1976. Their sole participant in 1976 was Ron Finneran, although he was not an official entrant. In 1980, alpine and cross-country skier Kyrra Grunnsund and cross-country skier Peter Rickards became the first official competitors for Australia. The number of Australian athletes increased to three, five, five and six at the next four games, respectively, and all of the athletes were alpine skiers. The participation decreased to four in 1998 and climbed back up to six in 2002. Australia won its first Winter Paralympic medals in 1992, and has medalled at every games since then. All of the medals have been won in alpine skiing.
Australia won four medals in 1992—one gold, one silver and two bronze. Michael Milton, an amputee alpine skier, won gold in the slalom and silver in the super-G. In paraplegic sit-skiing, David Munk won bronze in the super-G, and Michael Norton won bronze in the downhill. In 1994, Australia won three gold, two silver and four bronze medals. Milton won gold in the giant slalom, silver in the slalom and bronze in the downhill and super-G, and Norton won gold in the slalom and super-G. James Patterson, a skier with cerebral palsy, won silver in the downhill and bronze in the giant slalom. Munk won another bronze, this time in the giant slalom. In 1998, Australia won two medals, both through Paterson: gold in the downhill and bronze in the slalom.
In 2002, Australia's medal count consisted of six golds and one silver. Milton swept his disability class, winning gold in the downhill, super-G, giant slalom and slalom. Bart Bunting, a vision-impaired skier guided by Nathan Chivers, won gold in the downhill and super-G, and silver in the giant slalom.
In 2006, Emily Jansen, a leg amputee alpine skier, became Australia's first female Winter Paralympian. James Millar, born without his right forearm, competed in the cross-country and the biathlon, becoming the first Australian to compete in an event outside alpine skiing. Milton attended his last Paralympics, but did not win a medal. A target of two medals was set, which took into account the merging of several disability classes. Australia met this target, as Milton won silver in the downhill and Toby Kane won bronze in the super-G. In 2010, Australia won a silver and three bronze medals, all in alpine skiing. Jessica Gallagher became the first Australian woman to win a medal, taking bronze in the slalom for the visually impaired. Cameron Rahles Rabula won bronze in both the slalom and super combined.
## See also
- Australia at the Summer Olympics
- Australia at the Winter Paralympics
- Australia at the Commonwealth Games
- Olympic Winter Institute of Australia
- Skiing in Australia |
2,978,345 | Triturus | 1,170,145,420 | Genus of crested and the marbled newts | [
"Amphibian genera",
"Amphibians of Asia",
"Amphibians of Europe",
"Extant Eocene first appearances",
"Taxa named by Constantine Samuel Rafinesque",
"Triturus"
]
| Triturus is a genus of newts comprising the crested and the marbled newts, which are found from Great Britain through most of continental Europe to westernmost Siberia, Anatolia, and the Caspian Sea region. Their English names refer to their appearance: marbled newts have a green–black colour pattern, while the males of crested newts, which are dark brown with a yellow or orange underside, develop a conspicuous jagged seam on their back and tail during their breeding phase.
Crested and marbled newts live and breed in vegetation-rich ponds or similar aquatic habitats for two to six months and usually spend the rest of the year in shady, protection-rich land habitats close to their breeding sites. Males court females with a ritualised display, ending in the deposition of a spermatophore that is picked up by the female. After fertilisation, a female lays 200–400 eggs, folding them individually into leaves of water plants. Larvae develop over two to four months before metamorphosing into land-dwelling juveniles.
Historically, most European newts were included in the genus, but taxonomists have split off the alpine newts (Ichthyosaura), the small-bodied newts (Lissotriton) and the banded newts (Ommatotriton) as separate genera. The closest relatives of Triturus are the European brook newts (Calotriton). Two species of marbled newts and seven species of crested newts are accepted, of which the Anatolian crested newt was only described in 2016. Their ranges are largely contiguous but where they do overlap, hybridisation may take place.
Although not immediately threatened, crested and marbled newts suffer from population declines caused mainly by habitat loss and fragmentation. Both their aquatic breeding sites and the cover-rich, natural landscapes upon which they depend during their terrestrial phase are affected. All species are legally protected in Europe, and some of their habitats have been designated as special reserves.
## Taxonomy
The genus name Triturus was introduced in 1815 by the polymath Constantine Samuel Rafinesque, with the northern crested newt (Triturus cristatus) as type species. That species was originally described as Triton cristatus by Josephus Nicolaus Laurenti in 1768, but Linnaeus had already used the name Triton for a genus of sea snails ten years before, making a new genus name for the newts necessary.
Triturus included most European newt species until the end of the 20th century, but was substantially revised after it was shown to be polyphyletic. Three separate genera now accommodate former members of the genus: the small-bodied newts (Lissotriton), the banded newts (Ommatotriton), and the alpine newt (Ichthyosaura). The monophyly of the genus Triturus in the strict sense is supported by molecular data and synapomorphies such as a genetic defect causing 50% embryo mortality (see below, Egg deposition and development).
As of 2020, the genus contains seven species of crested newts and two species of marbled newts. Both groups were long considered as single species, Triturus cristatus and T. marmoratus, respectively. Substantial genetic differences between subspecies were, however, noted and eventually led to their recognition as full species, with the crested newts often collectively referred to as "T. cristatus superspecies". The Balkan and the Anatolian crested newt, the most recent species formally described (2013 and 2016, respectively), were only recognised through genetic data; together with the Southern crested newt, they form a cryptic species complex with no morphological differences known.
## Description
### Common characteristics
Triturus is a genus of rather large-bodied newts. They typically have a total length of between 10 and 16 cm (3.9 and 6.3 in), with some crested newts of up to 20 cm (8 in) described. Size depends on sex and the environment: females are slightly larger and have a proportionally longer tail than males in most species, and the Italian crested newt seems to be larger in colder parts of its range.
Crested newts are dark brown, with black spots on the sides, and white stippling in some species. Their belly is yellow to orange with black blotches, forming a pattern characteristic for individuals. Females and juveniles of some species have a yellow line running down their back and tail. During breeding phase, crested newts change in appearance, most markedly the males. These develop a skin seam running along their back and tail; this crest is the namesake feature of the crested newts and can be up to 1.5 cm high and very jagged in the northern crested newt. Another feature of males at breeding time is a silvery-white band along the sides of the tail.
Marbled newts owe their name to their green–black, marbled colour pattern. In females, an orange-red line runs down back and tail. The crest of male marbled newts is smaller and fleshier than that of the crested newts and not indented, but marbled newt males also have a whitish tail band at breeding time.
### Species identification
Apart from the obvious colour differences between crested and marbled newts, species in the genus also have different body forms. They range from stocky with sturdy limbs in the Anatolian, Balkan and the southern crested newt as well as the marbled newts, to very slender with short legs in the Danube crested newt. These types were first noted by herpetologist Willy Wolterstorff, who used the ratio of forelimb length to distance between fore- and hindlimbs to distinguish subspecies of the crested newt (now full species); this index however sometimes leads to misidentifications. The number of rib-bearing vertebrae in the skeleton was shown to be a better species indicator. It ranges from 12 in the marbled newts to 16–17 in the Danube crested newt and is usually observed through radiography on dead or sedated specimens.
The two marbled newts are readily distinguished by size and colouration. In contrast, separating crested newt species based on appearance is not straightforward, but most can be determined by a combination of body form, coloration, and male crest shape. The Anatolian, Balkan, and southern crested newt however are cryptic, morphologically indistinguishable species. Triturus newts occupy distinct geographical regions (see Distribution), but hybrid forms occur at range borders between some species and have intermediate characteristics (see Hybridisation and introgression).
Based on the books of Griffiths (1996) and Jehle et al. (2011), with additions from articles on recently recognised species. NRBV = number of rib-bearing vertebrae, values from Wielstra & Arntzen (2011). Triturus anatolicus, T. ivanbureschi and T. karelinii are cryptic species and have only been separated through genetic analysis.
## Lifecycle and behaviour
Like other newts, Triturus species develop in the water as larvae, and return to it each year for breeding. Adults spend one half to three quarters of the year on land, depending on the species, and thus depend on both suitable aquatic breeding sites and terrestrial habitats. After larval development in the first year, juveniles pass another year or two before reaching maturity; in the north and at higher elevations, this can take longer. The larval and juvenile stages are the riskiest for the newts, while survival is higher in adults. Once the risky stages passed, adult newts usually attain an age of seven to nine years, although individuals of the northern crested newts have reached 17 years in the wild.
### Aquatic phase
The aquatic habitats preferred by the newts are stagnant, mid- to large-sized, unshaded water bodies with abundant underwater vegetation but without fish, which prey on larvae. Typical examples are larger ponds, which need not be of natural origin; indeed, most ponds inhabited by the northern crested newt in the UK are human-made. Examples of other suitable secondary habitats are ditches, channels, gravel pit lakes, garden ponds, or (in the Italian crested newt) rice paddies. The Danube crested newt is more adapted to flowing water and often breeds in river margins, oxbow lakes or flooded marshland, where it frequently co-occurs with fish. Other newts that can be found in syntopy with Triturus species include the smooth, the palmate, the Carpathian, and the alpine newt.
Adult newts begin moving to their breeding sites in spring when temperatures stay above 4–5 °C (39–41 °F). This usually occurs in March for most species, but can be much earlier in the southern parts of the distribution range. Southern marbled newts mainly breed from January to early March and may already enter ponds in autumn. The time adults spend in water differs among species and correlates with body shape: while it is only about three months in the marbled newts, it is six months in the Danube crested newt, whose slender body is best adapted to swimming. Triturus newts in their aquatic phase are mostly nocturnal and, compared to the smaller newts of Lissotriton and Ichthyosaura, usually prefer the deeper parts of a water body, where they hide under vegetation. As with other newts, they occasionally have to move to the surface to breathe air. The aquatic phase serves not only for reproduction, but also offers the animals more abundant prey, and immature crested newts frequently return to the water in spring even if they do not breed.
### Terrestrial phase
During their terrestrial phase, crested and marbled newts depend on a landscape that offers cover, invertebrate prey and humidity. The precise requirements of most species are still poorly known, as the newts are much more difficult to detect and observe on land. Deciduous woodlands or groves are in general preferred, but conifer woods are also accepted, especially in the far northern and southern ranges. The southern marbled newt is typically found in Mediterranean oak forests. In the absence of forests, other cover-rich habitats, as for example hedgerows, scrub, swampy meadows, or quarries, can be inhabited. Within such habitats, the newts use hiding places such as logs, bark, planks, stone walls, or small mammal burrows; several individuals may occupy such refuges at the same time. Since the newts in general stay very close to their aquatic breeding sites, the quality of the surrounding terrestrial habitat largely determines whether an otherwise suitable water body will be colonised.
Juveniles often disperse to new breeding sites, while the adults in general move back to the same breeding sites each year. The newts do not migrate very far: they may cover around 100 metres (110 yd) in one night and rarely disperse much farther than one kilometre (0.62 mi). For orientation, the newts likely use a combination of cues including odour and the calls of other amphibians, and orientation by the night sky has been demonstrated in the marbled newt. Activity is highest on wet nights; the newts usually stay hidden during daytime. There is often an increase in activity in late summer and autumn, when the newts likely move closer to their breeding sites. Over most of their range, they hibernate in winter, using mainly subterranean hiding places, where many individuals will often congregate. In their southern range, they may instead sometimes aestivate during the dry months of summer.
### Diet and predators
Like other newts, Triturus species are carnivorous and feed mainly on invertebrates. During the land phase, prey include earthworms and other annelids, different insects, woodlice, and snails and slugs. During the breeding season, they prey on various aquatic invertebrates, and also tadpoles of other amphibians such as the common frog or common toad, and smaller newts. Larvae, depending on their size, eat small invertebrates and tadpoles, and also smaller larvae of their own species.
The larvae are themselves eaten by various animals such as carnivorous invertebrates and water birds, and are especially vulnerable to predatory fish. Adults generally avoid predators through their hidden lifestyle but are sometimes eaten by herons and other birds, snakes such as the grass snake, and mammals such as shrews, badgers and hedgehogs. They secrete the poison tetrodotoxin from their skin, albeit much less than for example the North American Pacific newts (Taricha). The bright yellow or orange underside of crested newts is a warning coloration which can be presented in case of perceived danger. In such a posture, the newts typically roll up and secrete a milky substance.
## Reproduction
### Courtship
A complex courting ritual performed underwater characterises the crested and marbled newts. Males are territorial and use leks, or courtship arenas, small patches of clear ground where they display and attract females. When they encounter other males, they use the same postures as described below for courting to impress their counterpart. Occasionally, they even bite each other; marbled newts seem more aggressive than crested newts. Males also frequently disturb the courting of other males and try to guide the female away from their rival. Pheromones are used to attract females, and once a male has found one he will pursue her and position himself in front of her. After this first orientation phase, courtship proceeds with display and spermatophore transfer.
Courtship display serves to emphasise the male's body and crest size and to waft pheromones towards the female. A position characteristic for the large Triturus species is the "cat buckle", where the male's body is kinked and often rests only on the forelegs ("hand stand"). He will also lean towards the female ("lean-in"), rock his body, and flap his tail towards her, sometimes lashing it violently ("whiplash"). If the female shows interest, the ritual enters the third phase, where the male creeps away from her, his tail quivering. When the female touches his tail with her snout, he deposits a packet of sperm (a spermatophore) on the ground. The ritual ends with the male guiding the female over the spermatophore, which she then takes up with her cloaca. In the southern marbled newt, courtship is somewhat different from the larger species in that it does not seem to involve male "cat buckles" and "whiplashes", but instead slower tail fanning and undulating of the tail tip (presumably to mimic a prey animal and lure the female).
### Egg deposition and development
Females usually engage with several males over a breeding season. The eggs are fertilised internally in the oviduct. The female deposits them individually on leaves of aquatic plants, such as water cress or floating sweetgrass, usually close to the surface, and, using her hindlegs, folds the leaf around the eggs as protection from predators and radiation. In the absence of suitable plants, the eggs may also be deposited on leaf litter, stones, or even plastic bags. In the northern crested newt, a female takes around five minutes for the deposition of one egg. Crested newt females usually lay around 200 eggs per season, while the marbled newt (T. marmoratus) can lay up to 400. Triturus embryos are usually light-coloured, 1.8–2 mm in diameter with a 6 mm jelly capsule, which distinguishes them from eggs of other co-existing newt species that are smaller and darker-coloured. A genetic particularity in the genus causes 50% of the embryos to die: their development is arrested when they do not possess two different variants of chromosome 1 (i.e., when they are homozygous for that chromosome).
Larvae hatch after two to five weeks, depending largely on temperature. In the first days after hatching, they live on their remaining embryonic yolk supply and are not able to swim, but attach to plants or the egg capsule with two balancers, adhesive organs on their head. After this period, they begin to ingest small invertebrates, and actively forage about ten days after hatching. As in all salamanders and newts, forelimbs—already present as stumps at hatching—develop first, followed later by the back legs. Unlike smaller newts, Triturus larvae are mostly nektonic, swimming freely in the water column. Just before the transition to land, the larvae resorb their external gills; they can at this stage reach a size of 7 centimetres (2.8 in) in the larger species. Metamorphosis takes place two to four months after hatching, but the duration of all stages of larval development varies with temperature. Survival of larvae from hatching to metamorphosis has been estimated at a mean of roughly 4% for the northern crested newt, which is comparable to other newts. In unfavourable conditions, larvae may delay their development and overwinter in water, although this seems to be less common than in the small-bodied newts. Paedomophic adults, retaining their gills and staying aquatic, have occasionally been observed in several crested newt species.
## Distribution
Crested and marbled newts are found in Eurasia, from Great Britain and the Iberian Peninsula in the west to West Siberia and the southern Caspian Sea region in the east, and reach north to central Fennoscandia. Overall, the species have contiguous, parapatric ranges; only the northern crested newt and the marbled newt occur sympatrically in western France, and the southern crested newt has a disjunct, allopatric distribution in Crimea, the Caucasus, and south of the Caspian Sea.
The northern crested newt is the most widespread species, while the others are confined to smaller regions, e.g. the southwestern Iberian Peninsula in the southern marbled newt, and the Danube basin and some of its tributaries in the Danube crested newt. The Italian crested newt (T. carnifex) has been introduced outside its native range in some European countries and the Azores. In the northern Balkans, four species of crested newt occur in close vicinity, and may sometimes even co-exist.
Triturus species usually live at low elevation; the Danube crested newt for example is confined to lowlands up to 300 m (980 ft) above sea level. However, they do occur at higher altitudes towards the south of their range: the Italian crested newt is found up to 1,800 m (5,900 ft) in the Apennine Mountains, the southern crested newt up to 2,000 m (6,600 ft) in the southern Caucasus, and the marbled newt up to around 2,100 m (6,900 ft) in central Spain.
## Evolution
The closest relatives of the crested and marbled newts are the European brook newts (Calotriton). Phylogenomic analyses resolved the relationships within the genus Triturus: The crested and the marbled newts are sister groups, and within the crested newts, the Balkan–Asian group with T. anatolicus, T. karelinii and T. ivanbureschi is sister to the remaining species. The northern (T. cristatus) and the Danube crested newt (T. dobrogicus), as well as the Italian (T. carnifex) and the Macedonian crested newt (T. macedonicus), respectively, are sister species. These relationships suggest evolution from a stocky build and mainly terrestrial lifestyle, as today found in the marbled newts, to a slender body and a more aquatic lifestyle, as in the Danube crested newt.
A 24-million-year-old fossil belonging to Triturus, perhaps a marbled newt, shows that the genus already existed at that time. A molecular clock study based on this and other fossils places the divergence between Triturus from Calotriton at around 39 mya in the Eocene, with an uncertainty range of 47 to 34 mya. Based on this estimation, authors have investigated diversification within the genus and related it to paleogeography: The crested and marbled newts split between 30 and 24 mya, and the two species of marbled newts have been separated for 4.7–6.8 million years.
The crested newts are believed to have originated in the Balkans and radiated in a brief time interval between 11.5 and 8 mya: First, the Balkan–Asian group (the Anatolian, Balkan and southern crested newt) branched off from the other crested newts, probably in a vicariance event caused by the separation of the Balkan and Anatolian land masses. The origin of current-day species is not fully understood so far, but one hypothesis suggests that ecological differences, notably in the adaptation to an aquatic lifestyle, may have evolved between populations and led to parapatric speciation. Alternatively, the complex geological history of the Balkan peninsula may have further separated populations there, with subsequent allopatric speciation and the spread of species into their current ranges.
### Glacial refugia and recolonisation
At the onset of the Quaternary glacial cycles, around 2.6 mya, the extant Triturus species had already emerged. They were thus affected by the cycles of expansion and retreat of cold, inhospitable regions, which shaped their distribution. A study using environmental niche modelling and phylogeography showed that during the Last Glacial Maximum, around 21,000 years ago, crested and marbled newts likely survived in warmer refugia mainly in southern Europe. From there, they recolonised the northern parts after glacial retreat. The study also showed that species range boundaries shifted, with some species replacing others during recolonisation, for example the southern marbled newt which expanded northwards and replaced the marbled newt. Today's most widespread species, the northern crested newt, was likely confined to a small refugial region in the Carpathians during the last glaciation, and from there expanded its range north-, east- and westwards when the climate rewarmed.
### Hybridisation and introgression
The northern crested newt and the marbled newt are the only species in the genus with a considerable range overlap (in western France). In that area, they have patchy, mosaic-like distributions and in general prefer different habitats. When they do occur in the same breeding ponds, they can form hybrids, which have intermediate characteristics. Individuals resulting from the cross of a crested newt male with a marbled newt female had mistakenly been described as distinct species Triton blasii de l'Isle 1862, and the reverse hybrids as Triton trouessarti Peracca 1886. The first type is much rarer due to increased mortality of the larvae and consists only of males, while in the second, males have lower survival rates than females. Overall, viability is reduced in these hybrids and they rarely backcross with their parent species. Hybrids made up 3–7% of the adult populations in different studies.
Other Triturus species only meet at narrow zones on their range borders. Hybridisation does occur in several of these contact zones, as shown by genetic data and intermediate forms, but is rare, supporting overall reproductive isolation. Backcrossing and introgression do however occur as shown by mitochondrial DNA analysis. In a case study in the Netherlands, genes of the introduced Italian crested newt were found to introgress into the gene pool of the native northern crested newt. The two marbled newt species can be found in proximity in a narrow area in central Portugal and Spain, but they usually breed in separate ponds, and individuals in that area could be clearly identified as one of the two species. Nevertheless, there is introgression, occurring in both directions at some parts of the contact zone, and only in the direction of the southern marbled newt where that species had historically replaced the marbled newt (see also above, Glacial refugia and recolonisation).
## Threats and conservation
Most of the crested and marbled newts are listed as species of "least concern" by the International Union for Conservation of Nature, but population declines have been registered in all assessed species. The Danube crested newt and the southern marbled newt are considered "near threatened" because populations have declined significantly. Populations have been affected more heavily in some countries and species are listed in some national red lists. The Anatolian, Balkan and the Macedonian crested newt, recognised only recently, have not yet been evaluated separately for conservation status.
### Reasons for decline
The major threat for crested and marbled newts is habitat loss. This concerns especially breeding sites, which are lost through the upscaling and intensification of agriculture, drainage, urban sprawl, and artificial flooding regimes (affecting in particular the Danube crested newt). Especially in the southern ranges, exploitation of groundwater and decreasing spring rain, possibly caused by global warming, threaten breeding ponds. Aquatic habitats are also degraded through pollution with agricultural pesticides and fertiliser. Introduction of crayfish and predatory fish threatens larval development; the Chinese sleeper has been a major concern in Eastern Europe. Exotic plants can also degrade habitats: the swamp stonecrop replaces natural vegetation and overshadows waterbodies in the United Kingdom, and its hard leaves are unsuitable for egg-laying to crested newts.
Land habitats, equally important for newt populations, are lost through the replacement of natural forests by plantations or clear-cutting (especially in the northern range), and the conversion of structure-rich landscapes into uniform farmland. Their limited dispersal makes the newts especially vulnerable to fragmentation, i.e. the loss of connections for exchange between suitable habitats. High concentrations of road salt have been found to be lethal to crested newts.
Other threats include illegal collection for pet trade, which concerns mainly the southern crested newt, and the northern crested newt in its eastern range. The possibility of hybridisation, especially in the crested newts, means that native species can be genetically polluted through the introduction of close species, as it is the case with the Italian crested newt introduced in the range of the northern crested newt. Warmer and wetter winters due to global warming may increase newt mortality by disturbing their hibernation and forcing them to expend more energy. Finally, the genus is potentially susceptible to the highly pathogenic fungus Batrachochytrium salamandrivorans, introduced to Europe from Asia.
### Conservation measures
The crested newts are listed in Berne Convention Appendix II as "strictly protected", and the marbled newts in Appendix III as "protected". They are also included in Annex II (species requiring designation of special areas of conservation; crested newts) and IV (species in need of strict protection; all species) of the EU habitats and species directive. As required by these frameworks, their capture, disturbance, killing or trade, as well as the destruction of their habitats, are prohibited in most European countries. The EU habitats directive is also the basis for the Natura 2000 protected areas, several of which have been designated for the crested newts.
Habitat protection and management is seen as the most important element for the conservation of Triturus newts. This includes preservation of natural water bodies, reduction of fertiliser and pesticide use, control or eradication of introduced predatory fish, and the connection of habitats through sufficiently wide corridors of uncultivated land. A network of aquatic habitats in proximity is important to sustain populations, and the creation of new breeding ponds is in general very effective as they are rapidly colonised when other habitats are nearby. In some cases, entire populations have been moved when threatened by development projects, but such translocations need to be carefully planned to be successful. Strict protection of the northern crested newt in the United Kingdom has created conflicts with local development projects; at the same time, the charismatic crested newts are seen as flagship species, whose conservation also benefits a range of other amphibians. |
26,441 | Red panda | 1,172,434,847 | Species of mammal in Asia | [
"Ailuridae",
"Articles containing video clips",
"Clawed herbivores",
"EDGE species",
"Endangered Fauna of China",
"Fauna of Eastern Himalaya",
"Mammals described in 1825",
"Mammals of Bhutan",
"Mammals of China",
"Mammals of India",
"Mammals of Myanmar",
"Mammals of Nepal",
"Taxa named by Frédéric Cuvier"
]
| The red panda (Ailurus fulgens), also known as the lesser panda, is a small mammal native to the eastern Himalayas and southwestern China. It has dense reddish-brown fur with a black belly and legs, white-lined ears, a mostly white muzzle and a ringed tail. Its head-to-body length is 51–63.5 cm (20.1–25.0 in) with a 28–48.5 cm (11.0–19.1 in) tail, and it weighs between 3.2 and 15 kg (7.1 and 33.1 lb). It is well adapted to climbing due to its flexible joints and curved semi-retractile claws.
The red panda was first formally described in 1825. The two currently recognised subspecies, the Himalayan and the Chinese red panda, genetically diverged about 250,000 years ago. The red panda's place on the evolutionary tree has been debated, but modern genetic evidence places it in close affinity with raccoons, weasels, and skunks. It is not closely related to the giant panda, which is a bear, though both possess elongated wrist bones or "false thumbs" used for grasping bamboo. The evolutionary lineage of the red panda (Ailuridae) stretches back around , as indicated by extinct fossil relatives found in Eurasia and North America.
The red panda inhabits coniferous forests as well as temperate broadleaf and mixed forests, favouring steep slopes with dense bamboo cover close to water sources. It is solitary and largely arboreal. It feeds mainly on bamboo shoots and leaves, but also on fruits and blossoms. Red pandas mate in early spring, with the females giving birth to litters of up to four cubs in summer. It is threatened by poaching as well as destruction and fragmentation of habitat due to deforestation. The species has been listed as Endangered on the IUCN Red List since 2015. It is protected in all range countries.
Community-based conservation programmes have been initiated in Nepal, Bhutan and northeastern India; in China, it benefits from nature conservation projects. Regional captive breeding programmes for the red panda have been established in zoos around the world. It is featured in animated movies, video games, comic books and as the namesake of companies and music bands.
## Etymology
The origin of the name panda is uncertain, but one of the most likely theories is that it derived from the Nepali word "ponya". The word पञ्जा pajā or पौँजा pañjā means "ball of the foot" and "claws". The Nepali words "nigalya ponya" has been translated as "bamboo footed" and is thought to be the red panda's Nepali name; in English, it was simply called panda, and was the only animal known under this name for more than 40 years; it became known as the red panda or lesser panda to distinguish it from the giant panda, which was formally described and named in 1869.
The genus name Ailurus is adopted from the Ancient Greek word ailouros meaning 'cat'. The specific epithet fulgens is Latin for 'shining, bright'.
## Taxonomy
The red panda was described and named in 1825 by Frederic Cuvier, who gave it its current scientific name Ailurus fulgens. Cuvier's description was based on zoological specimens, including skin, paws, jawbones and teeth "from the mountains north of India", as well as an account by Alfred Duvaucel. The red panda was described earlier by Thomas Hardwicke in 1821, but his paper was only published in 1827. In 1902, Oldfield Thomas described a skull of a male red panda specimen under the name Ailurus fulgens styani in honour of Frederick William Styan who had collected this specimen in Sichuan.
### Subspecies and species
The modern red panda is the only recognised species in the genus Ailurus. It is traditionally divided into two subspecies: the Himalayan red panda (A. f. fulgens) and the Chinese red panda (A. f. styani). The Himalayan subspecies has a straighter profile, a lighter coloured forehead and ochre-tipped hairs on the lower back and rump. The Chinese subspecies has a more curved forehead and sloping snout, a darker coat with a less white face and more contrast between the tail rings.
In 2020, results of a genetic analysis of red panda samples showed that the red panda populations in the Himalayas and China were separated about 250,000 years ago. The researchers suggested that the two subspecies should be treated as distinct species. Red Pandas in southeastern Tibet and northern Myanmar were found to be part of styani, while those of southern Tibet were of fulgens in the strict sense. DNA sequencing of 132 red panda faecal samples collected in Northeast India and China also showed two distinct clusters indicating that the Siang River constitutes the boundary between the Himalayan and Chinese red pandas. They probably diverged due to glaciation events on the southern Tibetan Plateau in the Pleistocene.
### Phylogeny
The placement of the red panda on the evolutionary tree has been debated. In the early 20th century, various scientists placed it in the family Procyonidae with raccoons and their allies. At the time, most prominent biologists also considered the red panda to be related to the giant panda, which would eventually be found to be a bear. A 1982 study examined the similarities and differences in the skull between the red panda and the giant panda, other bears and procyonids, and placed the species in its own family Ailuridae. The author of the study considered the red panda to be more closely related to bears. A 1995 mitochondrial DNA analysis revealed that the red panda has close affinities with procyonids. Further genetic studies in 2005, 2018 and 2021 have placed the red panda within the clade Musteloidea, which also includes Procyonidae, Mustelidae (weasels and relatives) and Mephitidae (skunks and relatives).
### Fossil record
The family Ailuridae appears to have evolved in Europe in either the Late Oligocene or Early Miocene, about . The earliest member Amphictis is known from its 10 cm (4 in) skull and may have been around the same size as the modern species. Its dentition consists of sharp premolars and carnassials (P4 and m1) and molars adapted for grinding (M1, M2 and m2), suggesting that it had a generalised carnivorous diet. Its placement within Ailuridae is based on the grooves on the side of its canine teeth. Other early or basal ailurids include Alopecocyon and Simocyon, whose fossils have been found throughout Eurasia and North America dating from the Middle Miocene, the latter of which survived into the Early Pliocene. Both have similar teeth to Amphictis and thus had a similar diet. The puma-sized Simocyon was likely a tree-climber and shared a "false thumb"—an extended wrist bone—with the modern species, suggesting the appendage was an adaptation to arboreal locomotion and not to feed on bamboo.
Later and more advanced ailurids are classified in the subfamily Ailurinae and are known as the "true" red pandas. These animals were smaller and more adapted for an omnivorous or herbivorous diet. The earliest known true panda is Magerictis from the Middle Miocene of Spain. It is known only from one tooth, a lower second molar. The tooth shows both ancestral and new characteristics, such as a relatively low and simple crown as well as a lengthened crushing surface with developed tooth cusps like later species. Later ailurines include Pristinailurus bristoli, which lived in eastern North America from the late Miocene to the Early Pliocene and is well-represented in the fossil deposits at the Gray Fossil Site in northeast Tennessee, and species of the genus Parailurus, which first appear in Early Pliocene Europe and spread across Eurasia into North America. These animals are classified as a sister taxon to the lineage of the modern red panda. In contrast to the herbivorous modern species, these ancient pandas were likely omnivores, with highly cusped molars and sharp premolars.
The earliest fossil record of the modern genus Ailurus dates no earlier than the Pleistocene and appears to have been limited to Asia. The modern red panda's lineage became adapted for a specialised bamboo diet, having molar-like premolars and more elevated cusps. The false thumb would secondarily gain a function in feeding.
### Genomics
Analysis of 53 red panda samples from Sichuan and Yunnan showed a high level of genetic diversity. The full genome of the red panda was sequenced in 2017. Researchers have compared it to the genome of the giant panda to learn the genetics of convergent evolution, as both species have false thumbs and are adapted for a specialised bamboo diet despite having the digestive system of a carnivore. Both pandas show modifications to certain limb development genes (DYNC2H1 and PCNT), which may play roles in the development of the thumbs. In switching from a carnivorous to a herbivorous diet, both species have reactivated taste receptor genes used for detecting bitterness, though the specific genes are different.
## Description
The red panda's coat is mainly red or orange-brown with a black belly and legs. The muzzle, cheeks, brows and inner ear margins are mostly white while the bushy tail has red and buff ring patterns and a dark brown tip. The colouration appears to serve as camouflage in habitat with red moss and white lichen-covered trees. The guard hairs are longer and rougher while the dense undercoat is fluffier with shorter hairs. The guard hairs on the back have a circular cross-section and are 47–56 mm (1.9–2.2 in) long. It has moderately long whiskers around the mouth, lower jaw and chin. The hair on the soles of the paws allows the animal to walk in snow.
The red panda has a relatively small head, though proportionally larger than in similarly sized raccoons, with a reduced snout and triangular ears, and nearly evenly lengthed limbs. It has a head-body length of 51–63.5 cm (20.1–25.0 in) with a 28–48.5 cm (11.0–19.1 in) tail. The Himalayan red panda is recorded to weigh 3.2–9.4 kg (7.1–20.7 lb), while the Chinese red panda weighs 4–15 kg (8.8–33.1 lb) for females and 4.2–13.4 kg (9.3–29.5 lb) for males. It has five curved digits on each foot, each with curved semi-retractile claws that aid in climbing. The pelvis and hindlimbs have flexible joints, adaptations for an arboreal quadrupedal lifestyle. While not prehensile, the tail helps the animal balance while climbing.
The forepaws possess a "false thumb", which is an extension of a wrist bone, the radial sesamoid found in many carnivorans. This thumb allows the animal to grip onto bamboo stalks and both the digits and wrist bones are highly flexible. The red panda shares this feature with the giant panda, which has a larger sesamoid that is more compressed at the sides. In addition, the red panda's sesamoid has a more sunken tip while the giant panda's curves in the middle. These features give the giant panda more developed dexterity.
The red panda's skull is wide, and its lower jaw is robust. However, because it eats leaves and stems, which are not as tough, it has smaller chewing muscles than the giant panda. The digestive system of the red panda is only 4.2 times its body length, with a simple stomach, no noticeable divide between the ileum and colon, and no caecum.
## Distribution and habitat
The red panda inhabits Nepal, the states of Sikkim, West Bengal and Arunachal Pradesh in India, Bhutan, southern Tibet, northern Myanmar and China's Sichuan and Yunnan provinces. The global potential habitat of the red panda has been estimated to comprise 47,100 km<sup>2</sup> (18,200 sq mi) at most; this habitat is located in the temperate climate zone of the Himalayas with a mean annual temperature range of 18–24 °C (64–75 °F). Throughout this range, it has been recorded at elevations of 2,000–4,300 m (6,600–14,100 ft).
In Nepal, it lives in six protected area complexes within the Eastern Himalayan broadleaf forests ecoregion. The westernmost records to date were obtained in three community forests in Kalikot District in 2019. Panchthar and Ilam Districts represent its easternmost range in the country, where its habitat in forest patches is surrounded by villages, livestock pastures and roads. The metapopulation in protected areas and wildlife corridors in the Kangchenjunga landscape of Sikkim and northern West Bengal is partly connected through old-growth forests outside protected areas. Forests in this landscape are dominated by Himalayan oaks (Quercus lamellosa and Q. semecarpifolia), Himalayan birch, Himalayan fir, Himalayan maple with bamboo, Rhododendron and some black juniper shrub growing in the understoreys. Records in Bhutan, Arunachal Pradesh's Pangchen Valley, West Kameng and Shi Yomi districts indicate that it frequents habitats with Yushania and Thamnocalamus bamboo, medium-sized Rhododendron, whitebeam and chinquapin trees. In China, it inhabits the Hengduan Mountains subalpine conifer forests and Qionglai-Minshan conifer forests in the Hengduan, Qionglai, Xiaoxiang, Daxiangling and Liangshan Mountains in Sichuan. In the adjacent Yunnan province, it was recorded only in the northwestern montane part.
The red panda prefers microhabitats within 70–240 m (230–790 ft) of water sources. Fallen logs and tree stumps are important habitat features, as they facilitate access to bamboo leaves. Red pandas have been recorded to use steep slopes of more than 20° and stumps exceeding a diameter of 30 cm (12 in). Red pandas observed in Phrumsengla National Park used foremost easterly and southerly slopes with a mean slope of 34° and a canopy cover of 66 per cent that were overgrown with bamboo about 23 m (75 ft) in height. In Dafengding Nature Reserve, it prefers steep south-facing slopes in winter and inhabits forests with bamboo 1.5–2.5 m (4 ft 11 in – 8 ft 2 in) tall. In Gaoligongshan National Nature Reserve, it inhabits mixed coniferous forest with a dense canopy cover of more than 75 per cent, steep slopes and a density of at least 70 bamboo plants/m<sup>2</sup> (6.5 bamboo plants/sq ft). In some parts of China, the red panda coexists with the giant panda. In Fengtongzhai and Yele National Nature Reserves, red panda microhabitat is characterised by steep slopes with lots of bamboo stems, shrubs, fallen logs and stumps, whereas the giant panda prefers gentler slopes with taller but lesser amounts of bamboo and less habitat features overall. Such niche separation lessens competition between the two bamboo-eating species.
## Behaviour and ecology
The red panda is difficult to observe in the wild, and most studies on its behaviour have taken place in captivity. The red panda appears to be both nocturnal and crepuscular, sleeping in between periods of activity at night. It typically rests or sleeps in trees or other elevated spaces, stretched out prone on a branch with legs dangling when it is hot, and curled up with its hindlimb over the face when it is cold. It is adapted for climbing and descends to the ground head-first with the hindfeet holding on to the middle of the tree trunk. It moves quickly on the ground by trotting or bounding.
### Social spacing
Adult pandas are generally solitary and territorial. Individuals mark their home range or territorial boundaries with urine, faeces and secretions from the anal and surrounding glands. Scent-marking is usually done on the ground, with males marking more often and for longer periods. In China's Wolong National Nature Reserve, the home range of a radio-collared female was 0.94 km<sup>2</sup> (0.36 sq mi), while that of a male was 1.11 km<sup>2</sup> (0.43 sq mi). A one-year-long monitoring study of ten red pandas in eastern Nepal showed that the four males had median home ranges of 1.73 km<sup>2</sup> (0.67 sq mi) and the six females of 0.94 km<sup>2</sup> (0.36 sq mi) within a forest cover of at least 19.2 ha (47 acres). The females travelled 419–841 m (1,375–2,759 ft) per day and the males 660–1,473 m (2,165–4,833 ft). In the mating season from January to March, adults travelled a mean of 795 m (2,608 ft) and subadults a mean of 861 m (2,825 ft). They all had larger home ranges in areas with low forest cover and reduced their activity in areas that were disturbed by people, livestock and dogs.
### Diet and feeding
The red panda is largely herbivorous and feeds primarily on bamboo, mainly the genera Phyllostachys, Sinarundinaria, Thamnocalamus and Chimonobambusa. It also feeds on fruits, blossoms, acorns, eggs, birds and small mammals. Bamboo leaves may be the most abundant food item year-round and the only food they can access during winter. In Wolong National Nature Reserve, leaves of the bamboo species Bashania fangiana were found in nearly 94 per cent of analysed droppings, and its shoots were found in 59 per cent of the droppings found in June.
The diet of red pandas monitored at three sites in Singalila National Park for two years consisted of 40–83 per cent Yushania maling and 51–91.2 per cent Thamnocalamus spathiflorus bamboos supplemented by bamboo shoots, Actinidia strigosa fruits and seasonal berries. In this national park, red panda droppings also contained remains of silky rose and bramble fruit species in the summer season, Actinidia callosa in the post-monsoon season, and Merrilliopanax alpinus, the whitebeam species Sorbus cuspidata and tree rhododendron in both seasons. Droppings were found with 23 plant species including the stone oak species Lithocarpus pachyphyllus, Campbell's magnolia, the chinquapin species Castanopsis tribuloides, Himalayan birch, Litsea sericea and the holly species Ilex fragilis. In Nepal's Rara National Park, Thamnocalamus was found in all the droppings sampled, both before and after the monsoon. Its summer diet in Dhorpatan Hunting Reserve also includes some lichens and barberries. In Bhutan's Jigme Dorji National Park, red panda faeces found in the fruiting season contained seeds of Himalayan ivy.
The red panda grabs food with one of its front paws and usually eats sitting down or standing. When foraging for bamboo, it grabs the plant by the stem and pulls it down towards its jaws. It bites the leaves with the side of the cheek teeth and then shears, chews and swallows. Smaller food like blossoms, berries and small leaves are eaten differently, being clipped by the incisors. Having the gastrointestinal tract of a carnivore, the red panda cannot properly digest bamboo, which passes through its gut in two to four hours. Hence, it must consume large amounts of the most nutritious plant matter. It eats over 1.5 kg (3 lb 5 oz) of fresh leaves or 4 kg (9 lb) of fresh shoots in a day with crude proteins and fats being the most easily digested. Digestion is highest in summer and fall but lowest in winter, and is easier for shoots than leaves. The red panda's metabolic rate is comparable to other mammals of its size, despite its poor diet. The red panda digests almost a third of dry matter, which is more efficient than the giant panda digesting 17 per cent. Microbes in the gut may aid in its processing of bamboo; the microbiota community in the red panda is less diverse than in other mammals.
### Communication
At least seven different vocalisations have been recorded from the red panda, comprising growls, barks, squeals, hoots, bleats, grunts and twitters. Growling, barking, grunting and squealing are produced during fights and aggressive chasing. Hooting is made in response to being approached by another individual. Bleating is associated with scent-marking and sniffing. Males may bleat during mating, while females twitter. During both play fighting and aggressive fighting, individuals curve their backs and tails while slowly moving their heads up and down. They then turn their heads while jaw-clapping, move their heads laterally and lift a forepaw to strike. They stand on their hind legs, raise the forelimbs above the head and then pounce. Two red pandas may "stare" at each other from a distance.
### Reproduction and parenting
Red pandas are "long-day" breeders, reproducing after the winter solstice as daylight grows longer. Mating thus takes place from January to March, with births occurring from May to August. Reproduction is delayed by six months for captive pandas in the southern hemisphere. Oestrous lasts a day, and females can enter oestrous multiple times a season, but it is not known how long the intervals between each cycle last.
As the reproductive season begins, males and females interact more, and will rest, move, and feed near each other. An oestrous female will spend more time marking and males will inspect her anogenital region. Receptive females make tail-flicks and position themselves in a lordosis pose, with the front lowered to the ground and the spine curved. Copulation involves the male mounting the female from behind and on top, though face-to-face matings as well as belly-to-back matings while lying on the sides also occur. The male will grab the female by the sides with his front paws instead of biting her neck. Intromission is 2–25 minutes long, and the couple grooms each other between each bout.
Gestation lasts about 131 days. Prior to giving birth, the female selects a denning site, such as a tree, log or stump hollow or rock crevice, and builds a nest using material from nearby, such as twigs, sticks, branches, bark bits, leaves, grass and moss. Litters typically consist of one to four cubs that are born fully furred but blind. They are entirely dependent on their mother for the first three to four months until they first leave the nest. They nurse for their first five months. The bond between mother and offspring lasts until the next mating season. Cubs are fully grown at around 12 months and at around 18 months they reach sexual maturity. Two radio-collared cubs in eastern Nepal separated from their mothers at the age of 7–8 months and left their birth areas three weeks later. They reached new home ranges within 26–42 days and became residents after exploring them for 42–44 days.
### Mortality and diseases
The red panda's lifespan in captivity reaches 14 years. They have been recorded falling prey to leopards in the wild. Faecal samples of red panda collected in Nepal contained parasitic protozoa, amoebozoans, roundworms, trematodes and tapeworms. Roundworms, tapeworms and coccidia were also found in red panda scat collected in Rara and Langtang National Parks. Fourteen red pandas at the Knoxville Zoo suffered from severe ringworm, so the tails of two were amputated. Chagas disease was reported as the cause of death of a red panda kept in a Kansas zoo. Amdoparvovirus was detected in the scat of six red pandas in the Sacramento Zoo. Eight captive red pandas in a Chinese zoo suffered from shortness of breath and fever shortly before they died of pneumonia; autopsy revealed that they had antibodies to the protozoans Toxoplasma gondii and Sarcocystis species indicating that they were intermediate hosts. A captive red panda in the Chengdu Research Base of Giant Panda Breeding died of unknown reasons; an autopsy showed that its kidneys, liver and lungs were damaged by a bacterial infection caused by Escherichia coli.
## Threats
The red panda is primarily threatened by the destruction and fragmentation of its habitat, the causes of which include increasing human population, deforestation, the unlawful taking of non-wood forest material and disturbances by herders and livestock. Trampling by livestock inhibits bamboo growth, and clearcutting decreases the ability of some bamboo species to regenerate. The cut lumber stock in Sichuan alone reached 2,661,000 m<sup>3</sup> (94,000,000 cu ft) in 1958–1960, and around 3,597.9 km<sup>2</sup> (1,389.2 sq mi) of red panda habitat were logged between the mid-1970s and late 1990s. Throughout Nepal, the red panda habitat outside protected areas is negatively affected by solid waste, livestock trails and herding stations, and people collecting firewood and medicinal plants. Threats identified in Nepal's Lamjung District include grazing by livestock during seasonal transhumance, human-made forest fires and the collection of bamboo as cattle fodder in winter. Vehicular traffic is a significant barrier to red panda movement between habitat patches.
Poaching is also a major threat. In Nepal, 121 red panda skins were confiscated between 2008 and 2018. Traps meant for other wildlife have been recorded killing red pandas. In Myanmar, the red panda is threatened by hunting using guns and traps; since roads to the border with China were built starting in the early 2000s, red panda skins and live animals have been traded and smuggled across the border. In southwestern China, the red panda is hunted for its fur, especially for the highly valued bushy tails, from which hats are produced. The red panda population in China has been reported to have decreased by 40 per cent over the last 50 years, and the population in western Himalayan areas are considered to be smaller. Between 2005 and 2017, 35 live and seven dead red pandas were confiscated in Sichuan, and several traders were sentenced to 3–12 years of imprisonment. A month-long survey of 65 shops in nine Chinese counties in the spring of 2017 revealed only one in Yunnan offered hats made of red panda skins, and red panda tails were offered in an online forum.
## Conservation
The red panda is listed in CITES Appendix I and protected in all range countries; hunting is illegal. It has been listed as Endangered on the IUCN Red List since 2008 because the global population is estimated at 10,000 individuals, with a decreasing population trend. A large extent of its habitat is part of protected areas.
A red panda anti-poaching unit and community-based monitoring have been established in Langtang National Park. Members of Community Forest User Groups also protect and monitor red panda habitats in other parts of Nepal. Community outreach programs have been initiated in eastern Nepal using information boards, radio broadcasting and the annual International Red Panda Day in September; several schools endorsed a red panda conservation manual as part of their curricula.
Since 2010, community-based conservation programmes have been initiated in 10 districts in Nepal that aim to help villagers reduce their dependence on natural resources through improved herding and food processing practices and alternative income possibilities. The Nepali government ratified a five-year Red Panda Conservation Action Plan in 2019. From 2016 to 2019, 35 ha (86 acres) of high-elevation rangeland in Merak, Bhutan, was restored and fenced in cooperation with 120 herder families to protect the red panda forest habitat and improve communal land. Villagers in Arunachal Pradesh established two community conservation areas to protect the red panda habitat from disturbance and exploitation of forest resources. China has initiated several projects to protect its environment and wildlife, including Grain for Green, The Natural Forest Protection Project and the National Wildlife/Natural Reserve Construction Project. For the last project, the red panda is not listed as a key species for protection but may benefit from the protection of the giant panda and golden snub-nosed monkey, with which it overlaps in range.
### In captivity
The London Zoo received two red pandas in 1869 and 1876, the first of which was caught in Darjeeling. The Calcutta Zoo received a live red panda in 1877, the Philadelphia Zoo in 1906, and Artis and Cologne Zoos in 1908. In 1908, the first captive red panda cubs were born in an Indian zoo. In 1940, the San Diego Zoo imported four red pandas from India that had been caught in Nepal; their first litter was born in 1941. Cubs that were born later were sent to other zoos; by 1969, about 250 red pandas had been exhibited in zoos. The Taronga Conservation Society started keeping red pandas in 1977.
In 1978, a breed registry, the International Red Panda Studbook, was set up, followed by the Red Panda European Endangered Species Programme in 1985. Members of international zoos ratified a global master plan for the captive breeding of the red panda in 1993. By late 2015, 219 red pandas lived in 42 zoos in Japan. The Padmaja Naidu Himalayan Zoological Park participates in the Red Panda Species Survival Plan and kept about 25 red pandas by 2016. By the end of 2019, 182 European zoos kept 407 red pandas. Regional captive breeding programmes have also been established in North American, Australasian and South African zoos.
## Cultural significance
The red panda's role in the culture and folklore of local people is limited. A drawing of a red panda exists on a 13th-century Chinese scroll. In Nepal's Taplejung District, red panda claws are used for treating epilepsy; its skin is used in rituals for treating sick people, making hats, scarecrows and decorating houses. In western Nepal, Magar shamans use its skin and fur in their ritual dresses and believe that it protects against evil spirits. People in central Bhutan consider red pandas to be reincarnations of Buddhist monks. Some tribal people in northeast India and the Yi people believe that it brings good luck to wear red panda tails or hats made of its fur. In China, the fur is used for local cultural ceremonies. At weddings, the bridegroom traditionally carries the hide. Hats made of red panda tails are also used by local newlyweds as a "good-luck charm".
The red panda was recognised as the state animal of Sikkim in the early 1990s and was the mascot of the Darjeeling Tea Festival. It has been featured on stamps and coins issued by several red panda range states. Anthropomorphic red pandas feature in animated movies and TV series such as The White Snake Enchantress, Bamboo Bears, Barbie as the Island Princess, DreamWork's Kung Fu Panda franchise, Aggretsuko and Disney/Pixar's Turning Red, and in several video games and comic books. It is the namesake of the Firefox browser and has been used as the namesake of music bands and of companies. Its appearance has been used for plush toys, t-shirts, postcards and other items. |
39,577 | Ice dance | 1,161,590,407 | Discipline of figure skating that draws from ballroom dancing | [
"Figure skating disciplines",
"Ice dance",
"Mixed-sex sports"
]
| Ice dance (sometimes referred to as ice dancing) is a discipline of figure skating that historically draws from ballroom dancing. It joined the World Figure Skating Championships in 1952, and became a Winter Olympic Games medal sport in 1976. According to the International Skating Union (ISU), the governing body of figure skating, an ice dance team consists of one woman and one man.
Ice dance, like pair skating, has its roots in the "combined skating" developed in the 19th century by skating clubs and organizations and in recreational social skating. Couples and friends would skate waltzes, marches, and other social dances. The first steps in ice dance were similar to those used in ballroom dancing. In the late 1800s, American Jackson Haines, known as "the Father of Figure Skating", brought his style of skating, which included waltz steps and social dances, to Europe. By the end of the 19th century, waltzing competitions on the ice became popular throughout the world. By the early 1900s, ice dance was popular around the world and was primarily a recreational sport, although during the 1920s, local skating clubs in Britain and the U.S. conducted informal dance contests. Recreational skating became more popular during the 1930s in England.
The first national competitions occurred in England, Canada, the U.S., and Austria during the 1930s. The first international ice dance competition took place as a special event at the World Championships in 1950 in London. British ice dance teams dominated the sport throughout the 1950s and 1960s, then Soviet teams up until the 1990s. Ice dance was formally added to the 1952 World Figure Skating Championships; it became an Olympic sport in 1976. In the 1980s and 1990s, there was an attempt by ice dancers, their coaches, and choreographers to move ice dance away from its ballroom origins to more theatrical performances. The ISU pushed back by tightening rules and definitions of ice dance to emphasize its connection to ballroom dancing. In the late 1990s and early 2000s, ice dance lost much of its integrity as a sport after a series of judging scandals, which also affected the other figure skating disciplines. There were calls to suspend the sport for a year to deal with the dispute, which seemed to affect ice dance teams from North America the most. Teams from North America began to dominate the sport starting in the early 2000s.
Before the 2010–11 figure skating season, there were three segments in ice dance competitions: the compulsory dance (CD), the original dance (OD), and the free dance (FD). In 2010, the ISU voted to change the competition format by eliminating the CD and the OD and adding the new short dance (SD) segment to the competition schedule. In 2018, the ISU voted to rename the short dance to the rhythm dance (RD).
Ice dance has required elements that competitors must perform and that make up a well-balanced ice dance program. They include the dance lift, the dance spin, the step sequence, twizzles, and choreographic elements. These must be performed in specific ways, as described in published communications by the ISU, unless otherwise specified. Each year the ISU publishes a list specifying the points that can be deducted from performance scores for various reasons, including falls, interruptions, and violations of the rules concerning time, music, and clothing.
## History
### Beginnings
Ice dance, like pair skating, has its roots in the "combined skating" developed in the 19th century by skating clubs and organizations and in recreational social skating. Couples and friends would skate waltzes, marches, and other social dances together. According to writer Ellyn Kestnbaum, ice dance began with late 19th-century attempts by the Viennese and British to create ballroom-style performances on ice skates. However, figure skating historian James Hines argues that ice dance had its beginnings in hand-in-hand skating, a short-lived but popular discipline of figure skating in England in the 1890s; many of the positions used in modern ice dance can be traced back to hand-in-hand skating. The first steps in ice dance were similar to those used in ballroom dancing, so unlike modern ice dance, skaters tended to keep both feet on the ice most of the time, without the "long and flowing edges associated with graceful figure skating".
In the late 1800s, American Jackson Haines, known as "the Father of Figure Skating", brought his style of skating to Europe. He taught people in Vienna how to dance on the ice, both singly and with partners. Capitalizing on the popularity of the waltz in Vienna, Haines introduced the American waltz, a simple four-step sequence, each step lasting one beat of music, repeated as the partners moved in a circular pattern. By the 1880s, it and the Jackson Haines waltz, a variation of the American waltz, were among the most popular ice dances. Other popular ice dance steps included the mazurka, a version of the Jackson Haines waltz developed in Sweden, and the three-step waltz, which Hines considers "the direct predecessor of ice dancing in the modern sense".
By the end of the 19th century, the three-step waltz, called the English waltz in Europe, became the standard for waltzing competitions. It was first skated in Paris in 1894; Hines states that it was responsible for the popularity of ice dance in Europe. The three-step waltz was easy and could be done by less skilled skaters, although more experienced skaters added variations to make it more difficult. Two other steps, the killian and the ten-step, survived into the 20th century. The ten-step, which became the fourteen-step, was first skated by Franz Schöller in 1889. Also in the 1890s, combined and hand-in-hand skating moved skating away from basic figures to the continuous movement of ice dancers around an ice rink. Hines insists that the popularity of skating waltzes, which depended upon the speed and flow across the ice of couples in dance positions and not just on holding hands with a partner, ended the popularity of hand-in-hand skating. Hines writes that Vienna was "the dancing capital of Europe, both on and off skates" during the 19th century; by the end of the century, waltzing competitions became popular throughout the world. The killian, first skated in 1909 by Austrian Karl Schreiter, was the last ice dance invented before World War I still being done as of the 21st century.
### Early years
By the early 1900s, ice dance was popular around the world and was primarily a recreational sport, although during the 1920s, local clubs in Britain and the U.S. conducted informal dance contests in the ten-step, the fourteen-step, and the killian, which were the only three dances used in competition until the 1930s. Recreational skating became more popular during the 1930s in England, and new and more difficult set-pattern dances, which later were used in compulsory dances during competitions, were developed. According to Hines, the development of new ice dances was necessary to expand upon the three dances already developed; three British teams in the 1930s—Erik van der Wyden and Eva Keats, Reginald Wilkie and Daphne B. Wallis, and Robert Dench and Rosemarie Stewart—created one-fourth of the dances used in International Skating Union (ISU) competitions by 2006. In 1933, the Westminster Skating Club conducted a competition encouraging the creation of new dances. Beginning in the mid-1930s, national organizations began to introduce skating proficiency tests in set-pattern dances, improve the judging of dance tests, and oversee competitions. The first national competitions occurred in England in 1934, Canada in 1935, the U.S. in 1936, and Austria in 1937. These competitions included one or more compulsory dances, the original dance, and the free dance. By the late 1930s, ice dancers swelled memberships in skating clubs throughout the world, and in Hines' words "became the backbone of skating clubs".
The ISU began to develop rules, standards, and international tests for ice dance in the 1950s. The first international ice dance competition occurred as a special event during the 1950 World Figure Skating Championships in London; Lois Waring and Michael McGean of the U.S. won the event, much to the embarrassment of the British, who considered themselves the best ice dancers in the world. A second event was planned the following year, at the 1951 World Championships in Milan; Jean Westwood and Lawrence Demmy of Great Britain came in first place. Ice dance, with the CD and FD segments, was formally added to the World Championships in 1952. Westwood and Demmy won that year, and went on to dominate ice dance, winning the next four World Championships as well. British teams won every world ice dance title through 1960. Eva Romanova and Pavel Roman of Czechoslovakia were the first non-British ice dancers to win a world title, in 1962.
### 1970s to 1990s
Ice dance became an Olympic sport in 1976; Lyudmila Pakhomova and Alexandr Gorshkov from the Soviet Union were the first gold medalists. The Soviets dominated ice dance during most of the 1970s, as they did in pair skating. They won every Worlds and Olympic title between 1970 and 1978, and won medals at every competition between 1976 and 1982. In 1984, British dancers Jayne Torvill and Christopher Dean, who Hines calls "the greatest ice dancers in the history of the sport", briefly interrupted Soviet domination of ice dance by winning a gold medal at the Olympic Games in Sarajevo. Their free dance to Ravel's Boléro has been called "probably the most well known single program in the history of ice dance". Hines asserts that Torvill and Dean, with their innovative choreography, dramatically altered "established concepts of ice dancing".
During the 1970s, there was a movement in ice dance away from its ballroom roots to a more theatrical style. The top Soviet teams were the first to emphasize the dramatic aspects of ice dance, as well as the first to choreograph their programs around a central theme. They also incorporated elements of ballet techniques, especially "the classic ballet pas de deux of the high-art instance of a man and woman dancing together". They performed as predictable characters, included body positions that were no longer rooted in traditional ballroom holds, and used music with less predictable rhythms.
The ISU pushed back during the 1980s and 1990s by tightening rules and definitions of ice dance to emphasize its connection to ballroom dancing, especially in the free dance. The restrictions introduced during this period were designed to emphasize skating skills rather than the theatrical and dramatic aspects of ice dance. Kestnbaum argues that there was a conflict in the ice dance community between social dance, represented by the British, the Canadians, and the Americans, and theatrical dance represented by the Russians. Initially the historic and traditional cultural school of ice dance prevailed, but in 1998 the ISU reduced penalties for violations and relaxed rules on technical content, in what Hines describes as a "major step forward" in recognizing the move towards more theatrical skating in ice dance.
At the 1998 Olympics, while ice dance was struggling to retain its integrity and legitimacy as a sport, writer Jere Longman reported that ice dance was "mired in controversies", including bloc voting by the judges that favored European dance teams. There were even calls to suspend the sport for a year to deal with the dispute, which seemed to impact ice dance teams from North America the most. A series of judging scandals in the late 1990s and early 2000s, affecting most figure skating disciplines, culminated in a controversy at the 2002 Olympics.
### 21st century
The European dominance of ice dance was interrupted at the 2010 Winter Olympics in Vancouver by Canadians Tessa Virtue and Scott Moir and Americans Meryl Davis and Charlie White. The Canadian ice dance team won the first Olympic ice dance gold medal for North America, and the Americans won the silver. Russians Oksana Domnina and Maxim Shabalin won bronze, but it was the first time Europeans had not won a gold medal in the history of ice dance at the Olympics.
The U.S. began to dominate international competitions in ice dance; at the 2014 Olympics in Sochi, Davis and White won the Olympic gold medal. In 2018, at the Olympics in Pyeongchang, Virtue and Moir became the most decorated figure skaters in Olympic history after winning the gold medal there. In 2022, Gabriella Papadakis and Guillaume Cizeron of France won the Olympic gold medal; they went on to win the gold medal at the World championships a few months later, ending the North American domination on ice dance. Papadakis and Cizeron broke the world record at both events.
According to Caroline Silby, a consultant with U.S. Figure Skating, ice dance teams and pair skaters have the added challenge of strengthening partnerships and ensuring that teams stay together for several years; unresolved conflict between partners can often cause the early break-up of a team. Silby further asserts that the early demise or break-up of a team is often caused by consistent and unresolved conflict between partners. Both ice dancers and pairs skaters face challenges that make conflict resolution and communication difficult: fewer available boys for girls to partner with; different priorities regarding commitment and scheduling; differences in partners' ages and developmental stages; differences in family situations; the common necessity of one or both partners moving to train at a new facility; and different skill levels when the partnership is formed. Silby estimates that the lack of effective communication within dance and pairs teams is associated with a six-fold increase in the risk of ending their partnerships. Teams with strong skills in communication and conflict resolution, however, tend to produce more successful medalists at national championship events.
## Competition segments
Before the 2010–2011 figure skating season, there were three segments in ice dance competitions: the compulsory dance (CD), the original dance (OD), and the free dance (FD). In 2010, after many years of pressure from the International Olympic Committee (IOC) to restructure competitive ice dance to follow the other figure skating disciplines, the ISU voted to change the competition format by eliminating the CD and the OD and adding the new short dance segment to the competition schedule. According to the then-president of the ISU, Ottavio Cinquanta, the changes were also made because "the compulsory dances were not very attractive for spectators and television". This new ice dance competition format was first included in the 2010–2011 season, incorporating just two segments: the short dance (renamed the rhythm dance, or RD in 2018) and the free dance.
### Rhythm dance
The RD is the first segment performed in all junior and senior ice dance competitions. As of 2022, senior skaters no longer had to include a pattern dance; instead they were judged for performing a choreographic rhythm section, which was evaluated as a choreographic element. The RD must also include a short six-second lift, a set of twizzles, and a step sequence.
The rhythms and themes of the RD are determined by the ISU prior to the start of each new season. The RD should be "developed through skating skill and quality", instead of through "non-skating actions such as sliding on one knee" or through the use of toe steps (which should only be used to reflect the dance's character and the music's nuances and underlining rhythm). The RD must have a duration of two minutes and fifty seconds.
The first RD in international competitions was performed by U.S. junior ice dancers Anastasia Cannuscio and Colin McManus, at the 2010 Junior Grand Prix Courchevel. American ice dancers Madison Chock and Evan Bates hold the highest RD score of 93.91, which they achieved at the 2023 World Team Trophy.
### Free dance
The free dance (FD) takes place after the rhythm dance in all junior and senior ice dance competitions. The ISU defines the FD as "the skating by the couple of a creative dance program blending dance steps and movements expressing the character/rhythm(s) of the dance music chosen by the couple". The FD must have combinations of new or known dance steps and movements, as well as required elements. The program must "utilize the full ice surface," and be well-balanced. It must contain required combinations of elements (spins, lifts, steps, and movements), and choreography that express both the characters of the competitors and the music chosen by them. It must also display the skaters' "excellent skating technique" and creativity in expression, concept, and arrangement. The FD's choreography must reflect the music's accents, nuances, and dance character, and the ice dancers must "skate primarily in time to the rhythmic beat of the music and not to the melody alone". For senior ice dancers, the FD must have a duration of four minutes; for juniors, 3.5 minutes.
Madison Chock and Evan Bates hold the highest FD score of 138.41 points, which they achieved at the 2023 World Team Trophy.
### Discontinued segments
#### Compulsory dance
Before 2010, the compulsory dance (CD) was the first segment performed in ice dance competitions. The teams performed the same pattern around two circuits of the rink, one team after another, using the same step sequences and the same standardized tempo chosen by the ISU before the beginning of each season. The CD has been compared with compulsory figures; competitors were "judged for their mastery of fundamental elements". Early in ice dance history, the CD contributed 60% of the total score.
The 2010 World Championships was the last event to include a CD (the Golden Waltz); Federica Faiella and Massimo Scali from Italy were the last ice dance team to perform a CD in international competition.
#### Original dance
The OD was first added to ice dance competitions in 1967. It was called the "original set pattern dance" until 1990, when it became known simply as the "original dance". The OD remained the second competition segment (sandwiched between the CD and the free dance) until the end of the 2009–2010 season. Ice dancers were able to create their own routines, but they had to use a set rhythm and type of music which, like the compulsory dances, changed every season and was selected by the ISU in advance. The timing and interpretation of the rhythm were considered to be the most important aspects of the routine, and were worth the highest proportion of the OD score. The routine had a two-minute time limit and the OD accounted for 30% of the overall competition score.
Canadian ice dancers Tessa Virtue and Scott Moir hold the highest OD score of 70.27 points, achieved at the 2010 World Championships.
## Competition elements
The ISU announces the list of required elements in the rhythm dance and free dance , and each element's specific requirements, each year. The following elements may be included: the dance lift, the dance spin, the step sequence, turn sequences (which include twizzles and one-foot turn sequences), and choreographic elements.
- Dance lift: "a movement in which one of the partners is elevated with active and/or passive assistance of the other partner to any permitted height, sustained there and set down on the ice". The ISU permits any rotation, position, and changes of position during a dance lift. Dance lifts are delineated from pair lifts to ensure that ice dance and pair skating remain separate disciplines. After the judging system changed from the 6.0 system to the ISU Judging System, dance lifts became more "athletic, dramatic and exciting".
- Dance spin: "a spin skated by the Couple together in any hold". It is "performed on the spot around a common axis on one foot with or without change(s) of foot by one or both partners".
- Step sequence: "a series of prescribed or un-prescribed steps, turns and movements".
- Turn sequences: a set of twizzles and a one foot turns sequence, or "Specified Turns performed on one foot by each partner simultaneously, in Hold or separately".
- Choreographic elements: "a listed or unlisted movement or series of movement(s) as specified" by the ISU.
## Rules and regulations
Skaters must execute the prescribed elements at least once; any extra or unprescribed elements will not be counted in their score. In 1974, the ISU published the first judges' handbook describing what judges needed to look for during ice dance competitions. Violations in ice dance include falls and interruptions, time, music, and clothing.
### Falls and interruptions
According to ice dancer and commentator Tanith White, unlike in other disciplines wherein skaters can make up for their falls in other elements, falls in ice dance usually mean that the team will not win. White argues that falls are rare in ice dance, and since falls constitute interruptions, they tend to have large deductions because the mood of their program's theme is broken. The ISU defines a fall as the "loss of control by a Skater with the result that the majority of his/her own body weight is on the ice supported by any other part of the body other than the blades; e.g. hand(s), knee(s), back, buttock(s) or any part of the arm". The ISU defines an interruption as "the period of time starting immediately when the Competitor stops performing the program or is ordered to do so by the Referee, whichever is earlier, and ending when the Competitor resumes his performance". A study conducted during a U.S. national competition including 58 ice dancers recorded an average of 0.97 injuries per athlete.
In ice dance, teams can lose one point for every fall by one partner, and two points if both partners fall. If there is an interruption while performing their program, ice dancers can lose one point if it lasts more than ten seconds but not over twenty seconds. They can lose two points if the interruption lasts twenty seconds but not over thirty seconds, and three points if it lasts thirty seconds but not more than forty seconds. They can lose five points if the interruption lasts three or more minutes. Teams can also lose points if a fall or interruption occurs during the beginning of an elevating moment in a dance lift, or as the man begins to lift the woman. They can lose an additional five points if the interruption is caused by an "adverse condition" up to three minutes before the start of their program.
### Time
Judges penalize ice dancers one point up to every five seconds for ending their pattern dances too early or too late. Dancers can also be penalized one point for up to every five seconds "in excess of [the] permitted time after the last prescribed step" (their final movement and/or pose) in their pattern dances. If they start their programs between one and thirty seconds late, they can lose one point. They can complete these programs within plus or minus ten seconds of the required times; if they cannot, judges can deduct points for finishing their program up to five seconds too early or too late. If they begin skating any element after their required time (plus the required ten seconds they have to begin), they earn no points for those elements. If the program's duration is "thirty (30) seconds or more under the required time range, no marks will be awarded".
If a team performs a dance lift that exceeds the permitted duration, judges can deduct one point. White argues that deductions in ice dance, in the absence of a fall or interruption, are most often due to "extended lifts", or lifts that last too long.
### Music
All programs in each discipline of figure skating must be skated to music. The ISU has allowed vocals in the music used in ice dance since the 1997–1998 season, most likely because of the difficulty in finding suitable music without words for certain genres.
Violations against the music requirements have a two-point deduction, and violations against the dance tempo requirements have a one-point deduction. If the quality or tempo of the music the team uses in their program is deficient, or if there is a stop or interruption in their music, for any reason, they must stop skating when they become aware of the problem "or at the acoustic signal of the Referee", whichever occurs first. If any problems with the music happens within 20 seconds after they have begun their program, the team can choose to either restart their program or to continue from the point where they have stopped performing. If they decide to continue from the point where they stopped, they are continued to be judged at that point onward, as well as their performance up to that point. If any of the mentioned problems occurs over 20 seconds after the start of their program, the team can resume their program from the point of the interruption or at the point immediately before an element, if the interruption occurred at the entrance to or during the element. The element must be deleted from the team's score and the team can repeat the deleted element when they resume their program. No deductions are made for interruptions caused by music deficiencies.
The ISU provides the following definitions of musical terms used in the scoring of ice dance:
- Beat – "A note defining the regular recurring divisions of a piece of music."
- Tempo – "The speed of music in Beats or Measures per minute."
- Rhythm – "The regularly repeated pattern of accented and unaccented Beats which gives the music its character."
- Measure (Bar) – "A unit of music which is defined by the periodic recurrence of the accent. Such units are of equal number of Beats."
- Strong Beat – "The first Beat of the Measure or group of two Measures supporting the skating count of the Rhythm."
- Weak Beat – "For Rhythms with a skating count on two Measures, the first Beat of the second Measure."
### Clothing
The clothing worn by ice dancers at all international competitions must be "modest, dignified and appropriate for athletic competition—not garish or theatrical in design". Rules about clothing tend to be more strict in ice dance; Juliet Newcomer from U.S. Figure Skating has speculated limits in the kind of costumes ice dancers chose were pushed farther during the 1990s and early 2000s than in the other disciplines, resulting in stricter rules. Clothing can, however, reflect the character of ice dancers' chosen music. Their costumes must not "give the effect of excessive nudity inappropriate for the discipline".
All men must wear trousers. Female ice dancers must wear skirts. Accessories and props on the costumes of both dancers are not allowed. The decorations on costumes must be "non-detachable"; judges can deduct one point per program if part of the competitors' costumes or decorations fall on the ice. If there is a costume or prop violation, the judges can deduct one point per program. Judges penalize ice dance teams with a deduction to their scores if these guidelines are not followed, although exceptions to these clothing and costume restrictions may be announced by the ISU. Costume deductions, however, are rare. According to Newcomer, by the time skaters get to a national or world championship, they have received enough feedback about their costumes and are no longer willing to risk losing points. |
14,242,284 | 2008 Hungarian Grand Prix | 1,166,094,531 | Formula One motor race | [
"2008 Formula One races",
"2008 in Hungarian motorsport",
"August 2008 sports events in Europe",
"Hungarian Grand Prix"
]
| The 2008 Hungarian Grand Prix (formally the Formula 1 ING Magyar Nagydíj 2008) was a Formula One motor race held on 3 August 2008, at the Hungaroring in Mogyoród, near Budapest. It was the 11th race of the 2008 Formula One World Championship. Contested over 70 laps, the race was won by Heikki Kovalainen for the McLaren team, from a second position start. Timo Glock finished second in a Toyota car, with Kimi Räikkönen third in a Ferrari. It was Kovalainen's first Formula One victory, which made him the sport's 100th driver to win a World Championship race, and it was Glock's first podium finish. It also turned out to be the only F1 race Kovalainen ever won.
The majority of the race consisted of a duel between Lewis Hamilton and Felipe Massa, who drove for McLaren and Ferrari, respectively. Hamilton started from pole position but was beaten at the first corner by Massa, who passed him around the outside. The two championship rivals began a battle for the lead that was resolved when Hamilton sustained a punctured tyre just over halfway through the race, giving Massa a lead of more than 20 seconds over Kovalainen. The Ferrari's engine, however, failed with three laps remaining, allowing the McLaren driver to win. Räikkönen set the race's fastest lap in the other Ferrari, but was hampered by a poor qualifying performance and was stuck behind Fernando Alonso (Renault) and Glock in turn for almost all of the race.
As a consequence of the race, Hamilton extended his lead in the World Drivers' Championship to five points over Räikkönen, with Massa a further three behind. Robert Kubica, who finished eighth after finding his BMW Sauber car uncompetitive at the Hungaroring, slipped to 13 points behind Hamilton, ahead of teammate Nick Heidfeld and Kovalainen. In the World Constructors' Championship, McLaren passed BMW Sauber for second position, 11 points behind Ferrari.
## Background
The 2008 Hungarian Grand Prix was the 11th of the 18th rounds of the 2008 Formula One World Championship and occurred at the 4.381 km (2.722 mi) Hungaroring circuit, in Mogyoród, Hungary, on 3 August 2008. The Grand Prix was contested by 20 drivers in ten teams of two. The teams, also known as "constructors", were Ferrari, McLaren-Mercedes, Renault, Honda, Force India-Ferrari, BMW Sauber, Toyota, Red Bull-Renault, Williams-Toyota and Toro Rosso-Ferrari. Before the race, Ferrari was in the lead of the Constructors' Championship with 105 points, 16 ahead of BMW Sauber and a further three in front of McLaren. Vying for fourth place were Toyota, Red Bull and Renault, all within two points of each other but more than 60 points behind McLaren. In the Drivers' Championship, Lewis Hamilton (McLaren) led with 58 points, ahead of Ferrari teammates Felipe Massa and Kimi Räikkönen, who were on 54 and 51 points respectively. BMW drivers Robert Kubica (48) and Nick Heidfeld (41) were fourth and fifth in the championship, followed by Heikki Kovalainen, who had scored 28 points in the second McLaren.
Following the on July 20, the teams conducted testing sessions at the Jerez circuit from July 22–25. Each team was limited to 30,000 km (19,000 mi) of testing during the 2008 calendar year, a reduction compared with previous seasons. Sebastian Vettel (Toro Rosso) set the fastest time of the first and second days, while Mark Webber (Red Bull) topped the third day's running, and Heikki Kovalainen was fastest on the final day of testing. Several teams tested using Bridgestone slick tyres, as preparation for the switch from grooved to slick tyres for the 2009 season, and BMW Sauber tested a Kinetic Energy Recovery System, also for the following year. Among the other teams, Force India's test driver, Vitantonio Liuzzi, tested the team's new "seamless-shift" gearbox ahead of the system's race début later in the year, while Timo Glock of Toyota took part after a heavy crash at the German Grand Prix.
In the week leading up to the race, a meeting between the teams at Ferrari's headquarters in Maranello resulted in the formation of a new representative body, the Formula One Teams Association (FOTA), which was led by Ferrari president Luca di Montezemolo. McLaren team principal Ron Dennis said the establishment of FOTA was intended to encourage greater co-operation between the teams, particularly in framing new sporting and technical regulations, and to act as a counterweight to the sport's existing governing body, the Fédération Internationale de l'Automobile (FIA) and the company responsible for its commercial management, Formula One Management (FOM).
On July 31, the day before the event's first free practice sessions took place, McLaren confirmed the team would retain Kovalainen for 2009 alongside Hamilton, while the organisers of the Hungarian Grand Prix signed a deal with Bernie Ecclestone, the president of FOM, to continue hosting the race until 2016.
Several teams made technical changes to their cars for the Grand Prix. Ferrari altered the F2008 chassis's cooling system and bodywork following high brake wear and engine water temperatures at the German Grand Prix. McLaren and Force India introduced revised aerodynamic packages for their MP4-23 and VJM01 chassis, aimed at increasing the amount of downforce, and therefore grip, produced by the bodywork. Force India also brought its seamless-shift gearbox to the event. Ferrari, Honda and Toyota also débuted raised engine covers, nicknamed "shark-fins" for the way they stretched toward the rear wing, and Honda introduced a new rear suspension package.
The sport's sole tyre supplier, Bridgestone, provided two specifications of grooved dry tyres for the race, designated Soft (also referred to as the "prime" tyre) and Super Soft (also referred to as the "option" tyre). The Super Soft compound was distinguished by a white stripe in one of the tyre's grooves. As was the case for all of the 2008 Grands Prix, the rules stipulated that all cars should use both types of tyre during the course of the race, and each driver was limited to seven sets of dry tyres for the weekend.
## Practice
Three practice sessions were held before the Sunday race—two on Friday from 10:00 to 11:30 and 14:00 to 15:30 local time, and a third on Saturday morning between 11:00 and 12:00. The first practice session took place in dry conditions. The ambient temperature was between 27–28 °C (81–82 °F), and the track temperature ranged from 31–34 °C (88–93 °F) during the hour-long period. Massa set the session's fastest time with a lap of 1 minute and 20.981 seconds, almost four-tenths of a second ahead of his teammate Räikkönen. The two McLaren drivers were third and fourth, Kovalainen ahead of Hamilton. Fernando Alonso and Nelson Piquet Jr. set the fifth and eighth-fastest times respectively for Renault; they were separated by Glock and Kubica. Their teammates, Heidfeld and Toyota driver Jarno Trulli, completed the top ten. Vettel's Toro Rosso car was afflicted by a hydraulics problem; this restricted him to completing only four timed laps, and he was slowest overall.
The second practice session was held in similar weather to the first; the only difference was a slightly higher peak track temperature of 37 °C (99 °F). During this session, Hamilton set the quickest lap time of the day, a 1:20.554; Kovalainen finished with the third-fastest time. The Renault drivers were again quick—Piquet in second and Alonso fourth—although the team's Executive Director of Engineering, Pat Symonds, admitted both cars were running with slightly lower fuel loads than normal, improving their performance. Räikkönen and Massa slipped to fifth and sixth respectively, their best times one-thousandth of a second apart. They were ahead of Heidfeld, Kubica, Trulli and Williams driver Nico Rosberg. Vettel's car was still suffering from the hydraulics problem and he completed just five laps, again setting the slowest time of the session.
Saturday's weather was again dry for the third and final practice session, with ambient temperature between 27–29 °C (81–84 °F) and track temperature from 32–36 °C (90–97 °F). Hamilton again set the fastest time, a 1:20.228, quicker than his best on Friday. This put him immediately ahead of Massa, Glock, Kovalainen and Piquet. Heidfeld was much happier with the setup of his car and set the sixth-fastest time, but Kubica suffered a mechanical problem that restricted him to 18th position. Vettel had a trouble-free session and set the eighth-fastest time, one position behind teammate Sébastien Bourdais. Räikkönen and Rosberg completed the top ten ahead of qualifying.
## Qualifying
Saturday afternoon's qualifying session was divided into three parts. In the first 20-minute period, cars finishing 16th or lower were eliminated. The second qualifying period lasted 15 minutes, at the end of which the fastest 10 cars went into the final period to determine their grid positions for the race. Cars failing to make the final period were allowed to be refuelled before the race, but those competing in it were not and carried more fuel than they had done in the earlier qualifying sessions to see them through the first part of the race. The session was held in dry weather slightly hotter than any of the free practice sessions; the ambient temperature ranged between 30 and 31 °C (86 and 88 °F), while track temperature ranged between 38 and 41 °C (100 and 106 °F).
Hamilton set the fastest time in the first and final parts of the session, which clinched him pole position with a lap of 1:20.899. Although he was pleased with the handling of his McLaren—he said that he had never been more comfortable in the car—he believed that he could have recorded a faster lap, as he made a slight mistake going into Turn Five. Hamilton was joined on the front row by his teammate Kovalainen, who recorded a lap time 0.241 seconds slower and was fuelled for an additional two laps in the race. Massa set the session's fastest time of 1:19.068 during its second part, but was delayed by other cars, which prevented him from heating his tyres sufficiently to achieve the maximum grip possible. He dropped to third overall in the final part of qualifying. Räikkönen was on a heavier fuel load than his teammate but made a mistake on his final flying lap that restricted him to sixth place. That left him behind Kubica and Glock on the grid. Kubica achieved his competitive time despite handling problems, which led him to describe his lap as his best so far of the season, while Glock recorded the best qualifying result of his career thus far. Alonso qualified in seventh position with Piquet in tenth on a heavy fuel load; the Renault teammates were split by Webber and Trulli. As the Soft tyres were expected to perform better in the race than the Super Softs, the McLaren drivers' use of one fewer set of the Soft tyres than their Ferrari counterparts during the qualifying session suggested Hamilton and Kovalainen might have had a tyre performance advantage in the race. This was because the Soft tyre was the fastest tyre choice over the course of a single lap, despite the theoretical performance advantage of the Super Soft; Ferrari used one more set of Soft tyres than McLaren before realising this was the case.
Vettel was the fastest driver not to advance into the final session, qualifying 11th; his best time of 1:20.131 was just over a second slower than Massa's pace in the second session. His teammate, Bourdais, set the 14th-fastest lap, but was penalised five positions on the grid for impeding Heidfeld during the first part of qualifying, a delay which limited the BMW Sauber driver to the 16th-fastest time. The Toro Rosso drivers were split before Bourdais' penalty by Jenson Button—who found his Honda's revised suspension a significant improvement—and David Coulthard, who believed the Hungaroring did not suit the handling characteristics of his Red Bull RB4 chassis. Rosberg made it into the second part of qualifying, but did not complete any laps thereafter after his Williams car developed a hydraulics problem. Kazuki Nakajima (Williams), Rubens Barrichello (Honda) and Force India drivers Giancarlo Fisichella and Adrian Sutil failed to advance beyond the first part of qualifying, and thus completed the final rows of the grid. In the first part of qualifying (the only section in which all drivers took part), the entire field was covered by just under three seconds.
### Qualifying classification
- – Sébastien Bourdais was penalised five places on the grid for impeding Nick Heidfeld during first qualifying.
## Race
The race took place in the afternoon from 14:00 local time, in dry and sunny weather, with an ambient temperature of between 30 and 31 °C (86 and 88 °F), and a track temperature ranging from 40 to 43 °C (104 to 109 °F). The race-day attendance was 84,000. As usual, the race was broadcast worldwide, with the "World Feed" coverage being produced by FOM. Every driver except Coulthard started on the Soft compound tyres. Massa made a good start on his only remaining new set of Soft tyres, moving ahead of Kovalainen from the grid and drawing alongside Hamilton into the first corner. Hamilton held the inside line for the turn, but Massa braked later than the McLaren driver and passed him around the outside. Behind the leading three in the run down to the first corner, Glock moved ahead of Kubica, while Alonso overtook Räikkönen. Barrichello made the best start in the field, moving from 17th to 13th place at the end of the first lap, while Vettel made a poor start and lost four places over the same distance. At the completion of the first lap, Massa led from Hamilton, Kovalainen, Glock, Kubica, Alonso, Räikkönen, Webber, Trulli, Piquet, Coulthard, Heidfeld, Barrichello, Button, Vettel, Bourdais, Rosberg, Nakajima, Fisichella and Sutil.
Massa and Hamilton immediately began to pull clear of Kovalainen. On lap 3, Button overtook his teammate Barrichello for 13th position, but both Honda drivers were stuck behind Heidfeld, who was carrying a heavier fuel load than them. As the race progressed, Massa began to open a small lead over Hamilton, who put his McLaren into a "fuel-saving mode", attempting to jump ahead of Massa later in the race by making a pit stop after the Ferrari driver. In addition, the high track temperature was to the Ferrari chassis's advantage, as it was easier on its tyres than the McLaren and was able to run them at an operating temperature of up to 10 °C (18 °F) lower, resulting in less tyre wear. By lap 18, Massa had a lead of 3.5 seconds over Hamilton, who in turn was almost 8 seconds ahead of Kovalainen. Glock was a further 3 seconds behind the second McLaren driver, but was drawing ahead of Kubica in fifth, who was finding his BMW Sauber difficult to drive in race conditions with a lack of grip and stability under braking, and was holding up a group of cars behind him.
Massa, Kubica and Webber were the first three drivers to make pit stops by coming in on lap 18. The McLaren mechanics timed Massa's stop to estimate the amount of fuel he received, and when Hamilton made his own first stop on the next lap, they fuelled him to run for three laps longer than the Ferrari in the second stint of the race. Kovalainen took over the lead of the race for two laps before his pit stop on lap 21 returned it to Massa. Piquet was the last of the leading runners to make a pit stop, on lap 25, allowing him to jump ahead of Kubica, Trulli and Webber. Further down the order, Vettel made an unscheduled pit stop on lap 20 and retired two laps later with an overheating engine. By the end of lap 26, all of the leading drivers on two-stop strategies had taken their pit stops. The race order was Massa leading from Hamilton, Kovalainen, Glock, Coulthard (who was yet to pit), Alonso, Räikkönen, Piquet, Trulli, Kubica, Webber, Heidfeld, Button, Barrichello, Bourdais, Rosberg, Nakajima, Fisichella and Sutil.
Hamilton rejoined the race following his first pit stop 2.6 seconds behind Massa, and needed to stay within approximately 3.5 seconds of the Ferrari driver to gain track position after the second round of pit stops. Massa began to pull away again, easing the gap open to 4 seconds by lap 32, while Hamilton locked his front-left wheel as he tried to keep up with the Ferrari, flat-spotting the tyre in the process. The two continued to set fastest laps as they pulled away from the rest of the field. On lap 29, Coulthard made his first pit stop, dropping to 12th place as a result. Button, Barrichello, Bourdais, Rosberg, Nakajima, Fisichella and Sutil also made their first pit stops at this stage of the race. Three of these drivers experienced delays during their pit stops which dropped them down the running order: Barrichello and Bourdais suffered flash fires, while Rosberg's fuel hose jammed, losing him time.
At the front of the field, Massa continued to pull away gradually from Hamilton; the gap between the two had risen to 5 seconds by the end of lap 40. On the following lap, Hamilton's front-left tyre deflated approaching Turn Two; the resultant slow lap back to the pit lane and stop for a replacement tyre dropped him to tenth place. Massa now had a 23-second lead over Kovalainen and slowed his pace accordingly, adjusting the performance of the engine to place it under less mechanical stress. He made his final pit stop on lap 44, allowing Kovalainen to take the lead until his own stop four laps later, handing Massa back his lead. On lap 41, Heidfeld made his only pit stop, dropping from 11th to 12th position. In the following laps, the other drivers made their second stops, except Nakajima, who switched to a one-stop strategy at his first visit to his pit box. Behind the leading trio of Massa, Kovalainen and Glock, Räikkönen moved ahead of Alonso despite running off the road just before his pit stop; after he exited the pit lane, Piquet fended off Trulli as they battled for position. The pit stop sequence allowed Hamilton to move back up the order, to sixth place behind Alonso. Further back, Bourdais suffered another flash fire on lap 45, and made another visit to the pit lane one lap later to have fire extinguisher foam cleaned off his helmet visor. Rosberg was the final scheduled driver to make a pit stop, on lap 58. The majority of the drivers ran with Soft tyres for the first two stints of the race, then switched to the Super Soft compound for the final stint.
At the conclusion of lap 59, with the scheduled pit stops completed, the running order was Massa leading from Kovalainen, Glock, Räikkönen, Alonso, Hamilton, Piquet, Trulli, Kubica, Webber, Heidfeld, Coulthard, Button, Nakajima, Rosberg, Fisichella, Sutil, Barrichello and Bourdais. Running in clean air without a car immediately in front of him for the first time, Räikkönen set the fastest lap of the race at 1:21.195, on lap 61, as he closed the nine-second gap to Glock at a rate of one second per lap. Hamilton caught Alonso at a similar rate, but his rear Super Soft tyres began to overheat and he was unable to make any further impression after closing the gap to 1.5 seconds. On lap 62, Sutil suffered a puncture caused by a brake failure and became the second retirement of the race. In the closing laps, Kovalainen reduced his deficit to Massa to 15 seconds, but the Ferrari driver appeared to be in command of the race. However, as Massa started lap 68, his engine failed without warning, forcing him to retire from the lead with three laps remaining. Kovalainen was thus promoted into the lead, which he held to take the first victory of his Formula One career in a time of 1'37:27.067, at an average speed of 117.309 mph (188.791 km/h). Kovalainen was the 100th driver to win a Formula One World Championship race. Glock likewise claimed the best result of his career, and first podium finish, with second position. Räikkönen took the final place on the podium despite a failure in his car's rear suspension during the final few laps. Alonso and Piquet finished on either side of Hamilton, who was in fifth position, leading Symonds to describe the race as his team's best of the year so far. Trulli finished seventh, ahead of Kubica, who was extremely disappointed with the uncompetitive performance of his car at the Grand Prix closest to his home country of Poland. His teammate, Heidfeld, finished in tenth place between the two Red Bull drivers, both of whom were also disappointed by their team's performance. Button, Nakajima, Rosberg and Fisichella filled the next places, a lap behind the leader, while Barrichello was two laps down in 16th position after the delay at his first pit stop. Massa was classified in 17th place, ahead of Bourdais, who was the final finisher.
### Post-race
Although Kovalainen was delighted with his first Formula One victory, he attributed much of the credit for his win to luck. After the race he said, "I feel a bit sorry for Felipe and Lewis. They both drove great races, but I know how it feels when things go wrong—I've had a few similar moments this year. I tried to put pressure on Felipe, especially during the last stint. I felt something might happen if I did that, you never know, but I still found it hard to believe when I saw his Ferrari on fire." The victory proved to be Kovalainen's only Formula One win. Glock was pleased with second position and spoke of how he had dedicated extra training to improve his race starts. He said he had focussed on not making any mistakes in the closing laps as Räikkönen closed, instead of maintaining the gap. Räikkönen described his race as "frustrating and boring" due to the amount of time he spent stuck behind slower cars.
The podium finishers were overshadowed in the media by coverage of the ill fortune of both the weekend's pace-setters, Hamilton and Massa. Massa in particular was praised for his performance. The Ferrari team principal, Stefano Domenicali, said it was, "the best race of his career. It was fantastic the way he managed the race." Journalist Mark Hughes described it as "almost certainly his best race to date", and colleague Simon Arron termed it as "one of the finest afternoons of his F1 career". Both drew attention to his controlled aggression at the first corner of the race, followed by his relentless, mistake-free pace. Arron, in particular, noted that Massa's first-corner passing move was more typical of Hamilton's attacking style than his own, and was a "defining moment" in Massa's championship campaign. Hamilton himself later expressed surprise that Massa had been able to overtake him in such a manner, and warned his rival that "it won't happen again". Hughes described the Grand Prix as "a throwback race", in that the leaders had suffered from unreliability, and the winner had not been in contention on speed alone; It was a situation reminiscent of earlier times in the sport, when the cars were generally less reliable.
Bridgestone director of motorsport Hirohide Hamashima said Hamilton's puncture was probably caused by debris, although as a result of the damage the tyre had sustained, the precise nature of the failure was impossible to determine. He also stated that Hamilton's tyre was more vulnerable to debris damage because he had flat-spotted it earlier in the race. Massa said he had no prior indication of his engine failure. The problem was later traced to a connecting rod failure caused by an impurity in the component material. An identical problem caused Räikkönen to retire from the following race, the .
As a consequence of the race, Hamilton extended his lead in the Drivers' Championship to five points ahead of Räikkönen, who moved ahead of Massa in the standings. Kubica maintained fourth place; Kovalainen's win moved him to within three points of Heidfeld in fifth. In the Constructors' Championship, Ferrari continued to lead, but McLaren jumped ahead of BMW Sauber for second position. Behind Toyota, Renault moved ahead of Red Bull. Despite his increased lead, Hamilton acknowledged that he expected the Ferrari drivers to be formidable opponents in the season's seven remaining races. After the eventual conclusion of the championship in Hamilton's favour by one point, the Hungarian Grand Prix was highlighted as one of Massa's most obvious lost opportunities in his bid to win the title.
### Race classification
## Championship standings after the race
Drivers' Championship standings
Constructors' Championship standings
- Note: Only the top five positions are included for both sets of standings.
## See also
- 2008 Hungaroring GP2 Series round |
8,843,403 | Taare Zameen Par | 1,173,365,527 | 2007 Indian film directed by Aamir Khan | [
"2000s Hindi-language films",
"2000s children's drama films",
"2000s educational films",
"2000s psychological drama films",
"2007 directorial debut films",
"2007 films",
"Best Film on Family Welfare National Film Award winners",
"Disney India films",
"Dyslexia in fiction",
"Films about disability in India",
"Films about educators",
"Films about fictional painters",
"Films about special education",
"Films about students",
"Films about teacher–student relationships",
"Films about the education system in India",
"Films scored by Shankar–Ehsaan–Loy",
"Films set in 2006",
"Films set in 2007",
"Films set in Mumbai",
"Films set in boarding schools",
"Films shot in Mumbai",
"Indian children's drama films",
"Indian films with live action and animation",
"Indian psychological drama films"
]
| Taare Zameen Par (lit. 'Stars on Earth'), also known as Like Stars on Earth in English, is a 2007 Indian Hindi-language drama film produced and directed by Aamir Khan. It stars Khan himself, with Darsheel Safary, Tanay Chheda, Vipin Sharma and Tisca Chopra. It explores the life and imagination of Ishaan (Safary), an artistically gifted 9-year-old boy whose poor academic performance leads his parents to send him to a boarding school, where a new art teacher Nikumbh (Khan) suspects that he is dyslexic and helps him to overcome his reading disorder.
Creative director and writer Amole Gupte developed the idea with his wife Deepa Bhatia, who was the film's editor. Shankar–Ehsaan–Loy composed the score, and Prasoon Joshi wrote the lyrics for many of the songs. Principal photography took place in Mumbai, and in Panchgani's New Era High School, where some of the school's students participated in the filming.
Taare Zameen Par made its theatrical debut in India on 21 December 2007. It was commercially successful, earning ₹1.35 billion worldwide. It received widespread critical acclaim, with praise for its story, screenplay, direction, dialogues, soundtrack and performances. It also helped raise awareness about dyslexia.
A recipient of several accolades, Taare Zameen Par was India's official entry at the 81st Academy Awards for Best Foreign Film, but did not proceed further. At the 55th National Film Awards, it won 3 awards: Best Film on Family Welfare, Best Lyrics (Prasoon Joshi for "Maa") and Best Male Playback Singer (Shankar Mahadevan for "Maa"). At the 53rd Filmfare Awards, it received 11 nominations, including Best Actor (Safary), Best Supporting Actor (Aamir Khan) and Best Supporting Actress (Chopra), and won a leading 5 awards, including Best Film, Best Director (Aamir Khan) and Best Lyricist (Joshi for "Maa").
UTV Home Entertainment released a DVD for Indian audiences in 2008. Disney's later release of the international edition DVD marked the first purchase of distribution rights for an Indian film by a global company.
## Plot
Ishaan Awasthi is an 8-year-old boy who has trouble following school, though he is assumed by all to hate learning and assumed to be a troublemaker, and is belittled for it. He has repeated the 3rd standard from the previous year due to his failures. His imagination, creativity, and talent for art and painting are often disregarded. His father, Nandkishore is a successful executive who expects his sons to excel, and his mother, Maya is a homemaker who is frustrated by her inability to educate Ishaan. Ishaan's elder brother, Yohan is an exemplary student in whose shadow Ishaan remains. One day, Ishaan and his parents are called by Ishaan's principal to discuss about his behavior and grades. Fed up of hearing Ishaan's failures and lack of improvement, Nandkishore sends Ishaan to a boarding school. Alone there, he rapidly sinks into a state of fear, anxiety, and depression, which is only worsened by the teachers there and their strict and abusive regime. His only friend is Rajan Damodaran, a physically disabled boy who is one of the top students and resides with his family there, as his father is part of the school's board. Ishaan contemplates suicide one day, but is stopped when he hears Rajan fall down and Ishaan gets off the ledge to help him up. Rajan also informs him that Mr. Holkar, the school's art teacher, has left the school and is being replaced by someone else.
Ram Shankar Nikumbh, a cheerful and optimistic instructor at the Tulips School for young children with developmental disabilities, joins the boarding school's faculty the same day, replacing the authoritarian Mr. Holkar, the school's former art teacher. Ram's teaching style is markedly different from that of Holkar's, and he quickly notes Ishaan's unhappiness that day after he fails to draw anything during the class. He reviews Ishaan's work and concludes that his academic shortcomings are indicative of dyslexia. Ram then visits the Awasthi's house in Mumbai, where he is surprised to discover Ishaan's hidden interest in art. Flustered, he demonstrates to Maya and Yohan how Ishaan has extreme difficulty in understanding letters and words due to dyslexia, and his poverty in sports skills stems from his poor motor ability (which also applies to his difficulty in tying shoelaces). Nandkishore labels it as an intellectual disability (as well as excuse) and dismisses it as laziness much to Ram's frustration.
Back at school, Ram brings up the topic of dyslexia in a class by offering a list of famous dyslexic people. He comforts Ishaan, telling him how he struggled as a child as well. Ram obtains the principal's permission to become Ishaan's tutor. With gradual care, he works to improve Ishaan's reading and writing by using remedial techniques developed by dyslexia specialists. Eventually, both Ishaan's demeanor and his grades improve. One day Nandkishore visits the school and tells Ram that he and Maya have read up on dyslexia and understand the condition. Ram mentions that what Ishaan needs more than understanding is that someone loves him. Outside Nandkishore sees Ishaan reading from a board. With teary eyes, he is unable to face his son and walks away.
At the end of the school year, Ram organises an arts and crafts contest for the staff and students, judged by artist Lalita Lajmi. Ishaan's work makes him the winner and Ram, who paints Ishaan's portrait, is declared the runner-up. The principal announces that Ram has been hired as the school's permanent art teacher. When Ishaan's parents meet his teachers on the last day of school, they are left speechless by the transformation in him. Overcome with emotion, Nandkishore thanks Ram. Before leaving, Ishaan runs toward Ram, who lifts him high up in a hug.
## Cast
- Darsheel Safary as Ishaan Nandkishore Awasthi (Inu): Maya & Nandkishore's son
- Veer Mohan as Little Ishaan
- Aamir Khan as Ram Shankar Nikumbh: An art teacher at New Era High School and Inu's tutor, tuition teacher
- Tisca Chopra as Maya Awasthi: Ishaan and Yohaan's mother
- Vipin Sharma as Nandkishore Awasthi, Ishaan and Yohaan's father
- Tanay Chheda as Rajan Damodran, Inu's best friend and classmate at boarding school
- Sachet Engineer as Yohaan Nandkishore Awasthi: Inu's brother
- Aniket Engineer as Junior Yohaan
- Ramit Gupta as Ranjeet
- Girija Oak as Jabeen Khan: Nikumbh's co-worker
- Bugs Bhargava and Shankar Sachdev as Sen Sir and Tiwari Sir, Two teachers at New Era High School
- M. K. Raina as Principal - Boarding school: The head of New Era High School
- Pratima Kulkarni as Principal - St. Anthony's School
- Meghna Malik as Victoria Teacher: Class and math teacher of Ishaan's former school, St. Anthony's School
- Sonali Sachdev as Irene Teacher: An English teacher at Ishaan's former school, St. Anthony's School
- Lalita Lajmi as herself (cameo appearance)
## Production
### Development
The husband and wife team of Amole Gupte and Deepa Bhatia developed the story that eventually became Taare Zameen Par as a way of understanding why some children could not conform to a conventional educational system. Their work began as a short story that evolved into a screenplay over seven years. Bhatia said in an interview with The Hindu that her original inspiration was the childhood of Japanese filmmaker Akira Kurosawa, who did poorly in school. She cited a specific place in Kurosawa's biography where he began to excel after meeting an attentive art teacher, and said that it "became the inspiration for how a teacher could transform the life of a student".
While developing the character of a young boy based on Kurosawa, Bhatia and Gupte explored some possible reasons why he failed in school. Their research led them to the Maharashtra Dyslexia Association and Parents for a Better Curriculum for the Child (PACE). Dyslexia eventually became the central topic and theme of the film. The pair worked with dyslexic children to research and develop the screenplay, basing characters and situations on their observations. Bhatia and Gupte carefully concealed the children's identities in the final version of the script.
Khan and Gupte first met in college. Khan has said that he admired Gupte's abilities as an actor, writer, and painter. Three years before the film's release, Gupte brought Khan to the project as a producer and actor. Gupte himself was to direct, but the first week's dailies were a great disappointment to Khan, who "lost faith in Amole and his capability of translating on screen what he had so beautifully written on paper". Khan was on the verge of withdrawing his participation in the film because of these "creative differences", but Gupte kept him on board by stepping down as director. Contrary to Khan's claim, Gupte lashed out saying that after the wrap-up party, Khan announced that he was the director of the film, despite Gupte acting as director. Had it been necessary to hire a third party, production would have been postponed for 6–8 months as the new director prepared for the film. Keen to keep Safary as Ishaan—the actor might have aged too much for the part had production been delayed—Khan took over the role of director. Taare Zameen Par was Khan's first experience in the dual role of actor and director. He has admitted that the transition was challenging, stating that while he had always wanted to direct a film, it was unknown territory for him. Gupte remained on set, "guiding [Khan] and, at times, even correcting [him]".
### Title and translation
Initially, the film was to retain the short story's title of "High Jump", which referenced Ishaan's inability to achieve the high jump in gym class. This subplot, which was filmed but later cut, would have tied into the original ending for the movie. In this planned ending, a "ghost image" separates from Ishaan after the art competition and runs to the sports field; the film would end on a freeze frame of Ishaan's "ghost image" successfully making the leap. Aamir Khan disliked this proposed ending and convinced Gupte to rewrite it.
With the working title no longer relevant, Khan, Gupte, and Bhatia discussed several alternatives, eventually deciding on Taare Zameen Par. Possible translations of this title include Stars on the Ground and Like Stars on Earth. According to Khan:
> Taare Zameen Par is a film about children and it is a film which celebrates the abilities of children. Taare Zameen Par is a title which denotes that aspect. It is a title with a very positive feel to it. All the kids are special and wonderful. They are like stars on earth. This particular aspect gave birth to the title.
### Filming
Principal photography took place in India over five months. Khan spent his first two days as director blocking the first scene to be filmed: Ishaan returning home from school and putting away his recently collected fish. Believing the audience should not be aware of the camera, he chose a simple shooting style that involved relatively little camera movement.
The opening scene of Ishaan collecting fish outside his school was shot on location and at Film City. The shots of Ishaan took place at the former, while those involving the gutter terrarium were filmed at a water tank at the latter. The tank's water often became murky, forcing production to constantly empty and refill it, and causing the scene to take eight hours to film. The film's next sequence involved Ishaan playing with two dogs. To compensate for the "absolutely petrified" Safary, most joint shots used a body double, though other portions integrated close-up shots of the actor. Ishaan's nightmare—he becomes separated from his mother at a train station and she departs on a train while he is trapped in a crowd—was filmed in Mumbai on a permanent railway-station set. To work around the train set piece's immobility, production placed the camera on a moving trolley to create the illusion of a departing train. For the sequences related from the mother's point of view—shot from behind the actress—Chopra stood on a trolley next to a recreated section of the train's door.
All the school sequences were filmed on location. The production team searched for a Mumbai school with an "oppressive" feel to establish the "heaviness of being in a metropolitan school", and eventually chose St. Xavier's School. As the school is situated along a main road filming took place on weekends, to minimise the background noise, but an early scene in which Ishaan is sent out of the classroom was filmed on the day of the Mumbai Marathon. The production staff placed acrylic sheets invisible to the naked eye on the classroom windows to mask the sounds of nearby crowds and helicopters. New Era High School served as Ishaan's boarding school. The change of setting was a "breath of fresh air" for the production crew, who moved from Ishaan's small house in Mysore Colony, Chembur to the "vast, beautiful environs" of Panchgani.
Production relied on stock footage for the brief scene of a bird feeding its babies. Khan carefully selected a clip to his liking, but learned three weeks before the film's release that the footage was not available in the proper format. With three days to replace it or else risk delaying the release, Khan made do with what he could find. He says that he "cringes" every time he sees it.
### Children
Real schoolchildren participated throughout the movie's filming. Khan credited them with the film's success, and was reportedly very popular with them. Furthermore, Khan placed a high priority on the day-to-day needs of his child actors, and went to great lengths to attend to them. The production staff made sure that the students were never idle, and always kept them occupied outside of filming. New Era Faculty Coordinator Douglas Lee thought the experience not only helped the children to learn patience and co-operation, but also gave them a better understanding of how they should behave towards children like Ishaan who have problems in school. Because filming at New Era High School occurred during the winter holiday, those portraying Ishaan's classmates gave up their vacation to participate. To fill in the campus background, students from nearby schools were also brought in. A total of 1,500 children were used for wide-shots of the film's art-fair climax; medium shots only required 400 students.
New to acting, the children often made errors such as staring into the camera, and Khan resorted to unorthodox methods to work around their rookie mistakes. For example, an early scene in the film featured a school assembly; Khan wanted the students to act naturally and to ignore the principal's speech, but recognised that this would be a difficult feat with cameras present. First Assistant Director Sunil Pandey spoke continuously in an attempt to "bore the hell out of [them]", and they eventually lost interest in the filming and behaved normally. A later scene involved Nikumbh enlightening his class about famous people with dyslexia, and the children's responses to his speech were the last portion to be filmed. Having already spent 3–4 days hearing the dialogue the children's reactions were "jaded". Khan opted to film them while he recited a tale, and manipulated his storytelling to achieve the varying spontaneous reactions. The following scene had the children playing around a nearby pond. Horrified when he learned that the water was 15 feet (4.6 m) deep, Khan recruited four lifeguards in case a child fell in.
Khan found it important that the audience connect the film to real children, and had Pandey travel throughout India filming documentary-style footage of children from all walks of life. Those visuals were integrated into the end credits.
### Art and animation
While claymation has been used in Indian television commercials, the film's title sequence—a representation of Ishaan's imagination—marked its first instance in a Bollywood film. Khan gave claymation artist Dhimant Vyas free rein over the various elements. The storyboarding took one and a half months and the shooting required 15 days. The "3 into 9" sequence, in which Ishaan delves into his imagination to solve a math problem, was originally conceived as a 3D animation. Halfway through its creation, however, Khan felt it was not turning out as he had envisioned it. Khan scrapped the project and hired Vaibhav Kumaresh, who hand-drew the scene as a 2D animation.
Artist Samir Mondal composed Ishaan and Nikumbh's art-fair watercolor paintings. He held a workshop with the schoolchildren, and incorporated elements from their artwork into Ishaan's. Mondal also instructed Khan on a painter's typical mannerisms and movements. Gupte created the rest of Ishaan's artwork and Assistant Art Director Veer Nanavati drew Ishaan's flipbook. The art department's designs for Ishaan's school notebooks disappointed Khan, who had familiarized himself with dyslexic writing. Using his left hand, Khan instead wrote it himself.
### Musical sequences
The musical sequence of "Jame Raho" establishes the characters of the four members of Ishaan's family; for example, the father is hardworking and responsible, and Yohaan is an "ideal son" who does all the right things. A robotic style of music overlaps most of the sequence—this is mirrored by the machine-like morning routines of the mother, father, and Yohaan—but changes for Ishaan's portion to imply that he is different from the rest. This concept is furthered by speed ramping and having the camera sway with the music to create a distinct style. The twilight scenes of "Maa" were a particular issue for the production crew. Because the specific lighting only lasted ten to fifteen minutes a day, the scenes took nearly ten evenings to film. Production at one time considered having a child singing, but ultimately deemed it too over the top and felt it would connect to more people if sung by an adult. Shankar initially performed the song as a sample—they planned to replace him with another singer—but production eventually decided that his rendition was best.
Ishaan's truancy scene—he leaves school one day after realizing that his mother has not signed his failed math test—originally coincided with the song "Kholo Kholo," but Khan did not believe it worked well for the situation. In his opinion, the accompanying song should focus on what a child wants—to be free—and be told from the first-person perspective instead of "Kholo Kholo"'s second person. When Khan took over as director, he opted to use "Mera Jahan"—a song written by Gupte—and moved "Kholo Kholo" to the art fair. Viewers of test screenings were divided over the truancy scene. Half thoroughly enjoyed it but the rest complained that it was too long, did not make sense, and merely showed "touristy" visuals of Mumbai. Khan nevertheless kept the scene, because he "connected deeply" with it and felt that it established Ishaan's world.
Shiamak Davar choreographed the dance sequence of "Bum Bum Bole," and was given free rein over its design. He had intended to use 40 students from his dance school, but Khan did not want trained dancers. Davar gave the children certain cues and a general idea of what to do, but left the style and final product up to them to avoid a choreographed appearance. Time constraints meant that while Khan was busy filming "Bum Bum Bole," Ram Madhvani took over as director for "Bheja Kum". The latter sequence, containing a "fun-filled" song of rhythmic dialogue, allowed the audience to perceive how Ishaan sees the world and written languages. It was intended to represent "a young boy's worst nightmare, in terms of ... the worst thing that he can think of"; Madhvani based the visual concept on his son's fear of "creepy-crawlies" such as cockroaches, dragonflies, and lizards. Tata Elxsi's Visual Computing Labs made the creatures out of the English alphabet and numbers, although Khan insisted they include the Hindi alphabet as not all the audience would be familiar with English. The chalkboard writing's transformation into a snake was included to surprise the audience and "end the song on a high note."
In writing the song "Taare Zameen Par," lyricist Prasoon Joshi followed the theme of "however much you talk about children, it's not enough." Every line throughout the song describes children, and only one repeats: "Kho Naa Jaaye Yeh / Taare Zameen Par" ("Let us not lose these / Little stars on earth"). The song is mostly set to the annual day performance by the developmentally disabled children of Tulips School. Actual students from Tulips School and Saraswati Mandir participated, and were filmed over a period of five days. The sequence originally featured numerous dance performances, but was trimmed down when test audiences found it too long. A song accompanying the scene in which Ishaan's mother is watching home videos of her son was also cut, and replaced with background music after test audiences expressed their opposition to yet another song.
### Background music
Timing and other aspects are usually planned when scoring a film, but Khan chose to take a more improvised approach. Instead of using a studio, he and the trio Shankar–Ehsaan–Loy recorded it at Khan's home in Panchgani, to clear their heads and not be in the mindset of the city. As they watched the film, Khan pointed out when he wanted music to begin and of what type. Ehsaan Noorani noted that this strategy allowed the score to have a "spontaneity to it."
Different styles of background music were used to convey certain things. For example, a guitar is played when Ishaan is tense or upset, sometimes with discordant notes. The music of the opening scene—the recurring "Ishaan's Theme," which represents the character's peace of mind—overpowers the background noise to show that Ishaan is lost in his own world; the noise becomes louder after he snaps back to reality. But the scene in which Nikumbh explains dyslexia to Ishaan's family took the opposite approach. Silent at first, the music is slowly introduced as the father begins to understand his son's dilemma. The almost seven-minute long scene scarcely used any background music, to slow the pace and make it seem more realistic.
### Promotional material
When filming part of the montage that details Ishaan's tutoring by Nikumbh, Khan immediately decided it would be the "key art of the film". He noted that "this one shot tells you the entire story", and used it for the poster.
## Release
### Box office
Taare Zameen Par was released worldwide on 14 December 2007, although countries such as Australia, Malaysia, New Zealand, and Fiji opened it on 20 December. It debuted in India with 425 prints, although revenue-sharing issues between the film's distributors and theatre owners caused some slight delays. The movie grossed ₹150 million (US\$3.63 million) domestically within the first three days. Its theatre occupancy in Mumbai dropped to 58 percent during its third week, but climbed back to 62 percent the following week—this brought the total to ₹770 million (US\$18.62 million)—after the Maharashtra government granted the film exemption from the entertainment tax. Anticipating further tax exemption in other states, world distributor PVR Pictures circulated 200 more prints of the film. The film completed its domestic run with \$19,779,215. To reach more audiences, the film was later dubbed in the regional languages of Tamil and Telugu. Both were scheduled for release on 12 September 2008, the former under the title Vaalu Nakshatram. It grossed \$1,223,869 in the US by its seventh week, and £351,303 in the UK by its ninth week. Reports regarding the film's worldwide gross have conflicted, with sources citing ₹889.7 million (US\$21.52 million),₹1.07 billion (US\$25.88 million), ₹1.31 billion (US\$31.68 million), and ₹1.35 billion (US\$32.65 million).
### Protests in Gujarat
In response to Khan's support for the Narmada Bachao Andolan and his criticism of Chief Minister Narendra Modi, approximately 50 activists of the Sardar Patel Group conducted protests outside of PVR and INOX theatres in Vadodara, Gujarat. The group also issued statements to all the multiplexes of Gujarat, suggesting that the film not be screened unless Khan apologised for his comments. The INOX cinema eventually boycotted the film; INOX Operations Manager Pushpendra Singh Rathod stated that "INOX is with Gujarat, and not isolated from it".
### International Dyslexia Association
The International Dyslexia Association screened Taare Zameen Par on 29 October 2008 in Seattle, Washington. Khan noted in his official blog that there were about 200 people in the audience and that he was "curious to see the response of a non-Indian audience to what we had made." He felt some concern that Taare Zameen Par was shown in a conference room rather than a cinema hall and was projected as a DVD rather than as a film. He said that the showing concluded to an "absolutely thunderous standing ovation" which "overwhelmed" him and that he "saw the tears streaming down the cheeks of the audience." Khan also noted that the reaction to the film "was exactly as it had been with audiences back home in India".
### Home media
UTV Home Entertainment released the film on DVD in India on 25 July 2008. It was launched at Darsheel Safary's school, Green Lawns High School, in Mumbai. Aamir Khan, Tisca Chopra, Vipin Sharma, Sachet Engineer, and the rest of the cast and crew were present. In his speech, Khan stated, "Darsheel is a very happy child, full of life and vibrant. I am sure it's because of the way his parents and teachers have treated him. I must say Darsheel's principal Mrs. Bajaj has been extremely supportive and encouraging. The true test of any school is how happy the kids are and by the looks of it, the children here seem really happy."
Walt Disney Studios Home Entertainment, whose parent company previously acquired 33 percent of UTV Software Communications, bought the DVD rights for distribution in North America, the United Kingdom, and Australia for ₹70 million (US\$880,000). This marked "the first time an international studio has bought the video rights of an Indian film." Retitling it Like Stars on Earth, Disney released the film in Region 2 on 26 October 2009, in Region 1 on 12 January 2010, and in Region 4 on 29 March 2010. A three-disc set, the Disney version features the original Hindi audio soundtrack with English subtitles or another dubbed in English, as well as bonus material such as audio commentary, deleted scenes, and the musical soundtrack. The film is available on Netflix.
## Reception
### Critical response
Taare Zameen Par received widespread critical acclaim upon release. Subhash K. Jha suggests that the film is "a work of art, a water painting where the colors drip into our hearts, which could easily have fallen into the motions of over-sentimentality. Aamir Khan holds back where he could easily resort to an extravagant display of drama and emotions." Rajeev Masand of CNN-IBN argued that the true power of the film lies in its "remarkable, rooted, rock-solid script which provides the landscape for such an emotionally engaging, heart-warming experience." Manish Gajjar from the BBC stated that the film "touches your heart and moves you deeply with its sterling performances. [It is] a film full of substance!" Jaspreet Pandohar, also of BBC, posited that Taare Zameen Par is a "far cry from the formulaic masala flicks churned out by the Bollywood machine," and is "an inspirational story that is as emotive as it is entertaining; this is a little twinkling star of a movie." Furthermore, Aprajita Anil of Screen gave the film four stars and stated, "Taare Zameen Par cannot be missed. Because it is different. Because it is delightful. Because it would make everyone think. Because it would help everyone grow. Because very rarely do performances get so gripping. And of course because the 'perfectionist' actor has shaped into a 'perfectionist' director." In addition, filmmaker Anurag Kashyap stated that, "Taare Zameen Par took me back to my hostel days. If you take away the dyslexia, it seems like my story. The film affected me so deeply that I was almost left speechless. After watching the film, I was asked how I liked Taare Zameen Par. I could not talk as I was deeply overwhelmed."
However, there were some criticisms. Jha's only objection to the film was Nikumbh's "sanctimonious lecture" to Ishaan's "rather theatrically-played" father. Jha found this a jarring "deviation from the delectable delicacy" of the film's tone. Although she applauded the film overall and recommended "a mandatory viewing for all schools and all parents", Nikhat Kazmi of The Times of India believed the second half was "a bit repetitive," the script needed "taut editing," and Ishaan's trauma "[seemed] a shade too prolonged and the treatment simplistic." Despite commending the "great performances" and excellent directing, Gautaman Bhaskaran of The Hollywood Reporter, too, suggested that the movie "suffers from a weak script." Likewise, Derek Kelly of Variety criticized it for what he described as its "touchy-feely-ness" attention to "a special needs kid's plight." Kelly also disliked the film for being "so resolutely caring ... and devoid of real drama and interesting characters" that "it should have 'approved by the Dyslexia Assn.' stamped on the posters."
### Scholarly response
In his article "Taare Zameen Par and dyslexic savants" featured in the Annals of Indian Academy of Neurology, Ambar Chakravarty noted the general accuracy of Ishaan's dyslexia. Though Chakravarty was puzzled by Ishaan's trouble in simple arithmetic—a trait of dyscalculia rather than dyslexia—he reasoned it was meant to "enhance the image of [Ishaan's] helplessness and disability". Labeling Ishaan an example of "dyslexic savant syndrome", he especially praised the growth of Ishaan's artistic talents after receiving help and support from Nikumbh, and deemed it the "most important (and joyous) neurocognitive phenomenon" of the film. This improvement highlights cosmetic neurology, a "major and therapeutically important issue" in cognitive neuroscience and neuropsychology.
Likewise, in their article "Wake up call from 'Stars on the Ground'" for the Indian Journal of Psychiatry, T. S. Sathyanarayana Rao and V. S. T. Krishna wrote that the film "deserves to be vastly appreciated as an earnest endeavor to portray with sensitivity and empathetically diagnose a malady in human life". They also felt it blended "modern professional knowledge" with a "humane approach" in working with a dyslexic child. However, the authors believed the film expands beyond disabilities and explores the "present age where everyone is in a restless hurry". The pair wrote, "This film raises serious questions on mental health perspectives. We seem to be heading to a state of mass scale mindlessness even as children are being pushed to 'perform'. Are we seriously getting engrossed in the race of 'achievement' and blissfully becoming numb to the crux of life i.e., experiencing meaningful living in a broader frame rather than merely existing?" The film depicts how "threats and coercion are not capable of unearthing rich human potentialities deeply embedded in children", and that teachers should instead map their strengths and weakness. With this in mind, the author felt that Khan "dexterously drives home the precise point that our first priority ought to be getting to know the child before making any efforts to fill them with knowledge and abilities". Overall, the pair found a "naive oversimplification" in the film. With India "only recently waking to recognizing the reality and tragedy of learning disability", however, they "easily [forgave the film's fault] under artistic license".
### Public responses
The film raised awareness of the issue of dyslexia, and prompted more open discussions among parents, schools, activists, and policymakers. Anjuli Bawa, a parent-activist and founder of Action Dyslexia Delhi, said that the number of parents who visit her office increased tenfold in the months following the film's release. Many began taking a more proactive approach by contacting her after noticing problems, rather than using her as a last resort. Gupte himself received "many painful letters and phone calls" from Indian parents. He noted, "Fathers weep on the phone and say they saw the film and realized that they have been wrong in the way they treated their children. This is catharsis."
These reactions have also brought about a change in policies. The film, only ten days after its debut, influenced the Central Board of Secondary Education to provide extra time to disabled children—including visually impaired, physically disabled, and dyslexic students—during exams. In 2008, Mumbai's civic body also opened 12 classrooms for autistic students. In Chandigarh, the education administration started a course to educate teachers on how to support children with learning disabilities.
The film has had a similarly positive response in Greater China, where the film was not officially released yet has a large online cult following due to Aamir Khan's popularity in the region after the success of 3 Idiots (2009). The film has been well received by Chinese audiences for how it tackles issues such as education and dyslexia, and is one of the highest-rated films on popular Chinese film site Douban, along with two other Aamir Khan films, 3 Idiots and Dangal (2016).
## Accolades
Among its many awards, Taare Zameen Par won the Filmfare Award for Best Film for 2008, as well as the National Film Award for Best Film on Family Welfare. Khan's directorial role and Safary's performance were recognized at the 2008 Zee Cine Awards, 2008 Filmfare Awards, and 4th Apsara Film & Television Producers Guild Awards.
### 2009 Academy Awards submission and Slumdog Millionaire
Taare Zameen Par was initially acclaimed as India's official entry for the 2009 Academy Awards Best Foreign Film, but after it failed to progress to the short list, a debate began in the Indian media as to why Indian films never win Academy Awards. Speculation for the reasons behind Taare Zameen Par's failed bid included Rediff.com's Arthur J. Pai's observation that it lacked mainstream media attention; AMPAS jury member Krishna Shah criticized its length and abundance of songs.
Khan claimed that he was "not surprised" that Taare Zameen Par was not included in the Academy Award shortlist, and argued, "I don't make films for awards. I make films for the audience. The audience, for which I have made the film, really loved it and the audiences outside India have also loved it. What I am trying to say is that film has been well loved across the globe and that for me it is extremely heartening and something that I give very high value to."
The Indian news media also frequently compared Taare Zameen Par's nomination failure with the British drama film Slumdog Millionaire's multiple Academy Award nominations and wins, and noted that other Indian films in the past were overlooked. Film critic Rajeev Masand argued that it is difficult to compare the two films and noted that Slumdog Millionaire was being marketed in a way that Indian films such as Taare Zameen Par could not compete with. In this context, Slumdog Millionaire actor Mahesh Manjrekar stated, "I'm sad that Aamir's Taare Zameen Par didn't make it to the final round of the Oscars. I thought it to be way better than Slumdog [Millionaire]..., without taking away anything from Boyle and the kids. But, Indian movies are underestimated there."
## Soundtrack
The soundtrack for Taare Zameen Par was released on 4 November 2007 under the label T-Series. The music is mainly composed by Shankar–Ehsaan–Loy, with lyrics by Prasoon Joshi. However, "Mera Jahan" was scored by Shailendra Barve and written by Gupte. Joshi received the National Film Award for Best Lyrics, and Shankar Mahadevan won the National Film Award for Best Male Playback Singer, both for "Maa."
### Track listing
### Reception
Joginder Tuteja of Bollywood Hungama praised the variety of genres present in the soundtrack and the lack of remixes. He gave it an overall rating of 3.5 out of 5 stars, calling it a "zero compromise album" that "stays true to the film's spirit". Planet Bollywood's Atta Khan rated it 9 out of 10, noting that the soundtrack "unquestionably lives up to all expectations". He felt that it maintained an "all round polished nature" and "is destined to become a classic". Although he, too, enjoyed the musical variety, he believed the composers overused the guitar and synthesizers. Sukanya Verma of Rediff.com gave the soundtrack a score of 3 out of 5, commenting, "Taare Zameen Par isn't your regular soundtrack about fluttering hearts and sleepless nights. What makes these delicate and whimsical creations special is their underlying innocence." According to the Indian trade website Box Office India, with around 1,100,000 units sold, this film's soundtrack album was the year's thirteenth highest-selling.
## See also
- List of artistic depictions of dyslexia
- List of Indian submissions for the Academy Award for Best Foreign Language Film
- List of submissions to the 81st Academy Awards for Best Foreign Language Film |
1,939,621 | E. Urner Goodman | 1,144,229,568 | Founder of the Order of the Arrow | [
"1891 births",
"1980 deaths",
"Burials in Florida",
"Central High School (Philadelphia) alumni",
"Deaths from pneumonia in New York City",
"Order of the Arrow",
"People from Penney Farms, Florida",
"People from Philadelphia",
"Philadelphia School of Pedagogy alumni",
"Scouting pioneers",
"United States Army officers"
]
| Edward Urner Goodman (May 15, 1891 – March 13, 1980) was an influential leader in the Boy Scouts of America (BSA) movement for much of the twentieth century. Goodman was the national program director from 1931 until 1951, during the organization's formative years of significant growth when the Cub Scouting and Exploring programs were established. He developed the BSA's national training center in the early 1930s and was responsible for publication of the widely read Boy Scout Handbook and other Scouting books, writing the Leaders Handbook used by Scout leaders in the United States during the 1930s and 1940s. In the 1950s, Goodman was Executive Director of Men's Work for the National Council of Churches in New York City and active in church work.
Goodman is best remembered today for having created the Order of the Arrow (OA), a popular and highly successful program of the BSA that continues to honor Scouts for their cheerful service. Since its founding in 1915, the Order of the Arrow has grown to become a nationwide program having thousands of members, which recognizes those Scouts who best exemplify the virtues of cheerful service, camping, and leadership by membership in BSA's honor society. As of 2007, the Order of the Arrow has more than 183,000 members.
## Early years and marriage
Goodman was born and raised in Philadelphia, Pennsylvania, where his father, George, was a printer and real estate agent. His mother, Ella, died of typhoid fever in early 1895 when Goodman was just three years old. He attended Central High School, graduating in 1909. He enjoyed writing and began keeping a detailed journal of daily activities during his senior year of high school, expressing his aspirations for the future along with occasional doubts. With several classmates, he began a literary club and published a newsletter, The Inkstand. He also showed interest in music, playing the piano and violin, and composed a song for his high school senior class. When it was not selected by the class officers, he wrote in his journal of his disappointment.
Goodman also took an early interest in church activities as a youth, participating in a boys' brotherhood group and Sunday school and becoming a member of Tioga Presbyterian Church at age 14, an event he described as "the most important step I ever took or ever will take in my life." Just barely out of his teens, Goodman became a popular and highly respected Sunday school teacher and led the Philadelphia chapter of a young men's group called the Brotherhood of Andrew and Philip.
Aspiring to a career in education, Goodman enrolled in the Philadelphia School of Pedagogy in 1911. He was selected to be the commencement speaker at his graduation in 1913 and his address was entitled, "The Call to Teach". Goodman then did graduate work in education at Temple University, while teaching at the Potter School in Philadelphia.
On June 18, 1920, Goodman married Louise Wynkoop Waygood, the daughter of a Presbyterian minister and a 1918 honors graduate of Swarthmore College. They had three children: Theodore (born 1921), George (born 1923), and Lydia Ann (born 1927). He was a member of Kiwanis, Rotary International, and a Freemason, joining Robert A. Lamberton Lodge No. 487, Free and Accepted Masons of Philadelphia on March 5, 1918.
## Scouting career
### As a volunteer and local council leader
While studying for his degree in Education, Goodman first became involved in Boy Scouting in 1911 when only 20 years old, as a volunteer Scoutmaster of Troop 1, the first Scout troop in Philadelphia. As far as can be established, this would make him the second-youngest Scoutmaster in the history of the BSA. In his four years as Scoutmaster, the troop grew to more than 100 Scouts. A contemporary of Goodman described him in 1912 as "well beloved by the boys, enjoys their confidence and is heart and soul in this phase of the work." In later years, he would recall with nostalgia his troop, noting that renowned composer Albert Hay Malotte was "one of his boys" in Troop 1. On April 1, 1915, he entered full-time professional service in Boy Scouting as a field executive, called a "Field Commissioner" at the time. That summer, Goodman served as director of the Philadelphia Scout Council's summer camp. He was promoted in December 1917 to Scout executive of the Philadelphia Council.
Goodman's professional Scouting career was interrupted during World War I, when he was drafted into the U.S. Army shortly after his promotion to Scout executive. He served in the infantry as a first lieutenant, but his unit was never sent overseas. In December 1918, he was discharged from the Army and resumed his professional career as Scout executive in Philadelphia. Spotlighted in an October 1920 column in the Philadelphia Evening Ledger, Goodman described Scouting as "leading boys through the muscle-building, mind-developing, character-forming program of scouting". He cited Scouting's service in the war effort and extolled the movement as "absolutely nonpartisan, nonsectarian, and democratic", bringing together "diverse elements".
Goodman served as Scout executive in Philadelphia until May 1927, when he was promoted to the larger Chicago Area Council as Scout executive (1927–1931). During his four-year tenure in the "Windy City", he reversed a decline in finances and increased Scout membership from 11,806 to 16,920.
### As a national leader
On April 1, 1931, Goodman was promoted by Chief Scout Executive James E. West to become national program director of the BSA, as part of an organizational restructuring. Goodman was one of four division directors reporting to West (the other divisions were operations, personnel, and business). As national program director, he was responsible for professional and volunteer training, relations with sponsoring organizations, public relations, and program development. The Cub Scouting and Exploring programs were established under his leadership. He greatly expanded BSA training programs for adult leaders, establishing the BSA's highly regarded national training center at Schiff Scout Reservation in New Jersey in 1932 and, later, the training program at Philmont Scout Ranch, beginning in 1938. He also oversaw the publication of the Boy Scout Handbook, edited by his good friend and colleague William "Green Bar Bill" Hillcourt, as well as the Handbook for Scoutmasters and the first edition of the widely read Scout Field Book. Goodman also wrote the Leader's Handbook, a key instructional guide for Scout leaders.
In early July 1937, the BSA held its first national Scout jamboree in Washington, D. C., attended by 25,000 Scouts and Scouters. In addition to overseeing the innovative event itself, Goodman's public relations service did yeoman work to ensure extensive news media coverage. A jamboree press tent accommodated 626 news media reporters, photographers, and broadcasters. Sixty-four news releases were issued and the public relations service assisted in the making of 11 newsreels and 53 magazine articles. The three major U.S. radio networks of the time, NBC, CBS and Mutual, all set up complete broadcasting studios near the jamboree headquarters to produce almost 19 hours of live, on-site jamboree coverage broadcast coast-to-coast. Celebrities also visited the jamboree, including well-known broadcaster Lowell Thomas and U.S. President Franklin D. Roosevelt. While at the jamboree, Scouts also attended a three-game baseball series between the Washington Senators and the Boston Red Sox at Griffith Stadium, with Goodman arranging for Eagle Scouts to have a place of honor with President Roosevelt in the stands (pictured).
In his comprehensive biography of E. Urner Goodman, Nelson Block writes that the mutual respect between Goodman and West grew over their 12 years of working together at the national BSA office: "West, the hardworking, detail-oriented executive, came to rely on Goodman and his style of accomplishing big things through diligent organization and planning, executed by carefully recruited staff...".
When the venerable youth leader and longtime National Scout Commissioner Daniel Carter Beard died shortly before his 91st birthday in June 1941, Goodman was selected to be in charge of the beloved pioneer's funeral in Suffern, New York. An estimated 2,000 people lined the funeral route to the cemetery in Monsey, New York, where 127 Boy Scouts formed an honor guard and assisted with traffic control.
As war clouds cast an ominous shadow over Europe in the late 1930s amidst the rise of fascism, West, Goodman, and other BSA leaders considered how Scouting might better train youth in democratic principles of government. Referring to the Nazi Kristallnacht rampage against Jews in 1938, Goodman wrote shortly afterwards: "...the program of persecution has stirred up our hearts and minds as nothing else that has happened before has done. It has furnished the impetus of a wave of resentment against the evil; but more than that, for a surge of satisfaction and thanksgiving concerning our own happier state under a democracy." During World War II, various BSA programs were developed under his leadership in support of the nation's war effort, such as the collection of scrap aluminum, tires, and waste paper for recycling into war material, distribution of war bond and air raid posters, assisting Civil Defense officials, and planting of fruit and vegetable "victory gardens".
On September 16, 1951, Goodman retired as national program director, ending a professional Scouting career spanning 36 years. He was given the title of National Field Scout Commissioner, to continue his service to Scouting on the national level as a layman.
### Founding and development of the Order of the Arrow
As the Philadelphia Council's newly hired field executive in 1915, one of Goodman's assignments was to serve as director of the council's summer camp at Treasure Island Scout Reservation on the Delaware River. He devised a number of imaginative features to enhance the six week camp program that summer. Among his innovations was creation of a simulated "Municipal Government", with himself as "Mayor", assistant camp director Carroll A. Edson as "Chief of Police", and other staff serving as "aldermen" and "judges" to govern the camp. He also whimsically dubbed the camp's rowboats and canoes the Treasure Island "Navy", with a Council executive sailing the "flagship" down the Delaware River. Of more lasting importance, Goodman believed that the summer camp experience should do more than just teach proficiency in Scoutcraft skills; rather, the principles embodied in the Scout Oath and Scout Law should become realities in the lives of Scouts. Along with Edson, he started an experimental program to recognize those Scouts best exemplifying those traits as an example to their peers.
Goodman and Edson were strongly influenced by the use of American Indian culture by Ernest Thompson Seton in his Woodcraft Indians program. They decided to create an honor society of their own at camp that summer, in a manner befitting a boy's interest and understanding. Goodman utilized the appeal of Indian lore and recognition by a Scout's peers as motivational tools. He devised a program where troops chose, at the camp's conclusion, those boys from among their number who best exemplified the ideals of Scouting. Those elected were acknowledged as having displayed, in the eyes of their fellow Scouts, a spirit of unselfish service and brotherhood. Edson helped Goodman research the traditions and language of the Lenni Lenape—also known as the Delaware—who had once inhabited Treasure Island.
The brotherhood of Scout honor campers with its American Indian overtones was a success and was repeated again the following summer at Treasure Island. Those Scouts honored at Treasure Island in 1915 and 1916 would eventually become members of the Order of the Arrow's Unami Lodge.
By 1921, Goodman had spoken to Scout leaders in surrounding states about the OA, and lodges were established in a score of Scout councils in the northeast. In October 1921, he convened the first national meeting of what was then called the National Lodge of the Order of the Arrow in Philadelphia, and Goodman was elected Grand Chieftain. Committees were organized to formulate a constitution, refine ceremonial rituals, devise insignia, and plan future development. Reflecting Goodman's ongoing interest in music, he composed the words to the Order of the Arrow's song, "Firm Bound in Brotherhood", set to the stirring melody of a hymn found in the Presbyterian hymnal of the 1920s, "God the Omnipotent" in 11.10.11.9 meter, which was adapted from the Russian national anthem, "God Save the Tsar!", composed by Alexei Lvov in 1833.
In the early 1920s, many Scout executives were skeptical of what they called "secret camp fraternities". By September 1922, opposition to the Order of the Arrow was such that a formal resolution opposing "camp fraternities" was proposed at a national meeting of Scout executives. Goodman argued against the motion: "Using the Scout ideals as our great objective", he said, a camp activity that will "further the advancement of those ideals" should not be suppressed. The motion was narrowly defeated, and the fledgling Order continued as an experimental program throughout the 1920s and 1930s.
Goodman maintained his active support of the OA's National Lodge, as it was then called, during his years as Scout executive in Chicago and then BSA national program director. In observance of the 15th anniversary of the brotherhood's founding, the National Lodge presented Goodman with a medal in 1930 formally recognizing him as founder. In 1940, the National Lodge presented him with the first Distinguished Service Award on the OA's 25th anniversary. The citation said, in part, "As the founder of the Order of the Arrow, through his ability, wisdom, and foresight, his vision of service to others was transformed into a national honor brotherhood which has been a positive influence in the lives of thousands of boys...". When he was first appointed as director in 1931, there were OA lodges in seven percent of BSA councils nationwide. By 1948, about two-thirds of the BSA councils had established OA lodges. In that year, three years before Goodman's retirement from the BSA, his "honor society of Scout camping" innovation was fully integrated as an official part of the Scouting program. Kenneth Davis, in his book The Brotherhood of Cheerful Service: A History of the Order of the Arrow, concludes that the National Council's approval in 1948 "...was due largely to his [Goodman's] personal efforts and recommendation...".
Over the decades since the Order of the Arrow's founding, more than one million Scouts and Scouters have worn the OA sash on their uniforms, denoting membership in the Brotherhood of Cheerful Service. There are presently 183,000 members of the Order of the Arrow in all but two of BSA councils nationwide. Summarizing what he felt the order signified, E. Urner Goodman wrote in the foreword to the Order of the Arrow Handbook from the perspective of more than a half century after the brotherhood's inception:
> The Order of the Arrow is a 'thing of the spirit' rather than of mechanics. Organization, operational procedure, and paraphernalia are necessary in any large and growing movement, but they are not what count in the end. The things of the spirit count:
>
> - Brotherhood – in a day when there is too much hatred at home and abroad.
> - Cheerfulness – in a day when the pessimists have the floor.
> - Service – in a day when millions are interested only in getting or grasping rather than giving.
>
> These are of the spirit, blessed of God, the great Divine Spirit."
## National Council of Churches leadership
Following his retirement from professional Scouting, Goodman served the National Council of Churches (NCC) during 1951–1954 as the NCC's first general director of the United Church Men, a laymen's program he formed to strengthen men's ties to local churches and their communities. Goodman publicly inaugurated the laymen's group on October 7, 1951 in Cincinnati, Ohio. By the end of 1952, United Church Men departments were formed in more than 24 states, providing financial support to NCC-affiliated colleges and missionary work. His new post entailed working closely with Eugene Carson Blake, NCC president (1954–1957), and meeting frequently with officials of the participating denominations in the NCC. Speaking with various men's church groups in the U.S. and abroad was, he believed, a means of promoting brotherhood. Reflecting on his NCC service with these notable church leaders, Goodman said more than a decade later, "Great faith and devoted service, I am very sure, are for ordinary folk as well as for the clergy. ... I have been privileged to know some great clergymen in my day ... but I have also known and loved some truly great laymen, men whose lives and works matched their faith". Goodman retired from his NCC post on September 1, 1954 because of tuberculosis.
## Later years
Maintaining his lifelong interest in music, Goodman was active in the Hymn Society of America (now the Hymn Society in the United States and Canada) in the 1960s and 1970s, and three hymns he composed were published: "Christ Calls Men", "As Within the Pillared Temple", and "O God of Love, Who Gavest Life".
In 1965, Goodman wrote The Building of a Life, a collection of reminiscences recounting some of his Scouting experiences and giving advice to young men. Summing up his years in Scouting and church work, he wrote, "In the last analysis, it is the things of the spirit rather than material possessions that count." Later that year, the Goodmans moved to the Penney Retirement Community at Penney Farms, Florida. Goodman then served as Director of Christian Education at Flagler Presbyterian Church in St. Augustine, Florida.
In retirement, the Goodmans enjoyed a rich family life, visiting often with son Theodore ("Ted") and his wife Carol, and daughter Lydia Ann ("Ann") and son-in-law Bob. To his unabashed delight, Urner and Louise Goodman had nine grandchildren. Their son George was killed in action in France during World War II, however. Upon hearing the news in December 1944, Goodman was deeply grieved, and Louise, his wife of 60 years, said it was the only time she ever saw him cry.
Although retired, Goodman remained active in Order of the Arrow affairs during the 1960s and 1970s. Acclaimed as an eloquent orator, his keynote addresses at the OA's biennial National Order of the Arrow Conferences reportedly made an unforgettable impression upon his youthful audiences. Nelson Block writes in A Thing of the Spirit, that even in the 1970s the octogenarian founder "crisscrossed the country to attend lodge and section events... surrounded by young Arrowmen...witty and charming, keeping everyone enthralled with his stories." Displaying his self-deprecating humor, Goodman himself was more prosaic about all of the adulation he received at OA gatherings, writing that, "to many of the young men I was a museum piece. In fact I have been informed that there was considerable surprise because I didn't hobble in on a cane and mumble in my dentures." But, he added, "I looked upon them with deep emotion, for there was a spiritual bond".
Reflecting on his career, Goodman said late in life:
> I had indeed found my life mission...Those 36 years of professional service, 16 years as executive in Philadelphia and Chicago, and 20 years as national program director, brought rich rewards, far beyond any salary considerations. They represented the work, above all others, that I wanted to do.
He continued speaking with OA members until shortly before his death at age 88, when he succumbed to pneumonia on March 13, 1980, at Lenox Hill Hospital in New York City. He was buried at Penney Farms, Florida, on March 29, 1980. At his funeral, held at the Penney Memorial Church in Penney Farms, Goodman was eulogized by Executive Secretary of the Order of the Arrow William F. Downs: "The shake of [his] hand, sincerity of greeting, twinkle in the eye, smile and dignity immediately relayed...the feeling of confidence from the leader, so necessary to build teamwork. Urner made you feel important".
## Honors and awards
Upon his retirement from full-time professional Scouting in 1951, Goodman was awarded an honorary Doctorate in Humanics from Missouri Valley College, the first such degree awarded by the college. He was also honored in 1947 when he was made an honorary chief of the Blackfoot Tribe of American Indians and given the name "Chief Eagle".
In his memory, the BSA confers the E. Urner Goodman Camping Award, recognizing lodges that have excelled in the promotion of camping within their host council. The Founder's Award is given by Order of the Arrow lodges in honor of OA co-founders Goodman and Edson. Up until 2004, the BSA administered the E. Urner Goodman Scholarship Fund program, providing financial grants towards the college education of Arrowmen aspiring to professional Scouting careers.
A scouting museum named after Goodman is located at Owasippe Scout Reservation in Twin Lake, Michigan. Goodman was previously the reservation director at Owasippe.
## See also
- Boy Scouts of America
- Boy Scout Handbook
- National Council of Churches
- Order of the Arrow |
450,886 | Dan Leno | 1,164,485,778 | English music hall comedian, actor and singer | [
"1860 births",
"1904 deaths",
"19th-century British male singers",
"20th-century English comedians",
"Burials at Lambeth Cemetery",
"English male comedians",
"English male musical theatre actors",
"Male actors from London",
"Music hall performers",
"Pantomime dames",
"People from Somers Town, London",
"People from St Pancras, London",
"Pioneer recording artists",
"Singers from London"
]
| George Wild Galvin (20 December 1860 – 31 October 1904), better known by the stage name Dan Leno, was a leading English music hall comedian and musical theatre actor during the late Victorian era. He was best known, aside from his music hall act, for his dame roles in the annual pantomimes that were popular at London's Theatre Royal, Drury Lane, from 1888 to 1904.
Leno was born in St Pancras, London, and began to entertain as a child. In 1864, he joined his parents on stage in their music hall act, and he made his first solo appearance, aged nine, at the Britannia Music Hall in Coventry. As a youth, he was famous for his clog dancing, and in his teen years, he became the star of his family's act. He adopted the stage name Dan Leno and, in 1884, made his first performance under that name in London. As a solo artist, he became increasingly popular during the late 1880s and 1890s, when he was one of the highest-paid comedians in the world. He developed a music hall act of talking about life's mundane subjects, mixed with comic songs and surreal observations, and created a host of mostly working-class characters to illustrate his stories. In 1901, still at the peak of his career, he performed his "Huntsman" sketch for Edward VII at Sandringham. The monarch was so impressed that Leno became publicly known as "the king's jester".
Leno also appeared in burlesque and, every year from 1888 to 1904, in the Drury Lane Theatre's Christmas pantomime spectacles. He was generous and active in charitable causes, especially to benefit performers in need. Leno continued to appear in musical comedies and his own music hall routines until 1902, although he suffered increasingly from alcoholism. This, together with his long association with dame and low comedy roles, prevented him from being taken seriously as a dramatic actor, and he was turned down for Shakespearean roles. Leno began to behave in an erratic and furious manner by 1902, and he suffered a mental breakdown in early 1903. He was committed to a mental asylum, but was discharged later that year. After one more show, his health declined, and he died aged 43.
## Biography
### Family background and early life
Leno was born in St Pancras, London. He was the youngest of six children, including two elder brothers, John and Henry, and an elder sister, Frances. Two other siblings died in infancy. His parents, John Galvin (1826–1864) and his wife Louisa (née Dutton; 1831–1891), performed together in a music hall double act called "The Singing and Acting Duettists". Known professionally as Mr. and Mrs. Johnny Wild, they did not achieve much success, and the family struggled in poverty.
Having had very little schooling, and being raised by performers, Leno learned to entertain as a child. In 1862, Leno's parents and elder brothers appeared at the Surrey Music Hall in Sheffield, then performed in Manchester, Glasgow and Northampton later in the year. In 1864, at the age of four, Leno joined his parents on stage for the first time, at the Cosmotheca Music Hall in Paddington, under the billing "Little George, the Infant Wonder, Contortionist, and Posturer".
When Leno was four years old, his alcoholic father died, aged 37; the family then moved to Liverpool, where his mother married William Grant (1837–1896), on 7 March 1866. Grant was a comedian of Lancastrian and Irish descent, who performed in music halls throughout the British provinces under the stage name of William Leno. He was a seasoned actor and had been employed by Charles Kean in his theatre company at the Princess's Theatre in London. In 1866, the family home in Marylebone was demolished to make way for St Pancras railway station, and as a result Leno's sister Frances was sent to live with an uncle, while his brother John, who had occasionally performed with his parents, took full-time employment. Leno, his mother, stepfather and brother Henry moved north and settled in Liverpool, where they performed in various halls and theatres, including the Star Music Hall, but they often returned to London to perform in the capital's music halls.
### Early career
In 1865, Leno and his brother Henry, who first taught Leno to dance, formed a clog dancing double act known as "The Great Little Lenos". This was the first time that Leno used his stepfather's stage name, "Leno", which he never registered legally. The same year, Leno also appeared in his first pantomime, in Liverpool, where he had a supporting part as a juvenile clown in Fortunatus; or, The Magic Wishing Cap alongside his parents, who appeared as "Mr and Mrs Leno – Comic Duettists". On 18 July 1866, Leno, Henry and their parents appeared on the opening night of the Cambridge Music Hall in Toxteth, Liverpool, under the billing "Mr. and Mrs. Leno, the Great, Sensational, Dramatic and Comic Duettists and The Brothers Leno, Lancashire Clog, Boot and Pump Dancers". The following year, the brothers made their first appearance without their parents at the Britannia music hall in Hoxton. Although initially successful, the pair experienced many bouts of unemployment and often busked outside London pubs to make a living. Tired of surviving on little or no money, Henry left the clog dancing act to take up a trade in London, forcing Leno to consider a future as a solo performer. Henry later founded a dance school. Henry was replaced intermittently in the act by the boys' uncle, Johnny Danvers, who was a week older than Leno. Leno and Danvers had been close from an early age.
Leno made his debut as a solo performer in 1869, returning to the Britannia music hall in Hoxton, where he became known as "The Great Little Leno, the Quintessence of Irish Comedians". The name was suggested by his stepfather, William, who thought the Irish connection would appeal to audiences on their upcoming visit to Dublin. Arriving in Ireland the same year, the Lenos were struggling financially and stayed with William's relatives. In addition to his performances as part of the family act, young Leno appeared as a solo act under an Irish-sounding stage name, "Dan Patrick". This allowed him to earn a separate fee of 23 shillings per performance plus living expenses. The name "Dan" may have been chosen to honour Dan Lowery, a northern music hall comedian and music hall proprietor whom the Lenos had met a few months earlier. During this tour of Ireland, the Lenos appeared in Dublin in a pantomime written by Leno's father: Old King Humpty; or, Harlequin Emerald Isle and Katty of Killarney (1869), for which Leno was praised by Charles Dickens, who was in the audience and told him: "Good little man, you'll make headway!"
In 1870, the Lenos appeared in another pantomime by Leno's father, Jack the Giant Killer; or, Harlequin Grim Gosling, or the Good Fairy Queen of the Golden Pine Grove, in which Leno played the title character and featured in the variety entertainment that preceded the pantomime. Throughout the 1870s, Leno and his parents performed as "The Comic Trio (Mr. & Mrs. Leno and Dan Patrick) In Their Really Funny Entertainments, Songs and Dances". In the family act with his parents and Johnny Danvers, young Leno often took the leading role in such sketches as his stepfather's The Wicklow Wedding. Another of their sketches was Torpedo Bill, in which Leno played the title role, an inventor of explosive devices. His parents played a "washerwoman" and a "comic cobbler". This was followed by another sketch, Pongo the Monkey. Opening at Pullan's Theatre of Varieties in Bradford on 20 May 1878, this burlesque featured Leno as an escaped monkey; it became his favourite sketch of the period.
The teenage Leno's growing popularity led to bookings at, among others, the Varieties Theatre in Sheffield and the Star Music Hall in Manchester. At the same time, Leno's clog dancing continued to be so good that in 1880 he won the world championship at the Princess's Music Hall in Leeds, for which he received a gold and silver belt weighing 44.5 oz (1.26 kg). His biographer, the pantomime librettist J. Hickory Wood, described his act: "He danced on the stage; he danced on a pedestal; he danced on a slab of slate; he was encored over and over again; but throughout his performance, he never uttered a word".
### 1880s
In 1878, Leno and his family moved to Manchester. There he met Lydia Reynolds, who, in 1883, joined the Leno family theatre company, which already consisted of his parents, Danvers and Leno. The following year, Leno and Reynolds married; around this time, he adopted the stage name "Dan Leno". On 10 March 1884, the Leno family took over the running of the Grand Varieties Theatre in Sheffield. The Lenos felt comfortable with their working-class Sheffield audiences. On their opening night, over 4,000 patrons entered the theatre, paying sixpence to see Dan Leno star in Doctor Cut 'Em Up. In October 1884, facing tough competition, the Lenos gave up the lease on the theatre.
In 1885, Leno and his wife moved to Clapham Park, London, and Leno gained new success with a solo act that featured comedy patter, dancing and song. On the night of his London debut, he appeared in three music halls: the Foresters' Music Hall in Mile End, Middlesex Music Hall in Drury Lane and Gatti's-in-the-Road, where he earned £5 a week in total (£ in 2023 adjusted for inflation). Although billed as "The Great Irish Comic Vocalist and Clog Champion" at first, he slowly phased out his dancing in favour of character studies, such as "Going to Buy Milk for the Twins", "When Rafferty Raffled his Watch" and "The Railway Guard". His dancing had earned him popularity in the provinces, but Leno found that his London audiences preferred these sketches and his comic songs. Leno's other London venues in the late 1880s included Collins's Music Hall in Islington, the Queen's Theatre in Poplar and the Standard in Pimlico.
Leno was a replacement in the role of Leontes in the 1888 musical burlesque of the ancient Greek character Atalanta at the Strand Theatre, directed by Charles Hawtrey. It was written by Hawtrey's brother, George P. Hawtrey, and it starred Frank Wyatt, Willie Warde and William Hawtrey. The Illustrated Sporting and Dramatic News praised Leno's singing and dancing and reported that: "He brings a good deal of fun and quaintness to the not very important part of Leontes." Leno accepted the role at short notice, with no opportunity to learn the script. But his improvised comedy helped to extend the life of the show. When Leno and another leading actor left a few months later, the production closed.
### Music hall
During the 1890s, Leno was the leading performer on the music hall stage, rivalled only by Albert Chevalier, who moved into music hall from the legitimate theatre. Their styles and appeal were very different: Leno's characters were gritty working-class realists, while Chevalier's were overflowing in romanticism, and his act depicted an affluent point of view. According to Leno's biographer Barry Anthony, the two "represented the opposite poles of cockney comedy".
For his music hall acts, Leno created characters that were based on observations about life in London, including shopwalkers, grocer's assistants, beefeaters, huntsmen, racegoers, firemen, fathers, henpecked husbands, garrulous wives, pantomime dames, a police officer, a Spanish bandit and a hairdresser. One such character was Mrs. Kelly, a gossip. Leno would sing a verse of a song, then begin a monologue, often his You know Mrs. Kelly? routine, which became a well-known catchphrase: "You see we had a row once, and it was all through Mrs. Kelly. You know Mrs. Kelly, of course. ... Oh, you must know Mrs. Kelly; everybody knows Mrs. Kelly."
For his London acts, Leno purchased songs from the foremost music hall writers and composers. One such composer was Harry King, who wrote many of Leno's early successes. Other well-known composers of the day who supplied Leno with numbers included Harry Dacre and Joseph Tabrar. From 1890, Leno commissioned George Le Brunn to compose the incidental music to many of his songs, including "The Detective", "My Old Man", "Chimney on Fire", "The Fasting Man", "The Jap", "All Through A Little Piece of Bacon" and "The Detective Camera". Le Brunn also provided the incidental music for three of Leno's best-known songs that depicted life in everyday occupations: "The Railway Guard" (1890), "The Shopwalker" and "The Waiter" (both from 1891). The songs in each piece became instantly distinctive and familiar to Leno's audiences, but his occasional changes to the characterisations kept the sketches fresh and topical.
"The Railway Guard" featured Leno in a mad characterisation of a railway station guard dressed in an ill-fitting uniform, with an unkempt beard and a whistle. The character was created by exaggerating the behaviour that Leno saw in a real employee at Brixton station who concerned himself in other people's business while, at the same time, not doing any work. "The Shopwalker" was full of comic one-liners and was heavily influenced by pantomime. Leno played the part of a shop assistant, again of manic demeanour, enticing imaginary clientele into the shop before launching into a frantic selling technique sung in verse. Leno's depiction of "The Waiter", dressed in an oversized dinner jacket and loose-fitting white dickey, which would flap up and hit his face, was of a man consumed in self-pity and indignation. Overworked, overwrought and overwhelmed by the number of his customers, the waiter gave out excuses for the bad service faster than the customers could complain:
> Yes, sir! No, sir! Yes, sir! When I first came here these trousers were knee-breeches. Legs worn down by waiting. Sir! What did you say? How long would your steak be? Oh, about four inches I should say, about four inches. No, sir! sorry sir. Can't take it back now, sir. You've stuck your fork in and let the steam out!
### Pantomime
Leno's first London appearance in pantomime was as Dame Durden in Jack and the Beanstalk, which he performed at London's Surrey Theatre in 1886, having been spotted singing "Going to Buy Milk" by the Surrey Theatre manager, George Conquest. Conquest also hired Leno's wife to star in the production. The pantomime was a success, and Leno received rave reviews; as a result, he was booked to star as Tinpanz the Tinker in the following year's pantomime, which had the unique title of Sinbad and the Little Old Man of the Sea; or, The Tinker, the Tailor, the Soldier, the Sailor, Apothecary, Ploughboy, Gentleman Thief.
After these pantomime performances proved popular with audiences, Leno was hired in 1888 by Augustus Harris, manager at the Theatre Royal, Drury Lane, to appear in that year's Christmas pantomime, Babes in the Wood. Harris's pantomime productions at the huge theatre were known for their extravagance and splendour. Each one had a cast of over a hundred performers, ballet dancers, acrobats, marionettes and animals, and included an elaborate transformation scene and an energetic harlequinade. Often they were partly written by Harris. Herbert Campbell and Harry Nicholls starred with Leno in the next fifteen Christmas productions at Drury Lane. Campbell had appeared in the theatre's previous five pantomimes and was a favourite of the writer of those productions, E. L. Blanchard. Blanchard left the theatre when Leno was hired, believing that music hall performers were unsuitable for his Christmas pantomimes. This was not a view shared by audiences or the critics, one of whom wrote:
> I am inclined to think "the cake" for frolicsome humour is taken by the dapper new-comer, Mr. Dan Leno, who is sketched as the galvanic baroness in the wonderfully amusing dance which sets the house in a roar. The substantial "babes", Mr. Herbert Campbell and Mr. Harry Nicholls, would have no excuse if they did not vie in drollery with the light footed Dan Leno.
Babes in the Wood was a triumph: the theatre reported record attendance, and the run was extended until 27 April 1889. Leno considerably reduced his music-hall engagements as a consequence. Nevertheless, between April and October 1889, Leno appeared simultaneously at the Empire Theatre and the Oxford Music Hall, performing his one-man show. By this time, Leno was much in demand and had bookings for the next three years. On 9 May 1889 he starred for George P. Hawtrey in a matinee of Penelope, a musical version of a famous farce The Area Belle, to benefit the Holborn Lodge for Shop Girls. In this benefit, he played the role of Pitcher opposite the seasoned Gilbert and Sullivan performer Rutland Barrington. The Times considered that his performance treated the piece "too much in the manner of pantomime". During Leno's long association with the Drury Lane pantomimes, he appeared chiefly as the dame. After Harris died in 1896, Arthur Collins became the manager of the theatre and oversaw (and often helped to write) the pantomimes.
In their pantomimes, the diminutive Leno and the massive Campbell were a visually comic duo. They would often deviate from the script, improvising freely. This was met with some scepticism by producers, who feared that the scenes would not be funny to audiences and observed that, in any event, they were rarely at their best until a few nights after opening. George Bernard Shaw wrote of one appearance: "I hope I never again have to endure anything more dismally futile", and the English essayist and caricaturist Max Beerbohm stated that "Leno does not do himself justice collaborating with the public". He noted, however, that Leno "was exceptional in giving each of his dames a personality of her own, from extravagant queen to artless gossip". In Sleeping Beauty, Leno and Campbell caused the audience to laugh even when they could not see them: they would arrive on stage in closed palanquins and exchange the lines, "Have you anything to do this afternoon, my dear?" – "No, I have nothing on", before being carried off again. Leno and Campbell's pantomimes from 1889 were Jack and the Beanstalk (1889 and 1899), Beauty and the Beast (1890 and 1900), Humpty Dumpty (1891 and 1903), Little Bo-Peep (1892), Robinson Crusoe (1893), Dick Whittington and His Cat (1894), Cinderella (1895), Aladdin (1896), Babes in the Wood (1897) and the Forty Thieves (1898).
Leno considered the dame roles in two of his last pantomimes, Bluebeard (1901) and Mother Goose (1902), written by J. Hickory Wood, to be his favourites. He was paid £200 (£ in 2023 adjusted for inflation) for each of the pantomime seasons. Leno appeared at Drury Lane as Sister Anne in Bluebeard, a character described by Wood as "a sprightly, somewhat below middle aged person who was of a coming on disposition and who had not yet abandoned hope" The Times drama critic noted: "It is a quite peculiar and original Sister Anne, who dances breakdowns and sings strange ballads to a still stranger harp and plays ping-pong with a frying-pan and potatoes and burlesques Sherlock Holmes and wears the oddest of garments and dresses her hair like Miss Morleena Kenwigs, and speaks in a piping voice – in short it is none other than Dan Leno whom we all know". Mother Goose provided Leno with one of the most challenging roles of his career, in which he was required to portray the same woman in several different guises. Wood's idea, that neither fortune nor beauty would bring happiness, was illustrated by a series of magical character transformations. The poor, unkempt and generally ugly Mother Goose eventually became a rich and beautiful but tasteless parvenu, searching for a suitor. The production was one of Drury Lane's most successful pantomimes, running until 28 March 1903.
### Later career
In 1896, the impresario Milton Bode approached Leno with a proposal for a farcical musical comedy vehicle devised for him called Orlando Dando, the Volunteer, by Basil Hood with music by Walter Slaughter. Leno's agent declined the offer, as his client was solidly booked for two years. Bode offered Leno £625 (£ in 2023 adjusted for inflation) for a six-week appearance in 1898. Upon hearing this, the comedian overrode his agent and accepted the offer. Leno toured the provinces in the piece and was an immediate success. So popular was his performance that Bode re-engaged him for a further two shows: the musical farce In Gay Piccadilly! (1899), by George R. Sims, in which Leno's uncle, Johnny Danvers appeared (The Era said that Leno was "attracting huge houses" and called him "excruciatingly funny"); and the musical comedy Mr. Wix of Wickham (1902). Both toured after their original runs. In 1897, Leno went to America and made his debut on 12 April of that year at Hammerstein's Olympia Music Hall on Broadway, where he was billed as "The Funniest Man on Earth". Reviews were mixed: one newspaper reported that the house roared its approval, while another complained that Leno's English humour was out of date. His American engagement came to an end a month later, and Leno said that it was "the crown of my career". Despite his jubilation, Leno was conscious of the few negative reviews he had received and rejected all later offers to tour the United States and Australia.
The same year, the comedian lent his name and writing talents to Dan Leno's Comic Journal. The paper was primarily aimed at young adults and featured a mythologised version of Leno – the first comic paper to take its name from, and base a central character on, a living person. Published by C. Arthur Pearson, Issue No. 1 appeared on 26 February 1898, and the paper sold 350,000 copies a year. Leno wrote most of the paper's comic stories and jokes, and Tom Browne contributed many of the illustrations. The comedian retained editorial control of the paper, deciding which items to omit. The Journal was known for its slogans, including "One Touch of Leno Makes the Whole World Grin" and "Won't wash clothes but will mangle melancholy". The cover always showed a caricature of Leno and his editorial staff at work and play. Inside, the features included "Daniel's Diary", "Moans from the Martyr", two yarns, a couple of dozen cartoons and "Leno's Latest – Fresh Jokes and Wheezes Made on the Premises". After a run of nearly two years the novelty wore off, and Leno lost interest. The paper shut down on 2 December 1899.
A journalist wrote, in the late 1890s, that Leno was "probably the highest paid funny man in the world". In 1898, Leno, Herbert Campbell and Danvers formed a consortium to build the Granville Theatre in Fulham, which was demolished in 1971. Leno published an autobiography, Dan Leno: Hys Booke, in 1899, possibly assisted by a ghostwriter, T. C. Elder. Leno's biographer J. Hickory Wood commented: "I can honestly say that I never saw him absolutely at rest. He was always doing something, and had something else to do afterwards; or he had just been somewhere, was going somewhere else, and had several other appointments to follow." That year, Leno performed the role of "waxi omo" (a slang expression for a black-face performer) in the Doo-da-Day Minstrels, an act that included Danvers, Campbell, Bransby Williams, Joe Elvin and Eugene Stratton. The troupe's only performance was at the London Pavilion on 29 May 1899 as part of a benefit. Leno's song "The Funny Little Nigger" greatly amused the audience. His biographer Barry Anthony considered the performance to be "more or less, the last gasp of black-face minstrelsy in Britain".
Between 1901 and 1903, Leno recorded more than twenty-five songs and monologues on the Gramophone and Typewriter Company label. He also made 14 short films towards the end of his life, in which he portrayed a bumbling buffoon who struggles to carry out everyday tasks, such as riding a bicycle or opening a bottle of champagne. On 26 November 1901, Leno, along with Seymour Hicks and his wife, the actress Ellaline Terriss, was invited to Sandringham House to take part in a Royal Command Performance to entertain King Edward VII, Queen Alexandra, their son George and his wife, Mary, the Prince and Princess of Wales. Leno performed a thirty-five-minute solo act that included two of his best-known songs: "How to Buy a House" and "The Huntsman". After the performance, Leno reported, "The King, the Queen and the Prince of Wales all very kindly shook hands with me and told me how much they had enjoyed it. The Princess of Wales was just going to shake hands with me, when she looked at my face, and couldn't do it for some time, because she laughed so much. I wasn't intending to look funny – I was really trying to look dignified and courtly; but I suppose I couldn't help myself." As a memento, the King presented Leno with a jewel-encrusted royal tie pin, and thereafter, Leno became known as "the King's Jester". Leno was the first music hall performer to give a Royal Command Performance during the King's reign.
## Personal life
In 1883, Leno met Sarah Lydia Reynolds (1866–1942), a young dancer and comedy singer from Birmingham, while both were appearing at King Ohmy's Circus of Varieties, Rochdale. The daughter of a stage carpenter, Lydia, as she was known professionally, was already an accomplished actress as a teenager: of her performance in Sinbad the Sailor in 1881, one critic wrote that she "played Zorlida very well for a young artiste. She is well known at this theatre and with proper training will prove a very clever actress." She and Leno married in 1884 in a discreet ceremony at St. George's Church, in Hulme, Manchester, soon after the birth of their first daughter, Georgina. A second child died in infancy, and John was born in 1888. Their three youngest children – Ernest (b. 1889), Sidney (b. 1891) and May (b. 1896) – all followed their father onto the stage. Sidney later performed as Dan Leno, Jr. After Leno's mother and stepfather retired from performing, Leno supported them financially until their deaths.
Leno owned "an acre or so" of land at the back of his house in Clapham Park, producing cabbages, potatoes, poultry, butter and eggs. In 1898, Leno and his family moved to 56 Akerman Road, Lambeth, where they lived for several years. A blue plaque was erected there in 1962 by the London County Council.
### Charity and fundraising
The Terriers Association was established in 1890 to help retired artists in need of financial help. Leno was an active fundraiser in this and in the Music Hall Benevolent Fund, of which he became the president. He was an early member of the entertainment charity Grand Order of Water Rats, which helps performers who are in financial need, and served as its leader, the King Rat, in 1891, 1892 and 1897. Near the end of his life, Leno co-founded The Music Hall Artistes Railway Association, which entered a partnership with the Water Rats to form music hall's first trade union. Some of Leno's charity was discreet and unpublicised.
In the late 1890s, Leno formed a cricket team called the "Dainties", for which he recruited many of the day's leading comedians and music hall stars. They played for charity against a variety of amateur teams willing to put up with their comedic mayhem, such as London's Metropolitan Police Force; Leno's and his teammates' tomfoolery on the green amused the large crowds that they drew. From 1898 to 1903, the Dainties continued to play matches across London. Two films of action from the matches were produced in 1900 for audiences of the new medium of cinema. In September 1901, at a major charity match, the press noted the carnival atmosphere. The comedians wore silly costumes – Leno was dressed as an undertaker and later as a schoolgirl riding a camel. Bands played, and clowns circulated through the crowd. The rival team of professional Surrey cricketers were persuaded to wear tall hats during the match. 18,000 spectators attended, contributing funds for music hall and cricketers' charities, among others.
### Decline and mental breakdown
Leno began to drink heavily after performances, and, by 1901, like his father and stepfather before him, he had become an alcoholic. He gradually declined physically and mentally and displayed frequent bouts of erratic behaviour that began to affect his work. By 1902, Leno's angry and violent behaviour directed at fellow cast members, friends and family had become frequent. Once composed, he would become remorseful and apologetic. His erratic behaviour was often a result of his diminishing ability to remember his lines and inaudibility in performance. Leno also suffered increasing deafness, which eventually caused problems on and off stage. In 1901, during a production of Bluebeard, Leno missed his verbal cue and, as a result, was left stuck up a tower for more than twenty minutes. At the end of the run of Mother Goose in 1903, producer Arthur Collins gave a tribute to Leno and presented him, on behalf of the Drury Lane Theatre's management, with an expensive silver dinner service. Leno rose to his feet and said: "Governor, it's a magnificent present! I congratulate you and you deserve it!"
Frustrated at not being accepted as a serious actor, Leno became obsessed with the idea of playing Richard III and other great Shakespearean roles, inundating the actor–manager Herbert Beerbohm Tree with his proposals. After his final run of Mother Goose at the Drury Lane Theatre in early 1903, Leno's delusions overwhelmed him. On the closing evening, and again soon afterwards, he travelled to the home of Constance Collier, who was Beerbohm Tree's leading lady at His Majesty's Theatre, and also followed her to rehearsal there. He attempted to persuade her to act alongside him in a Shakespearean season that Leno was willing to fund. On the second visit to her home, Leno brought Collier a diamond brooch. Recognising that Leno was having a mental breakdown, she gently refused his offer, and Leno left distraught.
Two days later, he was admitted into Camberwell House Lunatic Asylum, London, where he spent several months under the care of Dr. Savage, who treated Leno with "peace and quiet and a little water colouring". On his second day, Leno told a nurse that the clock was wrong. When she stated that it was right, Leno remarked, "Well if it's right, then what's it doing here?" Leno made several attempts to leave the asylum, twice being successful. He was found each time and promptly returned.
### Last year and death
Upon Leno's release from the institution in October 1903, the press offered much welcoming commentary and speculated as to whether he would appear that year in the Drury Lane pantomime, scheduled to be Humpty Dumpty. Concerned that Leno might suffer a relapse, Arthur Collins employed Marie Lloyd to take his place. By the time of rehearsals, however, Leno persuaded Collins that he was well enough to take part, and the cast was reshuffled to accommodate him. Leno appeared with success. Upon hearing his signature song, the audience reportedly gave him a standing ovation that lasted five minutes. He received a telegram from the King congratulating him on his performance.
Leno's stage partner Herbert Campbell died in July 1904, shortly after the pantomime, following an accident at the age of fifty-seven. The death affected Leno deeply, and he went into a decline. At that time, he was appearing at the London Pavilion, but the show had to be cancelled owing to his inability to remember his lines. So harsh were the critics that Leno wrote a statement, published in The Era, to defend the show's originality. On 20 October 1904, Leno gave his last performance in the show. Afterwards, he stopped at the Belgrave Hospital for Children in Kennington, of which he was vice-president, to leave a donation.
Leno died at his home in London on 31 October 1904, aged 43, and was buried at Lambeth Cemetery, London. The cause of death is not known. His death and funeral were national news. The Daily Telegraph wrote in its obituary: "There was only one Dan. His methods were inimitable; his face was indeed his fortune ... Who has seen him in any of his disguises and has failed to laugh?" Max Beerbohm later said of Leno's death: "So little and frail a lantern could not long harbour so big a flame".
Leno is commemorated by the Dan Leno Gardens on Patmos Road in London, situated behind St John the Divine, Kennington, which are designated for use by disabled people. |
17,721,893 | 1982 British Army Gazelle friendly fire incident | 1,166,645,800 | Accidental downing of a helicopter in the Falklands War | [
"20th-century aircraft shootdown incidents",
"Accidents and incidents involving helicopters",
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"HMS Cardiff (D108)",
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| On 6 June 1982, during the Falklands War, the British Royal Navy Type 42 destroyer HMS Cardiff engaged and destroyed a British Army Gazelle helicopter, serial number XX377, in a friendly fire incident, killing all four occupants. Cardiff, on the lookout for aircraft flying supplies to the Argentine forces occupying the Falkland Islands, had misidentified the helicopter as an enemy C-130 Hercules. Although the helicopter's loss was initially blamed on enemy action, a subsequent inquiry found Cardiff's missile to be the cause.
On the night of 5 June, HMS Cardiff was stationed to the east of the islands to provide gunfire support to the land forces and intercept enemy aircraft. At around 02:00 a radar contact was detected; a British Army Air Corps Gazelle helicopter was making a routine delivery of personnel and equipment to a radio rebroadcast station on East Falkland. From the contact's speed and course, Cardiff's operations room crew assumed it to be hostile. One Sea Dart missile was fired, destroying the target. The Gazelle's wreckage and crew were discovered the next morning, and the loss was attributed to enemy fire. Although Cardiff was suspected, later scientific tests on the wreckage proved inconclusive.
No formal inquiry was held until four years later. Defending their claim that the helicopter had been lost in action, the United Kingdom's Ministry of Defence (MoD) stated that they had not wanted to "cause further anguish to relatives" while they were still trying to ascertain how the Gazelle had been shot down. The board of inquiry finally confirmed that the soldiers fell due to friendly fire. It recommended that "neither negligence nor blame should be attributed to any individual", but identified several factors. A lack of communication between the army and the navy meant that 5th Infantry Brigade had not notified anyone of the helicopter's flight. The navy had not informed the land forces that Cardiff had changed position to set up an ambush for Argentine aircraft travelling over the area. The helicopter's identification friend or foe (IFF) transmitter was turned off, because it caused interference with the army's Rapier anti-aircraft missile system. The board of inquiry's findings prompted criticism of the MoD's initial response to the incident.
## Background
On 2 April 1982, the British overseas territory of the Falkland Islands was invaded by neighbouring Argentina. The United Kingdom, nearly 8,000 mi (13,000 km) away, assembled and dispatched a naval task force of 28,000 troops to recapture the islands. The conflict ended that June with the surrender of the Argentine forces; the battles fought on land, at sea, and in the air had cost the lives of some 900 British and Argentine servicemen.
In early May, British troops landed at San Carlos on the western side of East Falkland, and from there moved overland towards the islands' capital of Stanley. To support the advance, logistical supplies were ferried to the troops by helicopter from San Carlos. The Argentine forces occupying Stanley were supplied throughout the war by C-130 Hercules aircraft from the Argentine mainland. These "milk-runs", as the British termed them, were a source of concern to the Royal Navy, and various attempts were made to intercept them.
## Incident
On the night of 5 June, the British Type 42 destroyer HMS Cardiff took up station on the "Bluff Cove Gunline" to the east of the islands. Tasked with a dual mission, Cardiff was to provide fire support to the Royal Marines of 3 Commando Brigade, and to interdict any Argentine aircraft attempting to fly into Stanley. The destroyer had performed a similar role four nights previously, when she unsuccessfully attempted to shoot down a re-supply aircraft as it landed, and again as it took off.
Meanwhile, pilots Staff Sergeant Christopher Griffin and Lance Corporal Simon Cockton, of 656 Squadron Army Air Corps, had been ordered to fly equipment and personnel to a malfunctioning radio re-broadcast station on top of Pleasant Peak. The station had been established the previous day to provide a communications link between the 5th Infantry Brigade headquarters at Darwin, and the 2nd Battalion, Parachute Regiment at Fitzroy. Night flying conditions were excellent, with a clear sky, a prominent moon and a wind speed of 20 kn (37 km/h). The crew departed from Goose Green in Gazelle serial number XX377 and collected the replacement equipment from the headquarters at Darwin. They also took on board two passengers; Major Michael Forge, the OC of 205 Signal Squadron, and A Tp Staff Sergeant, Staff Sergeant John Baker. Griffin was an experienced pilot; the flight to the re-broadcast station was expected to take ten minutes.
At 02:00 local time, Cardiff's operations room detected XX377 on her surface plot radar at a range of 25 nmi (46 km). The helicopter's identification friend or foe (IFF) system was turned off, so receiving no friendly transmissions and with the contact apparently heading towards Stanley, the operations room crew assumed it to be hostile. After calculating its speed they believed they were tracking an Argentine fixed-wing aircraft – either a Hercules conducting a resupply mission, or a FMA IA 58 Pucará ground-attack aircraft sent to retaliate for Cardiff's shelling. Cardiff fired one of her Sea Dart missiles. 5th Infantry Brigade lost radio contact with the Gazelle, and simultaneously the exploding missile was seen and heard by the re-broadcast station's personnel atop Pleasant Peak. Cardiff's crew were able to see the fireball, but only with the aid of night vision goggles.
The helicopter's loss caused the British to suspect that Argentine forces were still operating in the area, so patrols were mounted by Gurkha soldiers. When the Gurkhas came across the personnel manning the Pleasant Peak station there was potential for another friendly fire incident to occur. At first light a proper search was carried out, and the Gazelle's wreckage was found along with the dead aircrew and passengers; 5th Infantry Brigade's first casualties of the war. Immediately there were suspicions that Cardiff had been responsible for the shootdown, and later that evening Rear Admiral "Sandy" Woodward declared a "Weapons Tight" order, forbidding the engagement of any aircraft not positively identified as hostile, for all contacts detected flying over East Falkland at less than 200 kn (370 km/h) and under 610 m (2,000 ft).
## Investigations
The crew's bodies were initially examined by senior medical officer, Surgeon-Captain Richard "Rick" Jolly of the Royal Navy. The helicopter's wreckage was inspected on-site, but the British were unable to determine if it had been destroyed by Cardiff's missiles or by Argentine fire. This uncertainty prompted the decision not to hold a board of inquiry, and XX377 was declared "lost in action". It was surmised that, if the relatives of the deceased were told that the Gazelle might have been lost to friendly fire, it would add to their grief. After the war, missile fragments found in the wreckage were taken to the British government's aviation research facility at RAE Farnborough for analysis. The scientific tests concluded that the fragments were not from a British Sea Dart missile, despite a Sea Dart casing later being found "several hundred yards" away from the wreckage.
In December 1982 an inquest was held by a Southampton coroner into the death of Lance Corporal Cockton after his body was repatriated to the UK. Based on RAE Farnborough's test results, the Army Air Corps submitted evidence stating that the analysis of the warhead fragments found in the wreckage indicated that the helicopter had been destroyed by a type of anti-aircraft missile "known to have been in the possession of the enemy". The test results were reviewed in November 1985 and determined that there could be "no definitive conclusion as to the exact source of the missile fragments recovered from the crash site". In June 1986, John Stanley, the Minister of State for the Armed Forces, announced in his written answers to the House of Commons: "the [Southampton] coroner has been informed accordingly."
In October 1986, partly due to pressure from Cockton's mother and the anti-war politician Tam Dalyell, an official board of inquiry was finally opened. The board took a month to reach the conclusion that XX377 was shot down by Cardiff. Historian Hugh Bicheno remarks: "It took [the] MoD four years and two investigations, the first either incompetent or a deliberate cover-up, even to admit the Gazelle blue-on-blue." The board's findings were made public by a Freedom of Information Act request in July 2008, although Paragraph 13 of the report was redacted under Section 26 of the act as it "contains operational details of the Royal Navy's activities, which, even with the passage of time since the Falklands campaign, would be of use to potential enemies."
The board of inquiry found that standard operating procedure dictated that the commanders of 5th Infantry Brigade were not required to declare the helicopter's mission to any other authority, as the flight was to occur in brigade airspace on a brigade task. Gazelle XX377 was equipped with an IFF transmitter, but this was turned off. In the opinion of the board, "had IFF been in use there is little doubt that Cardiff would not have engaged the aircraft that night." At the time, less than half of the land force's helicopters were fitted with IFF transmitters, and those that were had been ordered not to use them because they inhibited the tracking systems of the British ground-based Rapier anti-aircraft missile batteries. A misconception about the Royal Navy's ability to engage air targets over land led to the navy not being informed that the army's helicopters were not using IFF. The board of inquiry concluded that it was this failure to communicate, together with the navy's assumption that all helicopters would be operating IFF, which "had a cumulative effect [and] was a major cause of [the] accident." However, the board recommended that "neither negligence nor blame should be attributed to any individual".
## Effects
Given that the role of helicopters in land force operations was increasing, as was the integration of guided missile destroyers for coastal defence, the board of inquiry recommended an amendment to NATO procedures for amphibious warfare and naval gunfire support, to alert other armed forces to the danger of underestimating a ship's missile engagement zone over land. During the late 1980s, the British government placed more emphasis on joint warfare training, with exercises, such as Purple Warrior, taking place in Oman and Scotland. The board noted the establishment of the Permanent Joint Headquarters, designed to put an end to the "ad hoc and reactive way" in which operations had been carried out while under single service control. IFF transmitters were fitted to all Army Air Corps and Royal Marine Gazelle and Lynx helicopters, and the problem of operating IFF in the vicinity of Rapier batteries was successfully addressed. The board supported a recommendation that the responsibilities of naval gunfire-support liaison officers could be broadened to include the interpretation of air defence problems during inshore joint warfare operations.
A memorial cross was installed on Pleasant Peak, and the number "205" was painted at the crash site by the soldiers of 205 Signal Squadron. The number is approximately 40 m (130 ft) wide and can be seen from the air at ().
## See also
- List of accidents and incidents involving military aircraft (1980–1989) |
65,568 | Japanese aircraft carrier Kaga | 1,155,027,841 | Aircraft carrier of the Imperial Japanese Navy | [
"1921 ships",
"1999 archaeological discoveries",
"2019 archaeological discoveries",
"Aircraft carrier fires",
"Aircraft carriers of the Imperial Japanese Navy",
"Aircraft carriers sunk by aircraft",
"Attack on Pearl Harbor",
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"Second Sino-Japanese War naval ships of Japan",
"Ships built by Kawasaki Heavy Industries",
"Ships built by Yokosuka Naval Arsenal",
"Ships of the Battle of Midway",
"Ships sunk by US aircraft",
"Tosa-class battleships",
"World War II aircraft carriers of Japan",
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| Kaga (加賀) was an aircraft carrier built for the Imperial Japanese Navy (IJN) and was named after the former Kaga Province in present-day Ishikawa Prefecture. Originally intended to be one of two Tosa-class battleships, Kaga was converted under the terms of the Washington Naval Treaty to an aircraft carrier as the replacement for the battlecruiser Amagi, which had been irreparably damaged during the 1923 Great Kantō earthquake. Kaga was rebuilt in 1933–1935, increasing her top speed, improving her exhaust systems, and adapting her flight decks to accommodate more modern, heavier aircraft.
The ship figured prominently in the development of the IJN's carrier striking force doctrine, which grouped carriers together to give greater mass and concentration to their air power. A revolutionary strategic concept at the time, the employment of the doctrine was crucial in enabling Japan to attain its initial strategic goals during the first six months of the Pacific War.
Kaga's aircraft first supported Japanese troops in China during the Shanghai Incident of 1932 and participated in the Second Sino-Japanese War in the late 1930s. With other carriers, she took part in the Pearl Harbor raid in December 1941 and the invasion of Rabaul in the Southwest Pacific in January 1942. The following month her aircraft participated in a combined carrier airstrike on Darwin, Australia, and helping secure the conquest of the Dutch East Indies by Japanese forces. She missed the Indian Ocean raid in April as she had to return to Japan for repairs after hitting a reef in February.
Following repairs, Kaga rejoined the 1st Air Fleet for the Battle of Midway in June 1942. After bombarding American forces on Midway Atoll, Kaga and three other IJN carriers were attacked by American aircraft from Midway and the carriers Enterprise, Hornet, and Yorktown. Dive bombers from Enterprise severely damaged Kaga; when it became obvious she could not be saved, she was scuttled by Japanese destroyers to prevent her from falling into enemy hands. The loss of Kaga and three other IJN carriers at Midway was a crucial setback for Japan, and contributed significantly to Japan's ultimate defeat. In 1999, debris from Kaga including a large section of her hull was located on the ocean floor northwest of Midway Island. In 2019, discovered her wreck on the ocean floor.
## Design and construction
Kaga was laid down as a Tosa-class battleship, and was launched on 17 November 1921 at the Kawasaki Heavy Industries shipyard in Kobe. On 5 February 1922 both Tosa-class ships were canceled and scheduled to be scrapped under the terms of the Washington Naval Treaty.
The Treaty authorized conversion of two battleship or battlecruiser hulls into aircraft carriers of up to 33,000 long tons (34,000 t) standard displacement. The incomplete battlecruisers Amagi and Akagi were initially selected, but the Great Kantō earthquake of 1923 damaged Amagi's hull beyond economically feasible repair, and Kaga was selected as her replacement. The formal decision to convert Kaga to an aircraft carrier was issued 13 December 1923, but no work took place until 1925 as new plans were drafted and earthquake damage to the Yokosuka Naval Arsenal was repaired. She was officially commissioned on 31 March 1928, but this signified only the beginning of sea trials. She joined the Combined Fleet (Rengō Kantai) on 30 November 1929 as the IJN's third carrier to enter service, after Hōshō (1922) and Akagi (1927).
Kaga was completed with a length of 238.5 meters (782 ft 6 in) overall. She had a beam of 31.67 meters (103 ft 11 in) and a draft at full load of 7.92 meters (26 ft). She displaced 26,900 long tons (27,300 t) at standard load, and 33,693 long tons (34,234 t) at full load, nearly 6,000 long tons (6,100 t) less than her designed displacement as a battleship. Her complement totaled 1,340 crewmembers.
### Flight deck arrangements
Kaga, like Akagi, was completed with three superimposed flight decks, the only carriers ever to be designed so. The British carriers converted from "large light cruisers", Glorious, Courageous, and Furious, each had two flight decks, but there is no evidence that the Japanese copied the British model. It is more likely that it was a case of convergent evolution to improve launch and recovery cycle flexibility by allowing simultaneous launch and recovery of aircraft. Kaga's main flight deck was 171.2 meters (561 ft 8 in) long and 30.5 meters (100 ft) wide, her middle flight deck was only about 15 meters (49 ft 3 in) long and started in front of the bridge, and her lower flight deck was approximately 55 meters (180 ft 5 in) long. The utility of her middle flight deck was questionable as it was so short that only some of the lightly loaded aircraft could use it, even in an era when the aircraft were much lighter and smaller than they were during World War II. The ever-increasing growth in aircraft performance, size and weight during the 1930s meant that even the bottom flight deck was no longer able to accommodate the take-off roll required for the new generations of aircraft being fielded and it was plated over when the ship was modernized in the mid-1930s. Kaga lacked an island until one was added during the modernization.
As completed, the ship had two main hangar decks and a third auxiliary hangar with a total capacity of 60 aircraft. The hangars opened onto the middle and lower flight decks to allow aircraft to take off directly from the hangars while landing operations were in progress on the main flight deck above. No catapults were fitted. Her forward aircraft elevator was offset to starboard and 10.67 by 15.85 meters (35 by 52 ft) in size. Her aft elevator was on the centerline and 12.8 by 9.15 meters (42 by 30 ft). Her arresting gear was a French transverse system as used on their aircraft carrier Béarn and known as the Model Fju (Fju shiki) in the Japanese service. As originally completed, Kaga carried an air group of 28 Mitsubishi B1M3 torpedo bombers, 16 Nakajima A1N fighters and 16 Mitsubishi 2MR reconnaissance aircraft.
### Armament and armor
Kaga was armed with ten 20 cm (7.9 in) 3rd Year Type guns, one twin-gun Model B turret on each side of the middle flight deck and six in casemates aft. They fired 110-kilogram (240 lb) projectiles at a rate of three to six rounds per minute with a muzzle velocity of 870 m/s (2,900 ft/s); at 25°, they had a maximum range between 22,600 and 24,000 m (24,700 and 26,200 yd). The Model B turrets were nominally capable of 70° elevation to provide additional anti-aircraft (AA) fire, but in practice the maximum elevation was only 55°. The slow rate of fire and the fixed 5° loading angle minimized any real anti-aircraft capability. This heavy gun armament was provided in case she was surprised by enemy cruisers and forced to give battle, but her large and vulnerable flight deck, hangars, and other features made her more of a target in any surface action than a fighting warship. Carrier doctrine was still evolving at this time and the impracticability of carriers engaging in gun duels had not yet been realized.
She was given an anti-aircraft armament of six twin 12-centimeter (4.7 in) 10th Year Type Model A2 gun mounts fitted on sponsons below the level of the funnels, where they could not fire across the flight deck, three mounts per side. These guns fired 20.3-kilogram (45 lb) projectiles at a muzzle velocity of 825–830 m/s (2,707–2,723 ft/s); at 45° this provided a maximum range of 16,000 meters (17,000 yd), and they had a maximum ceiling of 10,000 meters (33,000 ft) at 75° elevation. Their effective rate of fire was 6 to 8 rounds per minute. She had two Type 89 directors to control her 20 cm guns and two Type 91 manually powered anti-aircraft directors (Kōshaki) to control her 12 cm guns. Kaga's waterline armored belt was reduced from 280 to 152 mm (11 to 6 in) during her reconstruction and the upper part of her torpedo bulge was given 127 mm (5 in) of armor. Her deck armor was also reduced from 102 to 38 mm (4 to 1 in).
### Propulsion
When Kaga was being designed, the problem of how to deal with exhaust gases in carrier operations had not been resolved. The swiveling funnels of Hōshō had not proved successful and wind-tunnel testing had not provided an answer. As a result, Akagi and Kaga were given different exhaust systems to evaluate in real-world conditions. Kaga's funnel gases were collected in a pair of long horizontal ducts which discharged at the rear of each side of the flight deck, in spite of predictions by a number of prominent naval architects that they would not keep the hot gases away from the flight deck. The predictions proved to be correct, not least because Kaga was slower than Akagi, which allowed the gases to rise and interfere with landing operations. Another drawback was that the heat of the gases made the crew's quarters located on the side of the ship by the funnels almost uninhabitable.
Kaga was completed with four Kawasaki Brown-Curtis geared steam turbines with a total of 91,000 shaft horsepower (68,000 kW) on four shafts. As a battleship her expected speed had been 26.5 knots (49.1 km/h; 30.5 mph), but the reduction in displacement from 39,900 to 33,693 long tons (40,540 to 34,234 t) allowed this to increase to 27.5 knots (50.9 km/h; 31.6 mph), as demonstrated on her sea trials on 15 September 1928. She had twelve Kampon Type B (Ro) boilers with a working pressure of 20 kg/cm<sup>2</sup> (2,000 kPa; 280 psi), although only eight were oil-fired. The other four used a mix of oil and coal. She carried 8,000 long tons (8,128 t) of fuel oil and 1,700 long tons (1,727 t) of coal to give her a range of 8,000 nautical miles (15,000 km; 9,200 mi) at 14 knots (26 km/h; 16 mph).
## Early service and development of carrier doctrine
On 1 December 1931 Kaga was assigned as the flagship of the First Carrier Division under the command of Rear Admiral Takayoshi Katō. The First Carrier Division, along with Hōshō, departed for Chinese waters on 29 January 1932 to support Imperial Japanese Army troops during the Shanghai Incident as part of the IJN's 3rd Fleet. The B1M3s carried by Kaga and Hōshō were the main bombers used during the brief combat over Shanghai.
Kaga's aircraft, operating from both the carrier and a temporary base at Kunda Airfield in Shanghai, flew missions in support of Japanese ground forces throughout February 1932. During one of these missions three of Kaga's Nakajima A1N2 fighters, including one piloted by future ace Toshio Kuroiwa, escorting three Mitsubishi B1M3 torpedo bombers, scored the IJN's first air-to-air combat victory on 22 February when they shot down a Boeing P-12 flown by an American volunteer pilot. Kaga returned to home waters upon the declaration of the cease-fire on 3 March and resumed fleet training with the rest of the Combined Fleet.
At this time, the IJN's developing carrier doctrine was still in its earliest stages. Kaga and the other carriers were initially given roles as tactical force multipliers supporting the fleet's battleships in the IJN's "decisive battle" doctrine. In this role, Kaga's aircraft were to attack enemy battleships with bombs and torpedoes. Aerial strikes against enemy carriers were later, beginning around 1932–1933, deemed of equal importance in order to establish air superiority during the initial stages of battle. The essential component in this strategy was that the Japanese carrier aircraft must be able to strike first with a massed aerial attack. As a result, in fleet training exercises the carriers began to operate together in front of or with the main battle line. This revolutionary strategy emphasized maximum speed from both the carriers and the aircraft they carried as well as larger aircraft with greater range. Thus, longer flight decks on the carriers were required in order to handle the newer, heavier aircraft which were entering service.
Kaga was soon judged inferior to Akagi because of her slower speed, smaller flight deck (64 feet (19.5 m) shorter), and problematic funnel arrangement. Because of Kaga's perceived limitations, she was given priority over Akagi for modernization. Kaga was relegated to reserve status on 20 October 1933 to begin a second major reconstruction, with an official start date of 25 June 1934.
## Reconstruction
During her second reconstruction Kaga's two lower flight decks were converted into hangars and, along with the main flight deck, were extended to the bow. This increased the flight deck length to 248.55 meters (815 ft 5 in) and raised aircraft capacity to 90 (72 operational and 18 in storage). A third elevator forward, 11.5 by 12 meters (37 ft 9 in × 39 ft 4 in), serviced the extended hangars. Bomb and torpedo elevators were modified to deliver their munitions directly to the flight deck. Her arrester gear was replaced by a Japanese-designed Type 1 system. A small starboard island superstructure was also installed.
Her power plant was completely replaced as were her propellers. Kaga was equipped with eight improved oil-burning models of the Kampon Type B (Ro) with a working pressure of 22 kg/cm<sup>2</sup> (2,157 kPa; 313 psi) at a temperature of 300 °C (572 °F). New Kampon multi-stage geared turbines were fitted that increased her power from 91,000 to 127,400 shp (67,859 to 95,002 kW) during trials. The hull was lengthened by 10.3 meters (33 ft 10 in) at the stern to reduce drag and she was given another torpedo bulge above the side armor abreast the upper part of the existing bulge to increase her beam and lower her center of gravity as a result of lessons learned from the Tomozuru Incident in early 1934. This raised her standard displacement significantly, from 26,900 to 38,200 long tons (27,332 to 38,813 t). The extra power and the extra displacement roughly offset each other and her speed increased by less than a knot, up to 28.34 knots (52.49 km/h; 32.61 mph) on trials. Her fuel storage was increased to 7,500 long tons (7,620 t) of fuel oil which increased her endurance to 10,000 nmi (19,000 km; 12,000 mi) at 16 knots (30 km/h; 18 mph). The lengthy funnel ducting was replaced by a single downturned starboard funnel modeled on that used by the Akagi with a water-cooling system for the exhaust gasses and a cover that could be raised to allow the exhaust gasses to escape if the ship developed a severe list and the mouth of the funnel touched the sea. The space freed up by the removal of the funnel ducts was divided into two decks and converted into living quarters for the expanded air group. The carrier's complement increased to 1708 crewmembers.
The two twin turrets on the middle flight deck were removed and four new 20 cm 3rd Year Type No. 1 guns in casemates were added forward. Her 12 cm anti-aircraft guns were replaced by eight 12.7-centimeter (5.0 in) Type 89 guns in twin mounts. They fired 23.45-kilogram (51.7 lb) projectiles at a rate between 8 and 14 rounds per minute at a muzzle velocity of 700–725 m/s (2,300–2,380 ft/s); at 45°, this provided a maximum range of 14,800 meters (16,200 yd), and a maximum ceiling of 9,400 meters (30,800 ft). Their sponsons were raised one deck to allow them some measure of cross-deck fire. Eleven twin 25 mm Type 96 gun mounts were added, also on sponsons. They fired 0.25-kilogram (0.55 lb) projectiles at a muzzle velocity of 900 m/s (3,000 ft/s); at 50°, this provided a maximum range of 7,500 meters (8,202 yd), and an effective ceiling of 5,500 meters (18,000 ft). The maximum effective rate of fire was only between 110 and 120 rounds per minute due to the frequent need to change the fifteen-round magazines. Six 6.5-millimeter (0.26 in) Type 11 machine guns were also carried. Six Type 95 directors were fitted to control the new 25 mm guns, but Kaga retained her outdated Type 91 anti-aircraft directors.
Several major weaknesses in Kaga's design were not rectified. Kaga's aviation fuel tanks were incorporated directly into the structure of the carrier, meaning that shocks to the ship, such as those caused by bomb or shell hits, would be transmitted directly to the tanks, resulting in cracks or leaks. Also, the fully enclosed structure of the new hangar decks made fire suppression difficult, at least in part because fuel vapors could accumulate in the hangars. Adding to the danger was the requirement from the Japanese carrier doctrine that aircraft be serviced, fueled, and armed whenever possible on the hangar decks rather than on the flight deck. In addition, the carrier's hangar and flight decks carried little armor protection. Furthermore, there was no redundancy in the ship's fire-extinguishing systems. These weaknesses would later be crucial factors in the loss of the ship.
## Sino-Japanese War
Kaga returned to service in 1935 and was assigned to the Second Carrier Division. The carrier embarked a new set of aircraft, including 16 Nakajima A2N Type 90 fighters, 16 Aichi D1A Type 94/96 dive bombers, and 28 Mitsubishi B2M Type 89 torpedo bombers.
The renewal of hostilities with China at the Marco Polo Bridge in July 1937 found Kaga in home waters. The ship's fighter squadron completed training at Ōmura, Nagasaki then helped escort ships taking army reinforcements from Japan to China. On 15 August, along with Hōshō and Ryūjō, the ship took station in the East China Sea as part of the 3rd Fleet and began supporting Japanese military operations along the central China coast around Shanghai and further inland.
Kaga aircraft fought their first battle on 15 August 1937, when thirteen Aichi D1A1 (Type 94) dive-bombers encountered Chinese Air Force Curtiss A-12 Shrike attack-bombers of the 26th and 27th Squadrons at Chao'er Airbase preparing for strikes against Japanese positions in Shanghai, and a dogfight duly ensued between the two unlikely dogfighting opponents; two D1A1s were shot down; a third badly shot-up D1A1 returned to Kaga with a fatally wounded crewman, while the D1A1 flight claimed three Shrikes. On 16 August 1937, six Type 90 fighters engaged four Chinese aircraft over Kiangwan, shooting down three without loss. Between 17 August and 7 September, Kaga's Type 90 and two Mitsubishi A5M Type 96 fighters, which joined the carrier on 22 August, engaged Chinese aircraft on several more occasions. Kaga's fighter pilots claimed to have shot down 10 Chinese aircraft in these encounters without loss. On 17 August twelve of the carrier's bombers attacked Hangchow without fighter escort and 11 of them were shot down by Chinese fighters. On 7 September, three Type 96 (A5M) fighters escorted six Type 96 (D1A2) bombers and were engaged by three Chinese Hawk IIIs near Taihu Lake; two Type 96 bombers were quickly shot down, but the ensuing half-hour long dogfight resulted in no further losses for either side despite claims. Beginning on 15 September, six Type 90 and six Type 96 fighters, 18 dive bombers, and 18 torpedo bombers were temporarily deployed to Kunda Airfield from the ship to support land operations.
On 26 September the carrier went to Sasebo for reprovisioning. At Sasebo, the carrier received new replacement aircraft including 32 Yokosuka B4Y Type 96 carrier attack planes (torpedo bombers), 16 Aichi D1A2 Type 96 carrier bombers (dive bombers), and 16 more Type 96 fighters. Several Nakajima A4N Type 95 fighter aircraft augmented the carrier's fighter group at an unspecified later date.
Kaga returned to the front in early October 1937, and except for two brief trips to Sasebo, remained off China until December 1938. Using Taiwan (then part of the Empire of Japan) as its base, the carrier steamed 29,048 nautical miles (53,797 km; 33,428 mi) supporting military operations from the South and East China Seas. During that time, Kaga bombers supported army operations by attacking enemy railroad bridges, airfields, and transportation vehicles. The carrier's fighter pilots claimed to have destroyed at least 17 Chinese aircraft in aerial combat while losing five aircraft themselves. On 12 December 1937 Kaga aircraft participated in the Panay incident.
On 11 November 1937, three Chinese Air Force Northrop Gamma 2ECs of the 2nd BG, 14th Squadron led by Captain Yu Y.C. attacked Kaga off the Maanshan Islands near Shanghai; the bombs fell wide into Kaga's wake, and the Chinese Gammas were pursued and intercepted by three A5Ms of Kaga's combat air patrol (CAP) led by flight leader Jirō Chōno, which shot down two of the Gammas, while Yu managed to escape into the clouds and return to base in his damaged Gamma.
Six Kaga fighters were assigned to land bases near Shanghai and Nanking between 9 December 1937 and 15 January 1938. Nine fighters were temporarily based out of Nanking from 3 March through 4 April 1938. On 13 April 1938, Kaga launched eighteen D1A1s and three each of A4Ns and A5Ms on a strike against Canton, and they were met by two squadrons of Gloster Gladiators of the 5th Fighter Group led by Captain John Xinrui Huang and Captain Louie Yim-qun; Huang would score a triple kill in this battle against the Kaga raid, while Jirō Chōno (A5M) and Hatsuo Hidaka (A4N) would each claim double kills, including Chōno's shooting-down of Huang, who was injured bailing out. Kaga's fighter group at this time included future aces Jirō Chōno, Osamu Kudō, Yoshio Fukui, Watari Handa, Masaichi Kondō, Hatsuo Hidaka, Kiichi Oda, Satoru Ono, and Chitoshi Isozaki. The US Navy decrypted an IJN message which reportedly indicated that the attack on the Panay and other neutral ships in the Yangtze River had been knowingly and deliberately planned by an air officer on Kaga.
Kaga entered the shipyard on 15 December 1938, where her arresting gear was replaced by a Type 3 system and her bridge was modernized. The flight deck and hangar areas were enlarged, increasing the carrier's aircraft capacity. The ship was completely overhauled from 15 November 1939 to 15 November 1940 before returning to active service. In the meantime, a new generation of aircraft had entered service and Kaga embarked 12 A5M fighters, 24 D1A dive bombers and 36 B4Y torpedo bombers. Another 18 aircraft were carried in crates as spares.
The Japanese carriers' experiences off China had helped further develop the IJN's carrier doctrine. One lesson learned in China was the importance of concentration and mass in projecting naval air power ashore. Therefore, in April 1941 the IJN formed the First Air Fleet to combine all of its fleet carriers under a single command. On 10 April 1941 Kaga was assigned to the First Carrier Division with Akagi as part of the new carrier fleet, which also included the Second and Fifth carrier divisions. The IJN centered its doctrine on airstrikes that combined the air groups within carrier divisions, rather than each individual carrier. When more than one carrier division was operating together, the divisions' air groups were combined with each other. This doctrine of combined, massed, carrier air attack groups was the most advanced of its kind of all the world's navies. The IJN, however, remained concerned that concentrating all of its carriers together would render them vulnerable to being wiped out all at once by a massive enemy air or surface strike. Thus, the IJN developed a compromise solution in which the fleet carriers would operate closely together within their carrier divisions but the divisions themselves would operate in loose rectangular formations, with approximately 7,000 metres (7,700 yd) separating the carriers from each other.
Although the concentration of so many fleet carriers into a single unit was a new and revolutionary offensive strategic concept, the First Air Fleet suffered from several defensive deficiencies which gave it, in Mark Peattie's words, a glass jaw': it could throw a punch but couldn't take one." Japanese carrier anti-aircraft guns and associated fire control systems had several design and configuration deficiencies which limited their effectiveness. The IJN's fleet CAP consisted of too few fighter aircraft and was hampered by an inadequate early warning system, including a lack of radar. Poor radio communications with the fighter aircraft inhibited effective command and control of the CAP. The carriers' escorting warships were deployed as visual scouts in a ring at long range, not as close anti-aircraft escorts, as they lacked training, doctrine, and sufficient anti-aircraft guns. These deficiencies would eventually doom Kaga and other First Air Fleet carriers.
## World War II
### Pearl Harbor
In November 1941 the IJN's Combined Fleet, under Isoroku Yamamoto, prepared to participate in Japan's initiation of a formal war with the United States by conducting a preemptive strike against the United States Navy's Pacific Fleet base at Pearl Harbor, Hawaii. On 17 November Kaga, under the command of Captain Jisaku Okada loaded 100 torpedoes at Saeki Bay, Hiroshima; these torpedoes were specially designed for use in the shallow waters of the Pearl Harbor anchorage. On 19 November, Kaga and the rest of the Combined Fleet's mobile strike force (Kido Butai), under Chuichi Nagumo and including six fleet carriers from the First, Second, and Fifth Carrier Divisions, assembled in Hitokappu Bay at Etorofu Island. The fleet departed Etorofu on 26 November and followed a course across the north-central Pacific to avoid commercial shipping lanes.
For the attack on Pearl Harbor, Kaga carried a total of 18 Mitsubishi A6M Zero fighters, 27 Nakajima B5N torpedo bombers and 27 Aichi D3A dive bombers, plus three crated aircraft of each type for the operation. During the morning of 7 December 1941 Kaga aircraft participated in both First Air Fleet strikes launched against Oahu from a position 230 nautical miles (430 km) north of the island. In the first strike of 183 total aircraft (six aborted), 26 Kaga B5N carrier attack bombers attacked the American ships at anchor with bombs and torpedoes, escorted by nine Zeros. In the second strike of 167 aircraft (four aborted), 26 Kaga D3A dive bombers targeted the airfield at Ford Island in the middle of the harbor while nine Zeros provided escort and attacked aircraft on the ground. A total of five B5Ns, four Zeros and six D3As from the ship were lost during the two strikes, along with their aircrews, a total of 31 personnel. Kaga's bomber and torpedo crews claimed hits on the battleships Nevada, Oklahoma, Arizona, California, West Virginia, and Maryland. The ship's fighter pilots claimed to have shot down one US aircraft and destroyed 20 on the ground. Upon completion of the attack, the First and Fifth Carrier divisions, including Kaga, returned immediately to Japan.
### Pacific conquest
In January 1942, together with the rest of the First and Fifth Carrier Division carriers and staging out of Truk (now Chuuk) in Micronesia, Kaga supported the invasion of Rabaul in the Bismarck Islands. Kaga provided 27 bomb-carrying B5N and 9 Zeros for the initial airstrike on Rabaul on 20 January 1942, during which one B5N was shot down by anti-aircraft fire. The First Carrier Division attacked Allied positions at nearby Kavieng the following day, of which Kaga contributed nine Zeros and sixteen D3As. On the 22nd Kaga's D3As and Zeros again attacked Rabaul and two dive bombers had to make emergency landings, but the crews were rescued. Kaga returned to Truk on 25 January and Rabaul and Kavieng were successfully occupied by Japanese forces by February.
On 9 February Kaga hit a reef at Palau after she had unsuccessfully sortied against American carrier forces attacking the Marshall Islands on 1 February. The damage reduced the carrier's speed to 18 knots. After temporary repairs, she continued to the Timor Sea, where on 19 February 1942 she, with the other carriers of the First and Second Carrier Divisions, launched air strikes against Darwin, Australia, from a point 100 nautical miles (190 km) southeast of the easternmost tip of Timor. Kaga contributed 27 B5Ns (carrying bombs), 18 D3A, and 9 Zeros to the attack, which caught the defenders by surprise. Eight ships were sunk, including the destroyer Peary, and fourteen more were damaged, at a cost of only one of Kaga's B5Ns. In March 1942, Kaga, based out of Staring-baai, helped cover the invasion of Java, although her only contribution appears to have been aircraft for the 5 March 1942 airstrike on Tjilatjap. In that attack Kaga contributed 27 bomb-carrying B5N escorted by nine Zeros. The attacking aircraft bombed merchant ships in the harbor, sinking eight of them, and attacked anti-aircraft batteries and a warehouse without loss. Most of the Allied forces in the Dutch East Indies surrendered to the Japanese later in March. Kaga was unable to participate in the Indian Ocean raid in April because of the damage she had received in February. Instead, she sailed for Sasebo on 15 March for repairs, entering drydock on 27 March. The repairs were completed on 4 May.
### Battle of Midway
#### Midway raid
Concerned by the US carrier strikes such as the Doolittle Raid, on the Marshall Islands, and the Lae-Salamaua raids, Yamamoto was determined to force the US Navy into a showdown to eliminate the American carrier threat. Yamamoto decided to invade and occupy Midway Island, which he was sure would draw out the American carrier forces to battle. The Midway invasion was codenamed by the Japanese as Operation MI.
In support of MI, on 27 May 1942, Kaga departed the Inland Sea with the Combined Fleet on her final mission, in the company of carriers Akagi, Hiryū, and Sōryū which constituted the First and Second Carrier Divisions. Her aircraft complement was 27 Zeros, 20 D3As, and 27 B5Ns. With the fleet positioned 250 nmi (460 km; 290 mi) northwest of Midway Island at dawn on 4 June 1942, Kaga contributed eighteen D3As, commanded by Lieutenant Shōichi Ogawa, escorted by nine Zeros to the strike against the island. The carrier's B5Ns were armed with torpedoes and kept ready in case enemy ships were discovered during the Midway raid. One each of the D3As and Zeros was shot down by AA fire over Midway, and another four D3As were damaged. Kaga's Zero pilots claimed to have shot down 12 US aircraft over Midway Island. One Kaga B5N was launched to augment the fleet's reconnaissance of the surrounding ocean. The carrier also put up two Zeros on CAP. Another five Zeros reinforced her CAP at 07:00 and the seven fighters helped to defend the Kido Butai from the first US air attackers from Midway Island at 07:10. Unknown to the Japanese, the US Navy had divined the Japanese MI plan from signals intelligence and had prepared an ambush using its three available carriers, positioned northeast of Midway.
At 07:15 Admiral Nagumo ordered the B5Ns still on Kaga and Akagi rearmed with bombs for another attack on Midway itself. This process was limited by the number of ordnance carts used to handle the bombs and torpedoes and the limited number of ordnance elevators. Thus, the torpedoes could not be struck below until after all the bombs were moved up from their magazine, assembled and mounted on the aircraft. This process normally took about an hour and a half; more time would be required to bring the aircraft up to the flight deck and warm up and launch the strike group. Around 07:40 Nagumo reversed his order when he received a message that American carriers had been spotted. At 07:30 Kaga recovered three of her CAP.
#### Sinking
Kaga's four remaining CAP fighters were in the process of landing when 16 Marine SBD Dauntless dive-bombers from Midway, led by Lofton R. Henderson, attacked Hiryu around 07:55 without result. Five Zeros were launched at 08:15 and three intercepted a dozen Midway-based United States Army B-17 Flying Fortresses attempting to bomb the three other carriers from 20,000 feet (6,100 m), but only limited damage was inflicted on the heavy bombers, although their attacks all missed. Five D3As also joined the CAP around this time. Another trio of Zeros were launched at 08:30. Kaga began landing her returning Midway strike force aboard around 08:35 and was finished by 08:50; one Zero pilot died after crash-landing his aircraft.
The five Zeros launched at 08:15 were recovered aboard at 09:10 and replaced by six more Zeros launched at 09:20. They intercepted the first US carrier aircraft to attack, TBD Devastator torpedo-bombers of VT-8 from the US carrier Hornet at 09:22, and shot down all 15, leaving only a single survivor, George H. Gay, Jr., treading water. Shortly thereafter, 14 Devastators from VT-6 from the US carrier Enterprise, led by Eugene E. Lindsey, were spotted. They tried to sandwich Kaga, but the CAP, reinforced by another six Zeros launched by Kaga at 10:00, shot down all but four of the Devastators, and the carrier dodged the torpedoes.
Soon after the torpedo plane attacks, American carrier dive bombers arrived over the Japanese carriers almost undetected and began their dives. At 10:22, 25 SBD Dauntless dive-bombers from Enterprise, led by C. Wade McClusky, hit Kaga with one 1,000-pound (450 kg) bomb and at least three 500-pound (230 kg) bombs. The first landed near her rear elevator and set the berthing compartments on fire, and the next bomb hit the forward elevator and penetrated the upper hangar, setting off explosions and fires among the armed and fueled planes on her hangar deck. The third bomb exploded directly on the island, destroying the bridge, killing Okada and most of his command staff. The 1000-pound bomb hit amidships and penetrated the flight deck to explode on the upper hangar. The explosions ruptured the ship's avgas lines, damaged both her port and starboard fire mains and the emergency generator powering her fire pumps, as well as knocking out the carbon dioxide fire suppression system. Fueled by the avgas pouring onto the hangar deck, the fires detonated the 80,000 pounds (36,000 kg) of bombs and torpedoes strewn across the hangar deck in a series of catastrophic multiple fuel-air explosions that blew out the hangar sides. At nearly the same time, dive bombers hit and fatally damaged Akagi and Sōryū.
Unable to contain her fires, Kaga's survivors were taken off by the destroyers Hagikaze and Maikaze between 14:00 and 17:00. Around 19:25 she was scuttled by two torpedoes from Hagikaze and sank stern-first at position . Warrant Officer Takeshi Maeda, an injured Kaga B5N aircrew member rescued by Hagikaze, described the scene: "My comrade carried me up to the deck so I could see the last moments of our beloved carrier, which was nearby. Even though I was in pain tears started to run down my cheeks, and everyone around me was crying; it was a very sad sight."
The carrier's crew suffered 811 fatalities, mainly among the aircraft mechanics and armorers stationed on the hangar decks and the ship's engineers, many of whom were trapped below in the boiler and engine rooms by uncontrolled fires raging on the decks above them. Twenty-one of the ship's aviators were killed. Kaga's surviving crewmembers were restricted incommunicado to an airbase in Kyūshū for one to two months after returning to Japan, to help conceal word of the Midway defeat from the Japanese public. Many of the survivors were then transferred back to frontline units without being allowed to contact family. Some of the injured were quarantined in hospitals for almost a year. This was the highest loss of lives of all the Japanese carriers lost at Midway.
The loss of Kaga and the three other IJN carriers at Midway (Hiryū was also sunk during the battle), with their aircraft and veteran pilots, was a crucial strategic defeat for Japan and contributed significantly to Japan's ultimate defeat in the war.
## Wreck survey
In May 1999, the Nauticos Corporation, in partnership with the US Navy, discovered some wreckage from Kaga. They employed the research vessel Melville during a survey of a fleet exercise area with the US Navy's recently modified SEAMAP acoustic imaging system. A follow-on search by USNS Sumner in September 1999 located the wreckage and took photos of it. The wreckage included a 50-foot (15 m) long section of hangar bulkhead, two 25 mm anti-aircraft gun tubs, and a landing light array. The artifacts were at a depth of 17,000 feet (5,200 m).
On 18 October 2019, the wreck of Kaga was located by the Director of Undersea Operations for Vulcan Inc. Rob Kraft and Naval History and Heritage Command historian Frank Thompson aboard . She sits upright at a depth of about 18,000 ft (5.4 km), buried up to the degaussing wires in the seafloor and with most of her superstructure and flight deck missing. The wreck is surrounded by a large debris field and has been heavily colonized by marine growth. The wreck of Akagi was found by the same crew two days later. |
51,602 | Round the Horne | 1,173,693,462 | 1960s BBC radio comedy | [
"1965 radio programme debuts",
"1968 radio programme endings",
"BBC Light Programme programmes",
"BBC Radio 2 programmes",
"BBC Radio 4 Extra programmes",
"BBC Radio comedy programmes",
"British variety radio programmes",
"Round the Horne"
]
| Round the Horne is a BBC Radio comedy programme starring Kenneth Horne, first transmitted in four series of weekly episodes from 1965 until 1968. The show was created by Barry Took and Marty Feldman, who wrote the first three series. The fourth was written by Took, Johnnie Mortimer, Brian Cooke and Donald Webster.
Horne's supporting cast comprised Kenneth Williams, Hugh Paddick, Betty Marsden and, in the first three series, Bill Pertwee. The announcer was Douglas Smith, who also took part in the sketches. All except the last series featured music by Edwin Braden, played by the band "the Hornblowers", with a song in the middle of each show performed by the close-harmony singing group the Fraser Hayes Four; in the fourth series, the music was by Max Harris with a smaller group of players than the earlier series.
The show was the successor to Beyond Our Ken, which had run from 1958 to 1964 with largely the same cast. By the time the new series began, television had become the dominant broadcasting medium in Britain, and Round the Horne, which built up a regular audience of 15 million, was the last radio show to reach so many listeners. Horne was surrounded by larger-than-life characters including the camp pair Julian and Sandy, the disreputable eccentric J. Peasmold Gruntfuttock, and the singer of dubious folk songs, Rambling Syd Rumpo, who all became nationally familiar. The show encountered periodic scrutiny from the BBC management for its double entendres, but consistently received the backing of the director-general of the BBC, Sir Hugh Greene. Horne died suddenly in 1969; the BBC decided that Round the Horne could not continue without its star and they cancelled plans for a fifth series that year.
Over the following decades Round the Horne has been re-broadcast continually, and all 67 shows have been published on CD. In 2019, in a poll run by Radio Times, Round the Horne was voted the BBC's third-best radio show of any genre, and the best radio comedy series of all.
## History
### Background
In 1957 the radio presenter and comedian Kenneth Horne was the compere on the popular Saturday evening comedy and music radio show Variety Playhouse. The programme's writers were Eric Merriman and Barry Took, and when the series came to an end, they prepared a script for a pilot episode of a new show, Beyond Our Ken. The show, in which Horne was joined by Kenneth Williams, Ron Moody, Hugh Paddick and Betty Marsden, was broadcast in October 1957. The series was due to begin in April 1958, but in February Horne suffered a debilitating stroke; he was temporarily paralysed down his left-hand side and lost the power of speech. The BBC postponed the series. After physiotherapy Horne was able to begin recording Beyond Our Ken in June, in preparation for the broadcast of the first series between July and November.
Beyond Our Ken was written around the imperturbable establishment figure of Horne, while the other performers played a "spectrum of characters never before heard on the radio", including the exaggeratedly upper class Rodney and Charles (Williams and Paddick), the genteel, dotty pensioners Ambrose and Felicity (Williams and Marsden), the hoarse-voiced cook Fanny Haddock – a parody of the television cook Fanny Cradock (Marsden), the earthy gardening guru Arthur Fallowfield (Williams), the semi-articulate rock and roll singer Ricky Livid (Paddick) and Hankie Flowered, a parody of the comedian Frankie Howerd (Bill Pertwee). The first episode was not well received by a sample audience, but the BBC decided to back Horne and his team, and the initial six-week contract was extended to 21 weeks. Before the series came to an end, a second had been commissioned to run the following year. After the first series Moody was succeeded by Pertwee; Took left after the second series, leaving Merriman to write the remaining programmes on his own.
After the seventh series of Beyond Our Ken ended Horne was scheduled to appear in a number of other BBC programmes; Eric Merriman objected, contending that he had made Horne into a star, and that "no other comedy series should be allowed to use him", according to Horne's biographer, Barry Johnston. When the BBC refused to withdraw Horne from the programme Down with Women, Merriman resigned from writing Beyond Our Ken and the show came to an end. After some pressure from Horne to keep the remainder of the team together, the BBC commissioned Round the Horne as a replacement on similar lines. They turned to Took, as one of the original writers of Beyond Our Ken, and his new writing partner, Marty Feldman. The name of the programme came from a pun on Horne's name, combined with the naval term "round the Horn", meaning to navigate the waters at the southern tip of South America, Cape Horn. The pair aimed to write what they described as "down-market material in an upmarket way". The scripts they produced led to a faster-paced programme than Beyond Our Ken, including more allusions to contemporary events, including politics and films.
### Format
Round the Horne was based on a revue format, and contained parody and satire. The programme would include an introduction from Horne, who would sometimes give answers to a supposed quiz from the previous week, and then lead into sketches that would include a set-piece based on a film or novel, such as "The Man with the Golden Thunderball", and "The Three Musketeers". Martin Dibbs, in his history of the BBC Variety Department, writes that "the show was characterised by incessant innuendo and camp representation to an extent never before tolerated within the BBC."
As in Beyond Our Ken, there was a cast of recurring characters. Took and Feldman developed new characters for Williams, Paddick, Marsden and Pertwee, whose ability to change between personas produced a programme described by the radio historians Andy Foster and Steve Furst as "a cast of thousands played by the same four accomplished actors". Horne's role was described in The Daily Telegraph as providing "the perfect foil to the inspired lunacy happening all around him". The media analysts Frank Krutnik and Steve Neale consider that as such, Horne's role was similar to that of Jack Benny, Fred Allen and Tommy Handley, "as a 'stooge' rather than a joke-wielder, frequently switching roles between announcer and in-sketch performer".
### Broadcasts
#### 1965–1966: Series 1 and 2
The first episode of Round the Horne was broadcast on the Light Programme on 7 March 1965. It was described in Radio Times as "Five characters in search of the authors". The series consisted of 16 episodes and ran to 20 June 1965. The programme was produced by John Simmonds and included music from the Fraser Hayes Four and the studio orchestra, "the Hornblowers", conducted by Paul Fenoulhet; from episode six, Fenoulhet was replaced by Edwin Braden. Douglas Smith, an announcer and newsreader on the Home Service and the Third Programme, was used as the programme's announcer, but was given a larger role as the series progressed; he ended up advertising spoof products and giving human sound effects in addition to his normal role.
One of the early episodes included a sketch by Horne, a monologue based on "the centenary of the birth of the crumpet", including a huge crumpet built for Queen Victoria.
> As an added novelty he hollowed out the centre and a Gaiety Girl was secreted inside. When the loyal toast was drunk, she leapt out, wearing pink combs and waving a Union Jack – either that or the other way round, I don't remember. In any event the whole affair was a great success and, as many people commented afterwards 'it was a smashing bit of crumpet'.
The sketch angered the strongly-conservative Member of Parliament Sir Cyril Black, who wrote to the BBC to complain. Frank Gillard, the BBC's director of radio, wrote to Dennis Morris, the chief of the Light Programme, asking Round the Horne to "watch its step, particularly over the next few weeks and keep itself within reasonable bounds". Instead, Took and Feldman wrote a riposte that Horne read at the end of the following programme, addressed to the "minority of killjoys" who complained:
> Let me say to them that our scripts are whiter than white, as is the face of the producer when he reads them. You see, evil is in the eye of the beholder – and we believe you can make anything sound as if it has a double meaning – if you know how. So cheerio, see you next week.
Further complaints about the programme were received and Sir Hugh Greene, the director-general of the BBC, asked to see the scripts before broadcasting. All were returned with the words "I see nothing to object to in this" written on them. The complaints continued from Black, and from Mary Whitehouse – a campaigner against social liberalism – about the cast putting emphasis on certain words. Took replied that "When Laurence Olivier plays Hamlet he puts emphasis on certain words – it's called acting".
A second series was commissioned, and ran for thirteen weeks, from Sunday 13 March to 5 June 1966. The programme was recorded in front of a studio audience, and Williams would play up to them with physical humour, causing hilarity in the studio. Simmonds spoke to the cast, telling them that the radio audience were hearing unexplained laughter, and to try to keep the visual pranks to a minimum. At the end of the series Roy Rich, the head of BBC Light Entertainments for radio, spoke to Took, Feldman, Horne and Williams and discussed possible changes to the programme, including the removal of the Fraser Hayes Four, and the possible changing of Pertwee and Marsden. No changes were made before the next series was commissioned.
On 7 October 1966, at the age of 59, Horne suffered a severe heart attack. He was much weakened, and was unfit to work for three months. As a result, he did not appear in the Round the Horne Christmas special, which was recorded on 28 November. He returned to work in January 1967 to record the third series.
#### 1967–1968: Series 3 and 4
The third series ran for 21 episodes from 5 February to 25 June 1967. After recording the first episode, Williams wrote in his diary that "the script was singularly uninspired I think – no innovations or bright ideas for the beginning of a new series ... For the first time I am beginning to feel that this show is rather dated and tired". The BBC hierarchy also thought the first show was slightly lacking and Williams was also downbeat after the second recording, writing that "I think the show is quite dead artistically and the format has completely atrophied itself – it is moribund now. I think I will withdraw after this series". Trying to turn the show around, Took and Feldman wrote out the popular camp Julian and Sandy characters (played by Paddick and Williams) from the third episode, but the cast and Simmonds all insisted they were put back, so the writers duly obliged. After a few weeks the show had settled down and Williams recorded in his diary that the recording "went v. well. Script was v. good indeed and the audience splendid – a great deal of affection there, one felt".
Feldman became increasingly successful on television, particularly with At Last the 1948 Show (1967); he decided to concentrate on writing and performing on the screen and left the series. Took agreed to stay, and he was joined by Johnnie Mortimer, Brian Cooke and – for the first six episodes of the next series – Donald Webster. In September 1967 BBC radio was radically reorganised. The Home Service, Third Programme and Light Programme were abolished and replaced by four new national channels – Radio 1, 2, 3 and 4; Round the Horne moved from the Light Programme to Radio 2. The change came with reduced budgets. The Fraser Hayes Four and Eddie Braden and the Hornblowers were replaced with a small instrumental group led by Max Harris, and Pertwee was dropped from the programme. The cost fell from £601 a show in series 3 to £486 in series 4. That year's Christmas special was broadcast with the new line-up and writers.
The fourth series began on 25 February 1968 and ran for 16 episodes to 9 June. After the first episode Williams was unimpressed with the new material, and wrote in his diary "Now there are 4 writers on it! It is unbelievable really. Four! For half an hour of old crap with not a memorable line anywhere ... of course one goes on and flogs it gutless and the rubbish gets by". Without Feldman, Took was enjoying the show less than he had previously. He also felt the humour was becoming more obviously dirty and complained to Williams that "We might as well write a series called Get Your Cock Out".
Horne died of a heart attack on 14 February 1969, while hosting the annual Guild of Television Producers' and Directors' Awards at the Dorchester hotel in London. An award had gone to Took and Feldman for their television series Marty, and Horne had just urged viewers to tune into the fifth series of Round the Horne – which was due to start on 16 March – when he fell from the podium. By 24 February 1969 it had been decided that Round the Horne could not continue without its star. As a result, the scripts for series five – which Horne had jokingly suggested should be subtitled "The First All-Nude Radio Show" – were hastily adapted into a new series for Williams called Stop Messing About, which ran for two series before it was dropped from the schedule in 1970.
## Main regular characters
### Kenneth Horne
The persona adopted by the writers for Horne was not greatly different from his real-life one, and largely the same as that of his Beyond Our Ken character: the urbane, unflappable, tolerant but sometimes surprised central figure, around whom the other characters revolved. The Times called Horne the "master of the scandalous double-meaning delivered with shining innocence", and in Round the Horne he combined the role of straight man to the flamboyant Julian and Sandy, Rambling Syd Rumpo and J. Peasmold Gruntfuttock with that of genial host of the show. Feldman called him "the best straight man I had ever seen", who nonetheless had "a lot of funny lines"; Jonathan Rigby, who played Horne in a stage show, Round the Horne ... Revisited, thought him "a stand-up comedian with a posh accent ... part of his genius was that he was able to be himself".
Horne introduced some programmes by reading out the answers to last week's (non-existent) questions:
The answer to question one: complete the first lines of the following songs – "If I Were a Blackbird I'd ..." The answer is I'd Whistle and Sing, and I positively will not accept any other suggestion. The second song was "There's a Rainbow Round My ..." Now we got an amazing number of replies to this. We haven't had so many since we asked you to complete "Over My Shoulder Goes ..." Really, it makes it very difficult for us to keep up the high reputation for sophisticated comedy we've never had.
At other times he would give a short lecture on justly forgotten figures from history, such as Robert Capability Lackwind, allegedly the inventor of Toad in the Hole, or Nemesis Fothergill, known to ornithologists – and the police – as the Birdman of Potter's Bar. In many episodes his opening slot was announcing the day's forthcoming events, such as International free style gnome fingering at the five-minute Hippo Wash Brompton Oratory, Swan Upping at Downham and Swan Downing at Upham, and the two-man Rabbi bob sled championship down the escalators at Leicester Square tube station. He would close the programmes by commenting on the final sketch, or announcing a competition to complete a limerick with two fecund opening lines ("A young market gardener from Bude, Developed a cactus quite lewd ...") or with a public service announcement such as this police message:
If any passer-by in Lisle Street last Saturday night witnessed a middle-aged man stagger out of the Peeperama strip club and get knocked down by a passing cyclist, would you please keep quiet about it as my wife thinks I was in Folkestone. Goodbye. See you next week.
### Douglas Smith
At the start of the first series of Round the Horne Douglas Smith took the traditional role of a BBC announcer on comedy shows, introducing the programme and its component parts and reading the credits at the end. As the show developed, the writers gave him more to do. In the second series Smith continually interrupts the programme to promote "Dobbiroids Magic Rejuvenators" (from "the makers of Dobbins Medical Cummerbunds for horses") and Dobbimist horse deodorant for UFO ("under fetlock odour"). In the third and fourth series he is included in the movie spoofs, playing a range of roles including a rumbling volcano:
Horne: ... And see there – dominating the island, the sacred volcano of Gonga – played by Douglas Smith with a hole in his head and steam coming out of his ears.
Paddick: What an awesome sight – snow mantling his mighty summit and lava oozing down his sides.
Smith: That's porridge, actually. I had a hurried breakfast this morning.
Horne: Shut up, Smith, you're a volcano. You just loom over us and rumble ominously.
Smith: Yes, I told you. I had a hurried breakfast.
Horne: Shut up, Smith.
Smith: Rumble rumble.
Horne: That's better.
His other roles include a telephone box, an inflatable rubber boat, a drophead Bentley and a cow:
Smith: Moo Moo – Splosh!
Horne: Splosh?
Smith: I kicked over the milk pail.
By the fourth series Smith has risen to the heights of playing the World ("You've just gone through my Khyber Pass travelling on a camel"), and in one programme he gets a solo singing spot, barracked by Paddick and Williams ("Letting an announcer sing! It's a disgrace!") performing "Nobody Loves a Fairy When she's Forty".
### Beatrice, Lady Counterblast, née Clissold
The first of the new characters was an elderly ex-Gaiety Girl (played by Marsden) known as Bea Clissold in her theatrical heyday, when she was "the pure brass of the music hall", and subsequently an aristocratic widow. She has been much married and much divorced, and has retired to live in seclusion at Chattering Parva, waited on and complained about by her octogenarian butler, Spasm (Williams). Horne interviews her each week in the early programmes, when she reminisces about her life and husbands. In a commentary on the show's characters published in 1974 Took wrote, "Her anecdotes of past marriages combine the lurid with the turgid as the narrative flashes back on leaden wings to the turn of the century and the exploits of the young Bea Clissold". She appeared in the first programme of the series, and was a major feature of its early episodes. After she ceased to be one of the central characters she continually popped up with her catch phrase, "Many times, many, many times", originally referring to the number of times she was married, and later an all-purpose innuendo.
### Julian and Sandy
The camp pair Julian and Sandy (played by Paddick and Williams) made their debuts in the fourth programme of the first series and rapidly established themselves as a permanent fixture throughout the run of Round the Horne. They are out of work actors whom Horne encounters each week in new temporary jobs. The writers' original idea was that the characters should be elderly and dignified Shakespearean actors filling in as domestic cleaners while "resting" (i.e. unemployed), but the producer, John Simmonds, thought they seemed rather sad, and at his suggestion Took and Feldman turned the characters into chorus boys. In a typical sketch Horne looks in at a new establishment, usually in Chelsea, with a title such as "Bona Tours", "Bona Books", "Bona Antiques" or "Bona Caterers", and is greeted with, "Oh hello, I'm Julian and this is my friend Sandy". The latter adds, using the gay and theatrical slang, palare, "How bona to vada your dolly old eek again", or "What brings you trolling in here?" Having first appeared as house cleaners, they are later shown working in a variety of implausible jobs. Took summed them up: "From working as part time domestics while 'resting' they progressed to running almost every trendy activity going from fox-hunting in Carnaby Street to the gents' outfitting department of MI5".
The use of palare enabled the writers to give Julian and Sandy some double entendres that survived BBC censorship because the authorities either did not know or did not admit to knowing their gay meaning. In the fourth series, Sandy tells Horne that Julian is a brilliant pianist: "a miracle of dexterity at the cottage upright", which to those familiar with gay slang could either refer to pianistic excellence or to – illegal – sexual activity in a public lavatory. At the time, gay male sex was a criminal offence in Britain. Julian and Sandy became nationally popular characters and are widely credited with contributing a little to the public acceptance of homosexuality that led to the gradual repeal of the anti-gay laws, beginning in 1967.
### J. Peasmold Gruntfuttock
A week after the debut of Julian and Sandy came the first appearance of J. Peasmold Gruntfuttock, first broadcast on 5 April 1965. Played by Williams, Gruntfuttock is described by the writers as "the walking slum". In his first appearance he is a job applicant at the BBC, inspired by voices in his head, and keen to get on close terms with one of the female presenters. In later programmes he is first the king and then dictator of Peasmoldia, a small enclave in the East End, and subsequently Brother Gruntfuttock, member of an obscure religious community. He writes in regularly with incorrect and sometimes physically implausible answers to last week's questions:
Finally, we had "I get a kick out of ...". Well, Mr Gruntfuttock of Hoxton, I think we all know what you get a kick out of. And on looking at the list you sent me it's my considered opinion that you are running a severe risk of doing yourself a permanent injury.
In the fourth series he is a persistent caller of the spoof phone-in, the Round the Horne Forum of the Air, airing his peculiar personal obsessions in between bouts of heavy breathing. He was Feldman's favourite Round the Horne character; the two authors wrote of Gruntfuttock, "He married beneath him – which gives you some idea what his wife Buttercup (Betty Marsden) must be like. All in all not a couple one would wish to meet on a dark night or indeed at any time."
### Charles and Fiona
Charles and Fiona are supposedly characters played by an extremely theatrical actor and actress: "ageing juvenile Binkie Huckaback" (Paddick) and Dame Celia Molestrangler (Marsden). The two, originally based on the theatre stars Alfred Lunt and Lynn Fontanne, were introduced in the eighth programme of the first series, and quickly became a fixture. They appeared in parodies of "stiff-upper-lip" dramas by Noël Coward and others; their fictitious plays had titles such as Present Encounter and Bitter Laughter. Their agonised love affairs are punctuated by brittle, staccato dialogue, in which they talk of their emotions in tortuous sentences:
Fiona: All I could think of back here was you out there thinking of me back here thinking of you out there – back here. Needing you, wanting you, wanting to need you, needing to want you.
Charles: I don't have the words for it.
Fiona: I know.
Charles: I know you know.
Fiona: I know you know I know.
Charles: Yes, I know.
Their sketches customarily end with an unexpected twist, such as the revelation that they are living in a telephone box, or are dining at the Ritz in the nude, or trysting in a refrigerator. Barry Took wrote that they were his own favourite Round the Horne characters. During the second series they were dropped in favour of a new feature, "The Seamus Android Show" (see below) but were quickly brought back.
### Chou En Ginsberg and Lotus Blossom
In the ninth show of the first series Chou En Ginsberg (Williams) appeared for the first time. He is a parody of the stereotypical far-Eastern villain Fu Manchu. The first part of his name was borrowed from Chou En-Lai, the then Chinese premier; for comic contrast the writers wanted an incongruous second name and experimented with "Chou En Murphy" and "Chou En McWhirter" before settling on "Ginsberg". He always announces himself as "Dr Chou En Ginsberg, MA (Failed)". He appears regularly in the James Bond parodies, "Kenneth Horne, Master Spy", plotting a fiendish international crime, luring Horne into his clutches but then being outwitted.
Chou was joined in the next show by his concubine, Lotus Blossom (Paddick) who is, in the words of her master, common as muck. A drawing of the two by William Hewison in Took and Feldman's 1974 book Round the Horne shows a diminutive Chou alongside a large, looming and graceless Lotus Blossom bulging out of her cheongsam. Her attempts to entertain Special Agent Horne with her songs and dances cause him more distress than Chou's threats of death.
### Rambling Syd Rumpo
First heard in the tenth show of the first series, and a fixture thereafter, Rambling Syd (Williams) is an itinerant folk singer. The writers describe him as "one of the last of the breed of wandering minstrels who are fast dying out – thank heavens". Often misappropriating the tunes of genuine folk songs, Rambling Syd's lyrics consist of dubious-sounding nonsense words such as these, from the "Runcorn Splod Cobbler's Song":
I sing as I cobble and hammer my splod
Tho' my trumice glows hot and my trade be odd
I sit as I gorble and pillock my splee
For a cobbler's life is the life for me.
Or, to the tune of "Foggy Dew":
When I was a young man
I nadgered my splod
As I nurked at the wogglers' trade.
When suddenly I thought
While trussing up my groats,
I'd whirdle with a fair young maid.
Took said of the character that his "bogus ethnic patter and totally meaningless songs" created the illusion of "something terribly naughty going on" – but that any naughtiness was in fact in the listener's mind.
### Daphne Whitethigh
The character was loosely based on the television cook Fanny Cradock. Described by Took and Feldman as "fashion reporter, TV cook, agony aunt, pain in the neck", Daphne Whitethigh (Marsden) is a hoarse-voiced pundit, "whose advice on the placing of the bosom or the way to prepare Hippo in its shell is an absolute must for all those trendy moderns who want to look and feel frightful". Among her helpful cooking tips are that although rhinoceros is not very appetising you do get marvellous crackling; her recipes for yak include yak à l'orange, yak in its jacket, and coupe yak. She advises followers of female fashion that bosoms are still out, but may be on the way back (Horne says he will keep a light burning in the window) and her other useful pointers include how to use cold cream to remove those baboon claw marks from one's hip, and how to avoid crow's feet round the eyes: refrain from sleeping in trees.
### Seamus Android
Described by Took as "an unskilled television labourer whose gift of the blarney and wistful Irish charm could empty any theatre in three minutes", Seamus Android is a parody of the broadcaster Eamonn Andrews, whose weekly television chat show was broadcast live on Sunday evenings. Took and Feldman had appeared on Andrews's show and been astonished by "the non-sequiturs and other nonsense he came out with". Seamus Android was the only regular character played by Pertwee, who was otherwise cast as what Took called "the odds and ends" – the minor characters and straight parts. Android's interviewees include the much married actress Zsa-Zsa Poltergeist, the Hollywood producer Daryll F. Klaphanger, and the star of The Ipswich File, Michael Bane; promised appearances by such as Lord Ghenghiz Wilkinson, the dancing cloakroom attendant, Nemesis Poston, the juggling monk, and Anthony Wormwood-Nibblo, the Hoxton cat thief and heiress fail to materialise. As Pertwee was not in the cast for the last series, Android was dropped.
### Dentures
Played by Paddick, this is the only regular Round the Horne character who had in all essentials already appeared in Beyond Our Ken, where he was named Stanley Birkinshaw. In Round the Horne he has no regular name, and appears in various capacities. He is a man with ill-fitting false teeth; his diction distorts all sibilants, and sprays saliva in all directions. Dentures often opens the show in the style of a toastmaster ("My lordsh, ladiesh and gentlemen," etc). In the second series he appears as "The Great Omipaloni, the world's fastest illusionist – and also the dampest". In the third series he is Buffalo Sidney Goosecreature, adversary of the Palone Ranger, and in the fourth he is Angus McSpray ("Rishe againsht the Shasshenachsh") to Williams's Bonnie Prince Charlie.
### Julie Coolibah
The invention of Mortimer and Cooke, Julie Coolibah (Marsden) appears in the fourth season. She is an Australian visiting London, deeply suspicious of British men ("I know you Pommies are sex mad"). Every time she talks to Horne she interprets his innocent remarks as sexual overtures:
Horne: Good to have you back.
Julie: What do you mean by that?
Horne: Nothing, just extending the hand of friendship.
Julie: Yeah? With what purpose in mind, might I ask?
When Julie manages to find work in London she has constant difficulties coping with the men. As a bus conductress she is outraged when a passenger gives her fourpence and asks "How far can I go for that?" She tells Horne, "I cracked him with my cash-bag and put him off".
## Critical reception
Round the Horne is described by Foster and Furst as "one of the seminal comedies to come out of the BBC". The programme continued the comedy vein of The Goon Show and provided an influential link, through I'm Sorry, I'll Read That Again, to the work of the Monty Python writers and performers; at one point Monty Python was given the working title Barry Took's Flying Circus by the BBC. Round the Horne helped change the way the BBC dealt with broadcasting humour: "The ebullience of the ... comedy – not to mention the filth of the innuendos – swept away decades of insipid and paternalistic inhibition at the BBC", according to Richard Morrison, the chief arts correspondent of The Times.
Six years after the last series was first broadcast, The Daily Mirror called Round the Horne "the last great radio show". In 2002 The Spectator described it as "one of the great radio successes"; the following year William Cook wrote in The Guardian that the show "boasted a wonderful writing team" and "bestrode the airwaves like a colossus, reaching an audience of 15 million – the sort of ratings most current comedies can only dream about." In 2005 The Sunday Times referred to it as "One of the best-loved shows of all time." Punch commented that the series was probably the last comedy show on radio to have a huge following. According to Took, Round the Horne was broadcast when radio was considered to be on the wane when compared to television; such was the show's popularity, many thought radio would continue to be a leading form of entertainment.
Although Round the Horne attracted some adverse comments from Black, Whitehouse and others of similar views, the show was well received by the press. In 1967 The Times called it "half an hour of the purest impure entertainment", and as the third series came to an end the paper called for a Christmas special and a further series in the new year. "No-one, but no-one at all has yet presented those elegant queens, those touchily vulnerable bona-boys, those fashion fetichists so deftly, so pointedly, and, in the final accounting, so purely". In 1969 the paper commented that the show was "a success with lovers of the sophisticated pun" as well as appealing to "those who like a good belly laugh", with "obvious jokes ... mixed with clever word juggling".
In 1995, looking back at British radio comedy, The Guardian placed Round the Horne first in its list of the five greatest shows. In 2019, in a poll run by Radio Times, Round the Horne was voted the third best radio show of any kind, and the best comedy.
## Legacy
### Recordings
Recordings of all the episodes have been issued on CD by the BBC in its "Audiobooks" publications (2002):
- Series 1:
- Series 2:
- Series 3:
- Series 4:
In 2005, to mark the 40th anniversary of the show, the BBC published a boxed set containing all episodes, on 35 CDs, with an accompanying 3-hour, 3-disc set "Round The Horne: The Complete and Utter History", written and narrated by Took:
By 2006 over half a million copies of tapes and CDs of Round the Horne had been sold by the BBC. Editions of Round the Horne are regularly broadcast on the digital radio service BBC Radio 4 Extra.
### Scripts
Some scripts from all four series have been published. Those printed in two different books listed below are not always identical. Some print the scripts as written and others as finally broadcast. The scripts have been published in five books:
#### Series 1
- Programme 1: Took and Coward, 2000
- Programme 4: Took and Feldman, 1974
- Programme 5: Took, 1989; and Took and Coward, 2000
- Programme 7: Took and Coward, 2000
- Programme 12: Took, 1989
- Programme 13: Took, 1989
- Programme 14: Took and Coward, 2000
- Programme 16: Took, 1998
#### Series 2
- Programme 1: Took and Feldman, 1974; and Took and Coward, 2000
- Programme 2: Took, 1998
- Programme 3: Took, 1989
- Programme 4: Took, 1989; and Took and Coward, 2000
- Programme 5: Took and Coward, 2000
- Programme 6: Took and Coward, 2000
- Programme 8: Took and Feldman, 1974
- Programme 9: Took, 1989
- Programme 10: Took, 1989
- Programme 12: Took and Feldman, 1974
- Programme 13: Took, 1989; and Took and Coward, 2000
- 1966 Christmas show: Took and Coward, 2000
#### Series 3
- Programme 1: Took, 1989
- Programme 4: Took, 1989; and Took and Coward, 2000
- Programme 6: Took, 1989
- Programme 7: Took and Feldman, 1974
- Programme 10: Took, 1989; and Took and Coward, 2000
- Programme 11: Took and Feldman, 1974
- Programme 12: Took, 1989
- Programme 13: Took and Coward, 2000
- Programme 14: Took, 1989
- Programme 16: Took and Coward, 2000
- Programme 17: Took, 1998
- Programme 19: Took and Coward, 2000
- Programme 20: Took and Feldman, 1974
#### Series 4
- Programme 4: Took and Coward, 2000
- Programme 5: Took and Coward, 2000
- Programme 8: Took and Coward, 2000
- Programme 12: Took and Coward, 2000
- Programme 14: Took, 1998
- Programme 15: Took and Coward, 2000
The Bona Book of Julian and Sandy by Took and Feldman was published in 1976 and dedicated, "For David Attenborough, who ought to know better". It contains the scripts of thirteen Julian and Sandy sketches:
- Bona Books (from series 2, programme 2)
- Bona Prods (from series 3, programme 10)
- Bona Bijou Tourettes (from series 3, programme 12)
- La Casserole de Bona Gourmet (from series 3, programme 15)
- Bona Hunt (from series 3, programme 14)
- Fabe Homes and Bona Gardens (from series 1, programme 10)
- Bona Tattoos (from series 2, programme 3)
- The Ballet Bona (from series 2, programme 9)
- Bona Grapplers (from series 2, programme 10)
- Bona Law (from series 3, programme 2)
- Bona Pets (from series 2, programme 13)
- Bona Palare (from series 4, programme 13)
- Bona Performers (from series 2, programme 13)
Source: The Bona Book of Julian and Sandy.
### Spin off
Three weeks after the fourth series of Round the Horne finished, the first episode of Horne A'Plenty was broadcast on the ITV channel. In a sketch show format, and with Took as script editor (and later producer), this was an attempt to translate the spirit of Round the Horne to television, although with different actors supporting Horne: Graham Stark, for example, substituted for Williams and Sheila Steafel for Marsden. The first six-part series ran from 22 June to 27 July 1968, the second from 27 November to 1 January 1969.
### Adaptations
#### Round the Horne ... Revisited
A stage version, Round the Horne ... Revisited, was adapted from the original radio scripts by Brian Cooke, the last surviving writer of the series, and directed by Michael Kingsbury. It was first produced in October 2003 at the White Bear, a fringe theatre in south London, and opened in the West End at The Venue, Leicester Square in January 2004, running for more than a year. It featured Jonathan Rigby as Horne, Robin Sebastian as Williams, Nigel Harrison as Paddick, Kate Brown as Marsden and Charles Armstrong as Smith. A scene from the show featured in the 2004 Royal Variety Performance at the London Coliseum. Following the success of the London production, a second cast was assembled to tour the provinces. Stephen Critchlow played Horne, with Stephen Matthews, David Rumelle, Felicity Duncan and Oliver Beamish as Williams, Paddick, Marsden and Smith. The original show ran in London until December 2004, when it was replaced by a Christmas edition with an unchanged cast. A third edition, Round the Horne Revisited 2, rounded off the London run from February to April 2005, and then made a provincial tour.
The original version of the stage play was filmed by the BBC; the television director was Nick Wood. The programme was first transmitted on BBC Four on 13 June 2004 and was repeated ten times on Four or BBC Two over the next four years.
#### Other stage versions
In 2008 Barry Took's former wife, Lyn, and the director Richard Baron prepared a new stage adaptation, Round the Horne – Unseen and Uncut, which drew entirely on Took and Feldman material from series one to three. It toured in 2008 and 2009. The cast included, from the 2004 show, Rigby as Horne, Sebastian as Williams and Harrison as Paddick (later succeeded by David Delve), with Pertwee's characters – all omitted from the 2004 show – restored, played by Michael Shaw; Stephen Boswell played Smith. Unlike the 2004 production, it had a six-strong cast, augmented by a group of vocalists and musicians in the roles of the Hornblowers and the Fraser Hayes Four.
In 2015, to mark 50 years since the radio series began, Apollo Theatre Company produced a stage adaptation, Round the Horne: The 50th Anniversary Tour, compiled from the original scripts and directed by Tim Astley. The cast comprised Julian Howard McDowell (Horne), Colin Elmer (Williams), Jonathan Hansler (Paddick), Eve Winters (Marsden) and Nick Wymer (Smith).
### Documentaries
A 45-minute BBC radio documentary, Round and Round the Horne, was broadcast on 18 September 1976. It was presented by Frank Bough and included interviews with Williams and Took. A 60-minute radio documentary, Horne A' Plenty, was broadcast on 14 February 1994. It was presented by Leslie Phillips and included new interviews with Marsden and Took and archive material featuring Horne. A three-hour radio special, Horne of Plenty, was broadcast on 5 March 2005 for the 40th anniversary of the show. It was presented by Jonathan James-Moore and included interviews with Ron Moody, Pertwee, Merriman's son Andy, Cooke, Lyn Took, and extracts from Williams's diary read "in character" by David Benson. The special included the first and final episodes of Beyond Our Ken and Round the Horne in their entirety.
### Contribution to British vocabulary
Round the Horne is cited as a source in 38 entries in The Oxford English Dictionary. Rambling Syd is quoted in the entry for "nadger": "In plural. The testicles. 'Now my dearios, I'll tether my nadgers to a grouting pole for the old grey mare is grunging in the meadow' – from a comedy monologue by the character 'Rambling Syd Rumpo' whose material is characterized by the use of nonsense words with a general air of sexual innuendo; the meaning is intentionally vague." Rambling Syd's surname is also cited: "rumpo", "n. Brit. slang. = rumpy-pumpy n. Perhaps influenced by the name of 'Rambling Syd Rumpo', a character (played by Kenneth Williams) in the British radio series Round the Horne (1965–9 [sic]), whose songs, although largely consisting of nonsense words, often had an air of sexual innuendo."
Julian and Sandy are cited among the sources for a range of palare words, including "bona" (Good, excellent; attractive), "naff" (Unfashionable, vulgar; lacking in style, inept; worthless, faulty), "nante" (Nothing), "omee" (Man – spelled "omi" by Took and Feldman) and "palone" (A young woman. Also: an effeminate man). |
9,593,858 | Megarachne | 1,166,547,160 | Extinct genus of eurypterid | [
"Carboniferous Argentina",
"Carboniferous animals of South America",
"Carboniferous eurypterids",
"Eurypterids of South America",
"Fossil taxa described in 1980",
"Fossils of Argentina",
"Gzhelian life",
"Stylonurina"
]
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<td><p>Cast of the holotype specimen of Megarachne exhibited at Royal Ontario Museum</p></td>
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<td><p>†Megarachne servinei<br />
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Megarachne''' is a genus of eurypterid, an extinct group of aquatic arthropods. Fossils of Megarachne have been discovered in deposits of Late Carboniferous age, from the Gzhelian stage, in the Bajo de Véliz Formation of San Luis, Argentina. The fossils of the single and type species M. servinei have been recovered from deposits that had once been a freshwater environment. The generic name, composed of the Ancient Greek μέγας (megas) meaning "great" and Ancient Greek ἀράχνη (arachne) meaning "spider", translates to "great spider", because the fossil was misidentified as a large prehistoric spider.
With a body length of 54 cm (21 in), Megarachne was a medium-sized eurypterid. If the original identification as a spider had been correct, Megarachne would have been the largest known spider to have ever lived. Eurypterids such as Megarachne are often called "sea scorpions", but the strata in which Megarachne has been found indicates that it dwelled in freshwater and not in marine environments.
Megarachne was similar to other eurypterids within the Mycteropoidea, a rare group known primarily from South Africa and Scotland. The mycteropoids had evolved a specialized method of feeding referred to as sweep-feeding. This involved raking through the substrate of riverbeds in order to capture and eat smaller invertebrates. Despite only two specimens having been recovered, Megarachne represents the most complete eurypterid discovered in Carboniferous deposits in South America so far. Due to their fragmentary fossil record and similarities between the genera, some researchers have hypothesized that Megarachne and two other members of its family, Mycterops and Woodwardopterus, represent different developmental stages of a single genus.
## Description
Known fossils of Megarachne indicate a body length of 54 cm (21 in). While large for an arthropod, Megarachne was dwarfed by other eurypterids, even relatively close relatives such as Hibbertopterus which could reach lengths exceeding 1.5 m (59 in). Though originally described as a giant spider, a multitude of features support the classification of Megarachne as a eurypterid. Among them, the raised lunules (the vaguely moon-shaped ornamentation, similar to scales) and the cuticular sculpture of the mucrones (a dividing ridge continuing uninterrupted throughout the carapace, the part of the exoskeleton which covers the head) are especially important since these features are characteristic of eurypterids.
Megarachne possessed blade-like structures on its appendages (limbs) which would have allowed it to engage in a feeding method known as sweep-feeding, raking through the soft sediment of aquatic environments in swamps and rivers with its frontal appendage blades to capture and feed on small invertebrates. Megarachne also possessed a large and circular second opisthosomal tergite (the second dorsal segment of the abdomen), the function of which remains unknown.
Megarachne was very similar to other mycteroptid eurypterids in appearance, a group distinguished from other mycteropoids by the parabolic shape of their prosoma (the head plate), hastate telsons (the hindmost part of the body being shaped like a gladius, a Roman sword) with paired keel-shaped projections on the underside, and heads with small compound eyes that were roughly trapezoidal in shape.
## History of research
Megarachne servinei was originally described in 1980 by the Argentine paleontologist Mario Hünicken. The generic name, composed of the Ancient Greek μέγας (megas) meaning "great" and Latin arachne meaning "spider", translates to "great spider". The holotype (now stored at the Museum of Paleontology at the National University of Córdoba) was recovered from the Pallero Member of the Bajo de Véliz Formation of Argentina, which has been dated to the Gzhelian age, to million years ago. The specimen preserves the carapace, the first two tergites, three partial appendages and what is possibly a coxa (the proximalmost limb segment).
Hünicken wrongly identified the specimen as a mygalomorph spider (the group that includes tarantulae) based on the shape of the carapace, the 15-millimetre (0.59 in) wide circular eye tubercle (round outgrowth) located in the center of the head between the two eyes and a circular structure behind the first body segment which he identified as the "moderately hairy" abdomen. Hünicken's identification relied heavily on X-ray microtomography of the holotype. Additional hidden structures – such as a sternum and labium, coxae and cheliceral fangs – were also extrapolated from the X-radiographs.
With an estimated length of 33.9 cm (13.3 in) based on the assumption that the fossil was of a spider, and a legspan estimated to be 50 centimetres (20 in), Megarachne servinei would have been the largest spider to have ever existed, exceeding the goliath birdeater (Theraphosa blondi) which has a maximum legspan of around 30 cm (12 in). Because of its status as the "largest spider to have ever lived", Megarachne quickly became popular. Based on Hünicken's detailed description of the fossil specimen and various other illustrations and reconstructions made by him, reconstructions of Megarachne as a giant spider were set up in museums around the world.
The identification of the specimen as a spider was doubted by some arachnologists, such as Shear and colleagues (1989), who stated that while Megarachne had been assigned to the Araneae, it "may represent an unnamed order or a ricinuleid". Even Hünicken himself acknowledged discrepancies in the morphology of the fossil that could not be accommodated with an arachnid identity. These discrepancies included an unusual cuticular ornamentation, the carapace being divided into frontal and rear parts by a suture and spatulate (having a broad, rounded end) chelicerae (already noted by Hünicken as a strange feature as no known spider possesses spatulate chelicerae), all features unknown in other spiders. However, the holotype was by then deposited in a bank vault so other paleontologists only had access to plaster casts.
In 2005, a second, more complete specimen consisting of a part and counterpart (the matching halves of a compression fossil) was recovered, preserving parts of the front section of the body, as well as coxae possibly from the fourth pair of appendages, was recovered from the same locality and horizon. A research team led by the British paleontologist and arachnologist Paul A. Selden and also consisting of Hünicken and Argentine arachnologist José A. Corronca reexamined the holotype in light of the new discovery. They concluded that Megarachne servinei was a large eurypterid (a group also known as "sea scorpions"), not a spider. Although Hünicken had misidentified Megarachne, his identification as an arachnid was not entirely absurd as the two groups are closely related. A morphological comparison with other eurypterids indicated that Megarachne most closely resembled another large Permo-Carboniferous eurypterid, the mycteroptid Woodwardopterus scabrosus which is known only from a single specimen. Selden and colleagues (2005) concluded that despite only being represented by two known specimens, Megarachne is the most complete eurypterid discovered in Carboniferous deposits in South America so far.
## Classification
Megarachne was part of the stylonurine suborder, a relatively rare clade of eurypterids. Within the stylonurines, Megarachne is a member of the superfamily Mycteropoidea and its constituent family Mycteropidae, which includes the close relatives Woodwardopterus and Mycterops.
Fossilized remains of the second tergite of the mycteroptid Woodwardopterus were compared to the fossil remains of Megarachne by Selden and colleagues (2005), which revealed that they were virtually identical, including features previously not noted in Woodwardopterus, such as radiating lines covering the tergite. It was concluded that Megarachne and Woodwardopterus were part of the same family by Selden and colleagues (2005), with two primary differences; the tergites and the mucrones on the carapace are more sparsely packed in Megarachne and the protrusion of the anteroedian (i.e. before the middle) carapace, seen prominently in Megarachne, does not occur in Woodwardopterus.
It has been suggested that three of the four genera that constitute the Mycteroptidae, Mycterops, Woodwardopterus and Megarachne, might represent different ontogenetic stages (different developmental stages of the animal during its life) of each other based on their morphology and the size of the specimens. Should this interpretation be correct, the sparse mucrones of Megarachne might be because of its age, as Megarachne is significantly larger than Woodwardopterus. The smallest genus, Mycterops, has even more densely packed ornaments on its carapace and tergite and might thus be the youngest ontogenetic stage of the animal. Should Mycterops, Megarachne and Woodwardopterus represent the same animal, the name taking priority would be Mycterops as it was named first, in 1886.
The cladogram below is adapted from Lamsdell and colleagues (2010) and shows the relationship of Megarachne within the suborder Stylonurina.
## Paleoecology
Both known specimens of Megarachne have been recovered from the Bajo de Véliz Formation of Argentina, dated to the Gzhelian stage of the Late Carboniferous. The environment of the Bajo de Véliz formation was, unlike the typical living environments of eurypterids (especially the swimming eurypterids of the suborder Eurypterina), a freshwater environment in a floodplain. Similar Late Carboniferous floodplains with fossilized remnants discovered in modern-day Australia suggest a flora dominated by different types of pteridosperms with pockets of isoetoid lycopsids.
During Megarachne's time, Argentina and the rest of South America was part of the ancient supercontinent Gondwana which was beginning to fuse with the northern continents of Euramerica, North China, Siberia and Kazakhstania to form Pangaea. In addition to Megarachne, the Bajo de Véliz Formation preserves a wide array of fossilized flying insects, such as Rigattoptera (classified in the order Protorthoptera), but as a freshwater predator, Megarachne would probably not have fed on them. Instead, the blades on the frontal appendages of Megarachne would have allowed it to sweep-feed, raking through the soft sediment of the rivers it inhabited in order to capture and feed on small invertebrates. This feeding strategy was common to other mycteropoids.
In comparison to the comparatively warm climate of the earlier parts of the Carboniferous, the Late Carboniferous was relatively cold globally. This climate change likely occurred during the Middle Carboniferous due to falling levels in the atmosphere and high oxygen levels. The Southern Hemisphere, where Argentina was and still is located, may even have experienced glaciation with large continental ice sheets similar to the modern glacial ice sheets of the Arctic and Antarctica, or smaller glaciers in dispersed centers. The spread of the ice sheets also affected sea levels, which would rise and fall throughout the period. Late Carboniferous flora was low in diversity but also developed uniformly throughout Gondwana. The plant life consisted of pteridosperm trees such as Nothorhacopteris, Triphyllopteris and Botrychiopsis, and lycopsid trees Malanzania, Lepidodendropsis and Bumbudendron. The plant fossils present also suggest that it was subject to monsoons during certain time intervals.
## In popular culture
During the production of the 2005 British documentary Walking with Monsters, Megarachne was slated to appear as a giant tarantula-like spider hunting the cat-sized reptile Petrolacosaurus'' in the segment detailing the Carboniferous, with the reconstruction closely following what was thought to be known of the genus at the time the series began production. The actual identity of the genus, as a eurypterid, was only discovered well into production and by then it was far too late to update the reconstructions. The scenes were left in, but the giant spider was renamed as an unspecified species belonging to the primitive spider suborder Mesothelae, a suborder that actually exists but with genera much smaller than, and looking considerably different from, the spider featured in the program. |
404,899 | Père Goriot | 1,162,547,169 | Novel by Honoré de Balzac | [
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"Books of La Comédie humaine",
"Fiction set in 1819",
"French novels adapted into films",
"French novels adapted into plays",
"Novels by Honoré de Balzac",
"Novels first published in serial form",
"Novels involved in plagiarism controversies",
"Novels set in Paris",
"Works originally published in Revue de Paris"
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| Le Père Goriot (, "Old Goriot" or "Father Goriot") is an 1835 novel by French novelist and playwright Honoré de Balzac (1799–1850), included in the Scènes de la vie privée section of his novel sequence La Comédie humaine. Set in Paris in 1819, it follows the intertwined lives of three characters: the elderly doting Goriot, a mysterious criminal-in-hiding named Vautrin and a naive law student named Eugène de Rastignac.
Originally published in serial form during the winter of 1834–1835, Le Père Goriot is widely considered Balzac's most important novel. It marks the first serious use by the author of characters who had appeared in other books, a technique that distinguishes Balzac's fiction. The novel is also noted as an example of his realist style, using minute details to create character and subtext.
The novel takes place during the Bourbon Restoration, which brought profound changes to French society; the struggle by individuals to secure a higher social status is a major theme in the book. The city of Paris also impresses itself on the characters – especially young Rastignac, who grew up in the provinces of southern France. Balzac analyzes, through Goriot and others, the nature of family and marriage, providing a pessimistic view of these institutions.
The novel was released to mixed reviews. Some critics praised the author for his complex characters and attention to detail; others condemned him for his many depictions of corruption and greed. A favorite of Balzac's, the book quickly won widespread popularity and has often been adapted for film and the stage. It gave rise to the French expression "Rastignac", a social climber willing to use any means to better his situation.
## Background
### Historical background
The novel draws on several historical events that shook the French social order in short succession: the French Revolution, which led to the First Republic; Napoleon's rise, the fall and the return of the House of Bourbon. Le Père Goriot begins in June 1819, four years after Napoleon's defeat at Waterloo and the Bourbon Restoration. It depicts the mounting tension between the aristocracy, which had returned with King Louis XVIII, and the bourgeoisie produced by the Industrial Revolution. In this period, France saw a tightening of social structures, with a lower class burdened with overwhelming poverty. By one estimate, almost three-quarters of Parisians did not make the 500–600 francs a year necessary for a minimal standard of living. At the same time, this upheaval made possible a social mobility unthinkable during the Ancien Régime. Individuals willing to adapt to the rules of this new society could sometimes ascend into its upper echelons from modest backgrounds, much to the distaste of the established wealthy class.
### Literary background
When Balzac began writing Le Père Goriot in 1834, he had written several dozen books, including a stream of pseudonymously published potboiler novels. In 1829 he published Les Chouans, the first novel to which he signed his own name; this was followed by Louis Lambert (1832), Le Colonel Chabert (1832), and La Peau de chagrin (1831). Around this time, Balzac began organizing his work into a sequence of novels that he eventually called La Comédie humaine, divided into sections representing various aspects of life in France during the early 19th century.
One of these aspects which fascinated Balzac was the life of crime. In the winter of 1828–29, a French grifter-turned-policeman named Eugène François Vidocq published a pair of sensationalized memoirs recounting his criminal exploits. Balzac met Vidocq in April 1834, and used him as a model for a character named Vautrin he was planning for an upcoming novel.
## Writing and publication
In the summer of 1834 Balzac began to work on a tragic story about a father who is rejected by his daughters. His journal records several undated lines about the plot: "Subject of Old Goriot – A good man – middle-class lodging-house – 600 fr. income – having stripped himself bare for his daughters who both have 50,000 fr. income – dying like a dog." He wrote the first draft of Le Père Goriot in forty autumn days; it was published as a serial in the Revue de Paris between December and February. It was released as a stand-alone volume in March 1835 by Edmond Werdet, who also published the second edition in May. A revised third edition was published in 1839 by Charpentier. As was his custom, Balzac made copious notes and changes on proofs he received from publishers, so that the later editions of his novels were often significantly different from the earliest. In the case of Le Père Goriot, he changed a number of the characters into persons from other novels he had written, and added new passages.
In the first book edition, the novel was divided into seven chapters:
- In the first volume:
- Une Pension bourgeoise (A Bourgeois Boarding House);
- Les Deux Visites (The Two Visits);
- L'Entrée dans le Monde (The Entrance into the World);
- In the second volume:
- L'Entrée dans le Monde (Suite) [The Entrance into the World (Continuation)];
- Trompe-la-Mort (Cheat-the-Death, Death-Dodger, or Dare-Devil);
- Les Deux Filles (The Two Daughters);
- La Mort du Père (The Father's Death).
The character Eugène de Rastignac had appeared as an old man in Balzac's earlier philosophical fantasy novel La Peau de chagrin. While writing the first draft of Le Père Goriot, Balzac named the character "Massiac", but he decided to use the same character from La Peau de chagrin. Other characters were changed in a similar fashion. It was his first structured use of recurring characters, a practice whose depth and rigor came to characterize his novels.
In 1843 Balzac placed Le Père Goriot in the section of La Comédie humaine entitled "Scènes de la vie parisienne" ("Scenes of life in Paris"). Quickly thereafter, he reclassified it – due to its intense focus on the private lives of its characters – as one of the "Scènes de la vie privée" ("Scenes of private life"). These categories and the novels in them were his attempt to create a body of work "depicting all society, sketching it in the immensity of its turmoil". Although he had prepared only a small predecessor for La Comédie humaine, entitled Études de Mœurs, at this time, Balzac carefully considered each work's place in the project and frequently rearranged its structure.
## Plot summary
The novel opens with an extended description of the Maison Vauquer, a boarding house in Paris' rue Neuve-Sainte-Geneviève covered with vines, owned by the widow Madame Vauquer. The residents include the law student Eugène de Rastignac, a mysterious agitator named Vautrin, and an elderly retired vermicelli-maker named Jean-Joachim Goriot. The old man is ridiculed frequently by the other boarders, who soon learn that he has bankrupted himself to support his two well-married daughters.
Rastignac, who moved to Paris from the south of France, becomes attracted to the upper class. He has difficulty fitting in, but is tutored by his cousin, Madame de Beauséant, in the ways of high society. Rastignac endears himself to one of Goriot's daughters, Delphine, after extracting money from his own already-poor family. Vautrin, meanwhile, tries to convince Rastignac to pursue an unmarried woman named Victorine, whose family fortune is blocked only by her brother. He offers to clear the way for Rastignac by having the brother killed in a duel.
Rastignac refuses to go along with the plot, balking at the idea of having someone killed to acquire his wealth, but he takes note of Vautrin's machinations. This is a lesson in the harsh realities of high society. Before long, the boarders learn that police are seeking Vautrin, revealed to be a master criminal nicknamed Trompe-la-Mort (Daredevil, literally Cheat-the-Death or Death-Dodger). Vautrin arranges for a friend to kill Victorine's brother, in the meantime, and is captured by the police.
Goriot, supportive of Rastignac's interest in his daughter and furious with her husband's tyrannical control over her, finds himself unable to help. When his other daughter, Anastasie, informs him that she has been selling off her husband's family jewelry to pay her lover's debts, the old man is overcome with grief at his own impotence and suffers a stroke.
Delphine does not visit Goriot as he lies on his deathbed, and Anastasie arrives too late, only once he has lost consciousness. Before dying, Goriot rages about their disrespect toward him. His funeral is attended only by Rastignac, a servant named Christophe, and two paid mourners. Goriot's daughters, rather than being present at the funeral, send their empty coaches, each bearing their families' respective coat of arms. After the short ceremony, Rastignac turns to face Paris as the lights of evening begin to appear. He sets out to dine with Delphine, and declares to the city: "À nous deux, maintenant !" ("It's between you and me now!")
## Style
Balzac's style in Le Père Goriot is influenced by the American novelist James Fenimore Cooper and Scottish writer Walter Scott. In Cooper's representations of Native Americans, Balzac saw a human barbarism that survived through attempts at civilization. In a preface to the second edition in 1835, Balzac wrote that the title character Goriot – who made his fortune selling vermicelli during a time of widespread hunger – was an "Illinois of the flour trade" and a "Huron of the grain market". Vautrin refers to Paris as "a forest of the New World where twenty varieties of savage tribes clash" – another sign of Cooper's influence.
Scott was also a profound influence on Balzac, particularly in his use of real historical events as the backdrop for his novels. Although history is not central to Le Père Goriot, the post-Napoleonic era serves as an important setting, and Balzac's use of meticulous detail reflects the influence of Scott. In his 1842 introduction to La Comédie humaine, Balzac praises Scott as a "modern troubadour" who "vivified [literature] with the spirit of the past". At the same time, Balzac accused the Scottish writer of romanticizing history, and tried to distinguish his own work with a more balanced view of human nature.
Although the novel is often referred to as "a mystery", it is not an example of whodunit or detective fiction. Instead, the central puzzles are the origins of suffering and the motivations of unusual behavior. Characters appear in fragments, with brief scenes providing small clues about their identity. Vautrin, for example, slips in and out of the story – offering advice to Rastignac, ridiculing Goriot, bribing the housekeeper Christophe to let him in after hours – before he is revealed as a master criminal. This pattern of people moving in and out of view mirrors Balzac's use of characters throughout La Comédie humaine.
Le Père Goriot is also recognized as a bildungsroman, wherein a naive young person matures while learning the ways of the world. Rastignac is tutored by Vautrin, Madame de Beauséant, Goriot, and others about the truth of Parisian society and the coldly dispassionate and brutally realistic strategies required for social success. As an everyman, he is initially repulsed by the gruesome realities beneath society's gilded surfaces; eventually, however, he embraces them. Setting aside his original goal of mastering the law, he pursues money and women as instruments for social climbing. In some ways this mirrors Balzac's own social education, reflecting the distaste he acquired for the law after studying it for three years.
### Recurring characters
Le Père Goriot, especially in its revised form, marks an important early instance of Balzac's trademark use of recurring characters: persons from earlier novels appear in later works, usually during significantly different times of life. Pleased with the effect he achieved with the return of Rastignac, Balzac included 23 characters in the first edition of Le Père Goriot that would recur in later works; during his revisions for later editions the number increased to 48. Although Balzac had used this technique before, the characters had always reappeared in minor roles, as nearly identical versions of the same people. Rastignac's appearance shows, for the first time in Balzac's fiction, a novel-length backstory that illuminates and develops a returning character.
Balzac experimented with this method throughout the thirty years he worked on La Comédie humaine. It enabled a depth of characterization that went beyond simple narration or dialogue. "When the characters reappear", notes the critic Samuel Rogers, "they do not step out of nowhere; they emerge from the privacy of their own lives which, for an interval, we have not been allowed to see." Although the complexity of these characters' lives inevitably led Balzac to make errors of chronology and consistency, the mistakes are considered minor in the overall scope of the project. Readers are more often troubled by the sheer number of people in Balzac's world, and feel deprived of important context for the characters. Detective novelist Arthur Conan Doyle said that he never tried to read Balzac, because he "did not know where to begin".
This pattern of character reuse had repercussions for the plot of Le Père Goriot. Baron de Nucingen's reappearance in La Maison Nucingen (1837) reveals that his wife's love affair with Rastignac was planned and coordinated by the baron himself. This new detail sheds considerable light on the actions of all three characters within the pages of Le Père Goriot, complementing the evolution of their stories in the later novel.
### Realism
Balzac uses meticulous, abundant detail to describe the Maison Vauquer, its inhabitants, and the world around them; this technique gave rise to his title as the father of the realist novel. The details focus mostly on the penury of the residents of the Maison Vauquer. Much less intricate are the descriptions of wealthier homes; Madame de Beauséant's rooms are given scant attention, and the Nucingen family lives in a house sketched in the briefest detail.
At the start of the novel, Balzac declares (in English): "All is true". Although the characters and situations are fictions, the details employed – and their reflection of the realities of life in Paris at the time – faithfully render the world of the Maison Vauquer. The rue Neuve-Sainte-Geneviève (where the house is located) presents "a grim look about the houses, a suggestion of a jail about those high garden walls". The interiors of the house are painstakingly described, from the shabby sitting room ("Nothing can be more depressing") to the coverings on the walls depicting a feast ("papers that a little suburban tavern would have disdained") – an ironic decoration in a house known for its wretched food. Balzac owed the former detail to the expertise of his friend Hyacinthe de Latouche, who was trained in the practice of hanging wallpaper. The house is even defined by its repulsive smell, unique to the poor boardinghouse.
## Themes
### Social stratification
One of the main themes in Le Père Goriot is the quest to understand and ascend society's strata. The Charter of 1814 granted by King Louis XVIII had established a "legal country" which allowed only a small group of the nation's most wealthy men to vote. Thus, Rastignac's drive to achieve social status is evidence not only of his personal ambition but also of his desire to participate in the body politic. As with Scott's characters, Rastignac epitomizes, in his words and actions, the Zeitgeist in which he lives.
Through his characters and narration, Balzac lays bare the social Darwinism of this society. In one particularly blunt speech, Madame de Beauséant tells Rastignac:
> The more cold-blooded your calculations, the further you will go. Strike ruthlessly; you will be feared. Men and women for you must be nothing more than post-horses; take a fresh relay, and leave the last to drop by the roadside; in this way you will reach the goal of your ambition. You will be nothing here, you see, unless a woman interests herself in you; and she must be young and wealthy, and a woman of the world. Yet, if you have a heart, lock it carefully away like a treasure; do not let any one suspect it, or you will be lost; you would cease to be the executioner, you would take the victim's place. And if ever you should love, never let your secret escape you!
This attitude is further explored by Vautrin, who tells Rastignac: "The secret of a great success for which you are at a loss to account is a crime that has never been discovered, because it was properly executed." This sentence has been frequently – and somewhat inaccurately – paraphrased as: "Behind every great fortune is a great crime."
### Influence of Paris
The novel's representations of social stratification are specific to Paris, perhaps the most densely populated city in Europe at the time. Traveling only a few blocks – as Rastignac does continually – takes the reader into vastly different worlds, distinguished by their architecture and reflecting the class of their inhabitants. Paris in the post-Napoleonic era was split into distinct neighborhoods. Three of these are featured prominently in Le Père Goriot: the aristocratic area of the Faubourg Saint-Germain, the newly upscale quarter of the rue de la Chaussée-d'Antin, and the run-down area on the eastern slope of the Montagne Sainte-Geneviève.
These quartiers of the city serve as microcosms which Rastignac seeks to master; Vautrin, meanwhile, operates in stealth, moving among them undetected. Rastignac, as the naive young man from the country, seeks in these worlds a new home. Paris offers him a chance to abandon his far-away family and remake himself in the city's ruthless image. His urban exodus is like that of many people who moved into the French capital, doubling its population between 1800 and 1830. The texture of the novel is thus inextricably linked to the city in which it is set; "Paris", explains critic Peter Brooks, "is the looming presence that gives the novel its particular tone".
It is said that in Le Père Goriot, Paris becomes a character in the same way the city did in The Hunchback of Notre Dame and London becomes in Charles Dickens' works. This is evident in Balzac's portrayal of the Parisian society as mercilessly stratified, corrupt, amoral, and money-obsessed. In addition, the protagonists living in its quarters were presented in perfect harmony with their environment.
### Corruption
Rastignac, Vautrin, and Goriot represent individuals corrupted by their desires. In his thirst for advancement, Rastignac has been compared to Faust, with Vautrin as Mephistopheles. Critic Pierre Barbéris calls Vautrin's lecture to Rastignac "one of the great moments of the Comédie humaine, and no doubt of all world literature". France's social upheaval provides Vautrin with a playground for an ideology based solely on personal advancement; he encourages Rastignac to follow suit.
Still, it is the larger social structure that finally overwhelms Rastignac's soul – Vautrin merely explains the methods and causes. Although he rejects Vautrin's offer of murder, Rastignac succumbs to the principles of brutality upon which high society is built. By the end of the novel, he tells Bianchon: "I'm in Hell, and I have no choice but to stay there."
While Rastignac desires wealth and social status, Goriot longs only for the love of his daughters: a longing that borders on idolatry. Because he represents bourgeois wealth acquired through trade – and not aristocratic primitive accumulation – his daughters are happy to take his money, but will see him only in private. Even as he is dying in extreme poverty, at the end of the book, he sells his few remaining possessions to provide for his daughters so that they might look splendid at a ball.
### Family relations
The relations between family members follow two patterns: the bonds of marriage serve mostly as Machiavellian means to financial ends, while the obligations of the older generation to the young take the form of sacrifice and deprivation. Delphine is trapped in a loveless marriage to Baron de Nucingen, a money-savvy banker. He is aware of her extramarital affairs, and uses them as a means to extort money from her. Anastasie, meanwhile, is married to the comte de Restaud, who cares less about the illegitimate children she has than the jewels she sells to provide for her lover – who is conning her in a scheme that Rastignac has heard was popular in Paris. This depiction of marriage as a tool of power reflects the harsh reality of the unstable social structures of the time.
Parents, meanwhile, give endlessly to their children; Goriot sacrifices everything for his daughters. Balzac refers to him in the novel as the "Christ of paternity" for his constant suffering on behalf of his children. That they abandon him, lost in their pursuit of social status, only adds to his misery. The end of the book contrasts Goriot's deathbed moments with a festive ball hosted by Madame de Beauséant – attended by his daughters, as well as Rastignac – suggesting a fundamental schism between society and the family.
The betrayal of Goriot's daughters is often compared to that of the characters in Shakespeare's King Lear; Balzac was even accused of plagiarism when the novel was first published. Discussing these similarities, critic George Saintsbury claims that Goriot's daughters are "as surely murderesses of their father as [Lear's daughters] Goneril and Regan". As Herbert J. Hunt points out in Balzac's Comédie humaine, however, Goriot's tale is in some ways more tragic, since "he has a Regan and a Goneril, but no Cordelia".
The narrative of Goriot's painful relations with his children has also been interpreted as a tragicomic parable of Louis XVI's decline. At a crucial moment of filial sentiment in Balzac's novel, Vautrin breaks in singing "O Richard, O mon roi"—the royalist anthem that precipitated the October Days of 1789 and the eventual downfall of Louis XVI—a connection that would have been powerful to Balzac's readers in the 1830s. An ill-founded faith in paternal legitimacy follows both Goriot and Louis XVI into the grave.
Rastignac's family, off-stage, also sacrifices extensively for him. Convinced that he cannot achieve a decent status in Paris without a considerable display of wealth, he writes to his family and asks them to send him money: "Sell some of your old jewelry, my kind mother; I will give you other jewels very soon." They do send him the money he requests, and – although it is not described directly in the novel – endure significant hardship for themselves as a result. His family, absent while he is in Paris, becomes even more distant despite this sacrifice. Although Goriot and Vautrin offer themselves as father figures to him, by the end of the novel they are gone and he is alone.
## Reception and legacy
Le Père Goriot is widely considered Balzac's essential novel. Its influence on French literature has been considerable, as shown by novelist Félicien Marceau's remark: "We are all children of Le Père Goriot." Brooks refers to its "perfection of form, its economy of means and ends". Martin Kanes, meanwhile, in his book Le Pére Goriot: Anatomy of a Troubled World, calls it "the keystone of the Comédie humaine". It is the central text of Anthony Pugh's voluminous study Balzac's Recurring Characters, and entire chapters have been written about the detail of the Maison Vauquer. Because it has become such an important novel for the study of French literature, Le Père Goriot has been translated many times into many languages. Thus, says Balzac biographer Graham Robb, "Goriot is one of the novels of La Comédie humaine that can safely be read in English for what it is."
Initial reviews of the book were mixed. Some reviewers accused Balzac of plagiarism or of overwhelming the reader with detail and painting a simplistic picture of Parisian high society. Others attacked the questionable morals of the characters, implying that Balzac was guilty of legitimizing their opinions. He was condemned for not including more individuals of honorable intent in the book. Balzac responded with disdain; in the second preface of 1835, he wrote with regard to Goriot: "Poor man! His daughters refused to recognize him because he had lost his fortune; now the critics have rejected him with the excuse that he was immoral."
Many critics of the time, though, were positive: a review in Le Journal des femmes proclaimed that Balzac's eye "penetrates everywhere, like a cunning serpent, to probe women's most intimate secrets". Another review, in La Revue du théâtre, praised his "admirable technique of details". The many reviews, positive and negative, were evidence of the book's popularity and success. One publisher's critique dismissed Balzac as a " writer", although it predicted for him "a brief career, but a glorious and enviable one".
Balzac himself was extremely proud of the work, declaring even before the final installment was published: "Le Père Goriot is a raging success; my fiercest enemies have had to bend the knee. I have triumphed over everything, over friends as well as the envious." As was his custom, he revised the novel between editions; compared to other novels, however, Le Père Goriot remained largely unchanged from its initial version.
According to the editor of the Norton Critical Edition, Peter Brooks, the book is now seen as "the most endurably popular of Balzac's myriad works" and a "classic of the 19th-century European novel", somewhat ironically in light of the reviews and Balzac's reputation in his own time.
In the years following its release, the novel was often adapted for the stage. Two theatrical productions in 1835 – several months after the book's publication – sustained its popularity and increased the public's regard for Balzac. In the 20th century, a number of film versions were produced, including adaptations directed by Travers Vale (1915), Jacques de Baroncelli (1922), and Paddy Russell (1968). The name of Rastignac, meanwhile, has become an iconic sobriquet in the French language; a "Rastignac" is synonymous with a person willing to climb the social ladder at any cost.
Another well known line of this book by Balzac is when Vautrin tells Eugene, "In that case I will make you an offer that no one would decline." This has been reworked by Mario Puzo in the novel The Godfather (1969) and its film adaptation (1972); "I'm gonna make him an offer he can't refuse". It was ranked as the second most significant cinematic quote in AFI's 100 Years...100 Movie Quotes (2005) by the American Film Institute. |
443,416 | Phagocyte | 1,171,942,200 | Cells that ingest harmful matter within the body | [
"Immune system",
"Leukocytes",
"Phagocytes"
]
| Phagocytes are cells that protect the body by ingesting harmful foreign particles, bacteria, and dead or dying cells. Their name comes from the Greek phagein, "to eat" or "devour", and "-cyte", the suffix in biology denoting "cell", from the Greek kutos, "hollow vessel". They are essential for fighting infections and for subsequent immunity. Phagocytes are important throughout the animal kingdom and are highly developed within vertebrates. One litre of human blood contains about six billion phagocytes. They were discovered in 1882 by Ilya Ilyich Mechnikov while he was studying starfish larvae. Mechnikov was awarded the 1908 Nobel Prize in Physiology or Medicine for his discovery. Phagocytes occur in many species; some amoebae behave like macrophage phagocytes, which suggests that phagocytes appeared early in the evolution of life.
Phagocytes of humans and other animals are called "professional" or "non-professional" depending on how effective they are at phagocytosis. The professional phagocytes include many types of white blood cells (such as neutrophils, monocytes, macrophages, mast cells, and dendritic cells). The main difference between professional and non-professional phagocytes is that the professional phagocytes have molecules called receptors on their surfaces that can detect harmful objects, such as bacteria, that are not normally found in the body. Non-professional phagocytes do not have efficient phagocytic receptors, such as those for opsonins. Phagocytes are crucial in fighting infections, as well as in maintaining healthy tissues by removing dead and dying cells that have reached the end of their lifespan.
During an infection, chemical signals attract phagocytes to places where the pathogen has invaded the body. These chemicals may come from bacteria or from other phagocytes already present. The phagocytes move by a method called chemotaxis. When phagocytes come into contact with bacteria, the receptors on the phagocyte's surface will bind to them. This binding will lead to the engulfing of the bacteria by the phagocyte. Some phagocytes kill the ingested pathogen with oxidants and nitric oxide. After phagocytosis, macrophages and dendritic cells can also participate in antigen presentation, a process in which a phagocyte moves parts of the ingested material back to its surface. This material is then displayed to other cells of the immune system. Some phagocytes then travel to the body's lymph nodes and display the material to white blood cells called lymphocytes. This process is important in building immunity, and many pathogens have evolved methods to evade attacks by phagocytes.
## History
The Russian zoologist Ilya Ilyich Mechnikov (1845–1916) first recognized that specialized cells were involved in defense against microbial infections. In 1882, he studied motile (freely moving) cells in the larvae of starfishes, believing they were important to the animals' immune defenses. To test his idea, he inserted small thorns from a tangerine tree into the larvae. After a few hours he noticed that the motile cells had surrounded the thorns. Mechnikov traveled to Vienna and shared his ideas with Carl Friedrich Claus who suggested the name "phagocyte" (from the Greek words phagein, meaning "to eat or devour", and kutos, meaning "hollow vessel") for the cells that Mechnikov had observed.
A year later, Mechnikov studied a fresh water crustacean called Daphnia, a tiny transparent animal that can be examined directly under a microscope. He discovered that fungal spores that attacked the animal were destroyed by phagocytes. He went on to extend his observations to the white blood cells of mammals and discovered that the bacterium Bacillus anthracis could be engulfed and killed by phagocytes, a process that he called phagocytosis. Mechnikov proposed that phagocytes were a primary defense against invading organisms.
In 1903, Almroth Wright discovered that phagocytosis was reinforced by specific antibodies that he called opsonins, from the Greek opson, "a dressing or relish". Mechnikov was awarded (jointly with Paul Ehrlich) the 1908 Nobel Prize in Physiology or Medicine for his work on phagocytes and phagocytosis.
Although the importance of these discoveries slowly gained acceptance during the early twentieth century, the intricate relationships between phagocytes and all the other components of the immune system were not known until the 1980s.
## Phagocytosis
Phagocytosis is the process of taking in particles such as bacteria, invasive fungi, parasites, dead host cells, and cellular and foreign debris by a cell. It involves a chain of molecular processes. Phagocytosis occurs after the foreign body, a bacterial cell, for example, has bound to molecules called "receptors" that are on the surface of the phagocyte. The phagocyte then stretches itself around the bacterium and engulfs it. Phagocytosis of bacteria by human neutrophils takes on average nine minutes. Once inside this phagocyte, the bacterium is trapped in a compartment called a phagosome. Within one minute the phagosome merges with either a lysosome or a granule to form a phagolysosome. The bacterium is then subjected to an overwhelming array of killing mechanisms and is dead a few minutes later. Dendritic cells and macrophages are not so fast, and phagocytosis can take many hours in these cells. Macrophages are slow and untidy eaters; they engulf huge quantities of material and frequently release some undigested back into the tissues. This debris serves as a signal to recruit more phagocytes from the blood. Phagocytes have voracious appetites; scientists have even fed macrophages with iron filings and then used a small magnet to separate them from other cells.
A phagocyte has many types of receptors on its surface that are used to bind material. They include opsonin receptors, scavenger receptors, and Toll-like receptors. Opsonin receptors increase the phagocytosis of bacteria that have been coated with immunoglobulin G (IgG) antibodies or with complement. "Complement" is the name given to a complex series of protein molecules found in the blood that destroy cells or mark them for destruction. Scavenger receptors bind to a large range of molecules on the surface of bacterial cells, and Toll-like receptors—so called because of their similarity to well-studied receptors in fruit flies that are encoded by the Toll gene—bind to more specific molecules including foreign DNA and RNA. Binding to Toll-like receptors increases phagocytosis and causes the phagocyte to release a group of hormones that cause inflammation.
## Methods of killing
The killing of microbes is a critical function of phagocytes that is performed either within the phagocyte (intracellular killing) or outside of the phagocyte (extracellular killing).
### Oxygen-dependent intracellular
When a phagocyte ingests bacteria (or any material), its oxygen consumption increases. The increase in oxygen consumption, called a respiratory burst, produces reactive oxygen-containing molecules that are anti-microbial. The oxygen compounds are toxic to both the invader and the cell itself, so they are kept in compartments inside the cell. This method of killing invading microbes by using the reactive oxygen-containing molecules is referred to as oxygen-dependent intracellular killing, of which there are two types.
The first type is the oxygen-dependent production of a superoxide, which is an oxygen-rich bacteria-killing substance. The superoxide is converted to hydrogen peroxide and singlet oxygen by an enzyme called superoxide dismutase. Superoxides also react with the hydrogen peroxide to produce hydroxyl radicals, which assist in killing the invading microbe.
The second type involves the use of the enzyme myeloperoxidase from neutrophil granules. When granules fuse with a phagosome, myeloperoxidase is released into the phagolysosome, and this enzyme uses hydrogen peroxide and chlorine to create hypochlorite, a substance used in domestic bleach. Hypochlorite is extremely toxic to bacteria. Myeloperoxidase contains a heme pigment, which accounts for the green color of secretions rich in neutrophils, such as pus and infected sputum.
### Oxygen-independent intracellular
Phagocytes can also kill microbes by oxygen-independent methods, but these are not as effective as the oxygen-dependent ones. There are four main types. The first uses electrically charged proteins that damage the bacterium's membrane. The second type uses lysozymes; these enzymes break down the bacterial cell wall. The third type uses lactoferrins, which are present in neutrophil granules and remove essential iron from bacteria. The fourth type uses proteases and hydrolytic enzymes; these enzymes are used to digest the proteins of destroyed bacteria.
### Extracellular
Interferon-gamma—which was once called macrophage activating factor—stimulates macrophages to produce nitric oxide. The source of interferon-gamma can be CD4<sup>+</sup> T cells, CD8<sup>+</sup> T cells, natural killer cells, B cells, natural killer T cells, monocytes, other macrophages, or dendritic cells. Nitric oxide is then released from the macrophage and, because of its toxicity, kills microbes near the macrophage. Activated macrophages produce and secrete tumor necrosis factor. This cytokine—a class of signaling molecule—kills cancer cells and cells infected by viruses, and helps to activate the other cells of the immune system.
In some diseases, e.g., the rare chronic granulomatous disease, the efficiency of phagocytes is impaired, and recurrent bacterial infections are a problem. In this disease there is an abnormality affecting different elements of oxygen-dependent killing. Other rare congenital abnormalities, such as Chédiak–Higashi syndrome, are also associated with defective killing of ingested microbes.
### Viruses
Viruses can reproduce only inside cells, and they can gain entry by using many of the receptors involved in immunity. Once inside the cell, viruses use the cell's biological machinery to their own advantage, forcing the cell to make hundreds of identical copies of themselves. Although phagocytes and other components of the innate immune system can, to a limited extent, control viruses, once a virus is inside a cell the adaptive immune responses, particularly the lymphocytes, are more important for defense. At the sites of viral infections, lymphocytes often vastly outnumber all the other cells of the immune system; this is common in viral meningitis. Virus-infected cells that have been killed by lymphocytes are cleared from the body by phagocytes.
## Role in apoptosis
In an animal, cells are constantly dying. A balance between cell division and cell death keeps the number of cells relatively constant in adults. There are two different ways a cell can die: by necrosis or by apoptosis. In contrast to necrosis, which often results from disease or trauma, apoptosis—or programmed cell death—is a normal healthy function of cells. The body has to rid itself of millions of dead or dying cells every day, and phagocytes play a crucial role in this process.
Dying cells that undergo the final stages of apoptosis display molecules, such as phosphatidylserine, on their cell surface to attract phagocytes. Phosphatidylserine is normally found on the cytosolic surface of the plasma membrane, but is redistributed during apoptosis to the extracellular surface by a protein known as scramblase. These molecules mark the cell for phagocytosis by cells that possess the appropriate receptors, such as macrophages. The removal of dying cells by phagocytes occurs in an orderly manner without eliciting an inflammatory response and is an important function of phagocytes.
## Interactions with other cells
Phagocytes are usually not bound to any particular organ but move through the body interacting with the other phagocytic and non-phagocytic cells of the immune system. They can communicate with other cells by producing chemicals called cytokines, which recruit other phagocytes to the site of infections or stimulate dormant lymphocytes. Phagocytes form part of the innate immune system, which animals, including humans, are born with. Innate immunity is very effective but non-specific in that it does not discriminate between different sorts of invaders. On the other hand, the adaptive immune system of jawed vertebrates—the basis of acquired immunity—is highly specialized and can protect against almost any type of invader. The adaptive immune system is not dependent on phagocytes but lymphocytes, which produce protective proteins called antibodies, which tag invaders for destruction and prevent viruses from infecting cells. Phagocytes, in particular dendritic cells and macrophages, stimulate lymphocytes to produce antibodies by an important process called antigen presentation.
### Antigen presentation
Antigen presentation is a process in which some phagocytes move parts of engulfed materials back to the surface of their cells and "present" them to other cells of the immune system. There are two "professional" antigen-presenting cells: macrophages and dendritic cells. After engulfment, foreign proteins (the antigens) are broken down into peptides inside dendritic cells and macrophages. These peptides are then bound to the cell's major histocompatibility complex (MHC) glycoproteins, which carry the peptides back to the phagocyte's surface where they can be "presented" to lymphocytes. Mature macrophages do not travel far from the site of infection, but dendritic cells can reach the body's lymph nodes, where there are millions of lymphocytes. This enhances immunity because the lymphocytes respond to the antigens presented by the dendritic cells just as they would at the site of the original infection. But dendritic cells can also destroy or pacify lymphocytes if they recognize components of the host body; this is necessary to prevent autoimmune reactions. This process is called tolerance.
### Immunological tolerance
Dendritic cells also promote immunological tolerance, which stops the body from attacking itself. The first type of tolerance is central tolerance, that occurs in the thymus. T cells that bind (via their T cell receptor) to self antigen (presented by dendritic cells on MHC molecules) too strongly are induced to die. The second type of immunological tolerance is peripheral tolerance. Some self reactive T cells escape the thymus for a number of reasons, mainly due to the lack of expression of some self antigens in the thymus. Another type of T cell; T regulatory cells can down regulate self reactive T cells in the periphery. When immunological tolerance fails, autoimmune diseases can follow.
## Professional phagocytes
Phagocytes of humans and other jawed vertebrates are divided into "professional" and "non-professional" groups based on the efficiency with which they participate in phagocytosis. The professional phagocytes are myeloid cells, which includes monocytes, macrophages, neutrophils, tissue dendritic cells and mast cells. One litre of human blood contains about six billion phagocytes.
### Activation
All phagocytes, and especially macrophages, exist in degrees of readiness. Macrophages are usually relatively dormant in the tissues and proliferate slowly. In this semi-resting state, they clear away dead host cells and other non-infectious debris and rarely take part in antigen presentation. But, during an infection, they receive chemical signals—usually interferon gamma—which increases their production of MHC II molecules and which prepares them for presenting antigens. In this state, macrophages are good antigen presenters and killers. If they receive a signal directly from an invader, they become "hyperactivated", stop proliferating, and concentrate on killing. Their size and rate of phagocytosis increases—some become large enough to engulf invading protozoa.
In the blood, neutrophils are inactive but are swept along at high speed. When they receive signals from macrophages at the sites of inflammation, they slow down and leave the blood. In the tissues, they are activated by cytokines and arrive at the battle scene ready to kill.
### Migration
When an infection occurs, a chemical "SOS" signal is given off to attract phagocytes to the site. These chemical signals may include proteins from invading bacteria, clotting system peptides, complement products, and cytokines that have been given off by macrophages located in the tissue near the infection site. Another group of chemical attractants are cytokines that recruit neutrophils and monocytes from the blood.
To reach the site of infection, phagocytes leave the bloodstream and enter the affected tissues. Signals from the infection cause the endothelial cells that line the blood vessels to make a protein called selectin, which neutrophils stick to on passing by. Other signals called vasodilators loosen the junctions connecting endothelial cells, allowing the phagocytes to pass through the wall. Chemotaxis is the process by which phagocytes follow the cytokine "scent" to the infected spot. Neutrophils travel across epithelial cell-lined organs to sites of infection, and although this is an important component of fighting infection, the migration itself can result in disease-like symptoms. During an infection, millions of neutrophils are recruited from the blood, but they die after a few days.
### Monocytes
Monocytes develop in the bone marrow and reach maturity in the blood. Mature monocytes have large, smooth, lobed nuclei and abundant cytoplasm that contains granules. Monocytes ingest foreign or dangerous substances and present antigens to other cells of the immune system. Monocytes form two groups: a circulating group and a marginal group that remain in other tissues (approximately 70% are in the marginal group). Most monocytes leave the blood stream after 20–40 hours to travel to tissues and organs and in doing so transform into macrophages or dendritic cells depending on the signals they receive. There are about 500 million monocytes in one litre of human blood.
### Macrophages
Mature macrophages do not travel far but stand guard over those areas of the body that are exposed to the outside world. There they act as garbage collectors, antigen presenting cells, or ferocious killers, depending on the signals they receive. They derive from monocytes, granulocyte stem cells, or the cell division of pre-existing macrophages. Human macrophages are about 21 micrometers in diameter.
This type of phagocyte does not have granules but contains many lysosomes. Macrophages are found throughout the body in almost all tissues and organs (e.g., microglial cells in the brain and alveolar macrophages in the lungs), where they silently lie in wait. A macrophage's location can determine its size and appearance. Macrophages cause inflammation through the production of interleukin-1, interleukin-6, and TNF-alpha. Macrophages are usually only found in tissue and are rarely seen in blood circulation. The life-span of tissue macrophages has been estimated to range from four to fifteen days.
Macrophages can be activated to perform functions that a resting monocyte cannot. T helper cells (also known as effector T cells or T<sub>h</sub> cells), a sub-group of lymphocytes, are responsible for the activation of macrophages. T<sub>h</sub>1 cells activate macrophages by signaling with IFN-gamma and displaying the protein CD40 ligand. Other signals include TNF-alpha and lipopolysaccharides from bacteria. T<sub>h</sub>1 cells can recruit other phagocytes to the site of the infection in several ways. They secrete cytokines that act on the bone marrow to stimulate the production of monocytes and neutrophils, and they secrete some of the cytokines that are responsible for the migration of monocytes and neutrophils out of the bloodstream. T<sub>h</sub>1 cells come from the differentiation of CD4<sup>+</sup> T cells once they have responded to antigen in the secondary lymphoid tissues. Activated macrophages play a potent role in tumor destruction by producing TNF-alpha, IFN-gamma, nitric oxide, reactive oxygen compounds, cationic proteins, and hydrolytic enzymes.
### Neutrophils
Neutrophils are normally found in the bloodstream and are the most abundant type of phagocyte, constituting 50% to 60% of the total circulating white blood cells. One litre of human blood contains about five billion neutrophils, which are about 10 micrometers in diameter and live for only about five days. Once they have received the appropriate signals, it takes them about thirty minutes to leave the blood and reach the site of an infection. They are ferocious eaters and rapidly engulf invaders coated with antibodies and complement, and damaged cells or cellular debris. Neutrophils do not return to the blood; they turn into pus cells and die. Mature neutrophils are smaller than monocytes and have a segmented nucleus with several sections; each section is connected by chromatin filaments—neutrophils can have 2–5 segments. Neutrophils do not normally exit the bone marrow until maturity but during an infection neutrophil precursors called metamyelocytes, myelocytes and promyelocytes are released.
The intra-cellular granules of the human neutrophil have long been recognized for their protein-destroying and bactericidal properties. Neutrophils can secrete products that stimulate monocytes and macrophages. Neutrophil secretions increase phagocytosis and the formation of reactive oxygen compounds involved in intracellular killing. Secretions from the primary granules of neutrophils stimulate the phagocytosis of IgG-antibody-coated bacteria. When encountering bacteria, fungi or activated platelets they produce web-like chromatin structures known as neutrophil extracellular traps (NETs). Composed mainly of DNA, NETs cause death by a process called netosis – after the pathogens are trapped in NETs they are killed by oxidative and non-oxidative mechanisms.
### Dendritic cells
Dendritic cells are specialized antigen-presenting cells that have long outgrowths called dendrites, that help to engulf microbes and other invaders. Dendritic cells are present in the tissues that are in contact with the external environment, mainly the skin, the inner lining of the nose, the lungs, the stomach, and the intestines. Once activated, they mature and migrate to the lymphoid tissues where they interact with T cells and B cells to initiate and orchestrate the adaptive immune response. Mature dendritic cells activate T helper cells and cytotoxic T cells. The activated helper T cells interact with macrophages and B cells to activate them in turn. In addition, dendritic cells can influence the type of immune response produced; when they travel to the lymphoid areas where T cells are held they can activate T cells, which then differentiate into cytotoxic T cells or helper T cells.
### Mast cells
Mast cells have Toll-like receptors and interact with dendritic cells, B cells, and T cells to help mediate adaptive immune functions. Mast cells express MHC class II molecules and can participate in antigen presentation; however, the mast cell's role in antigen presentation is not very well understood. Mast cells can consume and kill gram-negative bacteria (e.g., salmonella), and process their antigens. They specialize in processing the fimbrial proteins on the surface of bacteria, which are involved in adhesion to tissues. In addition to these functions, mast cells produce cytokines that induce an inflammatory response. This is a vital part of the destruction of microbes because the cytokines attract more phagocytes to the site of infection.
## Non-professional phagocytes
Dying cells and foreign organisms are consumed by cells other than the "professional" phagocytes. These cells include epithelial cells, endothelial cells, fibroblasts, and mesenchymal cells. They are called non-professional phagocytes, to emphasize that, in contrast to professional phagocytes, phagocytosis is not their principal function. Fibroblasts, for example, which can phagocytose collagen in the process of remolding scars, will also make some attempt to ingest foreign particles.
Non-professional phagocytes are more limited than professional phagocytes in the type of particles they can take up. This is due to their lack of efficient phagocytic receptors, in particular opsonins—which are antibodies and complement attached to invaders by the immune system. Additionally, most non-professional phagocytes do not produce reactive oxygen-containing molecules in response to phagocytosis.
## Pathogen evasion and resistance
A pathogen is only successful in infecting an organism if it can get past its defenses. Pathogenic bacteria and protozoa have developed a variety of methods to resist attacks by phagocytes, and many actually survive and replicate within phagocytic cells.
### Avoiding contact
There are several ways bacteria avoid contact with phagocytes. First, they can grow in sites that phagocytes are not capable of traveling to (e.g., the surface of unbroken skin). Second, bacteria can suppress the inflammatory response; without this response to infection phagocytes cannot respond adequately. Third, some species of bacteria can inhibit the ability of phagocytes to travel to the site of infection by interfering with chemotaxis. Fourth, some bacteria can avoid contact with phagocytes by tricking the immune system into "thinking" that the bacteria are "self". Treponema pallidum—the bacterium that causes syphilis—hides from phagocytes by coating its surface with fibronectin, which is produced naturally by the body and plays a crucial role in wound healing.
### Avoiding engulfment
Bacteria often produce capsules made of proteins or sugars that coat their cells and interfere with phagocytosis. Some examples are the K5 capsule and O75 O antigen found on the surface of Escherichia coli, and the exopolysaccharide capsules of Staphylococcus epidermidis. Streptococcus pneumoniae produces several types of capsule that provide different levels of protection, and group A streptococci produce proteins such as M protein and fimbrial proteins to block engulfment. Some proteins hinder opsonin-related ingestion; Staphylococcus aureus produces Protein A to block antibody receptors, which decreases the effectiveness of opsonins. Enteropathogenic species of the genus Yersinia bind with the use of the virulence factor YopH to receptors of phagocytes from which they influence the cells capability to exert phagocytosis.
### Survival inside the phagocyte
Bacteria have developed ways to survive inside phagocytes, where they continue to evade the immune system. To get safely inside the phagocyte they express proteins called invasins. When inside the cell they remain in the cytoplasm and avoid toxic chemicals contained in the phagolysosomes. Some bacteria prevent the fusion of a phagosome and lysosome, to form the phagolysosome. Other pathogens, such as Leishmania, create a highly modified vacuole inside the phagocyte, which helps them persist and replicate. Some bacteria are capable of living inside of the phagolysosome. Staphylococcus aureus, for example, produces the enzymes catalase and superoxide dismutase, which break down chemicals—such as hydrogen peroxide—produced by phagocytes to kill bacteria. Bacteria may escape from the phagosome before the formation of the phagolysosome: Listeria monocytogenes can make a hole in the phagosome wall using enzymes called listeriolysin O and phospholipase C.
### Killing
Bacteria have developed several ways of killing phagocytes. These include cytolysins, which form pores in the phagocyte's cell membranes, streptolysins and leukocidins, which cause neutrophils' granules to rupture and release toxic substances, and exotoxins that reduce the supply of a phagocyte's ATP, needed for phagocytosis. After a bacterium is ingested, it may kill the phagocyte by releasing toxins that travel through the phagosome or phagolysosome membrane to target other parts of the cell.
### Disruption of cell signaling
Some survival strategies often involve disrupting cytokines and other methods of cell signaling to prevent the phagocyte's responding to invasion. The protozoan parasites Toxoplasma gondii, Trypanosoma cruzi, and Leishmania infect macrophages, and each has a unique way of taming them. Some species of Leishmania alter the infected macrophage's signalling, repress the production of cytokines and microbicidal molecules—nitric oxide and reactive oxygen species—and compromise antigen presentation.
## Host damage by phagocytes
Macrophages and neutrophils, in particular, play a central role in the inflammatory process by releasing proteins and small-molecule inflammatory mediators that control infection but can damage host tissue. In general, phagocytes aim to destroy pathogens by engulfing them and subjecting them to a battery of toxic chemicals inside a phagolysosome. If a phagocyte fails to engulf its target, these toxic agents can be released into the environment (an action referred to as "frustrated phagocytosis"). As these agents are also toxic to host cells, they can cause extensive damage to healthy cells and tissues.
When neutrophils release their granule contents in the kidney, the contents of the granule (reactive oxygen compounds and proteases) degrade the extracellular matrix of host cells and can cause damage to glomerular cells, affecting their ability to filter blood and causing changes in shape. In addition, phospholipase products (e.g., leukotrienes) intensify the damage. This release of substances promotes chemotaxis of more neutrophils to the site of infection, and glomerular cells can be damaged further by the adhesion molecules during the migration of neutrophils. The injury done to the glomerular cells can cause kidney failure.
Neutrophils also play a key role in the development of most forms of acute lung injury. Here, activated neutrophils release the contents of their toxic granules into the lung environment. Experiments have shown that a reduction in the number of neutrophils lessens the effects of acute lung injury, but treatment by inhibiting neutrophils is not clinically realistic, as it would leave the host vulnerable to infection. In the liver, damage by neutrophils can contribute to dysfunction and injury in response to the release of endotoxins produced by bacteria, sepsis, trauma, alcoholic hepatitis, ischemia, and hypovolemic shock resulting from acute hemorrhage.
Chemicals released by macrophages can also damage host tissue. TNF-α is an important chemical that is released by macrophages that causes the blood in small vessels to clot to prevent an infection from spreading. If a bacterial infection spreads to the blood, TNF-α is released into vital organs, which can cause vasodilation and a decrease in plasma volume; these in turn can be followed by septic shock. During septic shock, TNF-α release causes a blockage of the small vessels that supply blood to the vital organs, and the organs may fail. Septic shock can lead to death.
## Evolutionary origins
Phagocytosis is common and probably appeared early in evolution, evolving first in unicellular eukaryotes. Amoebae are unicellular protists that separated from the tree leading to metazoa shortly after the divergence of plants, and they share many specific functions with mammalian phagocytic cells. Dictyostelium discoideum, for example, is an amoeba that lives in the soil and feeds on bacteria. Like animal phagocytes, it engulfs bacteria by phagocytosis mainly through Toll-like receptors, and it has other biological functions in common with macrophages. Dictyostelium discoideum is social; it aggregates when starved to form a migrating pseudoplasmodium or slug. This multicellular organism eventually will produce a fruiting body with spores that are resistant to environmental dangers. Before the formation of fruiting bodies, the cells will migrate as a slug-like organism for several days. During this time, exposure to toxins or bacterial pathogens has the potential to compromise survival of the species by limiting spore production. Some of the amoebae engulf bacteria and absorb toxins while circulating within the slug, and these amoebae eventually die. They are genetically identical to the other amoebae in the slug; their self-sacrifice to protect the other amoebae from bacteria is similar to the self-sacrifice of phagocytes seen in the immune system of higher vertebrates. This ancient immune function in social amoebae suggests an evolutionarily conserved cellular foraging mechanism that might have been adapted to defense functions well before the diversification of amoebae into higher forms. Phagocytes occur throughout the animal kingdom, from marine sponges to insects and lower and higher vertebrates. The ability of amoebae to distinguish between self and non-self is a pivotal one, and is the root of the immune system of many species of amoeba. |
459,448 | Castell Coch | 1,166,974,957 | 19th-century Gothic Revival castle in Tongwynlais, Wales | [
"Cadw",
"Castles in Cardiff",
"Country houses in Wales",
"Gothic Revival architecture in Wales",
"Grade I listed buildings in Cardiff",
"Grade I listed castles in Wales",
"Historic house museums in Wales",
"Houses completed in 1891",
"Landmarks in Wales",
"Mock castles in Wales",
"Museums in Cardiff",
"William Burges buildings"
]
| ) is a 19th-century Gothic Revival castle built above the village of Tongwynlais in South Wales. The first castle on the site was built by the Normans after 1081 to protect the newly conquered town of Cardiff and control the route along the Taff Gorge. Abandoned shortly afterwards, the castle's earth motte was reused by Gilbert de Clare as the basis for a new stone fortification, which he built between 1267 and 1277 to control his freshly annexed Welsh lands. This castle may have been destroyed in the native Welsh rebellion of 1314. In 1760, the castle ruins were acquired by John Stuart, 3rd Earl of Bute, as part of a marriage settlement that brought the family vast estates in South Wales.
John Crichton-Stuart, 3rd Marquess of Bute, inherited the castle in 1848. One of Britain's wealthiest men, with interests in architecture and antiquarian studies, he employed the architect William Burges to rebuild the castle, "as a country residence for occasional occupation in the summer", using the medieval remains as a basis for the design. Burges rebuilt the outside of the castle between 1875 and 1879, before turning to the interior; he died in 1881 and the work was finished by Burges's remaining team in 1891. Bute reintroduced commercial viticulture into Britain, planting a vineyard just below the castle, and wine production continued until the First World War. He made little use of his new retreat, and in 1950 his grandson, the 5th Marquess of Bute, placed it into the care of the state. It is now controlled by the Welsh heritage agency Cadw.
Castell Coch's external features and the High Victorian interiors led the historian David McLees to describe it as "one of the greatest Victorian triumphs of architectural composition." The exterior, based on 19th-century studies by the antiquarian George Clark, is relatively authentic in style, although its three stone towers were adapted by Burges to present a dramatic silhouette, closer in design to mainland European castles such as Chillon than native British fortifications. The interiors were elaborately decorated, with specially designed furniture and fittings; the designs include extensive use of symbolism drawing on classical and legendary themes. Joseph Mordaunt Crook wrote that the castle represented "the learned dream world of a great patron and his favourite architect, recreating from a heap of rubble a fairy-tale castle which seems almost to have materialised from the margins of a medieval manuscript."
The surrounding Castell Coch beech woods contain rare plant species and unusual geological features and are protected as a Site of Special Scientific Interest.
## History
### 11th–14th centuries
The first castle on the Castell Coch site was probably built after 1081, during the Norman invasion of Wales. It formed one of a string of eight fortifications intended to defend the newly conquered town of Cardiff and control the route along the Taff Gorge. It took the form of a raised, earth-work motte, about 35 metres (115 ft) across at the base and 25 metres (82 ft) on the top, protected by the surrounding steep slopes. The 16th-century historian Rice Merrick claimed that the castle was built by the Welsh lord Ifor ap Meurig, but there are no records of this phase of the castle's history and modern historians doubt this account. The first castle was probably abandoned after 1093 when the Norman lordship of Glamorgan was created, changing the line of the frontier.
In 1267, Gilbert de Clare, who held the Lordship of Glamorgan, seized the lands around the town of Senghenydd in the north of Glamorgan from their native Welsh ruler. Caerphilly Castle was built to control the new territory and Castell Coch—strategically located between Cardiff and Caerphilly—was reoccupied. A new castle was built in stone around the motte, comprising a shell-wall, a projecting circular tower, a gatehouse and a square hall above an undercroft. The north-west section of the walls was protected by a talus and the sides of the motte were scarped to increase their angle, all producing a small but powerful fortification. Further work followed between 1268 and 1277, which added two large towers, a turning-bridge for the gatehouse and further protection to the north-west walls.
On Gilbert's death, the castle passed to his widow Joan and around this time it was referred to as Castrum Rubeum, Latin for "the Red Castle", probably after the colour of the Red sandstone defences. Gilbert's son, also named Gilbert, inherited the property in 1307. He died at the Battle of Bannockburn in 1314, triggering an uprising of the native Welsh in the region. Castell Coch was probably destroyed by the rebels in July 1314, and possibly slighted to put it beyond any further use; it was not rebuilt and the site was abandoned.
### 15th–19th centuries
#### Bute ownership
Castell Coch remained derelict; the antiquarian John Leland, visiting around 1536, described it as "all in ruin, no big thing but high". The artist and illustrator Julius Caesar Ibbetson painted the castle in 1792, depicting substantial remains and a prominent tower, with a lime kiln in operation alongside the fortification. Stone from the castle may have been robbed and used to feed the kilns during this period. A similar view was sketched by an unknown artist in the early 19th century, showing more trees around the ruins; a few years later, Robert Drane recommended the site as a place for picnics and noted its abundance in wild garlic.
The ruins were acquired by the Earls of Bute in 1760, when John Stuart, the 3rd Earl and, from 1794, the 1st Marquess, married Lady Charlotte Windsor, adding her estates in South Wales to his inheritance. John's grandson, John Crichton-Stuart, developed the Cardiff Docks in the first half of the 19th century; although the docks were not especially profitable, they opened opportunities for the expansion of the coal industry in the South Wales valleys, making the Bute family extremely wealthy. The 2nd Marquess carried out exploration for iron ore at Castell Coch in 1827 and considered establishing an ironworks there.
The 3rd Marquess of Bute, another John Crichton-Stuart, inherited the castle and the family estates as a child in 1848. On his coming of age, Bute's landed estates and industrial inheritance made him one of the wealthiest men in the world. He had a wide range of interests including archaeology, theology, linguistics and history. Interest in medieval architecture increased in Britain during the 19th century, and in 1850 the antiquarian George Clark surveyed Castell Coch and published his findings, the first major scholarly work about the castle. The ruins were covered in rubble, ivy, brushwood and weeds; the keep had been largely destroyed and the gatehouse was so covered with debris that Clark failed to discover it. Nonetheless, Clark considered the external walls "tolerably perfect" and advised that the castle be conserved, complete with the ivy-covered stonework.
In 1871, Bute asked his chief Cardiff engineer, John McConnochie, to excavate and clear the castle ruins. The report on the investigations was produced by William Burges, an architect with an interest in medieval architecture who had met Bute in 1865. The Marquess subsequently employed him to redevelop Cardiff Castle in the late 1860s, and the two men became close collaborators. Burges's lavishly illustrated report, which drew extensively on Clark's earlier work, laid out two options: either conserve the ruins or rebuild the castle to create a house for occasional occupation in the summer. On receipt of the report, Bute commissioned Burges to rebuild Castle Coch in a Gothic Revival style.
#### Reconstruction
The reconstruction of Castell Coch was delayed until 1875, because of the demands of work at Cardiff Castle and an unfounded concern by the Marquess's trustees that he was facing bankruptcy. On commencement, the Kitchen Tower, Hall Block and shell wall were rebuilt first, followed by the Well Tower and the Gatehouse, and the Keep Tower last. Burges's drawings for the proposed rebuilding survive at the Bute seat of Mount Stuart. The drawings were supplemented by a large number of wooden and plaster models, from smaller pieces to full-size models of furniture.
The bulk of the external work was complete by the end of 1879. The result closely followed Burges's original plans, with the exception of an additional watch tower intended to resemble a minaret, and some defensive timber hoardings, both of which were not undertaken. Clark continued to advise Burges on historical aspects of the reconstruction and the architect tested the details of proposed features, such as the drawbridge and portcullis, against surviving designs at other British castles.
Burges's team of craftsmen at Castell Coch included many who had worked with him at Cardiff Castle and elsewhere. John Chapple, his office manager, designed most of the furnishings and furniture, and William Frame acted as clerk of works. Horatio Lonsdale was Burges's chief artist, painting extensive murals at the castle. His main sculptor was Thomas Nicholls, together with another long-time collaborator, the Italian sculptor Ceccardo Fucigna.
Stimulated by antiquarian writings about British viticulture, Bute decided to reintroduce commercial grape vines into Britain in 1873. He sent his gardener Andrew Pettigrew to France for training and planted a 1.2-hectare (3-acre) vineyard just beneath the castle in 1875. The first harvests were poor and the initial harvest in 1877 produced only 240 bottles. Punch magazine claimed that any wine produced would be so unpleasant that "it would take four men to drink it—two to hold the victim and one to pour the wine down his throat". By 1887, the output was 3,000 bottles of sweet white wine of reasonable quality. Bute persevered, commercial success followed and 40 hogsheads of wine, including a red varietal using Gamay grapes, were produced annually by 1894 to positive reviews.
Burges died in 1881 after catching a severe chill during a site visit to the castle. His brother-in-law, the architect Richard Pullan, took over the commission and delegated most of the work to Frame, who directed the work on the interior until its completion in 1891. Bute and his wife Gwendolen were consulted over the details of the interior decoration; replica family portraits based on those at Cardiff were commissioned to hang on the walls. Clark approved of the result, commenting in 1884 that the restoration was in "excellent taste". An oratory originally built on the roof of the Well Tower was removed before 1891 but in other respects the completed castle was left unaltered.
The castle was not greatly used; the Marquess rarely visited after its completion. The property had probably only been intended for limited, informal use, for example as a retreat following picnics. Although it had reception rooms suitable for large gatherings, it had only three bedrooms and was too far from Cardiff for casual visits. The restored castle initially received little interest from the architectural community, possibly because the total rebuilding of the castle ran counter to the increasingly popular late-Victorian philosophy of conserving older buildings and monuments.
### 20th–21st centuries
Bute died in 1900 and his widow, the Marchioness, was given a life interest in Castell Coch; during her mourning, she and her daughter, Lady Margaret Crichton-Stuart, occupied the castle and made occasional visits thereafter. Production in the castle vineyards ceased during the First World War due to the shortages of the sugar needed for the fermentation process, and in 1920 the vineyards were uprooted. John, the 4th Marquess, acquired the castle in 1932 but made little use of it. He also began to reduce the family's investments in South Wales. The coal trade had declined after 1918 and industry had suffered during the depression of the 1920s; by 1938, the great majority of the family interests, including the coal mines and docks, had been sold off or nationalised.
The 5th Marquess of Bute, another John, succeeded in 1947 and, in 1950, he placed the castle in the care of the Ministry of Works. The Marquess also disposed of Cardiff Castle, which he gave to the city, removing the family portraits from the castle before doing so. In turn, the paintings in Castell Coch were removed by the ministry and sent to Cardiff, the National Museum of Wales providing alternatives from their collection for Castell Coch. Academic interest in the property grew, with publications in the 1950s and 1960s exploring its artistic and architectural value. Since 1984, the property has been administered by Cadw, an agency of the Welsh Government, and is open to the public; it typically receives between 50,000 and 75,000 visits per year; this number dropped during the COVID-19 pandemic, and 23,095 people visited in 2021. The Drawing Room is available for wedding ceremonies.
The castle has been used as a location for filming several films and television programmes, including The Black Knight (1954), Sword of the Valiant (1984), The Worst Witch (1998), Wolf Hall (2015) and Doctor Who (several episodes).
The castle's exposed position causes it to suffer from penetrating damp and periodic restoration work has been necessary. The stone tiles on the roof were replaced by slate in 1972, a major programme was carried out on the Keep in 2007 and interior conservation work was undertaken in 2011 to address problems in Lady Bute's Bedroom, where damp had begun to damage the finishings. The original furnishings, many of which the Marquess removed in 1950, have mostly been recovered and returned to their original locations in the castle. Two stained-glass panels from the demolished chapel, lost since 1901, were rediscovered at an auction in 2010 and were bought by Cadw for £125,000 in 2011.
## Architecture
### Overview
Castell Coch occupies a stretch of woodland on the slopes above the village of Tongwynlais and the River Taff, about 10.6 kilometres (6.6 mi) north-west of the centre of Cardiff. The architecture is High Victorian Gothic Revival in style, influenced by contemporary 19th-century French restorations. Its design combines the surviving elements of the medieval castle with 19th-century additions to produce a building which the historian Charles Kightly considered "the crowning glory of the Gothic Revival" in Britain. John V. Hiling, in his study The Architecture of Wales: From the first to the twenty-first century, suggests that Castell Coch, and Cardiff Castle, are "the most remarkable domestic buildings to be resurrected in the nineteenth century." The castle is protected under UK law as a Grade I listed building due to its exceptional architectural and historical interest.
### Exterior
The castle comprises three circular towers—the Keep, the Kitchen Tower and the Well Tower—along with the Hall Block, the Gatehouse and a shell wall; the buildings almost entirely encase the original motte in stone. The older parts of the castle are constructed from crudely laid red sandstone rubble and grey limestone, the 19th-century additions in more precisely cut red Pennant sandstone. A ditch is cut out of the rock in front of the Gatehouse and leads to an eastern approach road. The castle is surrounded by woodland and the 19th-century vineyards below it have been converted into a golf course. In 1850, George Clark recorded an "outer court" of which nothing remains; this may, in fact, have been the traces of the earlier lime kiln operations around the site.
The Gatehouse is reached across a wooden bridge, incorporating a drawbridge. Burges intended the bridge to copy those of medieval castles, which he believed were designed to be easily set on fire in the event of attack. The Gatehouse was fitted with a wooden defensive bretèche and, above the entrance, Burges sited a portcullis and a glazed statue of the Madonna and Child sculpted by Ceccardo Fucigna.
The Keep is 12 metres (39 ft) in diameter with a square, spurred base; in the 13th century there would have been an adjacent turret, on the south-west side, containing latrines, but few traces remain. There is no evidence that the tower that Burges termed a keep would have fulfilled this function in the medieval period and he appears to have chosen the name because of his initial decision to locate the bedrooms of Lord and Lady Bute in the rebuilt tower. The Kitchen Tower is also 12 metres (39 ft) across and rests on a square, spurred base. It was originally two storeys high and contained the medieval kitchen; Burgess raised its height and gave it a conical roof and chimneys. The walls of these two towers are around 3.0 metres (10 ft) thick at the base, thinning to 0.61 metres (2 ft) at the top. The Well Tower at 11.5 metres (38 ft) in diameter is slightly narrower than the Keep or Kitchen Tower, with a well in its lowest chamber sunk into the ground. The Well Tower lacks the spurs of the other two towers and has a flat rather than curved back, facing onto the courtyard, similar to some of the towers built at Caerphilly by the de Clares.
The towers contribute to what the architectural writer Charles Handley-Read considered the castle's "sculptural and dramatic exterior". Almost equal in diameter, but of differing conical roof designs and heights, and topped with copper-gilt weather vanes, they combine to produce a romantic appearance, which Matthew Williams described as bringing "a Wagnerian flavor to the Taff Valley".
The design of the towers was influenced by the work of the contemporary French architect Eugène Viollet-le-Duc, including his restorations of Carcassonne and the châteaus of Aigle and Chillon. While the exterior of Castell Coch is relatively true to English 13th-century medieval design—albeit heavily influenced by the Gothic Revival movement—the inclusion of the conical roofs, which more closely resemble those of fortifications in France or Switzerland than of Britain, is historically inaccurate. Although he mounted a historical defence (see box), Burges chose the roofs mainly for architectural effect, arguing that they appeared "more picturesque", and to provide additional room for accommodation in the castle.
The three towers lead into a small oval courtyard that sits on the top of the motte, about 19.5 metres (64 ft) across lengthways. Cantilevered galleries and wall-walks run around the inside of the courtyard with neat and orderly woodwork; the historian Peter Floud critiqued it as "perhaps too much like the backcloth for an historical pageant". Burges reconstructed the shell wall that runs along the north-west side of the courtyard 0.99 metres (3 ft 3 in) thick, complete with arrow holes and a battlement.
### Interior
The Keep, the Well Tower and the Kitchen Tower incorporate a series of apartments, of which the main sequence, the Castellan's Rooms, lies within the Keep. The Hall, the Drawing Room, Lord Bute's Bedroom and Lady Bute's Bedroom form a suite of rooms that exemplify the High Victorian Gothic style of 19th century Britain. Unlike the exterior of the castle, which deliberately imitated the architecture of the 13th century, the interior was purely High Victorian in style. On Burges's decoration of Cardiff Castle and Castell Coch, Handley-Read wrote: "I have yet to see any High Victorian interiors from the hand, very largely, of one designer, to equal either in homogeneity or completeness, in quality of execution or originality of conception the best of the interiors of the Welsh castles. For sheer power of intoxication, Burges stand[s] unrivalled."
#### The Banqueting Hall
The Banqueting Hall is 6.1 by 9.1 metres (20 by 30 ft) across with an 11-metre (35 ft) ceiling, and occupies the whole of the first floor of the Hall Block. Burges persuaded Bute and the antiquarian George Clark that the medieval hall would have stood on the first floor. His original plan saw access via one of two equally circuitous routes through the Well Tower or around the entire internal gallery to enter the hall through a passage next to the Drawing Room. Neither approach was acceptable to Bute and at a late stage, around 1878/9, the present entrance was created by expanding a window at the head of the internal gallery.
The hall is austere; the architectural historian John Newman critiqued its decoration as "dilute" and "unfocused", Crook as "anaemic". It features stencilled ceilings and murals which resemble medieval manuscripts. The murals were designed by Horatio Lonsdale and executed by Campbell, Smith & Company. The furniture is by John Chapple, made in Lord Bute's workshops at Cardiff. The tapered chimney of the room, modelled on 15th-century French equivalents, contains a statue carved by Thomas Nicholls. Although the architectural historian Mark Girouard suggested that the statue depicts the Hebrew King David, most historians believe that it shows Lucius of Britain, according to legend the founder of the diocese of Llandaff in nearby Cardiff.
#### The Drawing Room
The octagonal Drawing Room occupies the first and second floors of the Keep. The ceiling is supported by vaulted stone ribs modelled on Viollet-Le-Duc's work at Château de Coucy and the lower and upper halves of the room are divided by a minstrels' gallery. The original plans for the space involved two chambers, one on each floor, and the new design was adopted only in 1879, Burges noting at the time that he intended to "indulge in a little more ornament" than elsewhere in the castle.
The decoration of the room focuses on what Newman described as the "intertwined themes [of] the fecundity of nature and the fragility of life". A fireplace by Thomas Nicholls features the Three Fates, the trio of Greek goddesses who are depicted spinning, measuring and cutting the thread of life. The ceiling's vaulting is carved with butterflies, reaching up to a golden sunburst at the apex of the room, while plumed birds fly up into a starry sky in the intervening sections. Around the room, 58 panels, each depicting one or more unique plants, are surmounted by a mural showing animals from twenty-four of Aesop's Fables. The plants are wild flowers from the Mediterranean, where Lord Bute spent his winter months each year. Carved birds, lizards and other wildlife decorate the doorways.
The historian Terry Measham wrote that the Drawing Room and Lady Bute's Bedroom, "so powerful in their effect, are the two most important interiors in the castle." The architectural writer Andrew Lilwall-Smith considered the Drawing Room to be "Burges's pièce de résistance", encapsulating his "romantic vision of the Middle Ages". The decoration of the ceiling, which was carried out while Burges was alive, differs in tone from the treatment of the murals, and the decoration of Lady Bute's Bedroom, which were both completed, under the direction of William Frame and Horatio Lonsdale respectively, after Burges's death. Burges's work is distinctively High Gothic in style, while the later efforts are more influenced by the softer colours and character of the Aesthetic movement, which had grown in popularity by the 1880s.
#### Lord Bute's Bedroom
In comparison to other rooms within the castle, Lord Bute's Bedroom, sited above the Winch Room, is relatively small and simple. The original plan had Bute's personal accommodation in the Keep but the expansion of the Drawing Room to a double-height room in 1879 required a late change of plan. The bedroom contains an ornately carved fireplace. Doors lead off the room to an internal balcony overlooking the courtyard and to the bretache over the gate arch. The furniture is mainly by Chapple and post-dates Burges, although the washstand and dressing table are pared-down versions of two pieces – the Narcissus Washstand and the Crocker Dressing Table – that Burges made for his own home in London, The Tower House.
This bedroom is also less richly ornamented than many in the castle, making extensive use of plain, stencilled geometrical patterns on the walls. Crook suggested this provided some "spartan" relief before the culmination of the castle in Lady Bute's Bedroom but Floud considered the result "thin" and drab in comparison with the more richly decorated chambers. The bedroom would have been impractical for regular use, lacking wardrobes and other storage.
#### Lady Bute's Bedroom
Lady Bute's Bedroom comprises the upper two floors of the Keep, with a coffered, double-dome ceiling that rises up into the tower's conical roof. The room was completed after Burges's death and, although he had created an outline model for the room's structure, which survives, he did not undertake detailed plans for its decoration. His team attempted to fulfil his vision for the room—"would Mr Burges have done it?" William Frame asked Nicholls in a letter of 1887—but the interior decoration was the work of Lonsdale between 1887 and 1888, with considerable involvement from Bute and his wife.
The room is circular, with the window embrasures forming a sequence of arches around the outside. It is richly decorated, with love as the theme, displaying carved monkeys, pomegranates and grapevines on the ceiling, and nesting birds topping the pillars. Lord Bute thought the monkeys inappropriately "lascivious". Above the fireplace is a winged statue of Psyche, the Greek goddess of the soul, carrying a heart-shaped shield which displays the arms of the Bute family. The washbasin, designed by John Chapple, has a dragon tap, and cisterns for hot and cold water covered with crenellated towers. The Marchioness's scarlet and gold bed is the most notable piece of furniture in the room, modelled on a medieval original drawn by Viollet-le-Duc. Crook described the bed as being "medieval to the point of acute discomfort".
The bedroom is Moorish in style, a popular inspiration in mid-Victorian interior design, and echoes earlier work by Burges in the Arab Room at Cardiff Castle and in the chancel at St Mary's Church at Studley Royal in Yorkshire. Lilwall-Smith likened the chamber, with its "Moorish-looking dome, maroon-and-gold painted furniture and large, low bed decorated with glass crystal orbs", to a scene from the Arabian Nights. Peter Floud criticised the eclectic nature of this Moorish theme and contrasted it unfavourably with the more consistent style Burges applied to the Arab Room, suggesting that it gave the bedroom an overly theatrical, even pantomime-like, character. The historian Matthew Williams considered that Lonsdale's efforts lack the imagination and flair that Burges himself might have brought to the room.
#### Other rooms
The Windlass Room, or Winch Room, is in the Gatehouse, entered from the Drawing Room. It contains a working mechanism for operating the drawbridge and the portcullis. The equipment was originally intended for the second floor, which Burges considered the most historically authentic location. When later design modifications led him to move Lord Bute's Bedroom into that space, the equipment was simplified and placed on the first floor. The Windlass Room includes murder holes, which Burges thought would have enabled medieval inhabitants of the castle to pour boiling water and oil on attackers.
An oratory, originally fitted to the roof of the Well Tower but removed before 1891, was decorated with twenty stained glass windows. Ten of these windows are displayed at Cardiff Castle, while the other ten are displayed on site; two missing windows having been returned to the castle in 2011. Other rooms in the castle include Lady Margaret Bute's Bedroom, the servants' hall and the kitchen.
### Interior design details
## Landscape – Site of Special Scientific Interest
The woods surrounding the castle, known as the Taff Gorge complex, are among the most westerly natural beech woodlands in the British Isles. They contain dog's mercury, ramsons, sanicles, bird's-nest orchid, greater butterfly-orchid and yellow bird's nest plants. The area has unusual rock outcrops, which show the point where Devonian Old Red Sandstone and Carboniferous Limestone beds meet; the Castell Coch Quarry is in the vicinity. The area is protected as the Castell Coch Woodlands and Road Section Site of Special Scientific Interest.
The woods above the castle are accessible to the public and are used for walking, mountain biking and horse riding. To the southeast of the castle, a nine-hole golf course occupies the site of the former vineyard.
## See also
- List of castles in Wales
- Castles in Great Britain and Ireland
- Grade I listed buildings in Cardiff
- Castle Drogo, an Edwardian imitation castle in England
- Guédelon Castle, a project to build an authentic recreation of a 13th-century castle |
48,156,066 | Growing Up Absurd | 1,164,160,653 | 1960 book by Paul Goodman | [
"1960 non-fiction books",
"American non-fiction books",
"Books about men",
"Books about society",
"Books by Paul Goodman",
"English-language books",
"NYRB Classics",
"Random House books",
"Sociology books",
"Vintage Books books"
]
| Growing Up Absurd is a 1960 book by Paul Goodman on the relationship between American juvenile delinquency and societal opportunities to fulfill natural needs. Contrary to the then-popular view that juvenile delinquents should be led to respect societal norms, Goodman argued that young American men were justified in their disaffection because their society lacked the preconditions for growing up, such as meaningful work, honorable community, sexual freedom, and spiritual sustenance.
Goodman's book drew from his prior works, psychotherapy practice, and personal experiences and relations in New York City. The small New York press that originally commissioned the book asked Goodman to return his advance when the resulting book, written in late 1959, focused less on the commissioned subject of city youth gangs than on the American culture and value systems in which the youth were raised. Nineteen publishers rejected Growing Up Absurd before Norman Podhoretz used selections from the book to relaunch his magazine, Commentary. After Podhoretz encouraged Random House publisher Jason Epstein to reconsider the book, Goodman had a contract the next day. Random House published Growing Up Absurd in 1960 and a Vintage Books paperback edition followed two years later.
Growing Up Absurd became a bestseller with 100,000 copies sold in its first three years and translations into five languages. It was widely read across 1960s college campuses and popular among student activists and the New Left, who assimilated the author's ideology. Growing Up Absurd transformed Goodman's outcast career into mainstream notoriety as a social critic, including invitations to lecture at hundreds of colleges, though Goodman's fame did not endure long after his death in 1972. Many specifics of Growing Up Absurd became dated with time and, in later years, retrospective reviewers criticized Goodman's exclusion of women from his analysis. New York Review Books reissued Growing Up Absurd in 2012.
## Background
In the United States, the affluent postwar 1950s was a time of both general prosperity and conformity. The latter had become a theme of social criticism by the decade's end. Critiques on the relation between social norms and the individual psyche included David Riesman's The Lonely Crowd (1950), William H. Whyte's The Organization Man (1956), and Vance Packard's The Status Society (1959). As a whole, this literature portrayed American culture as white-collar subservience to mass advertising and corporate life. Paul Goodman's Growing Up Absurd (1960) belongs to this tradition, having consolidated, as historian Kevin Mattson put it, "a decade's worth of social criticism".
Among American writers of the period, concern for proper childrearing and education loomed larger than questions of workplace conformity and middle-class standards. They largely wrote in disapproval of what youth culture portended for the country's future. The image of the juvenile delinquent became a pervasive symbol for this decline, reflected in the rise of urban youth gang warfare and the popular portrayal of the maladjusted, non-conformist outsider in films and theater such as The Wild One (1953), Rebel Without a Cause (1955), East of Eden (1955), and West Side Story (1957).
## Synopsis
In Growing Up Absurd: Problems of Youth in the Organized System, Goodman faults American culture and values for the rise of juvenile delinquency in the late 1950s. Delinquency and "dropping out" of society, Goodman argues, are sane and justified responses to an adult society not worth growing up into, lacking in meaningful vocation, honorable community, sexual freedom, spiritual sustenance, and other qualities that youth require in their society to develop their social and moral identities, i.e. to grow up. He writes primarily about disaffected young men—urban juvenile delinquents and the beatnik subculture—and refers to the prevalent sterile, conformist American social order as the "organized system". Goodman disagrees with the then-common view that the solution for youth disaffection was to bring the youth to respect societal norms. Siding with the youth, he argues that the young already understood and rejected societal standards as unimportant. In this way, Goodman makes the youth social problem into less a problem than a symptom of a more existential need.
Goodman contends that American society ruined the concept of vocation and created artificial demands through advertising. Affluent, postwar advanced capitalism boasted high employment but, Goodman writes, at the cost of reliance on "artificial ... demand for useless goods" that created unfulfilling, bureaucratic work, without a sense of purpose or service. Goodman believes that vocation that focuses on use, interest, style, and love has meaning and self-justified purpose, but that work focused on role, procedure, and profit tends towards meaninglessness. Thus youth were rightfully disaffected, says Goodman, at the prospect of joining an adult society lacking fulfillment. The chapters of Growing Up Absurd apply this argument to facets of life including "Faith", "Jobs", "Patriotism", and sexuality ("Social Animal").
Goodman describes the period's mechanical social order and its feeling of inescapability and forced conformity as an "apparently closed room" fixated on a "rat race". He posits that citizens traded the simple pleasures of daily life for the securities of living under an affluent, mechanized order enabled by corporations, a situation he calls "sociolatry". To Goodman, this trade-off—that a society would choose the preservation of its systems over the sake of its own people—is "absurd".
Goodman holds that "socializing" youth to play specialized roles in an adult society is inherently wrong for betraying their nature in the name of societal benefit. Goodman asks, "Socialization to what?" If societal aims are wrong, the urge to socialize children to societal roles becomes circular and self-serving. No amount of amelioration, he writes, including better schools or more social workers—would justify this socialization. Those seeking to correct delinquency, Goodman says, should instead improve society and culture's opportunities to meet the appetites of human nature. Goodman faulted social critics, including himself, and academic sociologists for being content with studying this system without endeavoring to change it. He posits that attempts to mold human nature to social order would backfire, and that "freedom and meaning will outweigh anomie" if given the chance.
To create a society worthy for youth to want to join, Goodman resolves, certain "unfinished" revolutions must be brought to their conclusion on topics including companionship, democracy, free speech, pacifism, progressive education, syndicalism, and technology. He implores readers to pursue these ideals seriously, and to direct their rebellion towards political ends, in the book's final chapter, "The Missing Community".
## Publication
Author Paul Goodman had a marginal intellectual career before publishing Growing Up Absurd, both prolific and on the fringe. Throughout the 1950s, Goodman developed his practice of Gestalt therapy and finished his epic novel The Empire City, which ends with its protagonist "spoiling for a fight" against a target the author was unable to articulate. Goodman, who conflated the fictional protagonist with himself, came to conclude that his fictional character's desire for a fight was the author's own, and that it would be "war against the Organized System" to reclaim his sick society from the forces that alienated him. Goodman's Growing Up Absurd was the beginning of this campaign, which would run throughout the rest of the 1960s. Like Goodman's protagonist, Goodman believed that he had to work through his societal alienation by participating in society. He drew from his approach to psychotherapy, which focused on changing societal circumstances rather than his clients.
In late 1958, mainstream editors began to court Goodman for works of social criticism after reading his articles in small political and cultural magazines. Through the winter, he read Washington, Jefferson, Thoreau, and Emerson and considered how he might make his own patriotic intervention in American society. A small New York press, Criterion Books, offered Goodman a \$500 advance to write a book on New York's teenage gangs in the summer of mid-1959. The resulting manuscript did not focus on the youth but the American culture and value systems in which the youth were raised. Goodman wrote the manuscript over several weeks that autumn. The final work thematically derived from topics he had been addressing for years, such that some parts were simply quoted from past works. He drew from his personal interactions in New York City, his teaching experience, and his colleagues Benjamin Nelson, Harold Rosenberg, and Elliott Shapiro. The book's section on vocation was informed by Max Weber's essays on vocation.
Goodman wrote in his diary that upon finishing his last chapter, he whistled "The Star-Spangled Banner" as he walked the chapter to his publisher. He saw himself as patriotically defending his country against "the system". Goodman believed that the issues of conformity and alienation described in his manuscript were better expressed as political than as cultural issues. He wanted his political message to be read in advance of the 1960 presidential campaign. The publisher decided not to publish the manuscript and asked Goodman to return the advance for delivering work unfit for print. The manuscript was rejected by 19 publishers, including the publisher that would ultimately print it.
In his memoir, Commentary magazine editor Norman Podhoretz wrote that he had been searching for an "opening salvo" on juvenile delinquency and middle-class youth deviance, a highly publicized topic, to mark his magazine's reimagination as a home for American social criticism. Most treatments of the subject, he wrote, described the phenomenon as "unrelated incidents of individual pathology ... to be dealt with either sternly by the cops or benevolently by the psychiatrists". He heard about Goodman's finished manuscript and had a long-standing admiration for the author's writing and "colloquial directness". Though Podhoretz considered the initial excerpt he read of Goodman's manuscript to be uninteresting, he was impressed by the work as "the very incarnation of the new spirit [he] had been hoping would be at work in the world".
According to Podhoretz's memoir, he excitedly called Random House editor Jason Epstein, whom he convinced to come over and read the manuscript that night. Though Random House had previously rejected the manuscript and Epstein thought Goodman a "has-been", Goodman had a contract the next day. With the book's release planned for later in 1960, Goodman and Podhoretz revised over half the manuscript into three extended serial extracts for the editor's Commentary magazine reboot. These extracts ran in February, March, and April 1960. Extracts also ran in Dissent, Mademoiselle, and Manas around the same time.
Goodman was confident that his message was clear and agreeable. According to Goodman's later literary executor, in Growing Up Absurd Goodman tried a new style that was powerfully earnest, direct, and patient, whereas his prior writing had qualities of hectoring insistence and recklessness. Goodman normally rejected attempts to revise his work, but approved of Random House's appointed book editor. According to Goodman's brother, these were the only edits Goodman permitted in his career.
Random House published the book's first edition in 1960 and Vintage Books printed the first paperback two years later. Growing Up Absurd was translated into French (1971), German (1971), Italian (1964), Japanese (1971), and Spanish (1971). The book's appendices include articles and book reviews by Goodman from the late 1950s. Goodman dedicated Growing Up Absurd to the Gestalt psychotherapist Lore Perls for her role in helping train and mentor him as a therapist, cooling his defiance, and enabling him such that he could write the book. New York Review Books reissued the book in 2012 with a foreword by Casey Nelson Blake.
## Reception
Released to initially moderate acclaim, Growing Up Absurd became a bestseller, with 100,000 copies sold in three years and half a million paperback copies printed by 1973. Growing Up Absurd enjoyed wide readership among the New Left and across 1960s college campuses, becoming the foremost book by which 1960s American youth understood themselves. Goodman's ideas proved popular with student activists, and it was said that every activist at Berkeley had a copy, even if few read the full text. Americans had seen isolated headlines on juvenile delinquency but had not noticed the similar patterns between both urban youth and beatnik revolt against societal pressures. To this public, Goodman's literary executor Taylor Stoehr recounted, Growing Up Absurd was "a revelation". Chapters from the book were republished in radical and mainstream magazines. Commentary readers responded positively and the revamped magazine's editor Norman Podhoretz credited the strong response to Growing Up Absurd's serialized extractions for Commentary's quick ascent. Following the book's success, Goodman's publisher expressed interest in reprinting his Communitas. Extracts from Growing Up Absurd later ran in the Evergreen Review and many edited group volumes. In contrast with the American response, the British press panned the book.
Growing Up Absurd was revelatory to readers who had not previously connected the concept of work with ideals, wrote Goodman's literary executor. To this new audience, Goodman read as both fresh and old-fashioned: a contemporary man of letters's unabashed advocacy for a moral culture with traditional values of faith, honor, vocation. Goodman's discussion of the "rat race" and worthwhile work too resonated with college students, who had similar realizations, but was more distant to adults who had grown accustomed to the American nature of work. The book's advocacy for youth's sexual freedom was shocking to older readers, and some accused Goodman of using the book to argue for acceptance of sexual deviance.
Contemporaneously, public intellectual John K. Galbraith described Goodman's book as hard to read from its title to its appendix, in contrast to the increasingly commonplace slick and superficial mass market works of criticism. Dwight Macdonald too lamented Goodman's writing being less clear than his thinking, though Macdonald admired Growing Up Absurd among Goodman's oeuvre. Literary critic Kingsley Widmer described Goodman's rhetoric as varying between righteousness, condescension, and magnanimity. As one later reviewer put it, Goodman was not supporting youth as much as psychologizing them and their societal alienation.
Some critics focused on Goodman's ability to offer solutions. That youth want meaningful work, said The Times Literary Supplement, is a tautology. Though it is easier to puritanically agree with Goodman's assessment of societal downfalls, the reviewer said, it is harder to ascertain why we agree with these aims yet cannot seem to achieve them. In this way, Goodman banked too heavily on the miraculous changing of minds rather than meeting people where they were. Galbraith's New York Times review considered Growing Up Absurd a "serious effort" despite not offering robust solutions.
On the occasion of the book's 2012 reprint, one retrospective reviewer considered the book's core issues of corporate greed and spiritual barrenness as being more pronounced than 50 years prior. Literary critic Adam Kirsch wrote that Goodman's focus on work with meaning was priced out of possibility in a highly stratified contemporary culture, in which working multiple jobs to provide for basic necessities leaves little time for consideration of work's meaning.
## Legacy
Fueled by the changing desires of the times, including a willingness to address societal issues, Growing Up Absurd transformed Goodman's outcast career and brought him public fame as a social critic and educational theorist. He emerged from the publication with attention he had long sought and a role as a public intellectual. Some of Goodman's ideas have been assimilated into mainstream thought: local community autonomy and decentralization, better balance between rural and urban life, morality-led technological advances, break-up of regimented schooling, art in mass media, and a culture less focused on a wasteful standard of living. His systemic societal critique was adopted by 1960s New Left radicals, whose aspirations included an emphasis on moral living. Growing Up Absurd's main contribution, literary critic Kingsley Widmer contended, was in focusing public attention "on the discontents of the young and the lack of humane values in much of our technocracy".
Goodman bridged the 1950s era of mass conformity and repression into the 1960s era of youth counterculture in his encouragement of dissent. He became a popular guest speaker both for the book's resonance with 1960s youth and for his criticism of the youth movement's excesses. He was invited to lecture at hundreds of colleges and presented as a "public gadfly" agitating for change. Widmer believed that the practical idealism Goodman had wanted for the young was partially realized in the 1964 Berkeley Free Speech Movement. As 1960s campus rebellions suggested the possibility of greater societal change, Goodman and the youth shared mutual sympathies for several years.
Though some criticized his flattery of his young followers, Goodman also played the role of their Dutch uncle, receiving the respect of the 1960s youth generation despite issuing harsh opinions about them. His followers misinterpreted the source of the author's rebellion, according to Goodman's literary executor. Whereas the youth saw Goodman's outré positions on art, politics, and sexuality as principled defiance, they were more accurately Goodman's own idiosyncratic personal refusal to acquiesce to societal norms. Both interpretations built his affinity with the youth, as did his emphasis on older ideals, acts, and individuals in which youth could feel a sense of justified pride. Goodman often reminded his young audiences of their inexperience and encouraged them to pursue vocational mastery if they wanted to make a better world. Literary critic Adam Kirsch retrospectively suggested that Goodman appealed to the youth by flattering their ignorance and sense of moral superiority. This demagoguery, wrote Kirsch, belied Goodman's responsibility as an elder teacher to help the youth to find contentment in an imperfect world rife with evils and suffering, rather than holding out for a perfect world as the only acceptable world.
Many specific details of the book soon became dated. Youth gangs persisted, but juvenile delinquency as a topic did not, and the disaffected beatniks successively traded favor for hippies and punks. Though world politics were not a central focus, Cold War-era historical touchpoints pervade the book. Goodman also underemphasized the role of racial conflict, as his discussion of impoverished youth focused mainly on socioeconomic needs. As criticism of American society, Growing Up Absurd appeared mild by the beginning of the 1970s, according to Merle Miller.
Goodman's patriarchal assumptions about gender and treatment of women, exemplified in his focus on "man's work", were rebuked in early reviews and in the following decades. In particular, he wrote that the book focuses exclusively on men and their careers because women, having the capacity for childbirth, did not need a career to justify their worth. By his literary executor's account, this was a blind spot for Goodman. Retrospective reviews reproached Goodman's analytic exclusion of women and one cited it as sufficient reason to not want for a "Goodman revival". Goodman's analysis of men similarly narrows to "manly" lad culture, excluding those from upper-class or non-urban backgrounds.
Looking back on Goodman's career, Kingsley Widmer panned Growing Up Absurd as rough, rambling, and mediocre despite its insights and sociological vision. Overall, Widmer considered Goodman's analysis of vocational and community issues to be unserious, and Goodman's thoughts on decentralization and schooling to be better expressed in other works.
Growing Up Absurd was among the first works of American school social criticism in a 1960s body of literature that became known as the romantic critics of education. Critics of public schools borrowed the book's ideas for years after its publication, and his ideas on education reverberated for decades. Adam Kirsch wrote that Goodman's "acute, compassionate observations" about childhood under modern conditions and portrayal of "childhood as a pastoral paradise lost" contributes to the book's continued staying power.
Growing Up Absurd was continually in print as of 1990 but was not in high demand as a classic. Although the book made him well-known, Goodman's public interest peaked with his late 1960s youth readership. His influence never took hold in the wider public, and within decades Goodman was largely forgotten from public consciousness. His literary executor wrote that much of Goodman's effectiveness relied on his electric, cantankerous presence. Over time, the idea of "the system" entered common language and ceased to be a rallying cry. Into the 21st century, Growing Up Absurd continues to appeal to "the adolescent's private sense of being misunderstood by a heartless and empty world" as young readers share online how the book has affected their lives. |
4,164,310 | George Andrew Davis Jr. | 1,170,124,218 | American fighter pilot (1920–1952) | [
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| George Andrew Davis Jr. (December 1, 1920 – February 10, 1952) was a highly decorated fighter pilot and flying ace of the United States Army Air Forces in World War II, and later of the United States Air Force during the Korean War. He was killed in action during a combat mission in northwestern Korea, in an area nicknamed "MiG Alley". For his actions during the Korean War, Davis was posthumously awarded the Medal of Honor and promoted from major to lieutenant colonel.
Born in Dublin, Texas, Davis joined the United States Army Air Corps in early 1942. He was sent to the Pacific Theater after pilot training and flew in the New Guinea and Philippine campaigns, scoring seven victories over Japanese aircraft. He quickly gained a reputation as a skilled pilot and accurate gunner whose "daredevil" flying style contrasted with his reserved personality.
Davis did not see action in Korea until late 1951. Despite this, he achieved considerable success flying the F-86 Sabre fighter jet, quickly rising to become the war's ace of aces and downing fourteen North Korean, Chinese, and Soviet aircraft before his death in February 1952. During his final combat mission in northwestern Korea, Davis surprised and attacked twelve Chinese MiG-15 fighter jets, downing two of the MiG-15s before he was shot down and killed. Davis was the only flying ace of the United States to be killed in action in Korea. Controversies remain surrounding the circumstances of his death.
Davis is the fourth-highest US scoring ace of the Korean War, with a total of 14 victories added to the 7 he scored in World War II. He is one of seven US military pilots to become an ace in two wars, and one of 31 US pilots to be credited with more than 20 victories.
## Early life
Davis was born in Dublin, Texas, on December 1, 1920. He was the seventh of nine children born to George Davis Sr. and Pearl Love Davis. During his childhood, Davis also briefly lived in Maple, Texas. Davis attended Morton High School in Morton, Texas. Davis then attended Harding College in Searcy, Arkansas. After obtaining a degree, he returned to Texas. He took up farming for a time with his family before eventually deciding to join the military.
Friends and colleagues would later describe Davis as quiet, calm, and reserved as well as a natural leader. When flying, he would become "cool and calculating" in combat. He did not drink alcohol or smoke tobacco, unlike many other pilots, and he had a subdued personality despite his "daredevil" flying style.
Davis married Doris Lynn Forgason, and was survived by three children, Mary Margaret Davis (born 1944) and George Davis III (born 1950). His wife was six months pregnant with their third child, Charles Lynn Davis, at the time of his death in 1952.
## Military career
### World War II
On March 21, 1942, Davis enlisted in the United States Army in Lubbock, Texas, just after the US entry into World War II. On June 3, he was appointed an aviation cadet in the Army Air Corps. He was moved to Kelly Field in San Antonio, Texas, for pre-flight training, which he completed in August. He was then moved to Jones Field in Bonham, Texas, for primary flight training. During this training, he got his first 60 hours of flight time aboard a Fairchild PT-19 trainer aircraft. Then he flew for another 74 hours during Basic Flight Training in Waco, Texas, and underwent a final stint of training aboard the T-6 Texan at Aloe Field in Victoria, Texas. On February 16, 1943, Davis completed his training, was commissioned as a second lieutenant in the US Army Reserve, and was immediately ordered into active duty with the Army Air Forces. By this time he had accrued 314 hours of flight time.
Davis' first assignment was to join the 312th Bombardment Group based at Bowman Field in Louisville, Kentucky, where he became qualified to fly the P-40 Warhawk fighter plane. He continued training there until August 1943, when the group was ordered to the Pacific Theater of Operations.
#### New Guinea
Davis was flown to Port Moresby, New Guinea, where he was quickly reassigned to the 342nd Fighter Squadron, 348th Fighter Group of the Fifth United States Air Force. The group flew the P-47 Thunderbolt fighter plane. By December, his unit moved to Finschhafen, where it was able to operate over the Solomon Sea against the air forces of the Empire of Japan, and he quickly earned the ironic nickname "Curly" because of his straight black hair. Davis was known among the pilots to be particularly confident. Davis served under the command of Colonel Neel E. Kearby, who himself would later receive the Medal of Honor. Many of the other pilots in the unit would quickly become aces as they participated in the conflict.
Davis' first combat experience came when his unit was sent on a patrol to Cape Gloucester on December 31, 1943, in support of the New Britain campaign as the Battle of Cape Gloucester began. However, the 15 aircraft were diverted to Arawe to the southwest to counterattack Japanese aircraft that were targeting Allied convoys during the Battle of Arawe. En route, they encountered 11 Japanese D3A Val and A6M Zero aircraft attacking an Allied convoy from 5,000 feet (1,500 m) to 10,000 feet (3,000 m). They immediately ambushed the Japanese planes. Davis quickly attacked a disorganized formation of the aircraft, downing a D3A Val as it completed a bombing run. By the end of the short battle, eight Japanese aircraft had been shot down and only one American plane had been damaged.
The next combat mission was on February 3, 1944. Sixteen P-47s were escorting a flight of B-24 Liberators on a bombing mission over Wewak. When they were 5 miles (8.0 km) west of the target area, they were ambushed by a flight of Nakajima Ki-43 Oscars and Kawasaki Ki-61 Tony aircraft at 17,000 feet (5,200 m). As the American aircraft rushed to the defense of the bombers, Davis managed to attack and shoot down a Ki-61 that had been attacking another P-47. In all, seven Japanese aircraft were destroyed in the attack. The next day, Davis was promoted to first lieutenant.
For the next several months, Davis' unit undertook patrol and escort missions in the Cape Gloucester area and around the islands of Saidor, Manus, and Momote. Through May, these actions were relatively uneventful, except for one fighter sweep mission from Wewak. From May to August, Davis flew 69 missions, including several dive-bombing attacks on Japanese positions on Hansa Bay. From September to November, Davis flew another 40 missions, including six patrols between Wakde Island and Hollandia. On November 14, Davis was promoted to the temporary rank of captain.
#### Philippines
Around December 1944, the unit began supporting missions in the Philippines and was moved to Tacloban Airport on Leyte Island. On December 10, after five uneventful weather-probing missions, Davis and the unit were assigned an escort mission. The aircraft were instructed to cover a flotilla of troop transports that were moving from Baybay to Oromoc Bay. En route, they were attacked by four Ki-61 Tony aircraft at 7,000 feet (2,100 m). After a series of quick maneuvers, Davis climbed to 15,000 feet (4,600 m) and took advantage of the sun's glare to ambush two aircraft below him. He pursued them as far as Cebu Island. He closed to within 75 yards (69 m) of the pair before destroying the first with his machine guns, and then the second near Negros Island as it attempted to dive for cover in a cloud.
The unit undertook eight more patrol missions over Mindoro, covering Allied convoys.
On December 20, Davis was in one of twelve Thunderbolts patrolling Mindoro when eight A6M Zeroes were spotted attempting to ambush the flight from behind. Davis managed to rake the cockpit of one Zero and kill the pilot, earning him his fifth victory and the status of flying ace. Immediately after this, however, Davis' P-47 was struck by machine-gun fire from another aircraft, damaging the propeller and left wing components. On December 24, on a mission to escort several B-24s on a bombing mission of the Japanese-held Clark Field at Luzon, Davis shot down two more Zeroes that were part of a group of Japanese aircraft attempting to harass the bombers. Davis was awarded a Silver Star for this action.
Between the date of this action and February 19, 1945, Davis flew another 47 missions, most of them entailing the escorting of bombers or ships, and a few of them consisting of ground-attacks, but he saw little or no aerial combat during that time. On February 19, he was withdrawn from the front to begin certification on the P-51 Mustang, logging 45 hours of training time on the aircraft through the end of March. He returned to combat duty only briefly in April, flying in three combat missions as a copilot aboard a B-25 Mitchell bomber. On May 3, 1945, he was reassigned to Goodfellow Field at San Angelo, Texas, helping to train new pilots and serving as an operations officer for the base until the end of the war.
During his World War II service, Davis flew 266 missions, accruing a total of 705 combat hours and destroying seven Japanese aircraft. For these exploits, he was awarded the Silver Star, two Distinguished Flying Crosses and nine Air Medals. By the end of this war, Davis had over 2,200 hours of flight time.
#### Postwar
After the war's end, Davis served in several administrative positions in the United States. On August 10, 1945, he was assigned to the 556th Air Base Unit at Long Beach, California. On August 24, 1946, he was offered a commission as a first lieutenant in the active duty Army Air Corps, demoting him from his temporary rank but effectively allowing him to stay in the military despite the demobilization and downsizing of the US military. Several weeks later, on September 7, Davis was ordered to the 554th Air Base Unit in Memphis, Tennessee, where he served on one of the Army Air Corps aerobatic demonstration teams, the predecessors to the United States Air Force Thunderbirds.
Davis returned to front-line units on January 6, 1947, when he was moved to the 71st Fighter-Interceptor Squadron, 1st Fighter Group. He remained with this formation for most of the year. On September 18, 1947, the United States Air Force was created as a separate branch of the US Military. Davis was commissioned as a captain in the new branch. During his time with the 71st Squadron, Davis attended Air Tactical School and Tyndall Air Force Base. He was also a flight commander and air inspector while with the unit.
### Korean War
Upon the outbreak of the Korean War, Davis continued to serve in the 71st Squadron and did not see combat in the initial phase of the war. As it progressed, however, Davis began training on the F-86 Sabre (Sabrejet), the latest jet engine-powered fighter. On February 15, 1951, he was promoted to major and in October 1951 he was assigned to the headquarters of the 4th Fighter-Interceptor Wing, which was based in Japan and operating aircraft throughout Korea. Davis was thus sent to the conflict as a fighter pilot.
#### Command and success
During a patrol on November 4, 1951, Davis was credited with a "probable" victory over a Russian-made MiG-15 fighter jet of the Soviet Air Force or Chinese Air Force, giving him his first victory of the Korean War. On November 10, Davis was given command of the 334th Fighter-Interceptor Squadron, a unit of the 4th Wing. Davis and his squadron were relocated to Kimpo Airfield to allow them the best access to "MiG Alley" in North Korea, where much of the air-to-air combat took place. Of his leadership, subordinates often praised the quality of his training; Davis spent a great deal of time training new and younger pilots in tactics during his command. Commanders noted he often led by example, and Davis was known to be greatly respected, even among his rival ace pilots. He gained the nickname "One Burst Davis" for his extremely accurate shooting.
From November 1 to 26, he flew 17 missions in the Sinanju and Uiju areas, most resulting in no combat. On November 27, Davis was leading a formation of eight F-86s on a patrol near Sinanju, when they spotted and attacked six MiG-15s. He immediately downed one of the MiGs, striking its fuselage and forcing the pilot to bail out. He pursued a second MiG-15 to Koch'ong-ni and damaged it, forcing its pilot to bail out, as well. In all, four of the MiG-15s were destroyed by Davis' patrol.
For several more days, Davis led relatively quiet patrols, until November 30, Davis' 22nd combat mission in Korea. Around 16:00, Davis' flight of eight F-86s spotted a large group of nine Tupolev Tu-2 bombers from the Chinese 8th Bomber Division, escorted by 16 Lavochkin La-11 fighters from the Chinese 2nd Fighter Division near Sahol along the Yalu River. The force was en route to a bombing mission on Taehwado Island in the Pansong archipelago. Davis maneuvered the patrol into position for a firing pass on the bombers. He completed four attack runs on the formation, being continuously attacked by the La-11 fighters, which were unable to hit his aircraft. In spite of being separated from his wingmen, he managed to destroy two of the bombers and cause the crew of a third to bail out. By this time, another group of F-86s arrived to continue the fight, as Davis' aircraft were low on ammunition and fuel. As the flight attempted to withdraw, one of Davis' pilots, Raymond O. Barton, called for help. Davis flew to Barton's aid and found Barton's damaged aircraft under attack from 24 MiG-15s of the Chinese 3rd Fighter Division arriving as reinforcement. As two MiG-15s prepared a final attack on Barton, Davis swooped through their pass and scored direct hits on one, killing the Chinese flight leader who commanded the MiG pack. The second broke off its attack. Davis then escorted Barton's damaged aircraft back to base, landing with only 5 US gallons (19 L; 4.2 imp gal) of fuel left in his tanks. For the day's actions, Davis was awarded the Distinguished Service Cross. The Taehwado bombing mission forced the Chinese Air Force to end all bombing missions for the rest of the war, while the "hat trick"-plus-one of downing four Chinese aircraft in the fight resulted in raising Davis' confirmed victory count in Korea to six, making him the fifth jet ace of the war and the first man in the history of the US military to become an ace in two wars. At this point, Davis wrote to his family that he expected to be home by Christmas, but then the Air Force extended his tour of duty.
On December 5, Davis flew his next combat mission, his 23rd of the war. While on a search-and-destroy patrol over Rinko-do, Davis spotted two MiG-15s, shooting one down and forcing the other to withdraw. Ten minutes later, he spotted another MiG-15 preparing to attack near Haech'ang and destroyed it as well.
On December 13, another group of MiG-15s attacked Davis during a morning patrol near Yongwon. Davis destroyed one MiG, and as a second MiG attempted to target his wingman, Davis outmaneuvered it and shot it down. At the end of the patrol, Davis had amassed 10 victories, making him the first double ace of the war. During an afternoon patrol commanding twenty-two F-86's, Davis spotted fifty MiGs in the Sunchun, South Korea area heading further south towards the Taechon area. He surprised and destroyed one MiG, and then turned on another in an aggressive attack that forced the MiG pilot to bail out. After 30 combat missions in Korea, Davis had 12 victories.
After this successful series of patrols, Davis was ordered to conduct only one patrol a day to minimize the risk to him. The order had previously been sent on December 1, but Davis had apparently ignored it. Both the Air Force and Davis' family had growing concerns that Chinese and Soviet pilots would be gunning for Davis, given his success and fame. By this point, Davis had 12 victories, and the second-highest scoring aces each had six – Davis was averaging one victory for three missions.
In January, Davis wrote home, expressing frustration at the slow logistics of replacement aircraft parts, claiming this was slowing down missions. He also began to express contempt for the F-86, feeling at times it was being outperformed by the MiG and that "something will have to be done" to give the UN pilots more of an advantage in combat. He also said that he had begun to grow tired of the constant publicity about him. "They're trying to make a hero of me and I find it rather embarrassing", he wrote in a letter. At other times, Davis indicated he preferred to stay in combat.
In late January 1951, the Air Force told Davis it wanted to rotate him back to the United States. By this point, Davis held every record for a jet pilot, including most victories in all types of aircraft, most MiGs destroyed and most victories over propeller-driven aircraft. However, the Air Force determined it had no capable replacement who could command Davis' squadron, and other pilots indicated they wanted him to stay, considering him to be an able and effective leader.
## Death and controversy
On February 10, 1952, Davis flew his 59th and last combat mission of the war in an F-86E Sabre (tail number 51-2752); the circumstances of Davis' death and the identity of the person who killed him remain controversial. That day, he led a flight of four F-86s on a patrol near the Yalu River, near the Manchurian border. Davis' group was part of a larger UN force of 18 F-86s operating in the area. As Davis' patrol reached the border, one of his F-86 pilots reported he was out of oxygen, prompting Davis to order him to return to base with his wingman. As Davis continued patrolling with one wingman, Second Lieutenant William W. Littlefield, and cruising at an altitude of 38,000 feet (12,000 m), they spotted a flight of 12 MiG-15s of the Chinese 4th Fighter Division heading in the direction of a group of US F-84 Thunderjets conducting a low-level bombing mission on North Korean communication lines.
The MiGs were 8,000 feet (2,400 m) below Davis and Littlefield and had not noticed them. Without hesitating, Davis immediately flew behind the MiG-15 formation and attacked them from the rear. His surprise attack destroyed one of the MiG-15s, and he quickly turned to the next closest MiG and destroyed it before it could outmaneuver him. By this time, Davis and Littlefield had overtaken many of the MiGs, and some that were behind them began firing. Davis then moved to target a third MiG at the front of the formation, but as he was lining up his shot a MiG scored a direct hit on Davis' fuselage, causing his aircraft to spin out of control. Littlefield said later that he had spotted Davis' landing gear open, indicating hydraulic failure, and that he had attempted to defend Davis' aircraft as it lost altitude until Davis crashed and died. Littlefield reported that he had not seen Davis bail out of his aircraft. Davis was declared missing in action and presumed killed. Intense aerial searches of the area later revealed no evidence that Davis had survived the crash. Indeed, a week after the incident, the Chinese military searched the region and recovered Davis' body, which was found in the crashed aircraft. The Chinese never returned Davis' body to the United States.
In his four months in Korea, Davis had scored 14 confirmed victories, one probable victory and two aircraft damaged, bringing his career-total victory count to 21. By the end of the war, he was ranked fourth among pilots, surpassed by Joseph C. McConnell, James Jabara, and Manuel J. Fernandez, after his death. Immediately after receiving a report of Davis’ mission, his fellow ace Colonel Harrison Thyng, commander of the 4th Wing, recommended Davis for the Medal of Honor. On April 15, 1953, Davis was posthumously promoted to the rank of lieutenant colonel. Davis' cenotaph is located in the City of Lubbock Cemetery in Lubbock, Texas. Also buried at this cemetery is musician Buddy Holly and Medal of Honor recipient Herman C. Wallace. In April 1953, Davis' wife and family received his Medal of Honor from Air Force Chief of Staff, General Nathan F. Twining, at Reese Air Force Base in Lubbock.
### Length of tour
After Davis' death, US Representative George H. Mahon (D-19) ordered an investigation into why Davis had remained in Korea after becoming a fighter ace. US military policy was to rotate pilots to stateside duty once they became aces, both so that they could train other pilots and so that they would not be killed in action. Mahon had been requesting that Davis be rotated back to the US up until a month before his death.
Davis' wife, Doris Davis, expressed anger toward the Air Force after his death, claiming that he had wanted to return to the United States after he became an ace, but had not been allowed to. She also claimed that he had been forced against his will into combat duty in Korea. Her complaints caused media attention to become focused on the Far East Air Force and its policies regarding the rotation of troops and pilots into and out of duty in Korea. Davis' wife had been a vocal opponent of the war since its beginning; she publicly denounced it after Davis' death, which widows of American soldiers rarely did during the war.
### Necessity of action
Subsequent to Davis' death, some historians have questioned whether his actions had been necessary under the circumstances. Barrett Tillman (author, military aviation) contended that Davis' Medal of Honor had merely been a public-relations move by the US military to quell questions surrounding his death and to draw attention away from his wife's vocal opposition to the war. The Medal of Honor citation credited Davis with saving the F-84 formation, but the formation of F-86s that Davis was leading actually outnumbered the MiG-15s, so arguably Davis could easily have drawn them into the battle. Still, fellow pilots attested to Davis' bravery. Fellow ace William T. Whisner said, "George Davis was the best fighter pilot I ever knew. The only thing he didn't have was concern of his own life."
As the Korean War progressed, other pilots began to describe Davis as "more brazen, more aggressive, and more willing to take risks in Korea than he was during World War II." He became increasingly contemptuous of the Soviet and Chinese MiG pilots he faced as time went on, leading to other pilots thinking that he may have underestimated the skills of his opponents, and that this may have been a contributing factor in causing his death.
### Identity of the shooter
Forty years after Davis' death, the identity of the person who shot Davis down, long assumed to be Chinese pilot Zhang Jihui, became a matter of dispute. Although Zhang had been credited by the Chinese with having shooting down Davis' F-86, after Russia declassified its involvement in the war Russian sources claimed that the pilot responsible had actually been Mikhail A. Averin (Михаил A. Аверин). Davis was the highest-ranking American Korean War ace at the time and the only American ace killed in action during the war. His death would have been a huge propaganda victory for the nation whose pilot was responsible for shooting him down. Davis' death at the hands of a Chinese pilot would also have been seen as avenging the losses inflicted by him over Taehwado Island on November 30, 1951. About 36 MiG-15s from the Chinese 4th Fighter Division were involved in the February 10 engagement in which Davis was killed, and Zhang was among the group. According to Zhang's own report after the battle, while the MiGs were en route to intercept Davis' group, he and his wingman became separated from the main element. As Zhang was trying to rejoin his formation, he spotted a group of eight F-86s in the area between Taechon and Chongye at 07:40. Zhang and his wingman then swung down onto the tails of two Sabres and opened fire. Zhang claimed that he had shot down both Sabres, but that reinforcements had soon thereafter destroyed his MiG and killed his wingman.
The publicity surrounding Davis' death soon caught Chinese attention. To determine whether Davis was killed by Zhang, given the absence of gun camera footage, the 4th Fighter Division sent out two search teams, on February 16 and 18. They recovered the wreckage of an F-86E, along with Davis' body and his belongings. His dog tag is currently on display at the Dandong Korean War Museum. The search team also discovered that the crash site was within 550 yd (500 m) of where Zhang had ejected from his own aircraft, and that Zhang's 12th Regiment was the only unit that had operated near the area at the time. In light of these findings and the testimonies from ground troops that had witnessed the battle, Zhang was credited by the Chinese military with having shot down Davis' F-86.
However, according to the recollections of the pilots of the Soviet 64th Aviation Corps, both Zhang and his wingman were probably shot down by Davis, who was, in turn, surprised and shot down by Averin, who had been scrambling to save the Chinese MiGs. Lieutenant General Georgy Lobov (Г.А.Лобов), commander of the 64th Aviation Corps, also states in his memoirs that Davis was killed by a Soviet pilot.
Both China and Russia took credit for Davis' death, and there has been no conclusive evidence either way. Regardless of the uncertainty surrounding Davis' death, Zhang became a household name in China. The Chinese military later awarded Zhang the title of Combat Hero, 1st Class for this action.
## Aerial victories
Throughout his career, Davis was credited with 21 confirmed victories, one probable victory and two aircraft damaged. This made him one of only 30 US pilots to gain more than 20 confirmed victories over their careers. He had been known to be an extremely talented pilot and was especially accurate at deflection shooting, even from long distances against moving targets. Davis was one of 1,297 World War II aces from the United States, with seven confirmed kills during that war. He later became one of 41 Korean War aces from the United States, with 14 confirmed victories during that war. At the time of his death, he was the top-scoring ace from the US, making him the ace of aces. By the end of the war, he was the fourth-highest-scoring ace.
During the Korean War, Davis' accomplishments were particularly noteworthy. He was the only F-86 pilot to be awarded the Medal of Honor, and he was one of very few pilots who were able to score multiple kills on a single patrol. This was an extremely rare feat, which Davis accomplished on four occasions and which was rivaled only by fellow ace James Jabara who also scored a notable number of double victories. In shooting down four Chinese aircraft on November 30, 1951, Davis scored the most kills in a single day of any pilot in the war. Davis also took the shortest time to become a double ace; just 17 days in Korea. The next best pilot achieved the feat in 51 days.
Davis is one of six US Air Force pilots and seven US pilots overall who achieved ace status as both a piston-engined pilot in World War II and as a jet pilot in a later conflict. The others are Francis S. Gabreski, James P. Hagerstrom, William T. Whisner, Vermont Garrison and Harrison Thyng, as well as John F. Bolt of the US Marine Corps.
## Military awards
Davis' military decorations and awards include:
## Medal of Honor citation
Davis was the third of four members of the US Air Force to be awarded the Medal of Honor in the Korean War, after Louis J. Sebille, John S. Walmsley Jr. and before Charles J. Loring Jr. All four Air Force recipients of the MOH were pilots who were killed in action and the only USAF members to be awarded the Army version of the medal.
> Maj. Davis distinguished himself by conspicuous gallantry and intrepidity at the risk of his life above and beyond the call of duty. While leading a flight of four F-86 Saberjets on a combat aerial patrol mission near the Manchurian border, Maj. Davis' element leader ran out of oxygen and was forced to retire from the flight with his wingman accompanying him. Maj. Davis and the remaining F-86's continued the mission and sighted a formation of approximately 12 enemy MIG-15 aircraft speeding southward toward an area where friendly fighter-bombers were conducting low level operations against the Communist lines of communications. With selfless disregard for the numerical superiority of the enemy, Maj. Davis positioned his two aircraft, then dove at the MIG formation. While speeding through the formation from the rear he singled out a MIG-15 and destroyed it with a concentrated burst of fire. Although he was now under continuous fire from the enemy fighters to his rear, Maj. Davis sustained his attack. He fired at another MIG-15 which, bursting into smoke and flames, went into a vertical dive. Rather than maintain his superior speed and evade the enemy fire being concentrated on him, he elected to reduce his speed and sought out still a third MIG-15. During this latest attack his aircraft sustained a direct hit, went out of control, then crashed into a mountain 30 miles south of the Yalu River. Maj. Davis' bold attack completely disrupted the enemy formation, permitting the friendly fighter-bombers to successfully complete their interdiction mission. Maj. Davis, by his indomitable fighting spirit, heroic aggressiveness, and superb courage in engaging the enemy against formidable odds exemplified valor at its highest.
### Distinguished Service Cross citation
> The President of the United States of America, under the provisions of the Act of Congress approved July 9, 1918, takes pride in presenting the Distinguished Service Cross (Posthumously) to Major George Andrew Davis, Jr. (AFSN: 0-671514/13035A), United States Air Force, for extraordinary heroism in connection with military operations against an armed enemy of the United Nations while serving as Squadron Commander, 334th Fighter-Interceptor Squadron, 4th Fighter-Interceptor Wing, FIFTH Air Force, on 27 November 1951, during an engagement with enemy aircraft near Sinanju, Korea. While leading a group formation of thirty-two F-86 aircraft on a counter air mission, Major Davis observed six MIG-15 aircraft headed southward above the group. With exemplary leadership and superior airmanship, he maneuvered his forces into position for attack. Leading with great tactical skill and courage, Major Davis closed to 800 feet on a MIG-15 over Namsi. He fired on the enemy aircraft, which immediately began burning. A few seconds later, the enemy pilot bailed out of his aircraft. Continuing the attack on the enemy forces, Major Davis fired on the wingman of the enemy flight, which resulted in numerous strikes on the wing roots and the fuselage. As Major Davis broke off his relentless attack on this MIG-15, another MIG-15 came down on him. He immediately brought his aircraft into firing position upon the enemy and after a sustained barrage of fire, the enemy pilot bailed out. Although low on fuel, he rejoined his group and reorganized his forces to engage the approximate 80 enemy aircraft making the attack. Against overwhelming odds, Major Davis' group destroyed two other MIG-15 aircraft, probably destroyed one and damaged one other. Major Davis' aggressive leadership, his flying skill and devotion to duty contributed invaluable to the United Nations' cause and reflect great credit on himself, the Far East Air forces and the United States Air Force.
## See also
- List of Korean War air aces
- List of Korean War Medal of Honor recipients
- List of World War II aces from the United States |
32,145,197 | Murder of Julia Martha Thomas | 1,153,478,161 | Notorious murder from March 1879 | [
"1870s murders in London",
"1879 in London",
"1879 murders in the United Kingdom",
"Burials at Barnes Cemetery",
"Deaths by person in London",
"Deaths from asphyxiation",
"Dismemberments",
"Female murder victims",
"History of the London Borough of Richmond upon Thames",
"March 1879 events",
"Murder in London",
"Richmond, London"
]
| The murder of Julia Martha Thomas, dubbed the "Barnes Mystery" or the "Richmond Murder" by the press, was one of the most notorious crimes in the Victorian period of the United Kingdom. Thomas, a widow in her 50s who lived in Richmond, London, was murdered on 2 March 1879 by her maid Kate Webster, a 30-year-old Irishwoman with a history of theft. Webster disposed of the body by dismembering it, boiling the flesh off the bones, and throwing most of the remains into the River Thames.
It was alleged, although never proven, that Webster had offered the fat to a publican, neighbours and street children as dripping and lard. Part of Thomas's remains were subsequently recovered from the river. Her severed head remained missing until October 2010, when the skull was found during building works being carried out for Sir David Attenborough.
After the murder, Webster posed as Thomas for two weeks but was exposed and fled back to Ireland at her uncle's home at Killanne near Enniscorthy, County Wexford. She was arrested there on 29 March and was returned to London, where she stood trial at the Old Bailey in July 1879. At the end of a six-day trial, Webster was convicted and sentenced to death after a jury of matrons rejected her last-minute attempt to avoid the death penalty by pleading pregnancy. She finally confessed to the murder the night before she was hanged, on 29 July at Wandsworth Prison. The case attracted huge public interest and was widely covered by the press in both Britain and Ireland. Webster's behaviour after the crime and during the trial further increased the notoriety of the murder.
## Background
Julia Martha Thomas was a former schoolteacher who had been widowed twice. Since the death of her second husband in 1873, she had lived on her own at 2 Mayfield Cottages (also known as 2 Vine Cottages) in Park Road in Richmond, London. The house was a two-storey semi-detached villa built in grey stone with a garden at the front and back. The area was not heavily populated at the time, although her house was close to a public house called The Hole in the Wall.
Thomas was described by her doctor George Henry Rudd as "a small, well-dressed lady" who was about 54 years old. Elliot O'Donnell, summing up contemporary accounts in his introduction to a transcript of Webster's trial, said that Thomas had an "excitable temperament" and was regarded by her neighbours as eccentric. She frequently travelled, leaving her friends and relatives unaware of her whereabouts for weeks or months at a time. Thomas was a member of the lower middle class and as such was not wealthy, but she habitually dressed up and wore jewellery to give the impression of prosperity. Her desire to employ a live-in domestic servant probably had as much to do with status as with practicality. However, she had a reputation for being a harsh employer and her irregular habits meant that she had difficulty finding and retaining servants. Before 1879, Thomas had been able to keep only one maid for any length of time.
On 29 January 1879, Thomas took on Kate Webster as her servant. Webster had been born as Kate Lawler in Killanne, County Wexford, near Enniscorthy, in about 1849. She was later described by The Daily Telegraph as "a tall, strongly-made woman of about 5 feet 5 inches (165 cm) in height with sallow and much freckled complexion and large and prominent teeth". The details of Webster's early life are unclear, as many of her later autobiographical statements proved unreliable, but she claimed to have been married to a sea captain called Webster by whom she had four children.
According to Webster's account, all the children died, as did her husband, within a short time of each other. She was imprisoned for larceny in Wexford in December 1864, when she was only about 15 years old, and came to England in 1867. In February 1868, she was sentenced to four years of penal servitude for committing larceny in Liverpool.
Webster was released from jail in January 1872 and, by 1873, she had moved to Rose Gardens in Hammersmith, West London, where she became friends with a neighbouring family named Porter. On 18 April 1874, she gave birth to a son whom she named John W. Webster in Kingston upon Thames. The identity of the father is unclear, as she named three different men at various times. One, a man named Strong, was her accomplice in further robberies and thefts. She later claimed to have been forced into crime, as she had been "forsaken by him, and committed crimes for the purpose of supporting myself and child".
Webster moved frequently around West London using various aliases, including Webb, Webster, Gibbs, Gibbons, and Lawler. While living in Teddington, she was arrested and convicted in May 1875 of 36 charges of larceny. She was sentenced to eighteen months in Wandsworth Prison. Not long after leaving prison, Webster was arrested again for larceny and was sentenced to another twelve months' imprisonment in February 1877. Her young son was cared for in her absence by Sarah Crease, a friend who worked as a charwoman for a Miss Loder in Richmond.
In January 1879, Crease fell ill and Webster stood in for her as a temporary replacement at Loder's house. Loder knew Thomas as a friend and was aware of her wish to find a domestic servant. She recommended Webster on the basis of the latter's temporary work for her. When Thomas met Webster, she engaged her on the spot, though she did not appear to have made any inquiries about Webster's character or past. After Webster was taken on by Thomas, the relationship between the two women appears to have deteriorated rapidly. Thomas disliked the quality of Webster's work and frequently criticised it. Webster later said:
> At first I thought her a nice old lady ... but I found her very trying, and she used to do many things to annoy me during my work. When I had finished my work in my rooms, she used to go over it again after me, and point out places where she said I did not clean, showing evidence of a nasty spirit towards me.
Webster in turn became increasingly resentful of Thomas, to the point that Thomas attempted to persuade friends to stay with her as she did not like to be alone with Webster. It was arranged that Webster would leave Thomas's service on 28 February. Thomas recorded her decision in her last diary entry: "Gave Katherine warning to leave".
## Murder and the disposal of the body
Webster persuaded Thomas to keep her on for a further three days until Sunday 2 March. She had Sunday afternoons off as a half-day and was expected to return in time to help Thomas prepare for evening service at the local Presbyterian church. On this occasion, however, Webster visited the local alehouse and returned late, delaying Thomas's departure. The two women quarrelled and several members of the congregation later reported that Thomas had appeared "very agitated" on arriving at the church. She told a fellow congregant that she had been delayed by "the neglect of her servant to return home at the proper time", and said that Webster had "flown into a terrible passion" upon being rebuked. Thomas returned home from church early, about 9 pm, and confronted Webster. According to Webster's eventual confession:
> Mrs. Thomas came in and went upstairs. I went up after her, and we had an argument, which ripened into a quarrel, and in the height of my anger and rage I threw her from the top of the stairs to the ground floor. She had a heavy fall, and I became agitated at what had occurred, lost all control of myself, and, to prevent her screaming and getting me into trouble, I caught her by the throat, and in the struggle she was choked, and I threw her on the floor.
The neighbours, a woman named Ives (Thomas's landlady) and her mother, heard a single thump like that of a chair falling over but paid no heed to it at the time. Next door, Webster began disposing of the body by dismembering it and boiling it in the laundry copper and burning the bones in the hearth. She later described her actions:
> I determined to do away with the body as best I could. I chopped the head from the body with the assistance of a razor which I used to cut through the flesh afterwards. I also used the meat saw and the carving knife to cut the body up with. I prepared the copper with water to boil the body to prevent identity; and as soon as I had succeeded in cutting it up I placed it in the copper and boiled it. I opened the stomach with the carving knife, and burned up as much of the parts as I could.
The neighbours noticed an unusual, unpleasant smell. Webster spoke later of how she was "greatly overcome, both from the horrible sight before me and the smell". However, the activity at 2 Mayfield Cottages did not seem to be out of the ordinary, as it was customary in many households for the washing to begin early on Monday morning. Over the next couple of days, Webster continued cleaning the house and Thomas's clothes and to put on a show of normality for people who called for orders. Behind the scenes, she was packing the dismembered remains into a black Gladstone bag and a corded wooden bonnet-box. She was unable to fit the murdered woman's head and one of the feet into the containers and disposed of them separately, throwing the foot onto a rubbish heap in Twickenham. The head was buried under the Hole in the Wall's stables a short distance from Thomas's house, where it was found 131 years later.
On 4 March, Webster travelled to Hammersmith to see her old neighbours the Porters, whom she had not seen for six years, wearing Thomas's silk dress and carrying the Gladstone bag which she had filled with some of the remains. Webster introduced herself to the Porters as "Mrs. Thomas". She claimed that, since last meeting the Porters, she had married, had a child, been widowed, and had been left a house in Richmond by an aunt. She invited Porter and his son Robert to a pub, the Oxford and Cambridge Arms, in Barnes. Along the way, she disposed of the bag that she was carrying, probably by dropping it into the River Thames, while the Porters were inside the pub drinking. It was never recovered. Webster then asked young Robert Porter if he could help her carry a heavy box from 2 Mayfield Cottages to the station. As they crossed Richmond Bridge, Webster dropped the box into the Thames. She was able to explain it away and did not arouse Robert's suspicions.
The following day, however, the box was found washed up in shallow water next to the river bank about five miles downstream. It was spotted by Henry Wheatley, a coal porter who was driving his cart past Barnes Railway Bridge shortly before seven in the morning. He initially thought that the box might contain the proceeds of a burglary. He recovered the box and opened it, finding that it contained what looked like body parts wrapped in brown paper. The discovery was immediately reported to the police and the remains were examined by a doctor, who found that they consisted of the trunk (minus entrails) and legs (minus one foot) of a woman. The head was missing and was later assumed to have been thrown into the river separately by Webster.
Around the same time, a human foot and ankle were found in Twickenham. It was clear that all of the remains belonged to the same corpse, but there was nothing to connect them with Thomas and no means to identify the remains. The doctor who examined the body parts erroneously attributed them to "a young person with very dark hair". An inquest on 10–11 March resulted in an open verdict on the cause of death, and the unidentified remains were laid to rest in Barnes Cemetery on 19 March. The newspapers dubbed the unexplained murder the "Barnes Mystery", amid speculation that the body had been used for dissection and anatomical study.
It was later alleged that Webster had offered two pots of lard to a neighbour, supposed to have been rendered from Thomas's boiled fat. However, no evidence about this was offered at the subsequent trial and it seems likely that the story is merely a legend, particularly as several versions of the story appear to exist. The proprietress of a nearby pub claimed that Webster had visited her establishment and tried to sell what she called "best dripping" there. Leonard Reginald Gribble, a writer on criminology, commented that "there is no acceptable evidence that such a repulsive sale was ever made, and it is more than possible that the episode belongs rightfully with the rest of the vast collection of apocryphal stories that has accumulated, not unnaturally, about the persons and deeds of famous criminals."
Webster continued to live at 2 Mayfield Cottages while posing as Thomas, wearing her late employer's clothes and dealing with tradesmen under her newly assumed identity. On 9 March, she reached an agreement with John Church, a victualler from Hammersmith, to sell Thomas's furniture and other goods to furnish his pub, the Rising Sun. He agreed to pay her £68 with an interim payment of £18 in advance.
By the time that the removal horse and cart arrived on 18 March, the neighbours were becoming increasingly suspicious, as they had not seen Thomas for nearly two weeks. Her next door neighbour and landlady Miss Ives asked the deliverymen who had ordered the goods removed. They replied "Mrs Thomas" and indicated Webster. Realising that she had been exposed, Webster fled immediately, catching a train to Liverpool and travelling from there to her family home at Enniscorthy.
Meanwhile, Church realised that he had been deceived. When he went through the clothes in the delivery van, he found a letter addressed to the real Thomas. The police were called in and searched 2 Mayfield Cottages. There they discovered blood stains, burned finger-bones in the hearth and fatty deposits behind the copper, as well as a letter left by Webster giving her home address in Ireland. They immediately put out a "wanted" notice giving a description of Webster and her son. Detectives from Scotland Yard soon discovered that Webster and her son had fled back to Ireland aboard a coal steamer.
The head constable of the Royal Irish Constabulary (RIC) in Wexford realised that the woman being sought by Scotland Yard was the same person whom his force had arrested fourteen years previously for larceny. The RIC were able to trace Webster to her uncle's farm at Killanne near Enniscorthy and arrested her there on 29 March. She was taken to Kingstown (modern Dún Laoghaire) and from there back to Richmond via Holyhead, in the custody of the Scotland Yard policemen.
On hearing of the crime with which she was charged, Webster's uncle refused to give shelter to her son, and the authorities sent the boy to the local workhouse until such time as a place could be found for him in an industrial school.
## Webster's trial and execution
Thomas's murder caused a sensation on both sides of the Irish Sea. When the news broke, many people travelled to Richmond to look at Mayfield Cottages. The crime was just as notorious in Ireland; as Webster travelled under arrest from Enniscorthy to Dublin, crowds gathered to gawk and jeer at her at nearly every station between the two locations. The pre-trial magistrates' hearings were attended by "many privileged and curious persons ... including not a few ladies", according to the Manchester Guardian. The Times reported that Webster's first appearance at Richmond Magistrates' Court was greeted by "an immense crowd yesterday around the building ... and very great excitement prevailed."
Webster went on trial at the Central Criminal Court – the Old Bailey – on 2 July 1879. In a sign of the great public interest aroused by the case, the prosecution was led by the Solicitor General, Sir Hardinge Giffard. Webster was defended by a prominent London barrister, Warner Sleigh, and the case was presided over by Mr. Justice Denman. The trial was just as well-attended as the earlier hearings in Richmond and attracted intense interest from all levels of society; on the fourth day of the trial, the Crown Prince of Sweden – the future King Gustaf V – turned up to watch the proceedings.
Over the course of six days, the court heard a succession of witnesses piecing together the complicated story of how Thomas had met her death. Webster had attempted before the trial to implicate the publican John Church and her former neighbour Porter, but both men had solid alibis and were cleared of any involvement in the murder. She pleaded not guilty and her defence sought to emphasise the circumstantial nature of the evidence, highlighting her devotion to her son as a reason why she could not have been capable of the murder. However, Webster's public unpopularity, impassive demeanour and scanty defence counted strongly against her.
A particularly damning piece of evidence came from a bonnetmaker named Maria Durden who told the court that Webster had visited her a week before the murder and had said that she was going to Birmingham to sell some property, jewellery and a house that her aunt had left her. The jury interpreted this as a sign that Webster had premeditated the murder and convicted her after deliberating for about an hour and a quarter.
Shortly after the jury returned its verdict and just before the judge was about to pass sentence, Webster was asked if there was any reason why sentence of death should not be passed upon her. She pleaded that she was pregnant in an apparent bid to avoid the death penalty. The Law Times reported that "[u]pon this a scene of uncertainty, if not of confusion, ensued, certainly not altogether in harmony with the solemnity of the occasion." The judge commented that "after thirty-two years in the profession, he was never at an inquiry of this sort."
Eventually the Clerk of Assize suggested using the archaic mechanism of a jury of matrons, constituted from a selection of the women attending the court, to rule upon the question of whether Webster was "with quick child". Twelve women were sworn in along with a surgeon named Bond, and they accompanied Webster to a private room for an examination that only took a couple of minutes. They returned a verdict that Webster was not "quick with child", though this did not necessarily mean that she was not pregnant – a distinction that led the president of the Obstetrical Society of London to protest at the use of "the obsolete medical assumption that the unborn child is not alive until the so-called 'quickening'".
A few days before Webster was due to be executed an appeal was submitted on her behalf to the Home Secretary, R. A. Cross. It was turned down with an official statement that after considering the arguments put forward, the Home Secretary had "failed to discover any sufficient ground to justify him in advising Her Majesty to interfere with the due course of the law".
Before she was executed, Webster made two statements confessing to the crime. In her first, she implicated Strong, the purported father of her child, who she said had participated in the murder and was responsible for leading her into a life of crime. She recanted on 28 July, the night before she was due to be executed, making a further statement in which she took sole responsibility and exonerated Church, Porter and Strong of any involvement. She was hanged the following day at Wandsworth Prison at 9 am, where the hangman, William Marwood, used his newly developed long drop technique to cause instantaneous death. After her death was certified, she was buried in an unmarked grave in one of the prison's exercise yards. The crowd waiting outside cheered as a black flag was raised over the prison walls, signifying that the death sentence had been carried out.
An auction of Thomas's property was held at 2 Mayfield Cottages on the day after Webster's execution. Church managed to obtain Thomas's furniture after all, along with numerous other personal effects including her pocket-watch and the knife with which she had been dismembered. The copper in which the body had been boiled was sold for five shillings. Other visitors contented themselves with taking small pebbles and twigs from the garden as souvenirs. The house itself remained unoccupied until 1897, as nobody would live there after the murder. Even then, according to the occupant, servants were reluctant to work at such a notorious place.
It was later rumoured that a "ghostly nun" could be seen hovering over the place where Thomas had been buried. To the surprise and disappointment of Elliott O'Donnell, there was no sign that her house was haunted, and Guy Logan noted that the "neat and pretty" appearance of the property gave no hint of the crime that had been committed within: "anything less like the popular conception of a 'murder house' it would be hard to imagine."
## Social impact of the murder
The murder had a considerable social impact on Victorian Britain and Ireland. It caused an immediate sensation and was widely reported in the press. Freeman's Journal and Daily Commercial Advertiser of Dublin noted that what it called "one of the most sensational and awful chapters in the annals of human wickedness" had resulted in the press "teem[ing] with descriptions and details of the ghastly horrors of that crime".
Such was Webster's notoriety that within only a few weeks of her arrest, and well before she had gone to trial, Madame Tussaud's created a wax effigy of her and put it on display for those who wished to see the "Richmond Murderess". It remained on display well into the twentieth century alongside other notorious killers such as Burke and Hare and Hawley Harvey Crippen.
Within days of Webster's execution an enterprising publisher on the Strand rushed into print a souvenir booklet for the price of a penny, "The Life, Trial and Execution of Kate Webster", which was advertised as "compris[ing] Twenty Handsome Pages, containing her entire History, with Summing-up, Verdict, and interesting particulars, together with her last words, and a FULL-PAGE ENGRAVING of the EXECUTION – Portraits, Illustrations &c." The Illustrated Police News published a souvenir cover depicting an artist's impression of the day of the execution. It depicted "the prisoner visited by her friends", "the process of pinioning", the final rites being said, "hoisting the black flag", and finally "filling up the coffin with lime".
The case was also commemorated, while it was still ongoing, by street ballads – musical narratives set to the tune of popular songs. H. Such, a printer and publisher in Southwark, issued a ballad entitled "Murder and Mutilation of an Old Lady near Barnes" shortly after Webster had been arrested, set to the tune of "Just Before the Battle, Mother", a popular song of the American Civil War. At the end of the trial Such issued another ballad, set to the tune of "Driven from Home", announcing:
> > The terrible crime at Richmond at last, On Catherine Webster now has been cast, Tried and found guilty she is sentenced to die. From the strong hand of justice she cannot fly. She has tried all excuses but of no avail, About this and murder she's told many tales, She has tried to throw blame on others as well, But with all her cunning at last she has fell.
Webster herself was characterised as malicious, reckless and wilfully evil. Commentators saw her crime as both gruesome and scandalous. Servants were expected to be deferential; her act of extreme violence towards her employer was deeply disquieting. At the time, about 40% of the female labour force was employed as domestic servants for a very wide range of society, from the wealthiest to respectable working-class families. Servants and employers lived and worked in close proximity, and the honesty and orderliness of servants was a constant cause of concern. Servants were very poorly paid and larceny was an ever-present temptation. Had Webster succeeded in completing the deal with Church to sell Thomas's furniture, she stood to gain the equivalent of two to three years' worth of wages.
Another cause of revulsion against Webster was her attempt to impersonate Thomas. She had managed to perpetrate the impersonation for two weeks, implying that middle-class identity amounted to little more than cultivating the right demeanour and having the appropriate clothes and possessions, whether or not they had been earned. Church, whom Webster had attempted to implicate, was himself a former servant who had risen to lower middle-class status and earned a measure of prosperity and effective management of his pub. His commitment to bettering himself through hard work was in keeping with the ethic of the time. Webster, in contrast, had simply stolen her briefly-held middle-class identity.
Exacerbating the crime in the minds of many Victorians was how Webster violated the expected norms of femininity by the standards of the Victorian era. Victorian ideals saw women as moral, passive and physically weak or restrained. Webster was seen as quite the opposite and was described in lurid ways that emphasised her lack of femininity. Elliott O'Donnell, writing in his introduction to the trial transcript, described Webster as "not merely savage, savage and shocking ... but the grimmest of grim personalities, a character so uniquely sinister and barbaric as to be hardly human." The newspapers described her as "gaunt, repellent, and trampish-looking", though the reporter for The Penny Illustrated Paper and Illustrated Times commented that she was "not so ill-favoured as she has been described".
Webster's appearance and behaviour were seen as key signs of her inherently criminal nature. Crimes were thought to be committed by a social "residuum" at the bottom of society who occupied themselves as "habitual criminals", choosing to live a life of drink and theft rather than improving themselves through thrift and hard work. Her strong build, partly a result of the hard physical labour that was her livelihood, ran counter to the largely middle-class notion that women were meant to be physically frail. Some commentators saw her facial features as indicative of criminality; O'Donnell commented upon her "obliquely set eyes", which he declared "are not infrequently found in homicides ... this peculiarity, which I consider was sufficient in itself, as one of nature's danger signals, to have warned people to steer clear of her."
Webster's behaviour in court and her sexual history also counted against her. She was widely described by reporters as "calm" and "stolid" in facing the court and cried only once during the trial, when her son was mentioned. This contradicted the expectation that "properly feminine" women should be penitent and emotional in such a situation. Her succession of male friends, one of whom had fathered her child outside wedlock, suggested promiscuous female sexuality – again, strongly counter to expected norms of behaviour. During her trial Webster attempted unsuccessfully to evoke sympathy by blaming Strong, the possible father of her child, for leading her astray: "I formed an intimate acquaintance with one who should have protected me and was led away by evil associates and bad companions." This claim played on social expectations that women's moral sense was inextricably linked with chastity – "falling" sexually would lead to other forms of "ruin" – and that men who had sexual relations with women acquired social obligations that they were expected to fulfil. Webster's attempt to implicate three innocent men also caused outrage; O'Donnell commented that "public opinion, as a whole, undoubtedly condemned Kate Webster, as much, perhaps, for her attempts to bring three innocent men to the scaffold as for the actual murder itself."
According to Shani D'Cruze of the Feminist Crime Research Network, the fact that Webster was Irish was a significant factor in the widespread revulsion felt towards her in Britain. Many Irish people had emigrated to England since the Great Famine of 1849, but met widespread prejudice and persistent associations with criminality and drunkenness. The Irish were at worst depicted as bestial and subhuman, and there were repeated episodes of violence between Irish and English workers as well as attacks by Fenians (Irish nationalists) in England. The demonisation of Webster as "hardly human", as O'Donnell put it, was of a piece with the public and judicial perceptions of the Irish as innately criminal.
## Discovery of Thomas's skull
In 1952, the naturalist Sir David Attenborough and his wife Jane bought a house situated between the former Mayfield Cottages (which still stand today) and the Hole in the Wall pub. The pub closed in 2007 and fell into dereliction but was bought by Attenborough in 2009 to be redeveloped.
On 22 October 2010, workmen carrying out excavation work at the rear of the old pub uncovered a "dark circular object", which turned out to be a woman's skull. It had been buried underneath foundations that had been in place for at least forty years, on the site of the pub's stables. It was immediately speculated that the skull was Thomas's, and the coroner asked Richmond police to carry out an investigation into the identity and circumstances of death of the skull's owner.
Carbon dating carried out at the University of Edinburgh dated the skull to between 1650 and 1880, while the fact that it had been deposited on top of a layer of Victorian tiles suggested that it belonged to the end of this era. The skull had fracture marks consistent with Webster's account of throwing Thomas down the stairs, and it was found to have low collagen levels, consistent with it being boiled. In July 2011, the coroner concluded that the skull was indeed that of Thomas. DNA testing was not possible as she had died childless and no relatives could be traced; in addition, there was no record of where exactly in Barnes Cemetery the rest of her body had been buried.
The coroner recorded a verdict of unlawful killing, superseding the open verdict recorded in 1879. The cause of Thomas's death was given as asphyxiation and a head injury. The police called the outcome "a good example of how good old-fashioned detective work, historical records and technological advances came together to solve the 'Barnes Mystery'". |
4,976,693 | Sovetsky Soyuz-class battleship | 1,124,807,163 | Planned class of Soviet battleships | [
"Abandoned military projects of the Soviet Union",
"Battleship classes",
"Cancelled ships",
"Proposed ships",
"World War II battleships of the Soviet Union"
]
| The Sovetsky Soyuz-class battleships (Project 23, Russian: Советский Союз, "Soviet Union"), also known as "Stalin's Republics", were a class of battleships begun by the Soviet Union in the late 1930s but never brought into service. They were designed in response to the Bismarck-class battleships being built by Germany. Only four hulls of the fifteen originally planned had been laid down by 1940, when the decision was made to cut the program to only three ships to divert resources to an expanded army rearmament program.
These ships would have rivaled the Imperial Japanese Yamato class and America's planned Montana class in size if any had been completed, although with significantly weaker firepower: nine 406-millimeter (16 in) guns compared to the nine 460-millimeter (18.1 in) guns of the Japanese ships and a dozen 16-inch (406 mm) on the Montanas. The failure of the Soviet armor plate industry to build cemented armor plates thicker than 230 millimeters (9.1 in) would have negated any advantages from the Sovetsky Soyuz class's thicker armor in combat.
Construction of the first four ships was plagued with difficulties as the Soviet shipbuilding and related industries were not prepared to build such large ships. One battleship, Sovetskaya Belorussiya, was cancelled on 19 October 1940 after serious construction flaws were found. Construction of the other three ships was suspended shortly after Nazi Germany invaded the Soviet Union in June 1941, and never resumed. All three of the surviving hulls were scrapped in the late 1940s.
## Design and development
Design work began in 1935 on new battleships in response to the existing and planned German battleships, and the Soviets made extensive efforts in Italy and the United States to purchase either drawings or the ships themselves in the late 1930s. The Italian firm of Gio. Ansaldo & C. proposed a ship of 42,000 long tons (43,000 t) standard displacement with nine 16-inch (406 mm) guns, in size and appearance similar to the Italian battleship Littorio then under construction by the company. The U.S. firm of Gibbs & Cox provided four designs; one for a conventional battleship, and three hybrid designs which combined battleship main armament with a raised flight deck on the central superstructure capable of operating up to 30 aircraft. While these projects proved useful to the Soviets, they decided to proceed with their own designs.
The first Tactical-Technical Requirement (abbreviated in Russian as ТТZ) for the large battleship design was issued on 21 February 1936 but proved too ambitious, specifying nine 460 mm guns and a speed of 36 knots (67 km/h; 41 mph) on a displacement of 55,000 tons. The TTZ was revised in May 1936 by Admiral Orlov, Commander of the Soviet Navy, reducing speed to 30 knots (56 km/h; 35 mph), and weakening the secondary and anti-aircraft batteries. A few months later Admiral Orlov further reduced the size of the battleship to 45,000 tons and set the size of the main guns at 406 mm. Shortly afterward, the Soviet Union signed the Anglo-Soviet Quantitative Naval Agreement of 1937 and agreed to follow the terms of the Second London Naval Treaty that limited battleships to a displacement of 35,560 metric tons (35,000 long tons), although they did add a proviso that allowed them to build ships of unlimited size to face the Imperial Japanese Navy if they notified the British. Yet another TTZ was approved by Orlov on 3 August for ships of 41,500 tons with an armament of nine 406-millimeter, twelve 152-millimeter (6 in), twelve 100-millimeter (3.9 in), and forty 37-millimeter (1.5 in) guns, a maximum armor thickness of 380 mm (15 in) and a speed of 30 knots.
The design of KB-4, the surface ship design bureau of the Baltic Shipyard, was selected for further development although the lead designers were convinced that only a larger ship could fulfill the ambitious requirements. They did manage to get agreement on 22 November 1936 for a thickening of the deck armor that raised the displacement to about 47,000 tons. Design work continued on this basis and technical work was completed for a ship of 47,700 tons in April 1937, but the designers continued to press their case for larger ships. The issue was resolved by General Secretary Stalin at a meeting on 4 July when he agreed to increase displacement to about 56,000 tons. This forced the project to begin again.
The timing of the redesign proved to be inauspicious as the Great Purge was spreading through the ranks of the military and related industries. The original deadline for completion of design work by 15 October was missed, and an incomplete version was presented to the navy's Shipbuilding Administration the next month. A number of details remained to be worked out, including the final design of the machinery plant, the 152 mm guns and the 100 mm gun mounts. In the meantime, extensive and expensive testing was conducted on the ship's hull form, deck armor and torpedo protection; 27 million rubles were spent on experimental work in 1938 alone. Over 100 models of the hull were tested in a ship model basin to find the best hull form and two one-tenth-scale launches were built at Sevastopol to test the hull's maneuverability. An old steamship was fitted with a replica of the design's armor decks and tested against 500-kilogram (1,100 lb) bombs, proving that such ordnance would generally penetrate both the 40-millimeter (1.6 in) upper and 50-millimeter (2 in) middle decks before exploding on the armored deck. The main armor deck was raised one deck in consequence and a splinter deck added underneath it to stop any bomb or shell fragments that might penetrate the armor deck. The underwater protection system was tested on fifteen one-fifth scale models and two full-sized experimental barges. These tests proved that the torpedo belt system of multiple bulkheads was superior to the Pugliese system of a large tube filled with smaller sealed tubes, but it was too late to incorporate these test results into the design as construction was well underway by the time they were completed in late 1939.
A revised design was approved on 28 February 1938 and the first ship was to be laid down on 15 July, but even this design was incomplete and would be revised later. Trials with similarly shaped motor launches suggested that the hull's propulsive efficiency would be 1 knot (1.9 km/h; 1.2 mph) less than planned, and this was accepted in the November 1938 revision as a maximum speed of 27.5 knots (50.9 km/h; 31.6 mph). However, a new propeller design proved to be more efficient and was predicted to increase speed to 28 knots (52 km/h; 32 mph). Another change was the deletion of the centerline rudder when tests showed that the two wing rudders would not be able to counteract its effects if it jammed. The weight toward the stern of the boat was calculated to be too great, producing a substantial stern-down trim. To remedy this, the two 100 mm turrets mounted on the quarterdeck were deleted and the height of the armor belt abreast the rear turret was lowered, but this decision was reversed and they were restored by a decision of the State Defense Committee on 14 January 1941. This forced a revision of the aircraft arrangements as the aircraft catapult had to be removed from the centerline of the quarterdeck; two catapults were added to the sides of the quarterdeck instead.
### General characteristics
As designed, the Project 23-class ships, as Sovetsky Soyuz and her sisters were designated, were 269.4 meters (883 ft 10 in) long overall. They had a beam of 38.9 meters (127 ft 7 in) and a draft of 10.4 meters (34 ft 1 in) at deep load. They displaced 59,150 metric tons (58,220 long tons) at standard load and 65,150 metric tons (64,121 long tons) at full load, although weight estimates made in 1940 show that they would have exceeded 60,000 metric tons (59,052 long tons) standard and 67,000 metric tons (65,942 long tons) at full load.
The hull form was very full-bodied, especially at the forward magazines, where the torpedo protection system added width to the beam. Coupled with the relatively low length-to-beam ratio of 7.14:1, this meant that very powerful turbines were necessary to achieve even modest speeds. Stalin's decision that the Project 23-class ships would use three shafts instead of four increased the load on each shaft and reduced propulsive efficiency, although it did shorten the length of the armored citadel and thus overall displacement. Metacentric height was designed at 3.4 meters (11 ft 2 in) and the tactical diameter was estimated at about 1,170 meters (3,840 ft).
The Sovetsky Soyuz-class ships were provided with facilities to handle two to four KOR-2 flying boats which would be launched by the two catapults mounted on the stern. Two hangars were built into the after end of the forecastle deck to house two of them and cranes were provided at the forward end of the quarterdeck to hoist them out of the water.
### Machinery
The machinery arrangement "provided good dispersal of the machinery spaces, but at the cost of very long runs for the wing shafts (ca. 105 meters (344.5 ft)). The turbine compartments for the wing shafts were located forward of boiler room No. 1 and aft of the No. 2 turret magazines. The engine room for the center shaft's turbine was between boiler room No. 2 and No. 3. This meant that the wing propeller shafts had to run underneath the boilers.
The steam turbines, and a license to build them, were originally going to be ordered from Cammell Laird in the United Kingdom, but their £700,000 cost was more than the Soviets wanted to pay. Instead they bought them from Brown Boveri, using the technical information acquired from Cammell Laird in the process, for £400,000. Four single-reduction, impulse-reduction geared turbines were ordered from the Swiss firm, three to equip Sovetskaya Rossiya and one to serve as a pattern for the factory in Kharkov that was to build the remainder. The three produced a total of 201,000 shaft horsepower (149,886 kW). Six triangle-type water-tube boilers—two in each boiler room—powered the turbines at a working pressure of 37 kg/cm<sup>2</sup> (3,628 kPa; 526 psi) and a temperature of 380 °C (716 °F).
Maximum speed was estimated at 28 knots, using the revised propeller design, although forcing the machinery would yield an extra knot. The normal fuel oil capacity was 5,280 metric tons (5,197 long tons), giving an estimated endurance of 6,300 nautical miles (11,700 km; 7,200 mi) at 14.5 knots (26.9 km/h; 16.7 mph) and 1,890 nautical miles (3,500 km; 2,170 mi) at full speed. Maximum fuel capacity was 6,440 metric tons (6,338 long tons) which gave a range of 7,680 nautical miles (14,220 km; 8,840 mi) at 14.5 knots and 2,305 nautical miles (4,269 km; 2,653 mi) at full speed.
### Armament
The main armament consisted of three electrically powered MK-1 triple turrets, each with three 50-caliber 406 mm B-37 guns. The guns could be depressed to −2° and elevated to 45°. They had a fixed loading angle of 6° and their rate of fire varied with the time required to re-aim the guns. It ranged from 2.0 to 2.6 rounds per minute depending on the elevation. The turrets could elevate at a rate of 6.2 degrees per second and traverse at 4.55 degrees per second. 100 rounds per gun were carried. The guns fired 1,108-kilogram (2,443 lb) projectiles at a muzzle velocity of 830 m/s (2,700 ft/s); this provided a maximum range of 45,600 meters (49,900 yd).
The secondary armament consisted of twelve 57-caliber B-38 152 mm guns mounted in six twin-gun MK-4 turrets. Their elevation limits were −5° to +45° with a fixed loading angle of 8°. Their rate of fire also varied with the elevation from 7.5 to 4.8 rounds per minute. They were provided with 170 rounds per gun. The turrets could elevate at a rate of 13 degrees per second and traverse at 6 degrees per second. They had a maximum range of about 30,000 meters (98,425 ft) with a 55-kilogram (121 lb) shell at a muzzle velocity of 950 m/s (3,100 ft/s).
Heavy anti-aircraft (AA) fire was provided by a dozen 56-caliber 100 mm B-34 dual-purpose guns in six twin-gun MZ-14 turrets with 400 rounds per gun. The ships began construction with only four turrets, but two additional turrets were restored to the quarterdeck in January 1941. They could elevate to a maximum of 85° and depress to −8°. They could traverse at a rate of 12° per second and elevate at 10° per second. They fired 15.6-kilogram (34 lb) high explosive shells at a muzzle velocity of 895 m/s (2,940 ft/s); this provided a maximum range of 22,241 meters (24,323 yd) against surface targets, but their maximum range against aerial targets was 9,895 meters (32,464 ft), the limit of their time fuse.
Light AA defense was handled by ten quadruple, water-cooled, 46-K mounts fitted with 37 mm (1.5 in) 70-K guns with 1800 rounds per gun. Initially only eight mounts were planned when the ships began construction, but two more were added later, probably in January 1941, one on each side of the forward superstructure. Each mount was fully enclosed to protect the crew from the muzzle blast of the larger guns and against splinters. The guns fired .732-kilogram (1.61 lb) shells at a muzzle velocity of 880 m/s (2,900 ft/s). Their effective anti-aircraft range was 4,000 meters (13,123 ft).
### Fire control
Each main gun turret was given a DM-12 12-meter (39 ft 4 in) rangefinder for use in local control, but they were generally controlled by one of three KDP-8 fire-control directors. These had two 8-meter (26 ft 3 in) stereoscopic rangefinders, one to track the target and the other to measure the range to the ship's own shell splashes. Two of these were protected by 20 mm (0.8 in) of armor and were mounted atop the rear superstructure and the tower-mast. The other was mounted on top of the conning tower and was protected by 50 mm of armor. They used a TsAS-0 mechanical computer to generate firing solutions. Four KDP-4t-II directors, with two 4-meter (13 ft 1 in) rangefinders each, controlled the secondary armament. One pair was on either side of the tower-mast and the aft pair was on each side of the aft funnel. Three SPN-300 stabilized directors, each with a 4-meter rangefinder, controlled the heavy anti-aircraft guns. There was one on each side of the forward funnel while the other was atop the rear superstructure.
### Protection
Soviet armor plate plants proved incapable of producing plates of cemented armor thicker than 230 mm (9.1 in) which forced the decision to replace cemented plates thicker than 200 mm (7.9 in) with face-hardened ones with less resistance in November 1940. The plants tended to compensate by making the thicker plates harder, but this often made them more brittle and large numbers did not pass the acceptance tests. This would have significantly reduced the level of protection enjoyed by the Sovetsky Soyuz-class ships in combat.
The Sovetsky Soyuz-class ships devoted a total weight of 23,306 metric tons (22,938 long tons) to armor protection, a slightly greater weight than that of the larger Japanese Yamato class (23,262 metric tons (22,895 long tons)). Their armor was intended to resist 406 mm shells and 500 kg bombs, specifically shells fired from forward bearings between 35° and 50° from the centerline. This led to the very unusual situation where the armor belt thickened toward the bow to compensate for the narrowing of the ship near the forward magazines, which had to be compensated for by thicker armor. The belt was 148.4 meters (486 ft 11 in) long and covered 57% of the total waterline length. It was inclined 5° to increase its resistance to flat-trajectory shells. Over the machinery spaces it was 375 mm (14.8 in) thick and increased in steps until it was 420 mm (17 in) thick over the forward magazines. It was 380 mm (15 in) over the rear magazine. The belt armor was carried forward of the magazines at a thickness of 220 mm (8.7 in) and terminated in a steeply sloped (30°) transverse 285 mm (11.2 in) bulkhead that reduced to 250 mm (9.8 in) at the lower deck where it was continued down to the inner bottom by a 75-millimeter (3 in) bulkhead. Forward of this bulkhead was a 20 mm splinter belt that continued all the way to the bow. The main armor belt dropped down to the main deck from the upper deck abreast the aft turret to reduce weight. This "step" was protected by 180-millimeter (7.1 in) plates. A 365-millimeter (14.4 in) transverse bulkhead separated the rear turret and the ship's sides. The main part of the armored citadel was closed off by a 230 mm forward bulkhead and a 180 mm rear bulkhead, both of homogeneous armor. Splinter armor 25 mm (0.98 in) thick covered the upper portion of the citadel.
The forecastle deck was 25 mm thick while the upper deck was 155 mm (6.1 in) over the citadel. Below it, the 50 mm middle deck acted as a splinter deck. The upper deck was 100 mm thick above the 220 mm waterline belt extension. The bottom edge of the forward splinter belt met with a 65 mm (2.6 in) arched deck. Another arched deck of the same thickness covered the stern aft of the rear transverse bulkhead.
The main gun turrets had faces 495 mm (19.5 in) thick with sides and roofs 230 mm thick. 180-millimeter (7.1 in) thick plates protected the gun ports and 60-millimeter (2.4 in) bulkheads separated each gun. The barbettes were 425 mm (16.7 in) thick above the upper deck. The MK-4 turrets had 100 mm faces and 65 mm sides. Their barbettes were 100 mm in thickness, but reduced to 65 mm on their inboard sides. 100 mm of armor protected the faces, sides and backs of the MZ-14 turrets for the 100 mm guns, but their roofs and barbettes were 100 mm thick. The forward conning tower had walls 425 mm thick while the rear conning tower had only 220 mm (8.7 in). The flag bridge in the tower-mast had 75 mm (3.0 in) of protection.
The torpedo defense system was designed to withstand torpedoes with warheads equivalent to 750 kg (1,653 lb) of TNT. The ships were intended to be able to remain afloat with any five adjacent compartments flooded or with three torpedo hits and the destruction of the unarmored above-water side. The Pugliese system protected 123 meters (403 ft 7 in) of the ships' midsection. At the aft end was a multi-bulkhead protection system that extended another 33 meters (108 ft 3 in) to the rear from the Pugliese system. The depth of the system was 8.2 meters (26 ft 11 in) amidships, but it reduced to 7 meters (23 ft) fore and aft. The outer plating ranged from 11 to 14 mm (0.43 to 0.55 in) in thickness while the inner bottom was 7 mm (0.28 in) thick. The cylinder of the Pugliese system was also 7 mm thick while the semi-circular main bulkhead was 35 mm (1.4 in) thick with a flat 10-millimeter (0.39 in) bulkhead behind it. The 3.15-meter (10 ft 4 in) diameter cylinder was intended to be immersed in fuel oil or water.
## Construction
The August 1938 shipbuilding plan envisioned a total of 15 Project 23-class battleships, and this grandiose scheme was only slightly revised downward to 14 ships in the August 1939 plan. Eight of these were to be laid down before 1942 and the remaining six before 1947. However, only four were actually laid down before the outbreak of World War II forced the Soviets to reassess their ambitious plans. On 19 October 1940 an order was issued, signed by Stalin and Molotov, that no new battleships would be laid down in order to concentrate on smaller ships' building (and also, probably, because more resources were required for the Army), one ship was to be scrapped, and priority should be given to only one of the three remaining battleships.
The Soviet shipbuilding and related industries proved to be incapable of supporting the construction of so many large ships at the same time. The largest warships built in the Soviet Union prior to 1938 were the 8,000-metric-ton (7,874-long-ton) Kirov-class cruisers, and even they had suffered from a number of production problems, but the Soviet leadership appeared to ignore the difficulties encountered in the construction of the Kirov class when ordering 14 much more ambitious ships. Construction of two more ships planned for Leningrad and Nikolayev had to move to the brand-new Shipyard Nr. 402 in Molotovsk because the existing shipyards could not be expanded to handle so many large ships. Components for these two ships had to be manufactured at Leningrad and shipped via the White Sea – Baltic Canal to Molotovsk. Also, the turret shop at Nikolaev proved to be too poorly equipped to assemble the 406 mm mountings and the propeller shafts had to be ordered in 1940 from Germany and the Netherlands as the domestic plants were already overburdened with orders. Shipbuilding steel proved to be in short supply in 1940, and a number of batches were rejected because they did not meet specifications. Armor plate production was even more problematic as only 1,800 metric tons (1,772 long tons) of the anticipated 10,000 metric tons (9,842 long tons) were delivered in 1939, and more than half of that was rejected. Furthermore, the armor plants proved to be incapable of making cemented plates over 230 mm, and inferior face-hardened plates had to substitute for all thicknesses over 200 mm.
Machinery problems were likely to delay the ships well past their intended delivery dates of 1943–1944. Three turbines were delivered by Brown Boveri in 1939 to Arkhangelsk for Sovetskaya Rossiya, but the Kharkhovskii Turbogenerator Works never completed a single turbine before the German invasion in June 1941. A prototype boiler was supposed to have been built ashore for evaluation, but it was not completed until early 1941, which further complicated the production plan.
Construction of all three ships was ordered halted on 10 July 1941, and Sovetsky Soyuz was placed into long-term conservation as the most advanced ship. However, all three were officially stricken from the Navy List on 10 September 1941.
### Sovetsky Soyuz
Sovetsky Soyuz (Советский Союз–Soviet Union) was formally laid down 15 July 1938 in Shipyard Nr. 189 (Ordzhonikidze) in Leningrad, although evidence suggests that construction actually began in January 1939 after her slipway was completed, the necessary cranes were in place, and working drawings had been completed. When the war began she was estimated to be 21.19% complete, with 15,818 metric tons (15,568 long tons) of steel assembled on the slip. She was only lightly damaged by German air attacks and bombardments, and, as some material had been used during the siege of Leningrad, she was estimated to be 19.5% complete after the end of the war. Some thought was given to completing her, but this was opposed as she was regarded as obsolete in light of the experience gained during the war. Stalin's expressed desire to see one of the Project 23-class ships completed only delayed the decision to scrap her; this was ordered on 29 May 1948 and was well underway by April 1949.
### Sovetskaya Ukraina
Sovetskaya Ukraina (Советская Украина–Soviet Ukraine) was laid down 31 October 1938 at Shipyard Nr. 198 (Marti South) in Nikolayev. When the war began she was 17.98% complete, with 13,001 metric tons (12,796 long tons) assembled on the slipway. Some effort was made to launch the hull, but little work had been done to dredge the river at the foot of the slipway, and she was captured on 18 August 1941, although retreating Soviet troops slightly damaged her hull. The Germans dismantled 200 feet (61 m) of her bow and 100 feet (30 m) of her stern for use in fortifications. They were forced to evacuate Nikolayev on 17 March 1944 and demolished the supporting blocks under her port side before they left, which gave her a list between 5 and 10 degrees and made her a total loss. She was ordered scrapped on 27 March 1947.
### Sovetskaya Rossiya
Sovetskaya Rossiya (Советская Россия–Soviet Russia) was laid down on 22 July 1940 in Shipyard Nr. 402 in Molotovsk. After the end of the war she was only 0.97% complete, with 2,125 metric tons (2,091 long tons) of steel assembled. She was ordered scrapped on 27 March 1947.
### Sovetskaya Belorussiya
Sovetskaya Belorussiya (Советская Белоруссия–Soviet Belorussia) was laid down 21 December 1939 at Shipyard Nr. 402 in Molotovsk, but construction was suspended in mid-1940 when it was discovered that 70,000 rivets used in her hull plating were of inferior quality. This fact probably influenced the decision to cancel her on 19 October 1940. Material intended for her construction was used to construct a floating battery for the defense of Leningrad.
### Sovetskaya Gruziya
Sovetskaya Gruziya (Советская Грузия-Soviet Georgia) was planned to be laid down in 1941 at the Baltic Works, but this was cancelled due to the invasion of the Soviet Union.
## See also
- K-1000 battleship, a purported class of Soviet battleships to succeed Sovetsky Soyuz, promulgated hoax of the Soviet government. |
6,112,678 | Squeeze (The X-Files) | 1,153,501,315 | null | [
"1993 American television episodes",
"Television episodes about transhumanism",
"Television episodes set in Baltimore",
"The X-Files (season 1) episodes"
]
| "Squeeze" is the third episode of the first season of the American science fiction television series The X-Files. It premiered on the Fox network on September 24, 1993. "Squeeze" was written by Glen Morgan and James Wong and directed by Harry Longstreet, with Michael Katleman directing additional footage. The episode featured the first of two guest appearances by Doug Hutchison as the mutant serial killer Eugene Victor Tooms, a role he would reprise in "Tooms". "Squeeze" is the first "monster-of-the-week" episode of The X-Files, unconnected to the series' overarching mythology.
The show's main characters are FBI agents Fox Mulder (David Duchovny) and Dana Scully (Gillian Anderson), who work on cases linked to the paranormal, called X-Files. Mulder is a believer in the paranormal, while the skeptical Scully has been assigned to debunk his work. In this episode, Mulder and Scully investigate a series of ritualistic killings by somebody seemingly capable of squeezing his body through impossibly narrow gaps. The agents deduce that their suspect may be a genetic mutant who has been killing in sprees for ninety years.
Production of "Squeeze" was problematic; creative differences between Longstreet and the crew led to him being replaced as director, while some missing scenes needed to be shot after the initial filming. Because of these issues, the completion of the episode relied on post-production techniques. However, "Squeeze" has received positive reviews from critics and the episode has subsequently been described by The Star as "the episode that really sold The X-Files idea to the masses". Academics have examined "Squeeze" for its portrayal of the politics of law enforcement, highlighting the tension—evident throughout the series—between the agents' desire to find the truth and their duty to secure criminal convictions.
## Plot
In Baltimore, businessman George Usher arrives at his office building. He is watched from a storm drain by someone who then infiltrates the building by climbing through the elevator shaft into the ventilation system, kills Usher, and removes his liver. Usher's murder, the latest of three, is assigned to careerist FBI agent Tom Colton (Donal Logue), who turns to Dana Scully (Gillian Anderson) for help. Colton is baffled by the lack of entry points at the crime scenes and by the apparent removal of the livers with bare hands. Fox Mulder (David Duchovny) notes their similarity to earlier murder sprees from 1933 and 1963. At the scene, he notices an elongated fingerprint on the air vent, which he finds to be similar to some documented in the X-Files. He concludes that because five murders occurred during the earlier sprees, the investigators should expect two more.
Because Scully believes that the killer will return to the scenes of his earlier crimes, she and Mulder wait in the parking garage of the office building. There, they catch a man named Eugene Victor Tooms (Doug Hutchison) climbing through the air vents. Tooms is given a polygraph test, which includes questions written by Mulder linking him to murders dating as far back as 1903. Tooms passes most of the test, but crucially fails Mulder's questions placing Tooms at the historical murders. However, Colton dismisses Mulder's queries and lets Tooms go. To prove his assertion to Scully, Mulder digitally elongates and narrows Tooms' fingerprints, showing that they match the prints at the crime scene. Mulder believes that Tooms is able to stretch and squeeze his body through narrow spaces. That night, Tooms demonstrates this by squeezing down a chimney to claim another victim.
Mulder and Scully find no documentation on Tooms' life. They visit retired detective Frank Briggs (Henry Beckman), who recounts his experiences of the investigation into the 1933 murders. Briggs brings out old photographs of Tooms—who has not aged in sixty years—and gives them the address of Tooms' former apartment building. There, Mulder and Scully find a "nest" constructed out of newspaper and bile in the building's crawl space, as well as several trophy items taken from past victims. Mulder suspects that Tooms is a mutant who can hibernate for thirty years at a time after consuming five human livers. As the two leave, Tooms, who is hiding in the rafters, stealthily takes the necklace Scully is wearing as a new trophy.
Mulder and Scully put the apartment under surveillance, but Colton has them taken off the job. Mulder finds Scully's necklace in Tooms' apartment and tries to call his partner, but her phone line has been cut. Tooms breaks into her apartment through a tiny air vent to kill her, but Mulder rushes there and apprehends him first. Tooms is put in an institution for the criminally insane where he begins to build another nest using newspaper. At the institution, Scully informs Mulder that medical tests on Tooms show an abnormal skeletal and muscle system, and a rapidly declining metabolism. When Tooms is given food through a slot in the door, he stares at the thin slot and grins.
## Production
### Pre-production
Coming after two episodes focused on the series' "mythology", or fictional history, "Squeeze" helped establish that the show could cover other paranormal subjects, and was the first "monster-of-the-week" episode of The X-Files. Series creator Chris Carter thought that the show could not sustain its momentum unless it branched out from the previously UFO-centered plots. Co-writers Glen Morgan and James Wong were inspired to write the episode when they looked at a ventilation shaft outside of their office and thought about whether someone could crawl inside it. Although the episode has parallels with the second Kolchak film, The Night Strangler (1973), which featured a man who commits murders every 21 years, Morgan and Wong have stated they were inspired by the serial killers Jack the Ripper and Richard Ramirez. After eating foie gras during a trip to France, Carter proposed the idea that the villain should consume human livers. Morgan noted that the writers settled on the liver because it was "funnier" than any other organ. The idea to have Tooms use a nest for hibernation came from Morgan and Wong; they liked that if the agents were unable to catch Tooms, he could return after weeks of dormancy.
Actor Doug Hutchison was aged 33 when he auditioned for the part of Tooms, but the producers initially considered him too young for the role; Morgan thought that Hutchinson "looks twelve years old". However, Hutchison impressed the writers with his ability to suddenly transition into aggressive behavior, which convinced them to hire him. He related that his portrayal of Tooms was inspired by the "stillness" of Anthony Hopkins' acting in The Silence of the Lambs (1991).
### Filming
The episode's establishing exterior shots, and those of Tooms' house, were filmed around Hastings Street in Vancouver. When filming the first shot of Tooms' eyes glowing from a storm drain, the production crew arrived too late to secure the street for filming and a nearby construction crew were temporarily drafted to guard the area. The ventilation system through which the first victim is attacked at night was meant to be of a parking garage. However, to avoid a costly tenting operation to simulate night-time, a replica of the necessary parts of the ventilation system was built in a lower level of the parking garage. Exterior shots of Scully's apartment were also filmed in Vancouver, at the same location used in the pilot episode. However, this location's use was later discontinued owing to the limited range of shots it afforded; most reverse angles would show a large parking lot across the street.
Wong was disappointed with director Harry Longstreet, claiming he did not have respect for the script. Longstreet had failed to film one of the script's scenes, and had not obtained additional camera coverage for the scenes which had been filmed. As a result, Wong and another director, Michael Katleman, re-shot several scenes for additional coverage to complete the episode, and filmed the omitted scene and some inserts. Morgan said that the episode's production was problematic, feeling that "Squeeze" "was truly saved in postproduction". Hutchison and Duchovny both had difficulty with Longstreet's directing, with Hutchinson finding his acting instructions "ridiculous". Duchovny disagreed with the director's take on how Mulder should be portrayed, noting, "The director wanted me to be mad about this horrible serial killer. I was like, 'No, this is an amazing discovery! He's not morally culpable, because he's genetically driven.' I judge no one."
### Post-production
For the shot in which Tooms slides through a chimney, the producers hired a contortionist who could squeeze through small spaces. They filmed the shot with the camera standing below the contortionist. The chimney, which was "more like a belt than a pipe", was made to look much narrower than it actually was. Using computer-generated imagery, they were able to produce and elongate shots of the contortionist's fingers. Producer R. W. Goodwin believed that the contortionist—known only as "Pepper"—would only have limited success in fitting down the chimney set and would work mostly as a photo double. However, he was able to fit entirely inside the chimney; the production crew only needed to add some sound effects "of bones snapping and cracking".
The scene in which Tooms enters Scully's home was initially filmed in Hutchison's absence. The crew shot his entrance later, using a larger blue screen set. These shots were digitally merged so that Tooms would appear to emerge from a much smaller hatch than was filmed. The effect was kept to a minimum; Hutchison's footage was not "squeezed" too much, as both Carter and visual effects supervisor Mat Beck have stated their belief that "less is more: just a hint of the supernatural is all that is required".
## Themes
Although it did not directly impact the ongoing storyline of The X-Files, "Squeeze" introduced key thematic elements to the series. "Squeeze" has been described as "the episode where Dana Scully must publicly pick a side". She had previously confronted military officials in "Deep Throat", and has "carefully worded" her reports to protect her partner Mulder from ridicule, but an encounter with former colleague Tom Colton forces her to openly choose between Mulder and the politics of careerism. These developments with Colton "[tether] another thread between her career and the rest of the FBI", highlighting a sense of "exasperation and derision" from her colleagues, whose mindsets represent "institutionally acceptable" models of reality.
This hostility suggests that the series' problems are "not epistemological; they are political"—the agents, Scully in particular, have to balance a search for "the truth" with the need to secure criminal convictions in their cases. This balancing act "between investigating to discover the truth and gathering evidence to support a court case" has been compared to the perceived stance of the FBI during the series' tenure. The Bureau had at this time seen itself as a law enforcement agency responsible for amassing evidence to prosecute criminal cases. There is a disparity between this approach and public perception of the FBI's role as an organization investigating an objective and apolitical truth; this led to public frustration "because [people] incorrectly believe that a courtroom is designed to discover the truth".
## Broadcast and reception
"Squeeze" premiered on the Fox network on September 24, 1993, and was first broadcast in the United Kingdom on BBC Two on October 3, 1994. The episode's initial broadcast was viewed by approximately 6.8 million households and 11.1 million viewers. "Squeeze" earned a Nielsen rating of 7.2, with a 13 share, meaning that roughly 7.2 percent of all television-equipped households, and 13 percent of households watching television, were tuned in to the episode.
Morgan was very pleased with Hutchison's performance, describing him as an "ace in the hole" and calling his work "outstanding". He went on to write "Tooms", another first season episode in which the character returns. The Vince Gilligan-penned second season episode "Soft Light" would also make reference to the character. Hutchison wrote a prequel to "Squeeze" titled "Dark He Was and Golden-Eyed" and sent it to Carter, but the script was returned unread for legal reasons. "Squeeze" has been described as the first episode of The X-Files to branch out into horror, which came to be one of the defining genres of The X-Files. The plot of "Squeeze" was adapted as a novel for young adults in 1996 by Ellen Steiber. The episode also inspired "Folding Man", a first season episode of the television series Sanctuary.
In Entertainment Weekly'''s 1996 retrospective of the first season, "Squeeze" was rated B+; it was called "an important episode", and Hutchison's portrayal of Tooms was described as "profoundly creepy". However, Thomas Sutcliffe of The Independent was more critical, deriding the premise in a 1994 review, as "entirely ludicrous", and sarcastically described Mulder's deduction of Tooms' abilities as "clearly another triumph for the deductive method". A 2008 article in the Vancouver Sun listed "Squeeze" as one of the best stand-alone episodes of the show, saying, "The X-Files became known for its creepy, monster-of-the-week episodes, and Squeeze was the one that started it all", and that, together with "Tooms", it "remains one of the scariest things ever seen on television".
Keith Phipps, writing for The A.V. Club in 2008, praised the episode, rated it an A−, and described Hutchison's role as "the part that would launch [him] as a go-to character actor for creep parts". Phipps felt the climactic scene in which Tooms infiltrates Scully's home is "the scene that makes the episode", noting that there was "a real sense of peril" despite it being clear that Scully, a lead character, was not going to come to harm. Robert Shearman and Lars Pearson, in their book Wanting to Believe: A Critical Guide to The X-Files, Millennium & The Lone Gunmen, note that the episode's premise is the first in the series "not to rely upon accepted urban legends". It conveys its "absurd" plot through suggestion, leaving any special-effects sequences of Tooms' abilities until the audience is "already suitably adjusted to the absurdity". However, Shearman and Pearson found the monologue likening the crimes committed by Tooms to the Holocaust, given by the retired detective Briggs, to be "not only unnecessary but tasteless to boot". They rated the episode four stars out of five. Mumtaj Begum, writing for Malaysia's The Star in 2008, described "Squeeze" as "the episode that really sold The X-Files idea to the masses", and called it "simply brilliant".
In a guest column for Entertainment Weekly's 1000th issue in 2008, author Neil Gaiman listed Tooms as one of his favorite monsters, while UGO Networks listed the character in a 2011 countdown of the "Best TV Serial Killers", and described Hutchison's acting as "uber-creepy". Also in 2008, IGN's Christine Seghers listed Hutchison as the fourth-best guest star of the series in a top-ten countdown, complimented his "brilliantly perverse" performance, and wrote: "Even when he doesn't appear to be doing anything, Hutchinson [sic] can still make your skin crawl with his dead, shark-like stare". In 2009, Connie Ogle from PopMatters listed Tooms amongst the greatest monsters of the series.
## See also
- List of unmade episodes of The X-Files'' |
34,822,417 | Crucifixion and Last Judgement diptych | 1,173,824,431 | Two small painted panels attributed to Jan van Eyck | [
"1430s paintings",
"1440s paintings",
"Angels in art",
"Death in art",
"Diptychs",
"Horses in art",
"Moon in art",
"Paintings by Jan van Eyck",
"Paintings depicting Michael (archangel)",
"Paintings depicting the Crucifixion of Jesus",
"Paintings in the Metropolitan Museum of Art",
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| The Crucifixion and Last Judgement diptych (or Diptych with Calvary and Last Judgement) consists of two small painted panels attributed to the Early Netherlandish artist Jan van Eyck, with areas finished by unidentified followers or members of his workshop. This diptych is one of the early Northern Renaissance oil on panel masterpieces, renowned for its unusually complex and highly detailed iconography, and for the technical skill evident in its completion. It was executed in a miniature format; the panels are just 56.5 cm (22.2 in) high by 19.7 cm (7.8 in) wide. The diptych was probably commissioned for private devotion.
The left-hand wing depicts the Crucifixion. It shows Christ's followers grieving in the foreground, soldiers and spectators milling about in the mid-ground and a portrayal of three crucified bodies in the upper-ground. The scene is framed against an expansive and foreboding sky with a view of Jerusalem in the distance. The right-hand wing portrays scenes associated with the Last Judgement: a hellscape at its base, the resurrected awaiting judgement in the centre-ground, and a representation of Christ in Majesty flanked by a Great Deësis of saints, apostles, clergy, virgins and nobility in the upper section. Portions of the work contain Greek, Latin and Hebrew inscriptions. The original gilt frames contain Biblical passages in Latin drawn from the books of Isaiah, Deuteronomy and Revelation. According to a date written in Russian on their reverse, the panels were transferred to canvas supports in 1867.
The earliest surviving mention of the work appears in 1841, when scholars believed the two panels were wings of a lost triptych. The Metropolitan Museum of Art acquired the diptych in 1933. At that time, the work was attributed to Jan's brother Hubert because key areas formally resembled pages of the Turin-Milan Hours, which were then believed to be of Hubert's hand. On the evidence of technique and the style of dress of the figures, the majority of scholars believe the panels are late works by Jan van Eyck, executed in the early 1430s and finished after his death. Other art historians hold that van Eyck painted the panels around the early 1420s and attribute the weaker passages to a younger van Eyck's relative inexperience.
## Format and technique
Along with Robert Campin and later Rogier van der Weyden, Van Eyck revolutionised the approach towards naturalism and realism in Northern European painting during the early to mid 15th century. He was the first to manipulate oils to give the close detailing that infused his figures with the high degree of realism and complexity of emotion seen in this diptych. He coupled this with a mastery of glaze to create luminous surfaces with a deep perspective—most noticeable in the upper portion of the Crucifixion panel—which had not been achieved before.
In the 1420s and 1430s, when oil and panel painting were still in their infancy, vertical formats were often used for depictions of the Last Judgement, because the narrow framing particularly suited a hierarchical presentation of heaven, earth and hell. By contrast, depictions of the Crucifixion were usually presented in a horizontal format. To fit such expansive and highly detailed representations onto two equally small and narrow wings, van Eyck was forced to make a number of innovations, redesigning many elements of the Crucifixion panel to match the vertical and condensed presentation of the Judgement narrative. The result is a panel with the crosses rising high into the sky, an unusually packed crowd scene in the mid-ground, and the moving spectacle of the mourners in the foreground, all rendered in a continuous slope from bottom to top in the style of medieval tapestries. Art historian Otto Pächt says it "is the whole world in one painting, an Orbis Pictus".
In the Crucifixion panel, van Eyck follows the early 14th-century tradition of presenting the biblical episodes using a narrative technique. According to art historian Jeffrey Chipps Smith, the episodes appear as "simultaneous, not sequential" events. Van Eyck condenses key episodes from the gospels into a single composition, each placed so as to draw the viewer's eye upward in a logical sequence. This device allowed van Eyck to create a greater illusion of depth with more complex and unusual spatial arrangements. In the Crucifixion panel, he uses different indicators to show the relative closeness of particular groupings of figures to Jesus. Given the size of the mourners in the foreground relative to the crucified figures, the soldiers and spectators gathered in the mid-ground are far larger than a strict adherence to perspective would allow. In the Last Judgement the damned are placed in hell in the lower mid-ground while the saints and angels are positioned higher in the upper foreground. Pächt writes of this panel that the scene is "assimilated into a single spatial cosmos", with the archangel acting as a divider in the pictorial space between heaven and hell.
Art historians are unsure as to whether the panels were meant to be a diptych or a triptych. They may have formed the outer wings of a triptych, with a since-lost panel representing the Adoration of the Magi at the centre, or, as the German art historian J.D. Passavant speculated in 1841, the lost centre panel may have been a Nativity. It is now thought unlikely that a lost panel could be the postulated original companion to the outer wings; such a coupling would have been very odd to painters of the 1420s and 1430s. It has also been proposed that a central piece was added later, or as Albert Châtelet writes, the central panel may have been stolen. Art historian Erwin Panofsky believed the Crucifixion and Last Judgement panels were intended as a diptych. He argued that it would have been unusual for mere outer wings to have been given the "sumptuous treatment" afforded these two panels. This approach is reminiscent of the medieval reliquaries. Others have observed that triptychs were usually much larger works intended for public display, and they tended towards gilded and heavily inscribed frames; typically only the central panel would have been as lavishly decorated as these panels. Contemporary diptychs, in contrast, were usually produced for private devotion and were typically ungilded. There is no documentary evidence for an original central panel, however, and technical examination suggests the two works were intended as wings of a diptych, then an emerging format. Pächt believes there is not enough evidence to determine whether a third panel existed.
The diptych is notable for the first known naturalistic depiction of the Moon's features. It had previously been typical to show the Moon as a blank disk or crescent, or with a human face. Here, the waning gibbous Moon is shown as it would appear in the mid-morning western sky in Judea, including major features such as the Mare Imbrium and the Oceanus Procellarum.
## The diptych
### Crucifixion panel
The Crucifixion panel comprises three horizontal planes, each representing different moments from the Passion. The upper third shows the crucifixion before a view of Jerusalem; the lower two thirds detail the crowds and Jesus' followers at Golgotha (Place of the Skull). Located outside the city walls amongst rock tombs and gardens, in the first century Golgotha was Jerusalem's place of execution, and the visible patches of hill highlight the area's "stony, forbidding, and lifeless" nature. The atmosphere of bleakness is reinforced by the random figures in the upper ground that scramble for a better view. The gospels tell of Jesus' followers and relatives, as well as his prosecutors and assorted spectators, attending the crucifixion at Golgotha. In van Eyck's panel the former are represented in the foreground, while the latter, including High Priests and Temple Elders, are shown in the mid-ground.
The centre foreground shows a group of five mourners, with three other figures set to the right and left. In the center group, John the Evangelist supports the Virgin Mary, surrounded by three women. Mary's dramatic swoon in grief pushes her forward in the pictorial space, and according to Smith, places her "closest to the viewer's presumed position". Dressed in an enveloping blue robe that hides most of her face, she collapses and is caught by John, who supports her by her arms. Mary Magdalene kneels to the right, dressed in a white-trimmed green robe and red sleeves. Raising her arms aloft, she clenches her fingers in a distraught, agonised manner. She is the only figure from this group shown to look directly at Christ and serves as one of the key painterly devices to direct the viewer's gaze upwards towards the crosses. The fourth and fifth mourners have been identified as prophesying sibyls, and stand to the far left and right of the centre group. The sibyl to the left faces the cross with her back to the viewer while the turbaned mourner on the right faces the group and is either the Erythraean or the Cumaean sibyl, both of whom are attributed in Christian tradition with warning the occupying Romans of the cult of redemption that would develop around Christ's death and resurrection. She has an almost indifferent expression that has been interpreted both as satisfaction at seeing her prophesies realised, and as compassionate contemplation of the other women's grief.
The mid-ground shows a crowd scene above the group of mourners, separated by two soldiers who stand between the two groupings. The mourners from the foreground are reflected in the shield carried on the hip of the lance-bearing Roman soldier who leans on the man to his right wearing a red turban. Smith believes this serves to highlight the mourners' emotional and physical separation from the assorted figures gathered in the mid-ground. Art historian Adam Labuda sees these two figures, positioned full-length between the chief mourners and mid-ground spectators, as a pictorial device that along with the Magdalene's upward gaze draws viewers' eyes upwards through the panel's dramatic sequence.
Van Eyck's depiction lays particular emphasis on the brutishness and indifference of the crowd witnessing Christ's suffering. They comprise a mixture of Roman legionaries, judges and various hangers-on arriving to witness the spectacle. A number are dressed in rich, brightly coloured clothes, a mixture of oriental and northern European styles, while several are mounted on horseback. Some openly jeer and taunt the condemned, others gape stupefied at "just another" execution, while others talk amongst themselves. The exception is the armoured centurion, seated on a white horse at the extreme right edge of the panel, who looks up at Christ, arms spread wide, head thrown back, at "the very moment of his illumination" in recognition of Christ's divinity. The horsemen closely resemble both the Soldiers of Christ and Righteous Judges from the lower inner panels of van Eyck's c. 1432 Ghent Altarpiece. Art historian Till-Holger Borchert observes that these figures are given "greater dynamism by being seen in rear rather than profile view", and that this vantage point draws the observer's eye upwards towards the mid-ground and the crucifixion.
Van Eyck extends the height of the crosses to an unrealistic degree to allow the crucifixion to dominate the upper third of the panel. Christ faces the viewer directly, while the crosses of the two thieves are set at angles to either side. The thieves are each bound with cords of rope rather than nails. The body of the thief to the right—the repentant thief mentioned in the Gospel of Luke—is lifeless. The "bad" thief to his left is dying twisted in pain, and according to art historian James W.H. Weale, depicted as "struggling desperately, but in vain". Both men's hands have turned black from a lack of blood flow. A placard prepared by Pilate or Roman soldiers placed above Jesus' head reads "Jesus of Nazareth, King of the Jews" in Hebrew, Latin and Greek.
The panel captures the instant of Christ's death, traditionally the moment after the breaking of the thieves' legs (although this is not depicted). Christ is naked except for a transparent veil, with some of his pubic hair visible. His hands and feet are nailed to the timber; the blood from the nail holding his feet to the cross stains its wooden base. His arms strain under the weight of his upper body, and in his final agony, his jaw has fallen slack; his mouth is open with his teeth exposed in the grimace of death. In the mid-ground, at the base of the cross, Longinus, on horseback, wearing a fur-trimmed hat and green tunic, guided by an assistant, stretches to pierce Jesus' side with a lance, as deep-red blood pours from the wound. To the right of Longinus, a mostly obscured Stephaton holds high a sponge soaked with vinegar on the tip of a reed.
The first generation of Early Netherlandish painters did not usually pay much attention to landscape backgrounds. They were often included, showing strong influence from the Italian painters, but typically as minor elements of the composition, seen in the far distance and lacking any real observation of nature. This diptych, however, contains one of the most memorable landscape backgrounds in Northern 15th-century art. The panoramic view of Jerusalem extends upwards in the distance to the mountainous peaked range in the background. The sky, which continues to the upper part of the right hand panel, is rendered in deep blues and lined with cumulus clouds. These clouds are similar to those in the Ghent Altarpiece and, as in that work, are included to give depth to and enliven the background skyscape. The sky seems to have just darkened, in keeping with the idea that the panel captures the moment of Jesus' death. Faint cirrus clouds can be seen in the far high-ground, with the presence of the sun is suggested by a shadow falling on the top left area of the panel.
### Last Judgement panel
The right hand wing, as with the Crucifixion wing, is divided horizontally into three areas. Here they represent, from top to bottom heaven, earth and hell. Heaven contains a traditional Great Deësis with clergy and laity; earth, in the mid-ground, is dominated by the figures of Archangel Michael and a personification of Death; while in the lower ground the damned fall into hell, where they are tortured and eaten by beasts. Describing the hell passage, art historian Bryson Burroughs writes that "the diabolical inventions of Bosch and Brueghel are children's boggy lands compared to the horrors of the hell [van Eyck] has imagined."
Pächt compares the scene to a medieval bestiary, comprising a "whole fauna of zoomorphic fiends". Van Eyck's hell is inhabited by demonic monsters whose only visible features are often "their glittering eyes and the white of their fangs". The sinners fall head first into their torment, at the mercy of devils taking recognisable forms such as rats, snakes and pigs, as well as a bear and a donkey. Daringly, van Eyck shows kings and members of the clergy among those condemned to hell.
The earth is represented by the narrow area between heaven and hell. The passage shows the resurrection of the dead as the fires of the last day rage. The dead rise from their graves to the left and from the stormy sea to the right. The Archangel Michael stands on death's shoulders, the largest figure in the painting, whose body and wings span the entire pictorial space. Michael wears jewel-studded golden armour and has curly blond hair and multicoloured wings similar to those seen in the donor panel of van Eyck's 1437 Dresden Triptych of the Virgin and Child. Michael appears, according to Smith, "like a giant on the earth, whose crust is revealed to be the wings of the skeletal figure of Death. The damned are excreted though Death's bowels into the dark slime of hell." The bat-like death figure, with skull extruding up to earth and skeletal arms and legs reaching down into hell, is the protagonist of the narrative according to Pächt, but death is vanquished by the slim and youthful looking archangel standing between the horrors of hell and the promise of heaven.
The upper portion of the panel shows the second coming as recorded in Matthew 25:31: "But when the Son of Man comes in his glory, and all the holy angels with him, then he will sit on the throne of his glory." Christ, who was naked, frail and almost lifeless in the Crucifixion panel, is now resurrected and triumphant in heaven. He is dressed in a long red mantle and is barefoot. His hands and feet are surrounded by circles of yellow light. The Holy Wounds are visible on his palms held open; the puncture mark left by Longinus' spear is visible on his side through the opening in his robe, as are the nail holes on his feet.
Christ is seated at the centre of a large array of angels, saints and holy elders. According to Pächt, in this scene in heaven that "all is sweetness, gentleness and order." Mary and John the Baptist kneel in prayer to his immediate right and left. Both have halos and are rendered at a far larger scale than the surrounding figures, over whom they seem to tower. Mary holds her right hand at her breast, while her left is raised as if to ask for mercy for the smaller naked figures sheltered by her cloak, evoking the conventional pose of the Virgin of Mercy. A choir of virgins gather directly under Christ's feet. They face outwards towards the viewer and sing Christ's praise.
Headed by Saint Peter, the Apostles are dressed in white robes and sit on two facing benches set below Christ and to the right and left of the choir of virgins. Two angels attend to the groups gathered at each side of the benches. A further two angels are positioned immediately above Christ. They hold his cross and are dressed in white amice and albs, with the right hand angel wearing an outer blue dalmatic vestment. They are flanked on either side by angels playing long wind instruments, probably trumpets. The two angels on either side of Christ bear the symbols of the crucifixion already represented on the left hand panel. The angel on the left holds a lance and crown of thorns, the angel on the right a sponge and nails.
Van Eyck was a central influence on Petrus Christus and the younger painter is thought to have studied the panels while they were still in van Eyck's workshop. He made a much larger and adapted paraphrase of the panel in 1452, as part of a monumental altarpiece, now in Berlin. Although there are significant differences between the two works, the influence of van Eyck on Christus' work is most evident in the vertical, narrow format and in the central figure of Saint Michael, who also divides the scene between heaven and hell.
### Iconography
Art historian John Ward highlights the rich and complex iconography and symbolic meaning van Eyck employed to bring attention to what he saw as the co-existence of the spiritual and material worlds. In his paintings, iconographical features are typically subtly woven into the work, as "relatively small, in the background, or in the shadow [details]". The significance of the imagery is often so densely and intricately layered that a work has to be viewed multiple times before even the most obvious meanings become apparent. According to Ward, the iconographical elements are commonly positioned "initially to overlook, and eventually to discover". Writing about the Last Judgement panel, Burroughs notes that "each of its several scenes requires attention for itself alone." According to Ward, van Eyck forces the viewer to search for the meaning in the iconography, creating a multi-layered surface which rewards the attentive viewer with deeper understanding of both the painting and its symbols. Much of van Eyck's iconography intends to convey the idea of "the promised passage from sin and death to salvation and rebirth".
### Inscriptions
Both the frames and pictorial areas of the diptych are heavily inscribed with lettering and phrases in Latin, Greek and Hebrew. Van Eyck's early works display a predilection for inscriptions, which serve a dual purpose. They are decorative while also functioning in a manner similar to the commentaries often seen on the margins of medieval manuscripts which set in context the significance of the accompanying imagery. Diptychs were usually commissioned for private devotion, and van Eyck would have expected the viewer to contemplate text and imagery in unison.
In this work, the inscriptions are in Roman capitals or Gothic miniature, and in some places seem to contain misspellings, making interpretation difficult. Its gold-lined frame and Latin inscriptions, with their subtle references to various passages in the two panels, indicate that the donor was wealthy and educated. The sides of each frame are lined with inscriptions from the Book of Isaiah (53:6–9, 12), Revelations (20:13, 21:3–4) or the Book of Deuteronomy (32:23–24). In the right hand panel, the wings of the figure of death contain Latin inscriptions on either side; on the left are the words CHAOS MAGNVM ("great chaos"), with UMBRA MORTIS ("shadow of death") inscribed to the right. A warning from Matthew 25:41 is written on both sides of death's head and wings, and extends from earth down into the hell section. It reads, Ite vos maledicti in ignem eternam ("Go, ye cursed, into everlasting fire"). In this way, van Eyck dramatically aligns the biblical extract in diagonal dual beams of light seemingly hurled from the heavens. Also in the section are letters reading ME OBVLIVI.
In the mid-ground, the Archangel Michael's armour is heavily inscribed with esoteric and often difficult to source phrases. Letters on his breast plate read VINAE(X) while his jewel-encrusted oval buckler displays the cross and is decorated with Greek script reading ADORAVI TETGRAMMATHON AGLA. The meaning of this phrase has not been conclusively identified; some art historians believe it contains misspellings and has been misread. Friedländer transcribed the first word as ADORAVI while the final word AGLA is thought be taken from the first four letters of the Hebrew words for "Thou Art Mighty", and thus may signify God; the word also appears in a floor tile in the Ghent Altarpiece. In the upper portion, gilded inscriptions running vertically across the edges of Christ's mantle read VENITE BENEDICTI PATRIS MEI ("Come, ye blessed of my father").
## Attribution and dating
Over the years the panels have been attributed to both Jan and Hubert van Eyck as well as Petrus Christus. In 1841, Passavant attributed the diptych jointly to Hubert and Jan van Eyck; by 1853, he had revised his opinion and gave attribution exclusively to Jan. Gustav Waagen, the first director of the Gemäldegalerie, Berlin, attributed them to Petrus Christus in the mid 19th-century, based on the left hand panel's similarity in composition to a 1452 Last Judgement signed by Christus now in Berlin. This view was rejected in 1887, and they once more became associated with Jan. The panels came into the possession of the Hermitage Gallery in 1917, credited to Jan.
Bryson Burroughs, writing for the Metropolitan at the time of their acquisition in 1933, attributed the works to Hubert. Burroughs saw in the panels the hand of an expressive artist, "all nerves and sensibilities", overcome with sympathy for the plight of the central figures in the panels, but who was nonetheless weak in drawing line. This profile, he believed, was incompatible with the aloof and impassive master craftsman Jan is known to have been. Yet Burroughs acknowledged there was "no certain documented proof for the attribution [to Hubert]." He admitted his evidence was "limited, inevitably incomplete", and thus "circumstantial and presumptive". More recent scholarship tends to agree Jan painted the panels based on the evidence that they are stylistically closer to Jan than Hubert, who died in 1426; and that Jan, who travelled across the Alps to Italy that year, painted the mountain range.
The paintings have often been compared to the seven pages of the Turin-Milan Hours illuminated manuscript attributed to the unidentified artist "Hand G", generally thought to have been Jan van Eyck. The closeness is seen to lie both in the miniaturist technique and the particular painterly style. The similarity of a Turin drawing of the crucified Christ to the figure in the New York diptych has led some art historians to conclude they were, at least, painted near the same time, during the 1420s and early 1430s. Most believe both the drawing and diptych panel at least originated from a prototype designed by Jan van Eyck. Panofsky attributed the New York panels to "Hand G". When the Turin-Milan Hours miniatures were discovered they were at first believed to have been painted before the Duke of Berry's death in 1416, an idea that was quickly rejected with the date extended to sometime in the early 1430s.
Pächt writes of the diptych that it reflects the "personal style and unique scenic imagination" of "Hand G" (whom he believed to be either Hubert or Jan). Until Hans Belting and Dagmar Eichberger's 1983 Jan van Eyck als Erzähler, academics tended to focus exclusively on the diptych's dating and attribution, with little attention paid to its source influences and iconography. Borchert estimates a completion of c. 1440, while Paul Durrieu suggests a dating as early as 1413. In 1983, Belting and Eichberger suggested a date of c. 1430 based on specific characteristics of the work: the "birds-eye view" perspective and horizon, the densely packed figures and, especially, a pictorial narrative that moves logically across the areas of the image in the Crucifixion panel. Belting and Eichberger believe this style was employed during the early panel works, but was largely abandoned by the 1430s.
The 1430s dating is supported by the style of the underdrawing, which is consistent with known signed works by van Eyck from that time. In addition, the figures are dressed in clothes fashionable in the 1420s with the exception of one of the possible donors, tentatively identified as Margaret of Bavaria, who is depicted as the sybil standing in the right foreground of the crucifixion panel and wears clothes in style in the early 1430s.
The upper portions of the Last Judgement panel are generally considered as the work of a weaker painter with a less individual style. It is thought that van Eyck left the panels unfinished with completed underdrawings, and the area was finished by workshop members or by followers after he died. Maryan Ainsworth of the Metropolitan takes a different view. She highlights the close relationship known to have existed between contemporary workshops in the Low Countries and France, and speculates that a French miniaturist or illuminator, perhaps from the workshop of the Bedford Master, travelled to Bruges to assist van Eyck on the right hand panel.
## Provenance
Nothing is known of the work's provenance before the 1840s. Given the panels' diminutive size—which is typical of early diptychs—it seems probable that the work was commissioned for private rather than public devotion. The notion of a well-educated patron, with knowledge of and appreciation for the art of earlier centuries, is reinforced by both the classical language inscriptions and the abundant detail found across all areas of the panels.
Writing in 1841 in the journal Kunstblatt, Passavant gave an account of how the panels were bought at auction from either a Spanish monastery or convent. The Russian diplomat Dmitry Tatishchev acquired the panels, possibly from a Spanish convent or monastery near Madrid or Burgos, while living in Spain between 1814 and 1821. Tatishchev left his pictures to Tsar Nicholas I in 1845, and they came into the possession of the Hermitage Gallery in Saint Petersburg in 1917.
The panels were included in the Soviet sale of Hermitage paintings, which included another important van Eyck work, the 1434–1436 Annunciation. They were purchased by Charles Henschel of New York art dealer M. Knoedler & Company for \$185,000, significantly less than the asking price of \$600,000 when the works were offered in 1931. The panels were shipped from Saint Petersburg to the Matthiesen Gallery in Berlin before M. Knoedler & Company sold them on to the Metropolitan in New York that year.
## Gallery
### Left panel
### Right panel
## See also
- List of works by Jan van Eyck |
5,024,887 | Solar eclipse | 1,173,797,928 | Natural phenomenon wherein the Sun is obscured by the Moon | [
"Eclipses",
"Solar eclipses"
]
| A solar eclipse occurs when the Moon passes between Earth and the Sun, thereby obscuring the view of the Sun from a small part of the Earth, totally or partially. Such an alignment occurs approximately every six months, during the eclipse season in its new moon phase, when the Moon's orbital plane is closest to the plane of the Earth's orbit. In a total eclipse, the disk of the Sun is fully obscured by the Moon. In partial and annular eclipses, only part of the Sun is obscured. Unlike a lunar eclipse, which may be viewed from anywhere on the night side of Earth, a solar eclipse can only be viewed from a relatively small area of the world. As such, although total solar eclipses occur somewhere on Earth every 18 months on average, they recur at any given place only once every 360 to 410 years.
If the Moon were in a perfectly circular orbit and in the same orbital plane as Earth, there would be total solar eclipses once a month, at every new moon. Instead, because the Moon's orbit is tilted at about 5 degrees to Earth's orbit, its shadow usually misses Earth. Solar (and lunar) eclipses therefore happen only during eclipse seasons, resulting in at least two, and up to five, solar eclipses each year, no more than two of which can be total. Total eclipses are more rare because they require a more precise alignment between the centers of the Sun and Moon, and because the Moon's apparent size in the sky is sometimes too small to fully cover the Sun.
An eclipse is a natural phenomenon. In some ancient and modern cultures, solar eclipses were attributed to supernatural causes or regarded as bad omens. Astronomers' predictions of eclipses began in China as early as the 4th century BC; eclipses hundreds of years into the future may now be predicted with high accuracy.
Looking directly at the Sun can lead to permanent eye damage, so special eye protection or indirect viewing techniques are used when viewing a solar eclipse. Only the total phase of a total solar eclipse is safe to view without protection. Enthusiasts known as eclipse chasers or umbraphiles travel to remote locations to see solar eclipses.
## Types
There are four types of solar eclipses:
- A total eclipse occurs when the dark silhouette of the Moon completely obscures the intensely bright light of the Sun, allowing the much fainter solar corona to be visible. During any one eclipse, totality occurs at best only in a narrow track on the surface of Earth. This narrow track is called the path of totality.
- An annular eclipse occurs when the Sun and Moon are exactly in line with the Earth, but the apparent size of the Moon is smaller than that of the Sun. Hence the Sun appears as a very bright ring, or annulus, surrounding the dark disk of the Moon.
- A hybrid eclipse (also called annular/total eclipse) shifts between a total and annular eclipse. At certain points on the surface of Earth, it appears as a total eclipse, whereas at other points it appears as annular. Hybrid eclipses are comparatively rare.
- A partial eclipse occurs when the Sun and Moon are not exactly in line with the Earth and the Moon only partially obscures the Sun. This phenomenon can usually be seen from a large part of the Earth outside of the track of an annular or total eclipse. However, some eclipses can be seen only as a partial eclipse, because the umbra passes above the Earth's polar regions and never intersects the Earth's surface. Partial eclipses are virtually unnoticeable in terms of the Sun's brightness, as it takes well over 90% coverage to notice any darkening at all. Even at 99%, it would be no darker than civil twilight.
The Sun's distance from Earth is about 400 times the Moon's distance, and the Sun's diameter is about 400 times the Moon's diameter. Because these ratios are approximately the same, the Sun and the Moon as seen from Earth appear to be approximately the same size: about 0.5 degree of arc in angular measure.
The Moon's orbit around the Earth is slightly elliptical, as is the Earth's orbit around the Sun. The apparent sizes of the Sun and Moon therefore vary. The magnitude of an eclipse is the ratio of the apparent size of the Moon to the apparent size of the Sun during an eclipse. An eclipse that occurs when the Moon is near its closest distance to Earth (i.e., near its perigee) can be a total eclipse because the Moon will appear to be large enough to completely cover the Sun's bright disk or photosphere; a total eclipse has a magnitude greater than or equal to 1.000. Conversely, an eclipse that occurs when the Moon is near its farthest distance from Earth (i.e., near its apogee) can be only an annular eclipse because the Moon will appear to be slightly smaller than the Sun; the magnitude of an annular eclipse is less than 1.
A hybrid eclipse occurs when the magnitude of an eclipse changes during the event from less to greater than one, so the eclipse appears to be total at locations nearer the midpoint, and annular at other locations nearer the beginning and end, since the sides of the Earth are slightly further away from the Moon. These eclipses are extremely narrow in their path width and relatively short in their duration at any point compared with fully total eclipses; the 2023 April 20 hybrid eclipse's totality is over a minute in duration at various points along the path of totality. Like a focal point, the width and duration of totality and annularity are near zero at the points where the changes between the two occur.
Because the Earth's orbit around the Sun is also elliptical, the Earth's distance from the Sun similarly varies throughout the year. This affects the apparent size of the Sun in the same way, but not as much as does the Moon's varying distance from Earth. When Earth approaches its farthest distance from the Sun in early July, a total eclipse is somewhat more likely, whereas conditions favour an annular eclipse when Earth approaches its closest distance to the Sun in early January.
### Terminology for central eclipse
Central eclipse is often used as a generic term for a total, annular, or hybrid eclipse. This is, however, not completely correct: the definition of a central eclipse is an eclipse during which the central line of the umbra touches the Earth's surface. It is possible, though extremely rare, that part of the umbra intersects with the Earth (thus creating an annular or total eclipse), but not its central line. This is then called a non-central total or annular eclipse. Gamma is a measure of how centrally the shadow strikes. The last (umbral yet) non-central solar eclipse was on April 29, 2014. This was an annular eclipse. The next non-central total solar eclipse will be on April 9, 2043.
The visual phases observed during a total eclipse are called:
- First contact—when the Moon's limb (edge) is exactly tangential to the Sun's limb.
- Second contact—starting with Baily's Beads (caused by light shining through valleys on the Moon's surface) and the diamond ring effect. Almost the entire disk is covered.
- Totality—the Moon obscures the entire disk of the Sun and only the solar corona is visible.
- Third contact—when the first bright light becomes visible and the Moon's shadow is moving away from the observer. Again a diamond ring may be observed.
- Fourth contact—when the trailing edge of the Moon ceases to overlap with the solar disk and the eclipse ends.
## Predictions
### Geometry
The diagrams to the right show the alignment of the Sun, Moon, and Earth during a solar eclipse. The dark gray region between the Moon and Earth is the umbra, where the Sun is completely obscured by the Moon. The small area where the umbra touches Earth's surface is where a total eclipse can be seen. The larger light gray area is the penumbra, in which a partial eclipse can be seen. An observer in the antumbra, the area of shadow beyond the umbra, will see an annular eclipse.
The Moon's orbit around the Earth is inclined at an angle of just over 5 degrees to the plane of the Earth's orbit around the Sun (the ecliptic). Because of this, at the time of a new moon, the Moon will usually pass to the north or south of the Sun. A solar eclipse can occur only when a new moon occurs close to one of the points (known as nodes) where the Moon's orbit crosses the ecliptic.
As noted above, the Moon's orbit is also elliptical. The Moon's distance from the Earth can vary by about 6% from its average value. Therefore, the Moon's apparent size varies with its distance from the Earth, and it is this effect that leads to the difference between total and annular eclipses. The distance of the Earth from the Sun also varies during the year, but this is a smaller effect. On average, the Moon appears to be slightly smaller than the Sun as seen from the Earth, so the majority (about 60%) of central eclipses are annular. It is only when the Moon is closer to the Earth than average (near its perigee) that a total eclipse occurs.
The Moon orbits the Earth in approximately 27.3 days, relative to a fixed frame of reference. This is known as the sidereal month. However, during one sidereal month, Earth has revolved part way around the Sun, making the average time between one new moon and the next longer than the sidereal month: it is approximately 29.5 days. This is known as the synodic month and corresponds to what is commonly called the lunar month.
The Moon crosses from south to north of the ecliptic at its ascending node, and vice versa at its descending node. However, the nodes of the Moon's orbit are gradually moving in a retrograde motion, due to the action of the Sun's gravity on the Moon's motion, and they make a complete circuit every 18.6 years. This regression means that the time between each passage of the Moon through the ascending node is slightly shorter than the sidereal month. This period is called the nodical or draconic month.
Finally, the Moon's perigee is moving forwards or precessing in its orbit and makes a complete circuit in 8.85 years. The time between one perigee and the next is slightly longer than the sidereal month and known as the anomalistic month.
The Moon's orbit intersects with the ecliptic at the two nodes that are 180 degrees apart. Therefore, the new moon occurs close to the nodes at two periods of the year approximately six months (173.3 days) apart, known as eclipse seasons, and there will always be at least one solar eclipse during these periods. Sometimes the new moon occurs close enough to a node during two consecutive months to eclipse the Sun on both occasions in two partial eclipses. This means that, in any given year, there will always be at least two solar eclipses, and there can be as many as five.
Eclipses can occur only when the Sun is within about 15 to 18 degrees of a node, (10 to 12 degrees for central eclipses). This is referred to as an eclipse limit, and is given in ranges because the apparent sizes and speeds of the Sun and Moon vary throughout the year. In the time it takes for the Moon to return to a node (draconic month), the apparent position of the Sun has moved about 29 degrees, relative to the nodes. Since the eclipse limit creates a window of opportunity of up to 36 degrees (24 degrees for central eclipses), it is possible for partial eclipses (or rarely a partial and a central eclipse) to occur in consecutive months.
### Path
During a central eclipse, the Moon's umbra (or antumbra, in the case of an annular eclipse) moves rapidly from west to east across the Earth. The Earth is also rotating from west to east, at about 28 km/min at the Equator, but as the Moon is moving in the same direction as the Earth's rotation at about 61 km/min, the umbra almost always appears to move in a roughly west–east direction across a map of the Earth at the speed of the Moon's orbital velocity minus the Earth's rotational velocity.
The width of the track of a central eclipse varies according to the relative apparent diameters of the Sun and Moon. In the most favourable circumstances, when a total eclipse occurs very close to perigee, the track can be up to 267 km (166 mi) wide and the duration of totality may be over 7 minutes. Outside of the central track, a partial eclipse is seen over a much larger area of the Earth. Typically, the umbra is 100–160 km wide, while the penumbral diameter is in excess of 6400 km.
Besselian elements are used to predict whether an eclipse will be partial, annular, or total (or annular/total), and what the eclipse circumstances will be at any given location.
Calculations with Besselian elements can determine the exact shape of the umbra's shadow on the Earth's surface. But at what longitudes on the Earth's surface the shadow will fall, is a function of the Earth's rotation, and on how much that rotation has slowed down over time. A number called ΔT is used in eclipse prediction to take this slowing into account. As the Earth slows, ΔT increases. ΔT for dates in the future can only be roughly estimated because the Earth's rotation is slowing irregularly. This means that, although it is possible to predict that there will be a total eclipse on a certain date in the far future, it is not possible to predict in the far future exactly at what longitudes that eclipse will be total. Historical records of eclipses allow estimates of past values of ΔT and so of the Earth's rotation.
### Duration
The following factors determine the duration of a total solar eclipse (in order of decreasing importance):
1. The Moon being almost exactly at perigee (making its angular diameter as large as possible).
2. The Earth being very near aphelion (furthest away from the Sun in its elliptical orbit, making its angular diameter nearly as small as possible).
3. The midpoint of the eclipse being very close to the Earth's equator, where the rotational velocity is greatest and is closest to the speed of the lunar shadow moving over Earth's surface.
4. The vector of the eclipse path at the midpoint of the eclipse aligning with the vector of the Earth's rotation (i.e. not diagonal but due east).
5. The midpoint of the eclipse being near the subsolar point (the part of the Earth closest to the Sun).
The longest eclipse that has been calculated thus far is the eclipse of July 16, 2186 (with a maximum duration of 7 minutes 29 seconds over northern Guyana).
## Occurrence and cycles
Total solar eclipses are rare events. Although they occur somewhere on Earth every 18 months on average, it is estimated that they recur at any given place only once every 360 to 410 years, on average. The total eclipse lasts for only a maximum of a few minutes at any location, because the Moon's umbra moves eastward at over 1700 km/h. Totality currently can never last more than 7 min 32 s. This value changes over the millennia and is currently decreasing. By the 8th millennium, the longest theoretically possible total eclipse will be less than 7 min 2 s. The last time an eclipse longer than 7 minutes occurred was June 30, 1973 (7 min 3 sec). Observers aboard a Concorde supersonic aircraft were able to stretch totality for this eclipse to about 74 minutes by flying along the path of the Moon's umbra. The next total eclipse exceeding seven minutes in duration will not occur until June 25, 2150. The longest total solar eclipse during the 11,000 year period from 3000 BC to at least 8000 AD will occur on July 16, 2186, when totality will last 7 min 29 s. For comparison, the longest total eclipse of the 20th century at 7 min 8 s occurred on June 20, 1955, and there will be no total solar eclipses over 7 min in duration in the 21st century.
It is possible to predict other eclipses using eclipse cycles. The saros is probably the best known and one of the most accurate. A saros lasts 6,585.3 days (a little over 18 years), which means that, after this period, a practically identical eclipse will occur. The most notable difference will be a westward shift of about 120° in longitude (due to the 0.3 days) and a little in latitude (north-south for odd-numbered cycles, the reverse for even-numbered ones). A saros series always starts with a partial eclipse near one of Earth's polar regions, then shifts over the globe through a series of annular or total eclipses, and ends with a partial eclipse at the opposite polar region. A saros series lasts 1226 to 1550 years and 69 to 87 eclipses, with about 40 to 60 of them being central.
### Frequency per year
Between two and five solar eclipses occur every year, with at least one per eclipse season. Since the Gregorian calendar was instituted in 1582, years that have had five solar eclipses were 1693, 1758, 1805, 1823, 1870, and 1935. The next occurrence will be 2206. On average, there are about 240 solar eclipses each century.
### Final totality
Total solar eclipses are seen on Earth because of a fortuitous combination of circumstances. Even on Earth, the diversity of eclipses familiar to people today is a temporary (on a geological time scale) phenomenon. Hundreds of millions of years in the past, the Moon was closer to the Earth and therefore apparently larger, so every solar eclipse was total or partial, and there were no annular eclipses. Due to tidal acceleration, the orbit of the Moon around the Earth becomes approximately 3.8 cm more distant each year. Millions of years in the future, the Moon will be too far away to fully occlude the Sun, and no total eclipses will occur. In the same timeframe, the Sun may become brighter, making it appear larger in size. Estimates of the time when the Moon will be unable to occlude the entire Sun when viewed from the Earth range between 650 million and 1.4 billion years in the future.
## Historical eclipses
Historical eclipses are a very valuable resource for historians, in that they allow a few historical events to be dated precisely, from which other dates and ancient calendars may be deduced. A solar eclipse of June 15, 763 BC mentioned in an Assyrian text is important for the chronology of the ancient Near East. There have been other claims to date earlier eclipses. The legendary Chinese king Zhong Kang supposedly beheaded two astronomers, Hsi and Ho, who failed to predict an eclipse 4,000 years ago. Perhaps the earliest still-unproven claim is that of archaeologist Bruce Masse, who putatively links an eclipse that occurred on May 10, 2807, BC with a possible meteor impact in the Indian Ocean on the basis of several ancient flood myths that mention a total solar eclipse. The earliest preserved depiction of a partial solar eclipse from 1143 BCE might be the one in tomb KV9 of Ramses V and Ramses VI.
Eclipses have been interpreted as omens, or portents. The ancient Greek historian Herodotus wrote that Thales of Miletus predicted an eclipse that occurred during a battle between the Medes and the Lydians. Both sides put down their weapons and declared peace as a result of the eclipse. The exact eclipse involved remains uncertain, although the issue has been studied by hundreds of ancient and modern authorities. One likely candidate took place on May 28, 585 BC, probably near the Halys river in Asia Minor. An eclipse recorded by Herodotus before Xerxes departed for his expedition against Greece, which is traditionally dated to 480 BC, was matched by John Russell Hind to an annular eclipse of the Sun at Sardis on February 17, 478 BC. Alternatively, a partial eclipse was visible from Persia on October 2, 480 BC. Herodotus also reports a solar eclipse at Sparta during the Second Persian invasion of Greece. The date of the eclipse (August 1, 477 BC) does not match exactly the conventional dates for the invasion accepted by historians.
Chinese records of eclipses begin at around 720 BC. The 4th century BC astronomer Shi Shen described the prediction of eclipses by using the relative positions of the Moon and Sun.
Attempts have been made to establish the exact date of Good Friday by assuming that the darkness described at Jesus's crucifixion was a solar eclipse. This research has not yielded conclusive results, and Good Friday is recorded as being at Passover, which is held at the time of a full moon. Further, the darkness lasted from the sixth hour to the ninth, or three hours, which is much, much longer than the eight-minute upper limit for any solar eclipse's totality. Contemporary chronicles wrote about an eclipse at the beginning of May 664 that coincided with the beginning of the plague of 664 in the British isles. In the Western hemisphere, there are few reliable records of eclipses before AD 800, until the advent of Arab and monastic observations in the early medieval period. The Cairo astronomer Ibn Yunus wrote that the calculation of eclipses was one of the many things that connect astronomy with the Islamic law, because it allowed knowing when a special prayer can be made. The first recorded observation of the corona was made in Constantinople in AD 968.The first known telescopic observation of a total solar eclipse was made in France in 1706. Nine years later, English astronomer Edmund Halley accurately predicted and observed the solar eclipse of May 3, 1715. By the mid-19th century, scientific understanding of the Sun was improving through observations of the Sun's corona during solar eclipses. The corona was identified as part of the Sun's atmosphere in 1842, and the first photograph (or daguerreotype) of a total eclipse was taken of the solar eclipse of July 28, 1851. Spectroscope observations were made of the solar eclipse of August 18, 1868, which helped to determine the chemical composition of the Sun.
John Fiske summed up myths about the solar eclipse like this in his 1872 book Myth and Myth-Makers,
> the myth of Hercules and Cacus, the fundamental idea is the victory of the solar god over the robber who steals the light. Now whether the robber carries off the light in the evening when Indra has gone to sleep, or boldly rears his black form against the sky during the daytime, causing darkness to spread over the earth, would make little difference to the framers of the myth. To a chicken a solar eclipse is the same thing as nightfall, and he goes to roost accordingly. Why, then, should the primitive thinker have made a distinction between the darkening of the sky caused by black clouds and that caused by the rotation of the earth? He had no more conception of the scientific explanation of these phenomena than the chicken has of the scientific explanation of an eclipse. For him it was enough to know that the solar radiance was stolen, in the one case as in the other, and to suspect that the same demon was to blame for both robberies.
## Viewing
Looking directly at the photosphere of the Sun (the bright disk of the Sun itself), even for just a few seconds, can cause permanent damage to the retina of the eye, because of the intense visible and invisible radiation that the photosphere emits. This damage can result in impairment of vision, up to and including blindness. The retina has no sensitivity to pain, and the effects of retinal damage may not appear for hours, so there is no warning that injury is occurring.
Under normal conditions, the Sun is so bright that it is difficult to stare at it directly. However, during an eclipse, with so much of the Sun covered, it is easier and more tempting to stare at it. Looking at the Sun during an eclipse is as dangerous as looking at it outside an eclipse, except during the brief period of totality, when the Sun's disk is completely covered (totality occurs only during a total eclipse and only very briefly; it does not occur during a partial or annular eclipse). Viewing the Sun's disk through any kind of optical aid (binoculars, a telescope, or even an optical camera viewfinder) is extremely hazardous and can cause irreversible eye damage within a fraction of a second.
### Partial and annular eclipses
Viewing the Sun during partial and annular eclipses (and during total eclipses outside the brief period of totality) requires special eye protection, or indirect viewing methods if eye damage is to be avoided. The Sun's disk can be viewed using appropriate filtration to block the harmful part of the Sun's radiation. Sunglasses do not make viewing the Sun safe. Only properly designed and certified solar filters should be used for direct viewing of the Sun's disk. Especially, self-made filters using common objects such as a floppy disk removed from its case, a Compact Disc, a black colour slide film, smoked glass, etc. must be avoided.
The safest way to view the Sun's disk is by indirect projection. This can be done by projecting an image of the disk onto a white piece of paper or card using a pair of binoculars (with one of the lenses covered), a telescope, or another piece of cardboard with a small hole in it (about 1 mm diameter), often called a pinhole camera. The projected image of the Sun can then be safely viewed; this technique can be used to observe sunspots, as well as eclipses. Care must be taken, however, to ensure that no one looks through the projector (telescope, pinhole, etc.) directly. A kitchen colander with small holes can also be used to project multiple images of the partially eclipsed Sun onto the ground or a viewing screen. Viewing the Sun's disk on a video display screen (provided by a video camera or digital camera) is safe, although the camera itself may be damaged by direct exposure to the Sun. The optical viewfinders provided with some video and digital cameras are not safe. Securely mounting \#14 welder's glass in front of the lens and viewfinder protects the equipment and makes viewing possible. Professional workmanship is essential because of the dire consequences any gaps or detaching mountings will have. In the partial eclipse path, one will not be able to see the corona or nearly complete darkening of the sky. However, depending on how much of the Sun's disk is obscured, some darkening may be noticeable. If three-quarters or more of the Sun is obscured, then an effect can be observed by which the daylight appears to be dim, as if the sky were overcast, yet objects still cast sharp shadows.
### Totality
When the shrinking visible part of the photosphere becomes very small, Baily's beads will occur. These are caused by the sunlight still being able to reach the Earth through lunar valleys. Totality then begins with the diamond ring effect, the last bright flash of sunlight.
It is safe to observe the total phase of a solar eclipse directly only when the Sun's photosphere is completely covered by the Moon, and not before or after totality. During this period, the Sun is too dim to be seen through filters. The Sun's faint corona will be visible, and the chromosphere, solar prominences, and possibly even a solar flare may be seen. At the end of totality, the same effects will occur in reverse order, and on the opposite side of the Moon.
### Eclipse chasing
A dedicated group of eclipse chasers have pursued the observation of solar eclipses when they occur around the Earth. A person who chases eclipses is known as an umbraphile, meaning shadow lover. Umbraphiles travel for eclipses and use various tools to help view the sun including solar viewing glasses, also known as eclipse glasses, as well as telescopes.
### Photography
Photographing an eclipse is possible with fairly common camera equipment. In order for the disk of the Sun/Moon to be easily visible, a fairly high magnification long focus lens is needed (at least 200 mm for a 35 mm camera), and for the disk to fill most of the frame, a longer lens is needed (over 500 mm). As with viewing the Sun directly, looking at it through the optical viewfinder of a camera can produce damage to the retina, so care is recommended. Solar filters are required for digital photography even if an optical viewfinder is not used. Using a camera's live view feature or an electronic viewfinder is safe for the human eye, but the Sun's rays could potentially irreparably damage digital image sensors unless the lens is covered by a properly designed solar filter.
## Other observations
A total solar eclipse provides a rare opportunity to observe the corona (the outer layer of the Sun's atmosphere). Normally this is not visible because the photosphere is much brighter than the corona. According to the point reached in the solar cycle, the corona may appear small and symmetric, or large and fuzzy. It is very hard to predict this in advance.
As the light filters through leaves of trees during a partial eclipse, the overlapping leaves create natural pinholes, displaying mini eclipses on the ground.
Phenomena associated with eclipses include shadow bands (also known as flying shadows), which are similar to shadows on the bottom of a swimming pool. They occur only just prior to and after totality, when a narrow solar crescent acts as an anisotropic light source.
### 1919 observations
The observation of a total solar eclipse of May 29, 1919, helped to confirm Einstein's theory of general relativity. By comparing the apparent distance between stars in the constellation Taurus, with and without the Sun between them, Arthur Eddington stated that the theoretical predictions about gravitational lenses were confirmed. The observation with the Sun between the stars was possible only during totality since the stars are then visible. Though Eddington's observations were near the experimental limits of accuracy at the time, work in the later half of the 20th century confirmed his results.
### Gravity anomalies
There is a long history of observations of gravity-related phenomena during solar eclipses, especially during the period of totality. In 1954, and again in 1959, Maurice Allais reported observations of strange and unexplained movement during solar eclipses. The reality of this phenomenon, named the Allais effect, has remained controversial. Similarly, in 1970, Saxl and Allen observed the sudden change in motion of a torsion pendulum; this phenomenon is called the Saxl effect.
Observation during the 1997 solar eclipse by Wang et al. suggested a possible gravitational shielding effect, which generated debate. In 2002, Wang and a collaborator published detailed data analysis, which suggested that the phenomenon still remains unexplained.
### Eclipses and transits
In principle, the simultaneous occurrence of a solar eclipse and a transit of a planet is possible. But these events are extremely rare because of their short durations. The next anticipated simultaneous occurrence of a solar eclipse and a transit of Mercury will be on July 5, 6757, and a solar eclipse and a transit of Venus is expected on April 5, 15232.
More common, but still infrequent, is a conjunction of a planet (especially, but not only, Mercury or Venus) at the time of a total solar eclipse, in which event the planet will be visible very near the eclipsed Sun, when without the eclipse it would have been lost in the Sun's glare. At one time, some scientists hypothesized that there may be a planet (often given the name Vulcan) even closer to the Sun than Mercury; the only way to confirm its existence would have been to observe it in transit or during a total solar eclipse. No such planet was ever found, and general relativity has since explained the observations that led astronomers to suggest that Vulcan might exist.
### Artificial satellites
Artificial satellites can also pass in front of the Sun as seen from the Earth, but none is large enough to cause an eclipse. At the altitude of the International Space Station, for example, an object would need to be about 3.35 km (2.08 mi) across to blot the Sun out entirely. These transits are difficult to watch because the zone of visibility is very small. The satellite passes over the face of the Sun in about a second, typically. As with a transit of a planet, it will not get dark.
Observations of eclipses from spacecraft or artificial satellites orbiting above the Earth's atmosphere are not subject to weather conditions. The crew of Gemini 12 observed a total solar eclipse from space in 1966. The partial phase of the 1999 total eclipse was visible from Mir.
### Impact
The solar eclipse of March 20, 2015, was the first occurrence of an eclipse estimated to potentially have a significant impact on the power system, with the electricity sector taking measures to mitigate any impact. The continental Europe and Great Britain synchronous areas were estimated to have about 90 gigawatts of solar power and it was estimated that production would temporarily decrease by up to 34 GW compared to a clear sky day.
Eclipses may cause the temperature to decrease by 3 °C, with wind power potentially decreasing as winds are reduced by 0.7 m/s.
In addition to the drop in light level and air temperature, animals change their behavior during totality. For example, birds and squirrels return to their nests and crickets chirp.
## Recent and forthcoming solar eclipses
Eclipses occur only in the eclipse season, when the Sun is close to either the ascending or descending node of the Moon. Each eclipse is separated by one, five or six lunations (synodic months), and the midpoint of each season is separated by 173.3 days, which is the mean time for the Sun to travel from one node to the next. The period is a little less than half a calendar year because the lunar nodes slowly regress. Because 223 synodic months is roughly equal to 239 anomalistic months and 242 draconic months, eclipses with similar geometry recur 223 synodic months (about 6,585.3 days) apart. This period (18 years 11.3 days) is a saros. Because 223 synodic months is not identical to 239 anomalistic months or 242 draconic months, saros cycles do not endlessly repeat. Each cycle begins with the Moon's shadow crossing the Earth near the north or south pole, and subsequent events progress toward the other pole until the Moon's shadow misses the Earth and the series ends. Saros cycles are numbered; currently, cycles 117 to 156 are active.
### 1997–2000
### 2000–2003
### 2004–2007
### 2008–2011
### 2011–2014
### 2015–2018
### 2018–2021
### 2022–2025
### 2026–2029
## See also
- Lists of solar eclipses
- List of films featuring eclipses
- Apollo–Soyuz:First joint U.S.–Soviet space flight. Mission included an arranged eclipse of the Sun by the Apollo module to allow instruments on the Soyuz to take photographs of the solar corona
- Eclipse chasing: Travel to eclipse locations for study and enjoyment
- Occultation: generic term for occlusion of an object by another object that passes between it and the observer, thus revealing (for example) the presence of an exoplanet orbiting a distant star by eclipsing it as seen from the earth
- Solar eclipses in fiction
- Solar eclipses on the Moon: eclipse of the sun by planet Earth, as seen from the moon.
- Lunar eclipse: A solar eclipse of the moon, as seen from Earth; the shadow cast on the moon by that eclipse
- Transit of Venus: passage of the planet Venus between the Sun and the Earth, as seen from Earth. Technically, a partial eclipse.
- Transit of Deimos from Mars: passage of the Martian moon Deimos between the Sun and Mars, as seen from Mars.
- Transit of Phobos from Mars: passage of the Martian moon Phobos between the Sun and Mars, as seen from Mars. |
7,353,428 | Operation Transom | 1,165,473,620 | May 1944 British and American aircraft carrier raid on Japanese forces | [
"1944 in Indonesia",
"Aerial operations and battles of World War II involving Japan",
"Aerial operations and battles of World War II involving the United Kingdom",
"Aerial operations and battles of World War II involving the United States",
"April 1944 events",
"Indian Ocean operations of World War II",
"Naval battles and operations of World War II involving the United Kingdom",
"Naval battles of World War II involving France",
"Naval battles of World War II involving Japan",
"Naval battles of World War II involving New Zealand",
"Naval battles of World War II involving the Netherlands",
"Naval battles of World War II involving the United States",
"South-East Asian theatre of World War II",
"World War II aerial operations and battles of the Pacific theatre"
]
| Operation Transom was an attack by Allied forces against the Japanese-occupied city of Surabaya on the Indonesian island of Java during World War II. Conducted by the British-led Eastern Fleet, the operation took place on 17 May 1944 and involved American and British carrier-based aircraft bombing the city's docks and an oil refinery. An American torpedo bomber was shot down, and two British torpedo bombers were lost in accidents.
The attack on Surabaya was the second, and final, joint American-British aircraft carrier raid in the Indian Ocean during 1944. It was undertaken to divert Japanese forces from the Allied landing on Wakde island off New Guinea and make use of the American aircraft carrier on its return voyage to the Pacific. The warships involved in the operation sailed from Ceylon and refuelled in Western Australia before reaching the waters south of Java, where the carriers' aircraft were launched. On the morning of 17 May two groups of Allied aircraft made a coordinated attack on Surabaya's port and several industrial facilities that took the Japanese by surprise. American heavy bombers struck Surabaya that night and Australian aircraft laid mines in nearby waters; these aircraft operated from bases in northern Australia.
Estimates of the damage inflicted by the Allies differ. Some sources describe the results as modest, and others contend that they were significant. The number of civilian casualties caused by the raid is unknown. There is consensus that the operation provided the British Royal Navy with useful exposure to superior United States Navy carrier tactics. The attack had no effect on Japanese military deployments as the Eastern Fleet was not considered a serious threat.
## Background
### Surabaya in World War II
Surabaya is a city in eastern Java that was part of the Netherlands East Indies (NEI) at the time of World War II. It became one of the main port cities in Asia during the late 19th century and was the centre of the NEI's sugar export industry. Surabaya's economy began to decline in the 1920s, but it remained an important commercial city.
Japanese forces invaded and conquered most of the NEI between December 1941 and March 1942. Surabaya was bombed on many occasions during the campaign, the first air raid focusing on the city's port and naval base. The Dutch garrison surrendered on 8 March. Like the rest of Java, Surabaya was administered by the Imperial Japanese Army during the occupation of the Netherlands East Indies.
Surabaya remained an important naval base and industrial centre during the occupation. Japanese anti-submarine forces based at Surabaya hunted Allied submarines operating in the Java Sea. The Wonokromo oil refinery located in the city was the only facility in Java that produced aviation fuel. Large numbers of Allied aircraft attacked Surabaya on 22 July and the night of 8/9 November 1943. Areas across the city were bombed during the first of these raids. Small raids took place during most months from February 1944 until the end of the war in August 1945. Royal Australian Air Force Consolidated PBY Catalina aircraft also periodically dropped naval mines in the entrance to Surabaya's port from August 1943. From the start of 1944 minefields laid by aircraft considerably disrupted movements of shipping in and out of Surabaya and sank several ships.
### Allied and Japanese plans
From mid-1942 until early 1944 the Allies did not undertake any offensive naval operations in the Indian Ocean. Their main naval force there was the small British-led Eastern Fleet which was commanded by Admiral Sir James Somerville. From January 1943 the fleet did not include any aircraft carriers and its three elderly battleships were transferred elsewhere later in the year. The remaining ships were capable only of protecting Allied shipping. Fortunately for the Allies, the Japanese did not attempt any large-scale operations in the Indian Ocean after mid-1942. This allowed the Eastern Fleet to focus on countering German and Japanese submarines and using its own submarines to raid Japanese shipping.
The plan adopted by the Allied leaders at the November 1943 Cairo Conference stated that "the main effort against Japan should be made in the Pacific", and that the Indian Ocean would be a subsidiary theatre. It was also decided that any offensive operations, including aircraft carrier raids, in the theatre would have the goals of "maintaining pressure on the enemy, forcing dispersion of his forces, and attaining the maximum attrition of his air and naval forces and shipping".
In January 1944 the Admiralty, the British government institution responsible for administering the Royal Navy, decided to substantially reinforce the Eastern Fleet. This had been made possible by the surrender of the Italian Navy in 1943, which removed one of the Royal Navy's main opponents and gave the Allies control over the Mediterranean Sea. A total of 146 warships were scheduled to arrive over the next four months. These included three battleships, two aircraft carriers, fourteen cruisers and large numbers of destroyers and other escort vessels. The first substantial group of reinforcements reached the Eastern Fleet's base at Ceylon on 27 January; these included the aircraft carrier HMS Illustrious, battleships HMS Queen Elizabeth and Valiant and battlecruiser HMS Renown. Many other ships arrived over the course of the year. Shortages of destroyers hindered the fleet's ability to conduct offensive operations until April, as priority was given to escorting convoys.
In early 1944 the Japanese military transferred its main naval striking force, the Combined Fleet, to Singapore. This change was made to evacuate the fleet from its bases in the central Pacific, which had become vulnerable to American attacks, and concentrate it at a location with good naval repair facilities and ready access to fuel. The Japanese did not intend to undertake any large-scale attacks into the Indian Ocean. Somerville believed that his force would be unable to counter the Combined Fleet if it entered the Indian Ocean, and more air units were dispatched to protect Ceylon. The United States Navy also agreed to temporarily transfer the aircraft carrier USS Saratoga and three destroyers from the Pacific to augment the Eastern Fleet.
Saratoga and her escorts joined the Eastern Fleet on 27 March 1944. Illustrious and Saratoga, accompanied by much of the Eastern Fleet, conducted a successful air raid against the Japanese-held island of Sabang in the NEI on 19 April as part of Operation Cockpit. The Allied aircraft sank one ship, drove another aground, damaged oil storage tanks and destroyed up to 24 Japanese aircraft on the ground. One Allied aircraft was shot down, and an attack on the fleet by three Japanese aircraft was defeated.
## Prelude
Following Operation Cockpit, Saratoga was directed to return to the United States for a refit. The head of the US Navy, Admiral Ernest King, suggested to Admiral Lord Louis Mountbatten, the commander of South East Asia Command, that the carrier and other vessels of the Eastern Fleet strike Surabaya on her return voyage. King hoped that this would divert Japanese forces ahead of the Allied landing at Wakde island off New Guinea that was scheduled for 17 May. Mountbatten agreed to the proposal.
Somerville decided to conduct the attack using almost the same forces as had been involved in Operation Cockpit. One of the main differences was to substitute Grumman Avengers for Illustrious's usual air wing of Fairey Barracuda torpedo and dive bombers. This change was made because Surabaya's defences were expected to be stronger than those at Sabang, and Somerville had decided to launch the aircraft 180 miles (290 km) from the city, which was beyond the Barracudas' effective range. Because of the distance to be covered from Ceylon and the Royal Navy's lack of experience in underway replenishment, the final plans for the operation involved the Eastern Fleet refuelling at Exmouth Gulf in Western Australia before striking Surabaya. The United States Army Air Forces' 380th Bombardment Group, which was based near Darwin in Australia, was to also bomb Surabaya on the night after the carrier raid to prevent the Japanese from dispatching aircraft to attack the Eastern Fleet as it withdrew. The Allies had good intelligence on the locations of Japanese facilities in Surabaya, which aided planning for air raids on the city. They lacked information on the strength of Japanese air forces in the region, which forced the Eastern Fleet to assign large numbers of fighter aircraft to escort the strike force and protect the fleet rather than attacking ground targets.
The Eastern Fleet was organised into three forces for Operation Transom. Force 65 comprised Queen Elizabeth, Valiant, Renown, the French battleship Richelieu, two cruisers and eight destroyers. Force 66 was made up of Illustrious, Saratoga, two cruisers and six destroyers. Force 67 was the replenishment group and comprised six tankers, a water distilling ship and two cruisers. Somerville commanded the fleet from Queen Elizabeth. The warships were drawn from six navies, the capital ships being accompanied by three American destroyers, four British cruisers and three destroyers, four Australian destroyers, a Dutch cruiser and destroyer and a New Zealand cruiser. The Australian light cruiser also sailed from Fremantle in Western Australia to protect the tankers while they were at Exmouth Gulf; this allowed their two escorting cruisers to augment Force 66 during the attack. Two squadrons of Supermarine Spitfire fighters were transferred from No. 1 Wing RAAF at Darwin to Exmouth Gulf to protect the Eastern Fleet while it refuelled and Australian and American maritime patrol aircraft were assigned to operate offshore.
Each carrier had an air group made up of units from their parent navies. Illustrious embarked two squadrons equipped with 14 Vought F4U Corsair fighters each and two squadrons with nine Avengers. Saratoga's air group comprised a squadron with 26 Grumman F6F Hellcat fighters, a squadron with 24 Douglas SBD Dauntless dive bombers and a squadron operating 18 Avenger torpedo bombers, as well as a single Hellcat allocated to the Air Group Leader.
Surabaya's defences against air attack at the time of Operation Transom included a few anti-aircraft guns, whose crews were inadequately trained. Radar stations and a network of observer posts were also sited to detect minelaying aircraft. The Japanese forces stationed in the city included the Imperial Japanese Army's 28th Independent Mixed Brigade and the headquarters of the Imperial Japanese Navy's 2nd Southern Expeditionary Fleet.
## Attack
Force 67 was the first element of the Eastern Fleet to sail, departing on 30 April. Forces 65 and 66 sailed on 6 May. The Allied ships proceeded to Exmouth Gulf on a course that kept them at least 600 miles (970 km) from Japanese airfields to avoid being detected or attacked. The carriers' air wings practised the attack they would conduct on Surabaya three times during the voyage. The warships arrived at Exmouth Gulf on 14 and 15 May. While his ships were refuelling, Somerville met with the commander of the United States Seventh Fleet, Vice Admiral Thomas C. Kinkaid, Rear Admiral Ralph Waldo Christie who commanded the fleet's submarines, and the Naval Officer In Charge Fremantle, Commodore Cuthbert Pope, to discuss the most recent intelligence.
The Eastern Fleet departed Exmouth Gulf on the afternoon of 15 May and proceeded north. It arrived at the flying off point at 6:30 am local time on 17 May without being detected by the Japanese. One British and seven American submarines also took up positions near Surabaya, the southern entrance to the Strait of Malacca and the Bali, Lombok and Sunda Straits to support the Eastern Fleet. The submarines were positioned to rescue Allied aircrew that were forced down, attack ships that tried to escape from Surabaya and intercept any Japanese warships that attempted to attack the Allied fleet.
The aircraft launched by the carriers were organised into two strike forces. Force A was made up of nine Avengers from Illustrious, twelve Dauntless dive bombers and an escort of eight Corsairs. Force A's Avengers were to bomb the Braat Engineering Works and the Dauntlesses the oil refinery. Force B was to attack shipping and dock facilities in Surabaya's port. It comprised twenty-one Avengers and six Dauntlesses escorted by eight Corsairs and twelve Hellcats. The commander of Saratoga's air group, Commander Joseph C. Clifton, led both carriers' air wings during the attack. All of the aircraft were launched and formed up with the rest of their force by 7:20 am. Two British Avengers crashed during takeoff, their crews being rescued.
The attack on Surabaya commenced at 8:30 am. The Japanese had not detected the aircraft as they approached, and were taken by surprise. The two forces made a well-synchronised attack, Force A approaching Wonokromo from the south and Force B attacking the port from the north. No Japanese fighter aircraft were encountered, and the anti-aircraft guns were largely ineffective. One of Saratoga's Avengers was shot down, and both members of its crew became prisoners of war.
The Allied pilots believed that they had inflicted heavy damage. They claimed to have damaged ten ships, demolished both the Wonokromo oil refinery and the Braat Engineering Works and destroyed 16 aircraft and several buildings at an airfield.
After the strike force completed landing on the carriers at 10:50 am, the Eastern Fleet withdrew to the south-west in an attempt to obscure the fact that it was headed for Exmouth Gulf. Somerville's staff had not requested a debriefing from Clifton upon his return. As a result, they did not learn until photographs taken by one of Saratoga's photo reconnaissance aircraft were dropped onto Queen Elizabeth at 3:00 pm that many worthwhile targets, including Japanese submarines, remained in Surabaya's port. Somerville later regretted not ordering a second strike during the afternoon of 17 May.
The eight submarines that supported Operation Transom were not needed to rescue downed airmen, and none sank ships that were escaping from Surabaya. USS Rasher attacked a Japanese convoy near Ambon on 11 May while en route to take up station north of Surabaya, sinking one ship and damaging several others. USS Angler sank a cargo ship in Sunda Strait on 20 May but was counter-attacked by the ships escorting it. The submarine had to abort its patrol the next day after the crew became sick due to either contaminated drinking water or fumes from cleaning chemicals. The historian Clay Blair judged that the submarines would have likely achieved more if they had undertaken routine patrols or been stationed near the major Japanese naval anchorage at Tawi-Tawi.
The heavy bomber raid against Surabaya that had been planned to cover the Eastern Fleet's withdrawal took place on the night of 17/18 May. Seven Consolidated B-24 Liberators were dispatched from Darwin and refuelled at Corunna Downs Airfield in Western Australia. They then proceeded to Surabaya and attacked its port with demolition bombs. This caused further fires and damage. RAAF Catalinas flying from Yampi Sound in Western Australia also laid mines near the city during May to support the landing at Wakde. A minelaying mission conducted by Catalinas from Nos. 11 and 43 Squadrons on the night of 20/21 May encountered heavy opposition from the Japanese defenders who were still on high alert following the carrier and heavy bomber raids. One of the Australian aircraft was destroyed.
## Aftermath
### Subsequent operations
Saratoga and her three escorting American destroyers detached from the Eastern Fleet shortly before sunset on 18 May, and proceeded to Fremantle. The remainder of the Eastern Fleet reached Exmouth Gulf the next morning, and sailed for Ceylon before sunset after refuelling again. Adelaide and one of the Australian destroyers that had been attached to the Eastern Fleet left Exmouth Gulf bound for Fremantle after the tanker group departed on 19 May. The Eastern Fleet arrived back at Ceylon on 27 May. Saratoga reached Bremerton, Washington, on 10 June and after a refit re-joined the Pacific Fleet in September 1944.
As was also the case with Operation Cockpit and the several other carrier raids the Eastern Fleet conducted in 1944, Operation Transom did not have any effect on Japanese deployments. This was because the Combined Fleet did not regard the Eastern Fleet as a threat, and was under orders to preserve its strength to contest a major American offensive that was expected to take place in the central Pacific. The Japanese leadership incorrectly interpreted the American landing at Biak off the north coast of New Guinea on 27 May as being the main Allied effort, and the Combined Fleet dispatched a powerful force to make a counter attack on 10 June in what was designated Operation Kon. This attack was cancelled two days later when it became apparent that the Americans were about to invade the Mariana Islands in the Central Pacific, and the Combined Fleet was defeated during the Battle of the Philippine Sea fought between 19 and 20 June.
### Assessments
Accounts of the damage inflicted during Operation Transom differ. Stephen Roskill, the official historian of the Royal Navy's role in World War II, wrote in 1960 that although the Allies believed during the war that "many of the ships in harbour had been sunk or damaged and ... severe destruction had been done to the oil refinery and naval base", Japanese records "do not confirm that either their shipping or the shore facilities suffered at all heavily". These records indicated that only a single small ship was sunk. Roskill judged that "fires started on shore" led the Allied aircrew to "report too optimistically on the results of the raid". The Australian naval official historian G. Hermon Gill reached an identical conclusion in 1968. He also noted that Admiral Guy Royle, the head of the Royal Australian Navy, told the Australian Advisory War Council on 23 May that Operation Transom had been of dubious value on military grounds as similar results could have been achieved by land-based aircraft without risking warships. More recently, a 1990 work by Edwyn Gray and a 2009 work by David Brown concurred with Roskill and judged that the raid had not been successful.
Other historians regard the attack as a victory for the Allies. The official historian of the overall British effort in South East Asia, Stanley Woodburn Kirby, wrote in 1962 that the Wonokromo oil refinery and other industrial facilities were set on fire, the naval dockyard and two other docks were bombed and twelve Japanese aircraft destroyed on the ground. H.P. Willmott noted in 1996 that the raid caused "severe damage" to the Wonokromo oil refinery, "damage to the dockyard" and the sinking of a minesweeper, a submarine chaser and a naval freighter. Jürgen Rohwer stated in 2005 that twelve Japanese aircraft were destroyed on the ground, a small freighter was sunk and a patrol boat damaged beyond repair. In 2011 David Hobbs judged that the operation was successful, the Wonokromo oil refinery being "burnt out", naval dock installations damaged and a merchant ship sunk. Marcus Faulkner wrote in 2012 that Operation Transom "inflicted considerable damage". As is the case for the other air raids on Surabaya during World War II, it is not known how many civilian casualties resulted from Operation Transom.
Both Roskill and Hobbs agree that the attack provided the Royal Navy with important experience of carrier strike operations and exposure to superior American carrier tactics. Roskill observed that Somerville decided to copy the way in which Saratoga's crew conducted flight operations. Hobbs identified other lessons the Royal Navy took away from the operation, including a need to plan to conduct at least two strikes against each target and the desirability of obtaining photo reconnaissance aircraft that could be flown from carriers. Gray also noted that the operation, and especially the need to refuel in Western Australia, illustrated to the Royal Navy that it required an improved ability to replenish warships while they were at sea. This contributed to the acquisition of many supply ships that later supported the British Pacific Fleet during its operations against Okinawa and Japan in 1945. |
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